Re:Anthropic Raised $30B. Where Does It Go?
by marysminefnuf on Monday February 16, 2026 @10:23PM
(#47043342)
https://signalvnoise.com/posts/2585-facebook-is-not-worth-33...
[ Parent
| on HN ]
Re:Anthropic Raised $30B. Where Does It Go?
by heavymemory on Monday February 16, 2026 @11:54PM
(#47043839)
DHH argued Facebook couldn't monetise. I'm not arguing Anthropic can't monetise. I'm arguing the debt structure financing AI infrastructure creates systemic risk regardless of whether individual companies succeed. Cisco survived the dot-com bust. The bondholders who financed the fibre didn't