(https://www.cnbc.com/2026/06/01/anthropic-ipo-s1-prospectus.html) while [McDonald's unveils a growth strategy](https://www.cnbc.com/2026/06/01/mcdonalds-mcd-unveils-growth-strategy.html) citing "inflation and high gas prices" crushing consumer traffic — these aren't isolated moves, they're regime signals. Capital-intensive AI models can't sustain path-to-profitability narratives when they're burning billions, which is why Anthropic needs the exit now.

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