Anthropic Vs. Meta: Room To Be Wrong

An investment analysis examines the cost and scale of artificial-intelligence development at Anthropic and Meta. Anthropic’s prospective valuation is estimated at about $1.5 trillion, though some investors reportedly favor a figure closer to $1 trillion after a recent AI selloff. Meta plans $135 billion to $145 billion in capital spending this year, while the analysis questions how efficiently rising research costs are translating into progress.