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Somewhat strange... ✅ Anthropic signed a $44.6 billion dollar contract with Nscale for compute. ✅ Nscale JUST disclosed: we have no plan for how to finance the compute for that $44.6b deal we just signed. So now we're signing deals on bear pelts we haven't caught yet. Proof actually comes from their own S-1 filing that just dropped. https://t.co/4mUnG3gKfz And yes, the bear reference is where a "bear market" comes from.