Anthropic Concerns

Anthropic Concerns I keep thinking about the AI bubble and all the concerns around circular funding, chip purchases, and the enormous amount of money that has to keep flowing through this ecosystem. And lately I’ve noticed something with newer Claude models that makes me uncomfortable. I can give Claude extremely clear steering, detailed context, and even explicitly tell it what it does NOT need to investigate. Yet I increasingly watch the reasoning trace go off and independently validate things I already told it—burning credits along the way—before eventually arriving at the answer I asked for. Maybe that’s just a side effect of how newer reasoning models are trained. But I keep thinking about the financial crisis and the ugly revenue-generating behavior that surfaced as financial institutions pushed for growth. The parallel obviously isn’t perfect, but bubbles create strange incentives when everyone needs the money to keep flowing. So here’s my increasingly cynical hypothesis: What if some AI models are being optimized not just to produce good answers, but to consume more compute while producing them? More reasoning → more credits → more compute → more chips → more “AI demand.” I have no evidence Anthropic is deliberately training Claude to burn credits. But when the company selling you intelligence also decides how much intelligence needs to be consumed to answer your question, I think the incentive is worth questioning.