Anthropic plans to spend $518 billion on AI infrastructure. Pre-IPO perps barely blink.
AI summary
Anthropic's prospectus seen by Reuters shows big spending plans despite heavy losses. Still, pre-IPO perps barely moved on cryptocurrency exchanges.
Why selected · Evaluation
AI rationale
警惕风险，这种高投入、高亏损的AI项目，若无清晰盈利路径和强大护城河，风险巨大。不适合价值投资者，也可能不符合马斯克对“制造机器的机器”的持续性要求。
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