

Monologue: Anthropic Is Not Profitable Unless You Remove Its Costs
In this week's Better Offline monologue, Ed Zitron runs you through Anthropic’s claims it will be non-GAAP EBITDA profitable for Q2 2026 by having SpaceX discount its compute costs, and how said revenues don’t match up with its CFO’s sworn affidavit or previous reporting on its finances. Companion newsletter:…

Active swarm energy. Strong reception, real community buzz.
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What people are saying
“I was in dire need of some Ed today. The higher education institution I work at will be hosting a week-long AI themed series of events, with almost no critical voices invited, large participation of useful shills, and the presence of both G…”
““We promise the company is profitable if you just remove and ignore all of the expenses!””
“I think anyone could make 30 billion in revenue if you let them burn 70+ billion 😂😂”
“I knew Ed would be all over Anthropic “suddenly becoming profitable””
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