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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Personal Finance / Macroeconomic Trends & Risks
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Author: Steve203 ⎊❂🐝 HONORARY
SHREWD   😊 😞
Number: of 4582 
Subject: Re: 7&AI
Date: 10/01/26 9:42 PM
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Some day, someone will default, and the entire circus will collapse.

From Reuters

Anthropic IPO prospectus lays bare deep dependence on Big Tech partners

Revenue surged 12-fold in 2025 ⁠to nearly $4.6 billion, while operating losses more than doubled to top $8 billion, Reuters reported exclusively on Monday. The US accounted for nearly two-thirds of total sales.

At the end of ​2025, Anthropic had $54.6 billion in non-cancellable hosting and computing commitments. By early 2026, its total long-term commitments exceeded $417 billion, covering 3.5 gigawatts of dedicated computing capacity.

Anthropic books the full value of marketplace contracts — sales ⁠agreements where customers ​buy access to Claude through a cloud provider's marketplace — as revenue because it sets prices and delivers the service, ​while recording the platforms' cut as a marketing cost.

OpenAI has told investors and employees this approach inflates Anthropic's reported revenue by billions of dollars, Reuters reported in June. Anthropic told Reuters then that it follows established accounting practices, recognizing gross revenue because ​it is the “principal” in the transaction.

reuters.com - Anthropic IPO prospectus lays bare deep dependence big tech partners

Steve

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