Hard to believe that after all

Hard to believe that after all the bubble talk, Anthropic has burned less than $10B since inception, is already comfortably FCF positive to the tune of billions in 2026, and will likely be on a pace close to $100B in ARR by Dec 2026.

I've said this plenty of times before. Ed Zitron has no background in AI, engineering, corporate finance, accounting, or investing. Just a loud voice with no expertise in any of the relevant fields needed to speak on these topics. Notice he's been quiet today.

Where are the AI bears now? What's the latest negative take on Anthropic's financials?

$SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$

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Legengary
06:41
Legengary
AI fear provides liquidity and opportunity for buying opportunties.
AI will only gets better

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Ed Zitron has no background in AI, engineering, corporate finance, accounting, or investing. Just a loud voice with no expertise in any of the relevant fields needed to speak on these topics. Notice he's been quiet today.\nWhere are the AI bears now? What's the latest negative take on Anthropic's financials?\n<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a>\n<img src=\"https://community-static.tradeup.com/news/fc2017e35cb14f76aab661f8c0b447a9\" tg-width=\"597\" tg-height=\"541\"></body></html>","htmlText":"<html><head></head><body>Hard to believe that after all the bubble talk, Anthropic has burned less than $10B since inception, is already comfortably FCF positive to the tune of billions in 2026, and will likely be on a pace close to $100B in ARR by Dec 2026.\nI've said this plenty of times before. Ed Zitron has no background in AI, engineering, corporate finance, accounting, or investing. Just a loud voice with no expertise in any of the relevant fields needed to speak on these topics. Notice he's been quiet today.\nWhere are the AI bears now? What's the latest negative take on Anthropic's financials?\n<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a>\n<img src=\"https://community-static.tradeup.com/news/fc2017e35cb14f76aab661f8c0b447a9\" tg-width=\"597\" tg-height=\"541\"></body></html>","text":"Hard to believe that after all the bubble talk, Anthropic has burned less than $10B since inception, is already comfortably FCF positive to the tune of billions in 2026, and will likely be on a pace close to $100B in ARR by Dec 2026. I've said this plenty of times before. Ed Zitron has no background in AI, engineering, corporate finance, accounting, or investing. Just a loud voice with no expertise in any of the relevant fields needed to speak on these topics. Notice he's been quiet today. Where are the AI bears now? 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