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PodcastEli the Computer GuyOctober 7, 2026

Anthropic AI IPO Shows $518 Billion in Non-Cancellable Deals - AI Bubble Is HUGE

Host Eli discusses a Reuters report that Anthropic has about $518 billion in largely non-cancellable AI infrastructure commitments ahead of a planned IPO, and argues the AI bubble is severe.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.