Monologue: Anthropic Is Not Profitable Unless You Remove Its Costs
Better Offline
May 22
Monologue: Anthropic Is Not Profitable Unless You Remove Its Costs
Monologue: Anthropic Is Not Profitable Unless You Remove Its Costs

Better Offline
May 22
Unprocessed episode, you can be the first!
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/
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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