I decided to delve into the financials of Anthropic since the company is pushing its IPO now... and HOLY CRAPOLA BATMAN! Anthropic has already signed commitments to spend hundreds of billions of dollars with Broadcom, Microsoft, Google, Amazon, SpaceX, AMD and other companies, totaling almost $800 billion! Anthropic's revenues and cash flow are a tiny fraction of that amount. How on Earth does Anthropic think it's going to ever achieve an income that manages to afford all these financial commitments it has already signed? DOESN'T ADD UP! Not in my analysis, anyway. Even if everything goes exactly right, I still don't see how Anthropic survives this. Do you?

Things people aren't realizing: Most SILVER mining is a byproduct of copper and zinc mining. There's almost no silver mining that happens on purpose as a primary target. Copper and zinc mines use SULFURIC ACID to strip those elements out of raw ore. (The acid dissolves the metals into solution, where they can be poured off, living the raw ore behind, essentially.) The war on Iran has collapsed the world's sulfur flows out of the Persian Gulf. Without sulfur, copper and zinc mining nearly collapse. Without copper and zinc mining, silver production plummets (obviously). This is where we are right now in late 2026. The main reason silver isn't exploding in price right now is because the same war that impedes sulfur flows is also impeding the energy flows used by manufacturing industries that demand silver as an input. (Simplified explanation, but largely valid.) Plus, of course, paper manipulation of silver markets by governments / central banks. When industry does come back online at full speed, sooner or later, the above-ground silver supply will be drastically thin. What do you suppose will happen to silver prices at that time? Almost nobody realizes that silver production depends on sulfur shipments out of the Persian Gulf. Now you know.

Still think AI won't replace any jobs? Microsoft just offered 60,000 of its employees (more than one-quarter of its global workforce) a voluntary termination "buyout" deal. This is after investing heavily in AI infrastructure and pushing aggressive in-house automation (which makes perfect sense, since frontier AI is already AGI-level or better). Microsoft just proved that yes, AI will replace humans, all across the corporate world. Tech companies first, then others will follow. And those companies that don't embrace AI? They will become rapidly obsolete. Story at Business Insider: businessinsider.com/microsof…