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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 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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