Investor argues S-1/A eases fears over cloud partners' exposure
3Nov 2 9:46 AM · 11d ago · 1 post · 1 source · development 3 of 4
A financial commentator breaks down Anthropic's balance sheet from the S-1/A — over $132B in cash and investments, $82B in undrawn loans, $50B run-rate revenue, and $100B in expected IPO proceeds — against roughly $70B of compute due in the next twelve months, arguing this should calm concerns about backlog exposure for Amazon, Google, and Broadcom.
x.com
“+$132B of cash and investments +$82B of undrawn loans +$50B run-rate revenue less non-compute cash costs +$100B IPO proceeds”
@southernvalue95
AnthropicAI company filing for IPOAmazonCloud infrastructure partner / investorGoogleCloud infrastructure partner / investorBroadcomHardware/chip supplier
The whole story articlespostscommentsthe bright band is this development · numbered dots are the others · click one to jump
Oct 28Oct 30Nov 1Nov 3Nov 5Nov 7Nov 9Nov 11now · 9:56 PM ET
What people said 1 voice · verbatim
@
The Anthropic S1/A should ease concerns over the risk of Anthropic backlog exposure for $AMZN $GOOG $AVGO: +$132B of cash and investments +$82B of undrawn loans +$50B run-rate revenue less non-compute cash costs +$100B IPO proceeds Against that, they must fund: -$70B compute due in the NTM, and...
