Anthropic S-1: it spent just $482M on capex in H1 2026, leasing most of its compute, and its capex is almost entirely outsourced via $782B in lease obligations
culpium.com via Techmeme
[Opinion] Anthropic owns almost nothing. Revenue per employee hit $6.6 million.
Obligations pass $780 billion. — Good Evening from Taipei,
Kort telegram från Techmemes öppna flöde, på källans språk. Hela originalartikeln har inte lästs.
Mer från Techmeme
Lumaril, which develops AI software for optimizing industrial production by connecting to existing control systems, raised a $66M Series A at a $400M valuation
Techmeme för 3 tim sedan
DeepSeek open sources Super-Agent as a research prototype, a proactive coding agent it says can monitor group chats for coding issues and suggest solutions
Techmeme för 3 tim sedan
Insurance software maker Guidewire agrees to acquire Hyperexponential, which makes AI-powered insurance underwriting and pricing software, for $1.7B in cash
Techmeme för 3 tim sedan
Tests: chatbots rely on three obscure AI-built voter sites for US midterm answers; Copilot cited the error-prone Ballot Brief in 75% of tests and ChatGPT in 22%
Techmeme för 8 tim sedan