“Anthropic's business is predicated on the idea that more compute means more revenues. However, the disconnect is: can revenues scale fast enough? Is there enough user base? Is there enough token demand to cash the checks they've already written? And it does really look like a house of cards. And they warn about this in the S-1, they have to, that if their revenues can't keep up with their compute commitments, they could default.”

…does it hit the the big companies? I don't know. I mean you the all the cloud providers look pretty happy because they get business regardless. I mean even if Google's Google's AI models are not, you know, num you know first in people's minds, they're still serving all of this stuff. Same thing.

…even months or in August, they were saying the same thing. Microsoft was saying that token maxing doesn't factor into the way they want to do business. Right. So you got two very big consumers of AI who are basically saying, y'all need to slow it down and be more purposeful. So bigger, you know.

Yeah. And I feel like if it happens to anthropic, right, the other AI frontier labs are not far behind, because that's that's gonna be a symptom of a larger problem. Right. And that's that people are basically saying what a lot of non AI companies or companies that do AI along with other things…

Right. Yeah, and and a lot of the enterprise AI products that you see now are about trying to, you know, figure out ways to reduce that cost too, you because they don't want to run, you know, the fable, you know. twenty four seven, so you've got a a way of you have some sort of gateway or or…

Yeah. actually to Tom's point, Cadence Systems, which does a lot of electronic design automation and circuit board layout and that kind of thing, just rolled out a new product line called Maestro that's currently built around NVIDIA's Nemotron, OpenWaights models. But the idea is that they had been…