Anthropic's CEO Counts Chickens: Why It's Uninvestable — Deep Values: Value Investing Deep Dives

A sushi-shop debate over how many chickens justify a human life shows how Anthropic CEO Dario Amodei really reasons, and Graham and Buffett put judging management's rationality before any balance sheet. With AI spending running into the hundreds of billions, we ask whether any margin of safety is left.

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