Re:CoreWeave bond yield tops 16% as AI credit stress rises
by revolvingthrow on Tuesday November 10, 2026 @02:58AM
(#50437375)
Growing from 7b revenue to 70b revenue is crazy % growth, but with 2026 being the tokenmaxxing year AND it being the year where models are finally 'good enough' for everyday work it sort of makes sense.
Growing 70b revenue to 700b revenue is, ah, a smidge tougher. Even getting $70b to $230b would be an immense success, methinks. The initial hypecycle seems to have cooled down slightly as well and people are no longer ranked by how many tokens they can burn through with no real deliverables expected. There's even reports that companies are starting to tighten their belts when it comes to token spend.
Which isn't to say that the revenue won't grow, or even that it'll contract, but I certainly don't see Anth growing to eye-watering $700b, especially as long as open-weights models keep getting released and a BigCo can't get Opus deployed to their own hardware sitting in their basement with no chance of the secret sauce leaking out to anybody, including Anthropic.
Growing 70b revenue to 700b revenue is, ah, a smidge tougher. Even getting $70b to $230b would be an immense success, methinks. The initial hypecycle seems to have cooled down slightly as well and people are no longer ranked by how many tokens they can burn through with no real deliverables expected. There's even reports that companies are starting to tighten their belts when it comes to token spend.
Which isn't to say that the revenue won't grow, or even that it'll contract, but I certainly don't see Anth growing to eye-watering $700b, especially as long as open-weights models keep getting released and a BigCo can't get Opus deployed to their own hardware sitting in their basement with no chance of the secret sauce leaking out to anybody, including Anthropic.