Anthropic 秘密交表 IPO，但 Gary Marcus 公开质疑它每 token 都赚钱的说法，还想抠清 Q2 的“调整后利润”到底调了什么。
Anthropic 于 6 月 1 日秘密提交 IPO 申请。Gary Marcus 发帖质疑其此前是否明确宣称每 token 均盈利且未补贴 token。有报道称 Anthropic 向投资者表示 Q2 实现“正调整后营业收入”。Marcus 要求解释“adjusted”的具体口径，并呼吁提高财务透明度。
Anthropic confidentially filed for an IPO on June 1 . But *prior to that* did they ever establish cl...
Anthropic confidentially filed for an IPO on June 1 . But *prior to that* did they ever establish clearly that, as you allege, they make money on every token, and that they are not subsidizing tokens? I would love to read the report if yes (please drop a link or DM). Also, (despite the quiet period) there is a widespread report yesterday that Anthropic is telling investors that in Q2 they showed “positive adjusted operating income”, but what does “adjusted” mean in that context? I yearn for transparency. 💬 4 🔄 2 ❤️ 22 👀 1917 📊 6 ⚡