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[-] corbin@awful.systems 13 points 1 week ago

Of the numbers that are present in the document, a lot are unaudited and were not worked out according to GAAP — which S-1 numbers are supposed to conform to. There’s whole multi-page subsections of these BS numbers that you should not see in a credible S-1.

In the USA, GAAP is not optional for large businesses. GAAP is expected for businesses with thousands of customers at a minimum; Anthropic wants to scale up to millions of customers and therefore has zero excuses for non-GAAP numbers. Please be less UK-brained in the future, thanks.

this post was submitted on 28 Oct 2026
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