Al bear says we should let OpenAl and Anthropic die

AI labs like Anthropic and OpenAI face significant economic scrutiny due to massive, non-cancellable compute commitments that appear disconnected from reported revenue and cash flows. These companies function as load-bearing entities for major hyperscalers like Microsoft, Google, and Amazon, driving cloud growth and massive GPU demand. However, the lack of transparent GAAP metrics and the reliance on annualized run rates mask potential financial instability. If these labs fail to scale revenue rapidly to match their multi-billion dollar compute obligations, the resulting market shock could threaten the broader tech sector, which currently relies on sustained GPU sales to NVIDIA. The upcoming S-1 filings are critical for revealing the true state of these companies' balance sheets, as current venture capital and debt models may prove insufficient to sustain their capital-intensive operations.