Prof G Markets · Wednesday, October 28, 2026
Investor Steve Eisman discusses Anthropic's S-1 filing on Prof G Markets, highlighting an enormous list of future capital and compute commitments totaling $800 billion to $900 billion that are not currently reflected in the main income statements.
“There's an awfully long list of, um, future capital commitments that add up to something i mean it depends what you include don't include 800 to 900 billion”