Anthropic's filing details a second quarter that showed a $974 million profit thanks to SpaceX discounts, while third-quarter figures and the annual bill from hundreds of billions in compute commitments are left largely blank.
Anthropic filed a 300-plus page prospectus but went into detail on one quarter: the second, when it booked a $974 million profit because two of its three months came with SpaceX compute discounts.
The third quarter surfaces only in fragments: revenue up 45% quarter-over-quarter, compute spend up 76%, and more than $430 billion in commitments, most of which have not started to come due.
For a company seeking a $1.4 trillion valuation, leaving blank the line on what it owes over the next 12 months does not look like an oversight to me.
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