Comment by Haven880

Unlikely Anthropic able to repay. Take a look at their cost of production. GPU data centers which need huge capex and depreciate to near zero roughly every 3 years (though they try to trust-me-bro to 6). Even if you ignore the cost as gifted by Uncle Sam, they still runs into huge electrical consumption. You can't code away electricity. You can force buy or raid oil, but that wouldn't convert to electricity when reaching American shore. Then you look over at China given out free frontier models and dirt cheap electricity about 1/4 of Americna lowest rate. And China plans to half that rate in coming 5 years. And as chip advanced with more RAM, it is just a matter of time majority of AI compute happened in mobile devices. At that rate, Anthropic purely based in USA or EU or even regional countries simply can't compete for exclusive 30T market. The only way Anthropic can compete is raid a small country with arms like VOC and build their nuke plants, (maybe with Bill Thorium plant) to produce AI. And let's not forget that is American company. 2026 exposed to terrorists a very high impact and easy target. Good luck.