Where's Ed: Anthropic Told Court $5B but Public $19B
Summary
A detailed look at Anthropic's revenue reporting, contrasting the CFO affidavit claiming revenue 'exceeding $5 billion' with year-to-date annualized revenue figures that imply much higher totals. The piece reconstructs a run of ARR numbers to argue that headlines and investor narratives relied on dubious representations, and discusses possible explanations (earned vs signed contracts) and the implications for trust in AI startup reporting.