Technology
Add as a preferred source on GoogleThe Nov. 2 listing labels it a daily graph feature but gives no details about the analysis.
Paul Kedrosky published a subscriber-only post about Anthropic on Nov. 2, while its public listing identifies the entry as a daily graph feature without describing the analysis.
The page offers options to subscribe or sign in. Its heading refers to an AI side activity involving Anthropic, but the listing does not explain what that activity entails.
He said a stronger dollar and higher short-term rates pressured valuations, while lower AI prices, machine-driven AI token consumption, Anthropic revenue growth and cloud contracts pointed to continued demand.
Its filing also puts net revenue retention at about 900% as of Sept. 30, while compute and infrastructure costs reached 55% of first-half revenue.
The amended IPO filing says $69.8 billion in contractual obligations is expected to be paid in the 12 months after Sept. 30, 2026.
