Anthropic's IPO filing is the talk of Wall Street. Michael Burry says it hasn't eased his worries about the AI boom.
THE SO WHAT
Skepticism around slowing growth and pricing pressure is a reminder that even top-tier model vendors are not immune to margin compression as competition and open models mature. Buyers can use this window to negotiate harder on unit economics — but should also stress-test their own dependency on any single provider’s roadmap.
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