Ed Zitron: Anthropic's S-1 is "intentional deceit" as $800bn commitments haven't kicked in
Grady_Booch · x · 2026-10-29
Ed Zitron's "Exit Liquidity" calls Anthropic's S-1 an "intentional act of deceit," claiming the described company "functionally no longer exists," that none of its $800bn+ total commitments have truly kicked in, and that missing Q3 numbers insult investors. Grady Booch quote-shared sarcastically.
- Cites Apollo's Torsten Slok: outside Mag 7, AI has delivered zero financial payoff — S&P 493 revenue per worker, margins, and productivity growth all flat
- Mainstream corporate America now views token spending as a cost center, not growth
Related event: Ed Zitron Slams Anthropic's S-1 as Deliberate Deception(2 posts)→
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