definition claim
A convertible is a promise to provide shares in exchange for cash; Anthropic initially recorded the convertible liability at the amount of cash raised.
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
“A convert is a promise for shares in exchange for cash. And so Anthropic took on that liability. And at the time, the liability matched the cash raised.”1:11:32Report a misattribution
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