SCOUT· 66%38m·2026-11-03·MoneyAnthropic's Q3 Results Are In — The Costs Are Exploding
Ed Elson is joined by John Foley to break down Anthropic’s amended S-1 and whether investors should be paying attention to the company’s potential credit rating. Then Deirdre Bosa returns to explain why the Nasdaq just entered correction territory and what the sentiment is like in San Francisco. Finally, Mark Zandi…
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What people are saying
“You will have a lot of demands if you sell $10 bills for $1.”
“Ramp, the credit car payment processing company, estimated Anthropic's Q3 growth at 53% so they were pretty close. They estimate Q4 growth at 15-25%. Slowing growth + exploding costs is a recipe for disaster.”
“They have no idea how to forcast next 6 months. They gonna forcast to 2030? laughable”
“Sounds enormous cause it is enormous, with fake demand.”
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