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Part of Anthropic's IPO filing reveals $2-for-$1 compute economics, huge spending commitments · 4 stories · since Oct 26 · newest 4d ago

Anthropic's amended S-1 shows Q3 revenue near $17B, loss widens to $23.3B

Press fills in IPO timing and valuation gaps left blank in filing

1 Oct 26 · 12d ago · 5 articles · 2 sources · development 1 of 3

With the S-1 silent on date and size, The Kobeissi Letter reported a targeted debut the week of November 16 and a raise up to $100B at roughly $2 trillion valuation, while Fortune and Investing.com pointed to a Thanksgiving-week debut at a $1.5-2 trillion valuation band.

Press fills in IPO timing and valuation gaps left blank in filing
x.com

“explosive revenue growth alongside enormous computing commitments”

Investing.com

Anthropic AI company filing for IPOGreg Isenberg Commentator/analystGoldman Sachs and Morgan Stanley Lead IPO underwritersThe Kobeissi Letter Financial newsletter

The whole story articlespostscomments the bright band is this development · numbered dots are the others · click one to jump

Peak 128 pieces in 3h at Nov 2, 8 AM; 219 pieces over 13 days (68 articles · 24 posts · 127 comments) Oct 26, 12 PM — 2 pieces · 2 articles — Newswires 1, Google News 1Oct 26, 3 PM — 1 piece · 1 article — Newswires 1Oct 26, 6 PM — quietOct 26, 9 PM — quietOct 27, 12 AM — quietOct 27, 3 AM — quietOct 27, 6 AM — 1 piece · 1 article — Newswires 1Oct 27, 9 AM — quietOct 27, 12 PM — 1 piece · 1 article — Newswires 1Oct 27, 3 PM — quietOct 27, 6 PM — quietOct 27, 9 PM — quietOct 28, 12 AM — quietOct 28, 3 AM — quietOct 28, 6 AM — quietOct 28, 9 AM — quietOct 28, 12 PM — quietOct 28, 3 PM — quietOct 28, 6 PM — quietOct 28, 9 PM — quietOct 29, 12 AM — quietOct 29, 3 AM — quietOct 29, 6 AM — quietOct 29, 9 AM — quietOct 29, 12 PM — quietOct 29, 3 PM — quietOct 29, 6 PM — quietOct 29, 9 PM — quietOct 30, 12 AM — quietOct 30, 3 AM — quietOct 30, 6 AM — quietOct 30, 9 AM — quietOct 30, 12 PM — quietOct 30, 3 PM — 2 pieces · 1 post · 1 comment — Reddit 2Oct 30, 6 PM — 1 piece · 1 post — Reddit 1Oct 30, 9 PM — quietOct 31, 12 AM — quietOct 31, 3 AM — quietOct 31, 6 AM — 2 pieces · 2 articles — Google News 2Oct 31, 9 AM — quietOct 31, 12 PM — quietOct 31, 3 PM — quietOct 31, 6 PM — quietOct 31, 9 PM — quietNov 1, 12 AM — quietNov 1, 2 AM — quietNov 1, 5 AM — 1 piece · 1 article — Google News 1Nov 1, 8 AM — quietNov 1, 11 AM — quietNov 1, 2 PM — quietNov 1, 5 PM — quietNov 1, 8 PM — quietNov 1, 11 PM — quietNov 2, 2 AM — 1 piece · 1 article — Google News 1Nov 2, 5 AM — quietNov 2, 8 AM — 128 pieces · 51 articles · 21 posts · 56 comments — Reddit 48, Newswires 46, Hacker News 15, +3 moreNov 2, 11 AM — 36 pieces · 8 articles · 1 post · 27 comments — Reddit 24, Newswires 7, Hacker News 4, +1 moreNov 2, 2 PM — 6 pieces · 6 comments — Reddit 6Nov 2, 5 PM — 3 pieces · 3 comments — Reddit 3Nov 2, 8 PM — 5 pieces · 5 comments — Reddit 5Nov 2, 11 PM — 9 pieces · 9 comments — Reddit 9Nov 3, 2 AM — 5 pieces · 5 comments — Reddit 4, Hacker News 1Nov 3, 5 AM — quietNov 3, 8 AM — 6 pieces · 6 comments — Reddit 6Nov 3, 11 AM — 1 piece · 1 comment — Reddit 1Nov 3, 2 PM — 1 piece · 1 comment — Reddit 1Nov 3, 5 PM — quietNov 3, 8 PM — quietNov 3, 11 PM — 2 pieces · 2 comments — Reddit 2Nov 4, 2 AM — quietNov 4, 5 AM — quietNov 4, 8 AM — quietNov 4, 11 AM — quietNov 4, 2 PM — quietNov 4, 5 PM — 1 piece · 1 comment — Reddit 1Nov 4, 8 PM — 1 piece · 1 comment — Reddit 1Nov 4, 11 PM — 2 pieces · 2 comments — Reddit 2Nov 5, 2 AM — quietNov 5, 5 AM — quietNov 5, 8 AM — quietNov 5, 11 AM — quietNov 5, 2 PM — quietNov 5, 5 PM — quietNov 5, 8 PM — quietNov 5, 11 PM — quietNov 6, 2 AM — quietNov 6, 5 AM — quietNov 6, 8 AM — quietNov 6, 11 AM — quietNov 6, 2 PM — quietNov 6, 5 PM — quietNov 6, 8 PM — quietNov 6, 11 PM — quietYesterday, 2 AM — quietYesterday, 5 AM — quietYesterday, 8 AM — quietYesterday, 11 AM — quietYesterday, 2 PM — quietYesterday, 5 PM — quietYesterday, 8 PM — quietYesterday, 11 PM — quietToday, 2 AM — 1 piece · 1 comment — Reddit 1Today, 5 AM — quietToday, 8 AM — quietToday, 11 AM — quiet 12–3
1Press fills in IPO timing and valuation…2–3Analysts dissect Q3 figures: cash pile…
Oct 27Oct 28Oct 29Oct 30Oct 31Nov 1Nov 2Nov 3Nov 4Nov 5Nov 6now · 1:50 PM ET

Reported in the same hours no headline names this development itself — these 4 claims were published in its stretch

  1. 1 outlet Anthropic's IPO could be 'speculative fiction' or a 'generational moment' — investors are split

    first by CNBC, 12d ago

  2. 1 outlet Anthropic's IPO filing reveals about $417 billion in future compute spending

    first by Quartz, 12d ago

  3. 1 outlet Anthropic's S-1 Shows $16.3B in Half-Year Revenue, a 900% NRR, and an $80.7B Loss That Mostly Isn't

    first by Hacker Noon, 12d ago

  4. 1 outlet Anthropic’s Massive Revenue Surge Comes With Ballooning Computing Bill

    first by Bloomberg.com, 12d ago

All 3 developments of Anthropic's amended S-1 shows Q3 revenue near $17B, loss… →

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