Anthropic reports $17B in Q3 revenue, commitments of $895B in revised S-1

Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by TacticalCoder on Monday November 02, 2026 @10:54AM (#50338587)

> Now we see that actually growth is levelling off ...

I really don't understand how could it be otherwise? They're planning to IP at a valuation representing 5% of the US GDP and, unlike NVidia, they are neither selling shovels in a goldrush nor a business with decades-old proven track of records.

Are people really going to buy ANT thinking it'll 10x to 50% of the US GDP?

Aren't there better stocks to YOLO on if you think you could maybe 10x? And if you want something safe instead of YOLO'ing, aren't there plenty of companies much safer and much more boring to invest in than something IPO'ing at 5% of the US GDP?

Isn't the entire Anthropic narrative based on infinite growth? How is infinite growth sustainable?

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Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by j_w on Monday November 02, 2026 @11:02AM (#50338745)

> Aren't there better stocks to YOLO on if you think you could maybe 10x?

This is why any [consumer] investment in ANT is bad. If ANT goes 10x then congrats, we [the citizens] are in a crisis. If ANT goes 1/10x then congrats, holders of ANT are in a crisis.

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