descriptive claim
The company remains profitable after accounting for large equity grants, and its free cash flow excluding stock-based compensation is about 8%.
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
“... for stock-based comp- ... you're still at an 8%-”
“... free cash flow excluding stock-based comp. And so you're, you're even profitable if you include the big equity grants.”22:47Report a misattribution
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0.80importance to the conversation
0.88confidence the claim was read correctly