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Better Offline

Monologue: Anthropic Is Not Profitable Unless You Remove Its Costs

13 min22 maj 2026

In this week's Better Offline monologue, Ed Zitron runs you through Anthropic’s claims it will be non-GAAP EBITDA profitable for Q2 2026 by having SpaceX discount its compute costs, and how said revenues don’t match up with its CFO’s sworn affidavit or previous reporting on its finances.

Companion newsletter:
https://www.wheresyoured.at/anthropics-profitability-swindle/

https://www.flyingpenguin.com/wheres-ed-anthropic-told-court-5-billion-but-public-19-billion/

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