Anthropic

On Oct 26, $Anthropic.US finally filed its prospectus. The opening page reads like a study in contrasts. Dolphin Research wrote in Jan in 'Deep Dive on Minimax and Zhipu: Large Models...'

On one hand, Q2 revenue was $11.56 bn (+14x YoY). It posted GAAP operating profit for the first time.

On the other hand, over the past ten months it signed compute contracts totaling nearly $1 tn. That equals 22x its annualized revenue.