ATC quote · Oct 26, 2026 · 0:19:54
“That's what people are saying... Asking if that's happening.”
Moni @monitalan (speaker unconfirmed)
From ATC: Anthropic IPO + Current State of SI (part 1, cut off), Oct 26, 2026 · Episode page

In context
0:19:23 Ryan @Rlad1776 (speaker unconfirmed): How do I say this? The bigger concern is the revenue recognition and whether or not they are counting partner revenue as their revenue or a portion of it, but not writing off or not accounting for the expense of that revenue. So you can see how that can... Right. So you're taking all the upside and none of the downside.
0:19:54 Moni @monitalan (speaker unconfirmed): That's what people are saying... Asking if that's happening.
0:19:58 Ryan @Rlad1776 (speaker unconfirmed): That is... Right. So I I... I've literally only had about three hours to kinda look through things. I have not dug into the entire report yet. And oftentimes, that kind of stuff is hidden in some language that is really hard to decipher or understand, or you gotta reread it, like, six times. So I would not recommend running the report through Claude because you're probably not gonna get the best answer. But, you…
Show discussion only, not financial advice. Transcripts are auto-generated.
