Anthropic ($ANT): S-1 Breakdown: INFINITYHEDGE

infinityhedge (@infinityhedge), Oct 26, 2026, 15:45 UTC

Anthropic ($ANT): S-1 Breakdown: INFINITYHEDGE - Val Floor: ~$1T (Series H priced @ $58.90/sh in June 2026; ~16.94B fully diluted shares) - Balance Sheet Cash (Jun 30, 2026): $131.65B cash & marketable securities (+$2.5B restricted cash & $15B senior secured credit line) - 7 co-founders each worth $14B control >55% effective voting power (50.1% Class F shares) - >11,900 customers spending >$100K/yr TTM - >1,900 customers spending >$1M/yr TTM | ~250 customers spending >$10M/yr TTM. - >90% of contributions to Ant’s codebase in Sep 2026 were written by Claude ⚠️ Risks & Dilution: - Public Ben…

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