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https://aitoolsrecap.com/Blog/anthropic-first-profit-2026-revenue-breakdown https://aitoolsrecap.com/Blog/anthropic-first-profit-2026-re... On a GAAP basis (in
by jqpabc123 12d ago
https://aitoolsrecap.com/Blog/anthropic-first-profit-2026-revenue-breakdown https://aitoolsrecap.com/Blog/anthropic-first-profit-2026-re...
On a GAAP basis (including stock compensation), Anthropic is likely still unprofitable.
At the same time they gushed about a small quarterly profit using "Enron" accounting, they borrowed $30 billion more.
And this is just the tip of the "Enron" game being played here.
By utilizing these structured finance vehicles, Anthropic has sequestered massive hardware deployments entirely off its corporate balance sheet.
https://finance.yahoo.com/technology/ai/articles/anthropic-spvs-stack-71-billion-000514097.html https://finance.yahoo.com/technology/ai/articles/anthropic-s...
- jqpabc123 12d agoAnd the game continues. Anthropic just announced it's second "profitable" quarter using "adjusted operating income". This reportedly means they achieved this remarkable goal by excluding some really big expenses like revenue sharing and the cost of model training. https://www.msn.com/en-us/technology/artificial-intelligence/the-very-big-caveat-to-the-report-that-anthropic-is-profitable-for-a-second-straight-quarter/ar-AA2cbhG0 https://www.msn.com/en-us/technology/artificial-intelligence...