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Anthropic filed, OpenAI discounted, and Colorado heard the pushback and all in one day. #ai #foryou #truth
Season 3
Episode 142
Published 9 hours ago
Description
Hey! I'd love to hear your thoughts, please send me a witch voice note.
The Signal Brief
Anthropic filed its S-1 Monday — ticker ANT. H1 2026 revenue $16.29B, Q2 $11.56B — its first quarterly operating profit, $974M. H1 net loss $80.7B, mostly a ~$72.4B non-cash convertible-note charge, not operating losses. Share count and price range are blank, so the $1.5–2T valuations are press expectations, not the filing's price. Founders hold 50.1% of votes via Class F; the Long-Term Benefit Trust elects a board majority. Tuesday move: read the risk section before the headline.