descriptive claim
The speaker clarifies that the gross-margin figure under discussion is Anthropic's GAAP gross margin.
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
“Exa- Yeah, uh, this, this... No, this is just the GAAP gross margin.”1:18:43Report a misattribution
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