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In The Loop
In The Loop

Anthropic's profit just disappeared. That's good news

25 min•3 november 2026
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Anthropic's amended S-1 shows third-quarter revenue near $17 billion, up 47%, but a $567 million operating loss and $895 billion in compute commitments. Host Ejaaz Ahamadeen breaks down why demand outran Anthropic's compute, where the money goes, whether it can pay, and whether the IPO is a buy or a sell.

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