Anthropic Gross Margin Backlash: Insiders Say Wait for the S-1 Before Outrage
matt_slotnick · x · 2026-09-15
Pushing back on the backlash over Anthropic's gross margin calculation, the author notes there are no agreed-upon GAAP precedents for frontier labs and suggests waiting for the S-1 filing before judging.
Related event: Anthropic's margin math mocked as 'Vibe accounting'(4 posts)→
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