[casey2]

I mean it almost certainly won't increase unless a major company takes out substantial debt, in which case we just kick the can and have conversations about bigger numbers. I don't quite think you understand, where will these hundreds of billions come from? By 2029 we will be well into a hardware glut and people will run their own models. Anthropic doesn't have the data flywheel to compete with OpenAI or Google. They went all in on special purpose AI and hit a brick wall and had a "do as much evil as possible" strategy which didn't pay off. Hopefully they fail before they get the entire industry regulated.