Anthropic’s Amended Prospectus Form S-1/A: 3rd Quarter Results & More Questions - Cassandra Unchained — Michael Burry
By Google News AI ·
Anthropic filed an amendment to its S-1 offering document on November 2nd. So, this is a follow-up to Short Thoughts: Anthropic’s S-1, from October 27th.
There are many good teardowns of the Anthropic S-1 out there. Remarkable how fast they get done these days.
I closed that article with a hopeful sentiment regarding this S-1/A.
An amendment to the S-1 that fills in the third quarter details is due before the roadshow, and it should also carry Anthropic’s October revenue run-rate. I think we know what it will show, but the market might pay more attention to what is important once it is printed.
Anthropic’s S-1 amendment arrived as expected, and sure enough, it carries information on the third quarter. It does not carry the new run-rate. The October run-rate is left blank in the filing.
Let’s see what Anthropic’s S-1/A does show.
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Originally published by Google News AI
