Am I missing something or does the author not count the existing revenue to cover the buildout? I think they have it covered even in the worst case scenario (and requiring every piece of cash flow they have).
Also, if Anthropic or OpenAI fail in their revenue requirements I believe they would be absorbed by the guys with the money printing machines (Google, Microsoft and Meta).
Also, if Anthropic or OpenAI fail in their revenue requirements I believe they would be absorbed by the guys with the money printing machines (Google, Microsoft and Meta).