πππWhen a chip supplier like
$Broadcom(AVGO)$ stops acting like a vendor & starts acting like a bank, the rules of reality break down. By assembling billions to fund Anthropic's TPU leases, Broadcom isn't just capturing demand. It is manufacturing in a closed loop system.
The big question is if AI demand was naturally generating enough cash flow right now, AI labs would not require vendors to underwrite their balance sheet.
My answer is 4: The key is not funding but how much money Anthropic can make.
It is important for Anthropic to translate this closed loop financing into profitability. In other words, show me the money, otherwise the entire foundation may buckle.
@TigerStars @Tiger_comments @Tiger_SG
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