Anthropic's IPO Is Not What It Looks Like: Inside the S-1 and the $80 Billion "Loss"

Podcast: In the Loop AI · In the Loop AI

Opublikowano: 2026-10-27

Anthropic just filed its S-1 ahead of what could be the biggest IPO in history, and the whole market has been waiting on it. Chip stocks fell eight sessions in a row, the headline number is an $80.7 billion loss, and everyone wants to know: is Anthropic actually making money, and are we in an AI bubble? Ejaaz came in skeptical and went through the filing. It's not what it looks like. We break down revenue that went from $41 million in 2023 to $16.3 billion in the first half of 2026, why Anthropic now makes about $2 for every $1 it spends on...