AnalysisBusinessNovember 7, 2026

Podcast reads Anthropic's S-1 filing with Zvi Mowshowitz

Read original source →complexsystemspodcast.com

Patrick McKenzie and Zvi Mowshowitz walk through Anthropic's S-1, including a founder-controlled Class F share holding 50.1% of the vote and roughly $900 billion in forward compute commitments. They argue softer Q3 revenue reflects a GPU shortage rather than weak demand.

People · Zvi Mowshowitz, Patrick McKenzie

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