Look there's largely diversified customer base paying them at rates snd growth that justify the valuations.

Unless "cosmic DC8" (whatever that is) has S1 with data thus string, what possible comparison could there be?

These financials are very very strong. They alleviated many doubts I had about Anthropic's viability (namely I wasn't sure training+experiments could fit in the compute budget and keep them profitable).

We have the numbers right here. Comparisons to Scientology and Elizabeth Holmes are more similar to Scientology than what we see in the S1.

No it’s not - both the customers of hyperscalers and frontier labs are highly concentrated.