In The Loop Host Ejaaz Ahamadeen takes a closer look at Anthropic's (ANTH.PVT) third quarter operating loss, comparing this figure to how other hyperscalers are financing their AI build-outs. Video Transcript 00:00 Speaker A From the bullish side of things, you could argue that yes, Anthropic made an operating loss, but it was because they had so much demand that they had to pay out of pocket for more expensive ingredients if you want to use my restaurant analogy earlier. The bare case is, Anthropic didn't even have a cushion or figure out a way to kind of satiate this demand or anticipate this demand, and that might end up with them blowing up. And like listen, this is a high-stakes game that Anthropic is playing.
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