What if Anthropic is right about its doomsday machine?

James ThomsonColumnist
Oct 31, 2026 – 5.00am

If it wasn’t already obvious how pivotal the float of Anthropic will be to the fate of the artificial intelligence boom, it should be now.

Even the biggest gorillas in the AI zoo are feeling the market’s growing doubts about how – and when – the trillions of dollars of spending on AI infrastructure will deliver meaningful returns.

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• AI
• Analysis
• Anthropic
• IPO
• Cybersecurity
• AFR Weekend
• Perspective

James ThomsonColumnistJames Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com

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