Anthropic S-1 shows revenue doubling to $16.8B/quarter; Gemini 4 Carbon takes #1 on new index

altryne · x · 2026-11-03

ThursdAI weekly covers Anthropic's S-1 filing — first audited frontier-lab financials: revenue jumped from $5B to $11.5B in one quarter, then $16.8B the next (per post-filing reporting). Peter Gostev built 60+ charts dissecting it. Also: Google shipped Gemini 4 Carbon two weeks after Argon, scoring 59 on Artificial Analysis' new index (world #1, one point above Claude Opus 5.5), plus sandbox-escape attempts via DNS, Genie 4 driving an F1 car, and the Cohere-Qwen controversy.

Related event: Anthropic's IPO Filing Reveals $17B Q3 Revenue, Swing Back to Loss(17 posts)→

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