📉 Needs $190-200B revenue by 2028 to justify $2T valuation 📉 Currently only $17B — needs 11x growth! 📉 2025: $4.6B revenue vs $42B LOSS 📉 Committed $518B for infra over next decade
Now investors pricing it at $1.5T only — $500B GAP!
AI bubble bursting? This is the same fear behind next week's AI fund blowup rumors.
If Anthropic can't justify valuation, whole AI sector re-prices. NVDA, crypto AI tokens — all at risk.