This feels wrong in several ways:
a) they're certainly not addressing their customers like they're compute-limited. One must ask, what would that look like? For one, I think it'd look like a wait list to sign up. It'd look like prices going _higher_, and not lower
b) IIUC, their revenues don't cover their _current_ compute costs. So, let's pretend coreweave magics up a new dc and hands it over to anthropic, which means presumably anthropic needs to start paying for it. How does that affect anthropic's revenue? AFAICT, it just adds costs, it doesn't make their revenue go up.
The only interpretation I can find is if Anthropic is _convinced_ that they need to train faster/harder, and that doing so would somehow significantly shift their TAM or costs, for example by coming up with a model that was simply 10+ years ahead of anyone else that costs the same as opus 5.5 to run, and they instantly nab the entirety of openai's market share. Seems pretty unlikely.