@miss_rodent @AnarchoNinaWrites important to note, btw: OpenAI's *made up* revenue number is $20b below their previous *made up* revenue number
all of this is fake Annual Recurring Run Rate numbers of unknown basis
none of this shit's been audited. when it *is* audited, we see numbers like the $5b in Anthropic's draft S-1.
now $5b is a lot of money! but also not to service $400b in liabilities.
@davidgerard @miss_rodent I expect the guy who plays you in the movie to do a scene where he's flashing zeros at the whole conference room like Mark Baum in The Big Short. Except this is obviously bigger.
@AnarchoNinaWrites @miss_rodent i'll see if we can get Jason Isaacs
Oct 11, 2026, 3:49 PM@jacques @miss_rodent @AnarchoNinaWrites 100%
which is why it's gold to get actual audited numbers from Anthropic for the first time
also they only got to that $4b by including booked future revenue (cooked numbers to a GAAP-permissible recipe)
their previous revenue figure was a confession in a court filing that their total revenue *ever* was $5b a while ago, I'll count filings where they're not allowed to lie as well