What Couch Investor said in this video:
- AI Capexneutrallong-termThe host notes new capacity can hit costs before revenue catches up, and management says margins may compress when those tranches land.Source
- AI Capexneutrallong-termThe host argues Anthropic's IPO story hinges on whether demand keeps outrunning a locked-in compute shelf, since revenue is mostly pay-as-you-go while the bill is mostly fixed.Source