Jonah(@jvb_xyz):Anthropic S-1 did not disappoint: TL;DR - exponential growth or they die. -$518B in reported compute commitments, ~80% payable whether used or not (whoa) -$132B cash -$81B H1 net loss, mostly noncash. Adjusted operating margin actually +10% -Explicit warnings about AI resisting shutdown, blackmail, and human extinction -Founders retain 50.1% voting control Now I'm focused on the compute payment schedule and insider unlock dates. $518B of commitments against $132B cash = goblin mode.

2026.10.26 13:58

Anthropic S-1 did not disappoint: TL;DR - exponential growth or they die. -$518B in reported compute commitments, ~80% payable whether used or not (whoa) -$132B cash -$81B H1 net loss, mostly noncash. Adjusted operating margin actually +10% -Explicit warnings about AI resisting shutdown, blackmail, and human extinction -Founders retain 50.1% voting control Now I'm focused on the compute payment schedule and insider unlock dates. $518B of commitments against $132B cash = goblin mode.

Jonah@jvb_xyz

2026.10.26 12:05

S1s always contain unleaked bangers. Look out for: -goblin mode compute commitments -p(doom) risks -“community adjusted EBITDA” -forward financing needs that far exceed available capital -unlock dates (CA real estate trade)

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