Post

Anthropic filed their S-1, a required document for IPO * $80B on-paper loss in H1 ‘26 * 900% revenue retention * $430B in non-cancelable compute commitments * $1.62B operating income www.anthropic.com/news/s1-sec

fyi the $80B loss is mostly an accounting quirk. In other words, if you’re not already up to speed on accounting practices, it’ll take a while to even understand what it is for most people, just look at the operating income and consider that the profit

Operating income less compute spend would be profit-ish Or am I missing something about "operating income"