4 sources healthy · latest episode 9 Nov 2026
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The figures that leak about the major AI labs are only a subset of their financial numbers.

Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026

In their words

The transcript segments this claim was taken from

“Uh, but it's a subset of the numbers. It's not, it's not everything. And now we kinda get a full open kimono view of the financial profile of, you know, one of the most important and iconic companies maybe of our lifetime.”
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