Social Capital wraps its Anthropic S-1 breakdown with the usual caveats
FinanceYF5 · x · 2026-10-27
The final post of Social Capital's Anthropic S-1 chart series, with a disclaimer that it covers only selected financials, omits risks, and isn't investment advice. Series recap: 31x revenue growth in five quarters to $11.6B; first operating profit of $974M vs $66.3B non-cash net loss; compute cost per $1 revenue down from $2.51 to $0.48; 11,900+ customers spending $100K+/yr; top-5 customer share down to 21%; 80% usage-based revenue.
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