Anthropic S-1 disclosure gaps

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062026-11AI Bubble Fears Mount as Markets Sway and Returns Face ScrutinyIn early November 2026, commentator Gary Marcus wrote that the generative AI bubble may have burst, citing research that found it hard to pin down measurable financial impact from AI spending. Over the same stretch, CoreWeave shares fell more than 50% in six months, and Anthropic's draft S-1 was flagged as incomplete. How far the market turmoil spreads, and how AI returns can be verified, are now the focus.Gary Marcus