I appreciate financial skepticism of Silicon Valley more than

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I appreciate financial skepticism of Silicon Valley more than most, but it's retarded to pin your review of this prospectus on the $4.6B in revenue in 2025. Their run-rate was already double that by the end of the year, reportedly $65B in July, and estimated to be $100B by EOY.

ns123abc@ns123abc15h ago

🚨 Anthropic IPO S-1 prospectus LEAKED: Valuation target: $2 TRILLION >$4.6 billion in revenue in 2025 >$8.06 billion in operating loss >$42 billion in net loss The prospectus warns that nearly 25% of revenue came from just TWO customers, and that many top enterprise clients aren't locked into long-term contracts and could cut spending or walk away anytime Anthropic plans to spend $518 BILLION on compute commitments ‘in the coming year’