Anthropic's Leaked IPO Papers Show $518B in Spending Commitments, 80% Non-Cancelable
examachine · x · 2026-10-15
The Zero Knowledge newsletter digs into Anthropic's leaked IPO filings and the Effective Altruism belief system behind them:
- The filings reveal $518 billion in spending commitments, 80% of which can't be canceled; preliminary Q2 revenue of $11.6 billion softened the math but didn't resolve the core problem.
- Former Anthropic staffer Jacob Coxon went public on Sept 9 warning AI could destroy humanity; two weeks later the U.S. government declared it 'Will Never Be an Effective Altruist Country.'
- The piece traces EA's lineage: a utilitarian movement that shaped the founding culture of both Anthropic and OpenAI, with SBF reportedly putting $500M into Anthropic and Open Philanthropy (rebranded Coefficient Giving in 2025) as EA's biggest funder.
- Author Austin Campbell's core critique: markets can't call interest rates ten years out, yet EAs price AI outcomes fifty years out 'straight-faced, no error bars' — and the people grading Anthropic's homework share the belief system that wrote it.
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