It won't get that far.

It's physically impossible to build out the datacenters required for the "AI is actually good and we have mass layoffs" scenario. This Anthropic investment is spurred on because they've already hit a brick wall with capacity.

$40B goes a long way, but not for datacenters where nearly every single component and service is now backordered. Even if you could build the DC, the power connection won't be there.

The current oil crisis just makes all of that even worse.