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The filing shows: $16.3 billion in H1 2026 revenue. $693 million GAAP operating loss for H1, but a $974 million operating profit in Q2. $3.9 billion positive operating cash flow in H1. $482 million of capital expenditures in H1, not zero. Approximately $832 billion in future compute-related purchase commitments and leases not yet commenced, using the three categories highlighted in the post. The $832 billion figure is economically significant, but it is not a single bill immediately due, nor is every contractual amount necessarily unconditional. The essential question is whether Anthropic can generate sufficient incremental revenue and gross profit as this committed capacity comes online. The operating leverage achieved so far is real. The risk of reversing that progress is also real.
@DanielTNiles @elonmusk $IREN $CRWV $NBIS etc - clearly need to publish DAILY satellite images of all ongoing projects on their websites - supposedly does wonders for the stock price!
$IREN $CRWV $NBIS They clearly need to publish DAILY satellite images of all ongoing projects on their websites - supposedly does wonders for the stock price!
🚨BREAKING NEWS🚨 10/24 footage confirms massive expansion is underway at $IREN's Mackenzie site in BC. Will @danroberts0101 discuss this on the 11/5 earnings call? More details to come!
@benoitz $IREN $CRWV $NBIS They clearly need to publish DAILY satellite images of all ongoing projects on their websites - supposedly does wonders for the stock price!
@Object_Zero_ @chamath hasn't the same argument been made about Oil fields for 100+ years? Yet every few years a new technology comes out - and they keep drilling profitably.
Lab grown gold? Same path as diamonds?
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building
@joemccann textbook definition of overfitting
@Bitcoin188 Backtested - zero value - do not waste time on this
@quantscience_ Backtested - useless - dont waste time
@RohOnChain BS - backtested this - useless. Dont waste time.
@patrick_saner curious to see if the human-managed mutual and hedge funds showed a similar performance
@wayne_nelmz @amitisinvesting Great summary! Agree 100% - and that will be part of my PhD research on AI Economics. How to dynamically calculate breakevens for neoclouds based on CDS and other cost of capital metrics. Hope ok to use Ornn data for research! Thanks @wayne_nelmz
@spacexai X algos blocked my X account for ZERO reason twice in the last year. Took weeks to restore it. No humans to call to complain or help - all AI bots. And now if they block my X they will also block my Cursor and Grok? No thanks.
@ai You should have one split by US vs ROW. EU still blocks Muse and Dots etc
@gregisenberg No bank will allow agents. Banks make 5% on on every dollar now sitting on a checking account. Trillions of dollars just sit there. Agents can start parking that into money market overnight.
@Kaffchad Thats why we track that first part you talking about daily. You missed a lot of other great money printing businesses. Also we comp them to tradfi valuations. Free to use. cryptovaluelab.com/protocol-funda…
@zerohedge Too bad there are no CDOs to mix these up…
@FredaDuan Problem with mega data centers outside of the US is that a few cheap drones can turn $2-3bn into ashes.
@Para_Capital Great reminders thanks. But think key question is not when and how will AI blow up. It is - can AI keep rest of the global economy from going into a recession.
Useful bullish points. Yet they miss a critical point - The AI complex is not the weak part of the tape. The rest of the S&P is. Price action and earnings both show a two-speed market, and the gap is historically wide. So my question is not whether AI will blow up. It is - can AI lift all others up
Now that I have successfully rage baited what feels like every AI bear on X, let's systematically break down the most common counterarguments because they are very off the mark. #1. The AI trade is the same as the dotcom bubble or the 2008 crisis This is the most frequent
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