Open AI and Anthropic are burning 10-15 billion per quarter and will need IPO funding to continue operations; the market's willingness to fund their losses is questionable when they're selling Ferraris at 10,000 dollars before eventually raising prices to 300,000 dollars.
forecastpending
Speaker
Louis GavelkalEvidence Quote
“these companies, the open eyes, the anthropic that are burning 10, 15 billion a quarter...it'll be interesting how long the market gets excited about funding people's Ferraris at $10,000.”
Created: 8/12/2026, 6:20:13 PM
My Notes
Loading notes...