From Breakingviews - Breakingviews - COMMENTARY: Anthropic’s IPO is a crucial AI gut-check ↧ ↧ Breakingviews - COMMENTARY: Anthropic’s IPO is a crucial AI gut-c... The Claude maker’s public debut is slipping, forestalling a moment of ​truth for Big Tech. Vast ​revenue backlogs depend on $500 bln of ⁠commitments from the company. Finally ​seeing the underlying economics will ​shape investor tolerance for continued spending on the gold rush.