Anthropic: $42B loss. But we still have a really good AI
ANTHROPIC JUST FILED FOR IPO
The numbers are pretty wild since the growth is insane but so is the infrastructure bill:
• Revenue: $4.59B (+1,088% YoY)
• GAAP net loss: $41.97B
• Compute spend: $7.3B (58% of total OpEx)
• Cash: $20.3B
Community note
Anthropic confidentially submitted its draft S-1 to the SEC in June 2026, not today. The figures match Reuters reporting on details from its IPO prospectus.
anthropic.com/news/confident…
reuters.com/business/finan…
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They didn’t get fired. They got forced into retirement. 💀
teamblind.com/post/fu-i-just…
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The S&P 500 is starting to look like the S&P 2 💀
Big tech has never been bigger.
The 2 largest S&P 500 companies, Nvidia, $NVDA, and Apple, $AAPL, now account for 15% of the index’s market cap, an all-time high.
This comes as $NVDA represents a record 8%, while $AAPL accounts for 7%.
By comparison, the combined weight of Exxon Mobil, $XOM, and Apple, $AAPL, peaked at ~8% in 2011.
During the 2000 Dot-Com Bubble, Microsoft, $MSFT, and General Electric, $GE, topped at ~9% in 1999.
Before 2020, the 2 largest stocks never accounted for more than 10% of the index’s market cap.
The US equity market has never been this concentrated.
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POV: you realize your manager isn’t your friend, she’s building a case file.
teamblind.com/post/my-manage…
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One wrong answer and suddenly the other 99 correct ones never happened. 😭
teamblind.com/post/interview…
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NEWS: Micron workers in Taiwan want 15% of the company’s operating profit shared with employees — or they could strike.
The union rejected Micron’s one-time compensation package and is demanding a permanent profit-sharing system.
After mediation ended without a deal, a strike vote is now planned for early October.
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$190B added in a day… Wall Street clearly liked something. 👀
BREAKING: Meta stock, $META, extends gains to over +10% on the day, now on track for its biggest daily gain since July 2025.
The stock has now added +$190 billion in market cap today.
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