Andrew Curran@AndrewCurran_4d ago

The WSJ has seen Anthropic's new draft prospectus. Some numbers: They plan to spend three-quarters of a trillion dollars on compute over the next seven to ten years. - $111 billion on Google cloud computing contracts - $110 billion with Amazon Web Services - $31 billion on Microsoft - $86 billion on Nscale and Lambda - $160 billion on Broadcom - $150 billion in additional compute deals under negotiation I don't see Elon/Colossus listed here? So unless they put that under future negotiations (which seems odd) I think that's another $85 billion through 2029. Unless it's been been cancelled? It only requires 90 days notice to do so. Around one-fifth of Anths revenue in the first half of 2026 came from just two unnamed customers. They expect a 'significant portion' of their revenue will come from a 'limited number of customers for the foreseeable future.' They said they bear liability for certain harmful model behaviors, and warn that the 'harm that could result from a catastrophic AI-related incident' might be so large that it would be unable to obtain insurance to cover the potential damages.