A V-shaped reversal! CRWV rose 6.4% to $57, the most dramatic moment of the day. It opened at a new low, then rebounded dramatically. Anthropic's ANT prospectus proves the demand is real: $16.3 billion in revenue in six months, a 14x growth rate, and positive operating profit in Q2. This money will ultimately translate into orders for computing power, flowing into the hands of new cloud providers. CoreWeave's debt is nothing compared to Anthropic's. ANT's computing power bill is $780-810 billion, a 50-fold gap from its revenue! Anthropic itself has been fueled by convertible bonds, private placements, and its IPO; it's the kind of company Musk talks about that lives off financing to buy computing power