{
  "generatedAt": "2026-10-08T17:44:57Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "voss-capital",
  "name": "Voss Capital",
  "role": null,
  "url": "https://deepstack.ltd/people/voss-capital/",
  "api": "https://deepstack.ltd/api/v1/entities/people/voss-capital.json",
  "summary": "Voss Capital appears in Part 4, Part 5 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill; Part 5: OpenAI and Anthropic Are Not the Same Business.",
  "parts": [
    {
      "part": 4,
      "headline": "AI Spending Has Met Its First Real Bill",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    },
    {
      "part": 5,
      "headline": "OpenAI and Anthropic Are Not the Same Business",
      "url": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 4,
      "section": "Arithmetic sets the test",
      "excerpt": "Voss Capital adds the productivity test.",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    },
    {
      "part": 5,
      "section": "Cheap intelligence arrives",
      "excerpt": "Voss Capital’s reality-check thesis rests on deeply negative free cash flow.",
      "url": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/"
    }
  ],
  "sides": [],
  "coverage": {
    "creators": 2,
    "claims": 40,
    "texts": 3,
    "asOf": "2026-10-08"
  },
  "lastUpdated": "2026-10-08"
}