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Ant Stanley
@iamstan.dev

ok.. threw this into the old claudeslop machine and ran some numbers - $131.7B of cash and short-term investments at June 30 - $15B in an undrawn credit facility - cashflow positive ... that's a healthy balance sheet

George Pearkes@peark.es

*ANTHROPIC FILES PUBLICLY FOR US IPO www.sec.gov/Archives/edg...

sec.govsec.gov
Ant Stanley
@iamstan.dev

y'all... Amazon are about to become the largest single share holder of Anthropic when *some* of their convertible notes convert to shares at IPO. They have a 12% shareholding cap, which means they can't convert their notes to more than 12%. This cap can be waived, and if it is that goes up 19%.

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Ant Stanley
@iamstan.dev

the big BUT, is that they will have no voting rights in Anthropic. Only the founders and the Long Term Benefit Trust can appoint board members

Ant Stanley
@iamstan.dev

Amazon is about to make Scrooge McDuck money on this IPO... They've invested $18B, and that could turn into anywhere between $180B and $390B, depending on the IPO price and if the 12% cap is waived.