I think Anthropic and OpenAI have found product-market fit

Re:I think Anthropic and OpenAI have found product-market fit by deaton on Wednesday May 27, 2026 @02:52PM (#48298750)

Maybe so far, but they've committed to well over a trillion in future capex.

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Re:I think Anthropic and OpenAI have found product-market fit by topaz0 on Wednesday May 27, 2026 @05:20PM (#48300878)

And there's the indirect capex that their revenues will pay for indirectly, like in the case of oracle

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Re:I think Anthropic and OpenAI have found product-market fit by TimTheTinker on Wednesday May 27, 2026 @05:28PM (#48300997)

Here's the question - does that future spending already appear on partners' balance sheets

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