Burry Puts Anthropic Commitments at $1.07T as Q3 Growth Slows to 47%
Summary
Michael Burry estimates Anthropic's total commitments at $1.05T–$1.07T, or up to $1.19T including SpaceXAI, with next-12-month obligations possibly above $100.8B versus the $69.8B the company reported. That gap matters because the IPO filing put hard numbers on the business for the first time, and a larger near-term obligation load changes how much of the raise is effectively spoken for. Growth is decelerating: Q3 revenue rose 47% quarter over quarter, down from 144% in Q2 and 132% in Q1, which Burry tied to lower AI training and inference spending. Meanwhile investors at a Hong Kong summit discussed an IPO valuation above $1.5 trillion, well above the $1 trillion level institutions reportedly pushed for, and Anthropic is building its own computing infrastructure to cut reliance on costly short-term rentals — a plan Burry says could raise long-term liabilities. The company is also testing a read-only personal finance tool for U.S. Pro, Max and Ultra users through Plaid. The IPO roadshow was reportedly targeted for the week of November 9, and investors have already questioned whether a November listing is still achievable.
This news item was assessed with negative market sentiment and an importance score of 7 out of 10. Source: Wiseek News.