(SEMI-)CROSSPOST: JOEY BROOKHART, CRYSTAL HUANG, & DYLAN PATEL: Anthropic 3Q26 Profit Over $1B: The Anthropic IPO Financials Sneak Peak
The part above the paywall, that is. Their subheading: "Anthropic’s Opportunity is Theirs to Lose..."
A lab that was burning cash on GPUs 18 months ago is now plausibly minting a billion dollars of quarterly profit by arbitraging three things: the collapse in ...
