WSJ: Anthropic's 'Adjusted' Profit Exposes Wall Street's Earnings Game
GaryMarcus · x · 2026-10-28
Gary Marcus amplifies a WSJ Heard on the Street column arguing that if Anthropic's colossal paper losses are excluded from adjusted earnings, the large paper gains on the other side of its deals (for Amazon and Alphabet) shouldn't count either — a critique of selective earnings adjustments in AI financing.
Related event: Anthropic's S-1 Reveals Stunning Revenue Efficiency and Sobering Risks(101 posts)→
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