4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Anthropic's balance sheet showed approximately $108 billion of convertible notes payable as a liability; the speaker was uncertain about the exact amount.

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

“That's what the s- the balance sheet shows you. What the balance sheet also shows is a... I'm, I'm, I've, I'm gonna-- I might mess up the exact numbers 'cause I don't have them in front of me, but I think about 108 billion of convertible notes payable as a liability.”
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Anthropic's balance sheet showed approximately $108 billion of convertible … · Savlar