Anthropic's adjusted EBIT backlash: Salesforce has done the same for decades
matt_slotnick · x · 2026-10-15
Responding to criticism of Anthropic's books, RHouseResearch asks why people act as if Anthropic invented "adjusted operating income" — Salesforce is nearly three decades old, approaching $50B+ revenue, and still reports non-GAAP EBIT.
The author argues that adding back stock-based compensation to present adjusted EBIT is standard practice across tech, calling the outrage at Anthropic "insane." The thread reflects how sensitively the AI community watches leading labs' burn and financial presentation.
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