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A comment on Anthropic confidentially submits draft S-1 to the SEC. Parent comment

Re:Anthropic confidentially submits draft S-1 to the SEC by giancarlostoro on Monday June 01, 2026 @03:19PM (#48361352)
Anthropic unlike OpenAI has reached an operating profit of 559 million, which is really telling. They've also been migrating enterprise customers to API pricing, which is likely part of why they've become so profitable.
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Re:Anthropic confidentially submits draft S-1 to the SEC by lgfrbcsgo on Monday June 01, 2026 @04:35PM (#48362305)
SpaceX is selling their capacity to Anthrophic at a reduced rate in May and June [1]. It's possible that they're only profitable because of this discount.

[1] https://www.wheresyoured.at/anthropics-profitability-swindle...

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Re:Anthropic confidentially submits draft S-1 to the SEC by sigmar on Monday June 01, 2026 @05:06PM (#48362637)
"capacity ramping" denotes that compute is increasing, which doesn't read like a discount, it reads like prorating.
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Re:Anthropic confidentially submits draft S-1 to the SEC by elAhmo on Tuesday June 02, 2026 @04:38AM (#48367560)
Profitability claims don't really add up. They are not clear about what accounting methods they are using, and even if they might somehow show profitable quarter, they stated in their leak of numbers to WSJ that they might not end up the year being profitable.

This is just to pump their numbers for the IPO, profitability is nowhere close until we see the real numbers.

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