Anthropic CEO Dario Amodei has warned that some AI companies are taking big financial risks by ‘YOLO-ing’ their spending. While addressing the media at the December 2025 DealBook Summit, he said some firms are spending huge amounts of money quickly without enough caution.
Amodei said Anthropic is taking a safer approach. The company focuses on business clients and careful planning, while some rivals spend massive sums to grow fast and reach huge revenue goals. He hinted that companies like OpenAI are pushing very hard to hit targets like $200 billion by 2027. Such aggressive spending could create serious financial problems.
The warning comes as many AI startups raise huge amounts of money. In 2025, companies like OpenAI, Mercor, and Cursor completed multiple funding rounds, often doubling or tripling their valuations. Experts fear this fast spending could create an AI bubble. Investors are concerned that some companies may not earn enough to cover their massive costs.
Dario explained that predicting AI’s economic future is hard. Building data centers and buying GPUs costs billions, and companies risk buying too much or too little. If they buy too little, they may lose customers. However, if they buy too much, they may not earn enough to cover costs. Amodei said balancing these risks is very important.
Anthropic has grown quickly and expects $8 billion to $10 billion in revenue this year. Despite this success, Amodei said aiming for too much too fast could be dangerous. Many AI startups have raised huge funding in 2025, doubling or tripling their valuations. Experts warn that this fast spending could create an AI bubble.
He also raised concerns about jobs and national security. AI is rapidly developing in coding, medicine, finance, and science. Hence, governments should deal with issues like job loss due to this transition and ensure the proper use of AI.
Amodei’s warning is clear: AI can bring great progress, but reckless spending could hurt companies and public trust. Careful planning and steady growth are the keys to success.
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