Same day: Anthropic reportedly told investors Q3 revenue was $16.8B, while CoreWeave's 2032 bonds fell below 80 cents. (in Chinese) The thesis: AI money is moving from the data center to the model. Based on Alan Walker's article. Not investment advice; made with Claude. 🔗 View on Twitter
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--- tweet_id: "2110978943859990550" author: "FinanceYF5" published_at: "2026-10-16T06:19:34+00:00" source_url: "https://x.com/FinanceYF5/status/2110978943859990550" --- Same day: Anthropic reportedly told investors Q3 revenue was $16.8B, while CoreWeave's 2032 bonds fell below 80 cents. (in Chinese) The thesis: AI money is moving from the data center to the model. Based on Alan Walker's article. Not investment advice; made with Claude. [🔗 View on Twitter](https://x.com/FinanceYF5/status/2110978943859990550/video/1) ## 视频地址 - [视频 1](https://video.twimg.com/amplify_video/2110978748720046080/vid/avc1/1080x1920/5ZzcpbsAcOq-qm9J.mp4?tag=29)