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Rumor has it that Anthropic is about to IPO.

In some ways, they couldn’t have picked a worse week. Consider the following:

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Gregory (Scotland Yarddetective): 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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Anthropic Drafts S-1 as IPO Speculation Builds

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