How much of this is honest versus how much is it spreading FUD? Anthropic relies on third parties to supply most of their compute. By calling into question the build out and if there are any real long term customers isn’t he whether directly or indirectly just making it harder for these deals to happen which rely heavily on financing? I think he knows what he’s doing.. don’t forget when he went on a podcast and claimed OpenAI researchers were getting offered 400 million+ dollar deals by Meta & called the ones who took the deal “not the best.” lol bro knows how to spoof the order book.
