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simonw • yesterday at 11:37 PM • 1 reply • view on HN

You can beat the paywalls with https://archive.ph or similar.

They may be self-reported numbers, but they're consistent across multiple reporting sources. If Anthropic are lying to their investors about these numbers they will be in very real trouble with the SEC come IPO time.

And even if they're using funky accounting tricks to exaggerate their profits and downplay some of their losses, I expect the numbers for 2026 will still be really impressive.


Replies

weakfish • yesterday at 11:45 PM

I'll check w/ archive.ph in a bit, thanks for the tip.

Is the hope for them that they'll outpace their run with a massive revenue growth? I believe that they have that, but numbers like a net loss of $46b in 2025[0] seem hard to overcome.

Re: self-reporting, I'd be inclined to think they're using non-GAAP practices to make it sound more favorable, but I am by no means an expert, so willing to believe I am wrong.

I'll read the article you sent; this is just my off-the-cuff thinking.

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