WSJ: Anthropic posted a net loss of over \$80B in H1 2026

Omar Hassan · 4 likes

investors must have a very long time horizon on this

Rafael Almeida · 9 likes

or a very strong stomach

Priya Nair · 3 likes

I'd really want to know how much of that is non-cash. headline net loss can include all sorts of accounting stuff

Danylo Kovalenko · 2 likes

this is the key question. net loss and cash burn are very different animals

Sebastián Rojas · 0 likes

yeah until we see a breakdown its hard to say how scary this actually is

Angel Reyes · 3 likes

as someone who uses these tools daily for work, i'd happily pay more. not sure everyone would

Midnight Rider · 0 likes

the enterprise side is where the money has to come from eventually

Aoife Murphy · 1 likes

80 billion in six months. I can't even picture that number

Aoife Murphy · 0 likes

it's like a few hundred million a day roughly, which somehow makes it worse

Omar Hassan · 1 likes

Wonder how this compares to the other labs, they probably aren't far off

Angel Reyes · 3 likes

hard to say without their numbers but I'd guess similar order of magnitude for the big ones

Aoife Murphy · 1 likes

my startup can't get a \$50k loan and these guys lose this much in a few days lol

Brave Panda · 9 likes

the funding world is a different planet at the top

Omar Hassan · 3 likes

welcome to venture capital

Aoife Murphy · 0 likes

compute isn't cheap and everyone's in an arms race. not surprising, just big

Rafael Almeida · 3 likes

the arms race framing is right. nobody can afford to slow down first

Priya Nair · 0 likes

this is a bubble and we all know it

Rafael Almeida · 2 likes

people said that about cloud too and it worked out for the big players

Brave Panda · 0 likes

some bubbles leave useful infrastructure behind though