descriptive claim
The speaker attributes $72 billion of Anthropic's $81 billion net-income loss in the year's first six months to convertible notes for AWS and Google, and the remaining $9 billion to other SAFEs and notes.
Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026
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“And of the $81 billion of loss in net income on the first six months of this year, 72 billion is from a series of converts for Anthropic, uh, for AWS and Google, and 9 billion is for a separate set of safes and notes.”1:14:59Report a misattribution
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