Re:Anthropic IPO
by jfckenfishf on Thursday November 12, 2026 @07:34AM
(#50466252)
But looking forward, when they want to buy new compute they will need to start deploying real cash instead of convertible notes, no?
So even the convertible notes loss isn't a real loss, doesn't it predict the post IPO losses they will have?
Reporting an increase in the value of the company as a loss is weird, but they have to do it. this is a case where adjusted earnings give a better idea of how the business is going.