I called this a few months ago - enterprises are burning unsustainable amounts on Claude, and now it's showing up in the news
A while back I wrote a post on r/wallstreetbets about why Anthropic's revenue story doesn't hold up the way the headlines suggest. It got removed because you can't take positions in a private company. But the core argument is playing out now, so I want to share it here for discussion. URL of the removed post: [https://www.reddit.com/r/wallstreetbets/comments/1sxdjt5/if\_anthropic\_goes\_public\_this\_year\_its\_gonna\_be](https://www.reddit.com/r/wallstreetbets/comments/1sxdjt5/if_anthropic_goes_public_this_year_its_gonna_be) The thesis was simple: From my circles in tech scene in Berlin...