Dario Amodei defended Anthropic’s conservative spending strategy regarding AI infrastructure compared to hyperscalers like Amazon and Meta. The CEO warned that committing to massive capital expenditures based on imperfect growth forecasts could drive a company to bankruptcy if revenue arrives later than expected. While the firm is tracking toward $10 billion in revenue for 2026, Amodei criticized rivals for “YOLOing” investments without mitigating the risks.
