Monologue: Anthropic Is Not Profitable Unless You Remove Its Costs
5/22/202613 min
In this week's Better Offline monologue, Ed Zitron runs you through Anthropic’s claims it will be non-GAAP EBITDA profitable for Q2 2026 by having SpaceX discount its compute costs, and how said revenues don’t match up with its CFO’s sworn affidavit or previous reporting on its finances.
Companion newsletter:
https://www.wheresyoured.at/anthropics-profitability-swindle/
https://www.flyingpenguin.com/wheres-ed-anthropic-told-court-5-billion-but-public-19-billion/
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Transcript preview
First 90 secondsSpeaker 10:00
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