Braid
Anthropic's Amended S-1: A $17 Billion Quarter and $895 Billion in Compute Commitments
26:01
Hosts: Lenar Kess, Damra Vol. Anthropic's amended S-1 adds third-quarter results: about $17 billion in revenue, a $536 million operating loss, and $895 billion in compute commitments and leases. We go through the numbers, the filing's recursive self-improvement language, a paper where one model edits another's weights, two security results on coding agents, the New York Times and others suing…