Anthropic 财报分析：GAAP 披露规则如何反驳"用股权换算力折扣"的质疑
Here’s the thing - If stock were consideration for compute, GAAP would require booking the equity issued as part of the compute cost, and the filing ...
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针对 "$ANT 的计算与基础设施成本偏低是因为用股权换取折扣" 的质疑，作者指出若股权确为算力对价，GAAP 要求将其计入计算成本并在关联方采购中披露非现金对价。但财报中没有此类披露。作者认为，这些数字表明此前认定 Anthropic 无法盈利的观点站不住脚。
来源：@jaminball · x.com