Anthropic S-1 takeaway: it's good to be a hyperscaler, with GOOG and MSFT earnings ahead
matt_slotnick · x · 2026-10-28
Reading Anthropic's S-1 filing, Matt Slotnick's takeaway is that being a hyperscaler is a great business — Anthropic's massive compute spend flows to cloud providers. He notes Google and Microsoft earnings tomorrow will confirm the picture.
Related event: Anthropic's S-1 Shows Hyperscalers Are the Real AI Winners(2 posts)→
More from Venture
- Machenta emerges from stealth with $40M seed, tops ETN's inaugural funding leaderboard — Ed__Johns · 2026-10-28
- a16z: Unlimited compresses 18 months of engineering design into a single day, managing $10B in projects — a16z · 2026-10-28
- Silicon Valley wrote 70+ agent infra reports in 18 months; Chinese VCs barely noticed — FinanceYF5 · 2026-10-28
- Positron AI's Atlas inference appliance goes GA on Oracle Cloud, a first for chip startups — gharik · 2026-10-28
- YC-backed Hemlock launches EMG wearables to capture force data robots can't learn from video — ycombinator · 2026-10-28
- Anthropic generates $6.6M annual revenue per employee, beating every Mag 7 company except Nvidia — Polymarket · 2026-10-28