Joseph Carlson(@joecarlsonshow):I can never quite tell if you're intentionally editorializing stuff like this, or if you genuinely believe things this misleading. About $72B of that $80B loss is a noncash accounting charge from convertible debt, Anthropic’s rising valuation made the debt more valuable to investors, so the increase was recorded as a loss, not money actually spent operating the business. So the very reason they "lost" all that money is *because* their valuation tripled.

Joseph Carlson

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Joseph Carlson@joecarlsonshow

2026.10.26 21:16

I can never quite tell if you're intentionally editorializing stuff like this, or if you genuinely believe things this misleading. About $72B of that $80B loss is a noncash accounting charge from convertible debt, Anthropic’s rising valuation made the debt more valuable to investors, so the increase was recorded as a loss, not money actually spent operating the business. So the very reason they "lost" all that money is *because* their valuation tripled.

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