Can Anthropic prove it can rival Big Tech? Its balance sheet says yes.

What happened: Anthropic's (ANTH.PVT) S-1 filing shows roughly $132 billion in cash, according to the In the Loop discussion, contradicting rumors of a near-zero balance. Key numbers: About $132 billion in cash, with maybe $19 billion in investment grade contracts. Why it matters: The host says the cash puts Anthropic on the same footing as Apple, Google and Meta before their GPU spending, while noting it lacks their revenue diversification. Market: +1.0% today ($346.98), +28.3% YTD, 0.3x vol — as of 16:02 UTC Coverage: 3 outlets in 24h

Anthropic's (ANTH.PVT) S-1 filing shows roughly $132 billion in cash, according to the In the Loop discussion, contradicting rumors of a near-zero balance.

The host says the cash puts Anthropic on the same footing as Apple, Google and Meta before their GPU spending, while noting it lacks their revenue diversification. Market: +1.0% today ($346.98), +28.3% YTD, 0.3x vol — as of 16:02 UTC