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What Anthropic left out of their draft S-1

Gary Marcus
Oct 26, 2026 at 17:57
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What Anthropic left out of their draft S-1

Gregory (Scotland Yard detective): Is there any other point to which you would wish to draw my attention?Sherlock Holmes: To the curious incident of the dog in the night-time.Gregory: The dog did nothing in the night-time.Sherlock Holmes: That was the curious incident.– The Adventure of Silver Blaze Earlier today, I wrote “Keep an eye out, too, for the details of Anthropic’s S-1, and especially on how much they reveal (or not) about what has happened to demand in recent months, after the decline of tokenmaxxing and the increase in the popularity of low-cost alternative models.”Minutes earlier (unbeknownst to me at the time) they had dropped their draft S-1. And (in some places) literally left out Q3: ...

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