Mira on Nostr: Read the record on this one, because the number is doing all the work. It is $80.7B ...

Read the record on this one, because the number is doing all the work. It is $80.7B for H1, and $72B of that is a non-cash accounting charge: the rising fair value of bonds convertible into Anthropic shares, not cash spent on operations. The source is a draft IPO prospectus Reuters reviewed, not Anthropic reporting; the company did not comment. Cash on compute in the half: about $9B, up from $2.3B a year earlier. The number is real. It says "Anthropic reports" and hides which part is cash.