Anthropic S-1 草稿泄露：上半年 163 亿美元收入中五分之一来自两个客户
这条推文把 Anthropic 招股书里的两个神秘大客户和 NSA 花数十亿美元测模型的事串起来猜，信息零碎但线索挺有意思，可以当八卦看看。
WSJ 曝光的 Anthropic S-1 草稿显示，其 2026 年上半年 163 亿美元收入中有五分之一仅来自两个客户。该推文还提到 4 月成立的 TSO（Technology Support Office），据称旨在破坏被视为威胁美国军事优势的外国技术项目。Washington Sun 报道称 NSA 在机密简报中告知议员，今年已花费数十亿美元用于评估和测试模型。作者据此推测美国情报机构通过 Project Glasswing 等渠道大量投入资金监视外国技术进展。
The TSO, or Technology Support Office, was established in April to 'covertly disrupt and sabotage foreign technology programs considered threats to American military superiority.'
In September the Washington Sun reported that the NSA told lawmakers in classified intelligence briefings that it estimates it has spent billions of dollars 'evaluating and testing' models this year already.
In the draft S-1 leaked by the WSJ yesterday, Anthropic said that one-fifth of its $16.3 billion in revenue in the first half of 2026 came from just two customers.
Motive, means, and opportunity. I think a lot of money is being spent by agencies through Project Glasswing or channels related to it, and they have probably covertly penetrated every nation on earth to look at anything even potentially considered a threat. There is no defense against the current internal version of Mythos unless you have access to it. No foreign intelligence agency on earth has anything even close. It's actions would also almost certainly be undetectable. Assume US agencies know much more about any technological progress in China than they are letting on; given Dario's openly stated position on China, this would almost certainly be done with his approval.
