Anthropic updated its S-1 with third-quarter results, showing quarterly revenue rising from almost $12 billion to nearly $17 billion alongside nearly $900 billion in future purchase and lease commitments. Neostellar Capital Principal Evan Schlossman tells Yahoo Finance’s Jake Conley how to square the growth with the spending, what the jump in short-term compute contracts suggests about demand, and whether customers are seeing a return on AI. He also weighs in on a Wall Street Journal report that institutional investors want a valuation closer to $1.5 trillion to $1.6 trillion rather than $2 trillion.
Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton.
00:00 Anthropic’s amended S-1
00:22 Squaring growth with $900 billion in commitments
00:49 Short-term compute contracts triple
02:12 Are customers seeing a return on AI?
04:10 $2 trillion or $1.5 trillion?
06:00 How the IPO gets priced
#anthropic #ipo #ai
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