Yea, my guess is they decided they would rather have the actual Q3 numbers (and any reactions to them) rather than anxiety about unreleased Q3 numbers priced into IPO performance.

Which was probably the right move. The S-1 didn't seem to really change the overarching economic and financial narratives about Anthropic (it seems like whatever people already felt before the S-1, they felt it even more after looking at it).

So I don't think there's going to be any problem with boosters metabolizing the Q3 numbers.

(Idk, maybe this was their plan from the jump.)