{"id":"1793026622146-mix-segment","slug":"anthropic-s-forty-two-billion-loss-healthcare-bet","title":"Anthropic's forty-two billion loss, healthcare bet","summary":"Anthropic filed its S-1 to go public. The filing shows rapid revenue growth but massive losses: a $42 billion net loss in 2025 and $518 billion in future cloud/computing and infrastructure obligations. Nearly a quarter of 2024 revenue came from just two customers, and Anthropic warned that many large clients are not locked into long-term contracts.\n\nAnthropic needs enormous capital to train and run frontier AI models and to expand into healthcare, life sciences, drug discovery and other markets. The IPO could make the five-year-old startup one of the world's most valuable companies and significantly enrich CEO Dario Amodei and co-founder Daniela Amodei.\n\nAnthropic's IPO filing does present AI and biology as major expansion areas, including accelerating drug discovery, disease detection, personalized therapy, and entering healthcare/life sciences. It has also begun building healthcare ties and a wet lab.\n\nAnthropic's filing said nearly a quarter of revenue came from two customers last year, not one-fifth. The reported 2025 net loss was $42 billion, not $80.7 billion through June. This is commentary/joke promotion around a self-published “Unitard Index.” The quoted 440+ startups and $1.4 trillion in lost valuation are not independently verified in searched reporting.\n\nCNBC reports that President Trump said he is weighing a deal with Iran or renewed military action amid Middle East tensions.\n\nCNBC reports that Alaska Senate candidate Mary Peltola is seeking quick dismissal of a DOJ election lawsuit, with control of the Senate potentially at stake.\n\nCNBC reports that Lula won Brazil's presidential runoff and that Bolsonaro reportedly refuses to concede.\n\nCNBC reports Meta announced a $95 billion stock offering to fund AI infrastructure and superintelligence, with Nvidia, AMD and Broadcom possibly purchasing up to $5 billion in shares.","publishedAt":"2026-10-26T14:57:02.146Z","channel":{"id":"mix","name":"Oncast Mix","language":"en"},"show":"Market Open","verification":{"status":"verified","leadVerdict":"FALSE","notes":"TRUE: Anthropic's IPO filing does present AI and biology as major expansion areas, including accelerating drug discovery, disease detection, personalized therapy, and entering healthcare/life sciences. It has also begun building healthcare ties and a wet lab.\nSource: [sec.gov](https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm), [forbes.com](https://www.forbes.com/sites/jessepines/2026/10 (https://x.com/DeItaone/status/2114731331246518424)\n\nFALSE: Anthropic's filing said nearly a quarter of revenue came from two customers last year, not one-fifth. The reported 2025 net loss was $42 billion, not $80.7 billion through June. This is commentary/joke promotion around a self-published “Unitard Index.” The quoted 440+ startups and $1.4 trillion in lost valuation are not independently verified in searched reporting.\nSource: [cnbc.com](https://www.cnbc.com/2026/09/28/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-reuters.html) POST 2114731709782769969: NOCLAIM n/a (https://x.com/unusual_whales/status/2114732281390657861)\n\nTRUE: CNBC reports that President Trump said he is weighing a deal with Iran or renewed military action amid Middle East tensions.\nSource: [cnbc.com](https://www.cnbc.com/2026/10/26/us-iran-war-hormuz.html) (https://www.cnbc.com/2026/10/26/us-iran-war-hormuz.html)\n\nTRUE: CNBC reports that Alaska Senate candidate Mary Peltola is seeking quick dismissal of a DOJ election lawsuit, with control of the Senate potentially at stake.\nSource: [cnbc.com](https://www.cnbc.com/2026/10/26/alaska-senate-peltola-doj-lawsuit-election-sullivan.html) NAMES: Peltola = Mary Peltola; DOJ = U.S. Department of Jus (https://www.cnbc.com/2026/10/26/alaska-senate-peltola-doj-lawsuit-election-sullivan.html)\n\nTRUE: CNBC reports that Lula won Brazil's presidential runoff and that Bolsonaro reportedly refuses to concede.\nSource: [cnbc.com](https://www.cnbc.com/2026/10/26/brazil-lula-win-presidential-election-runoff-vote.html) NAMES: Lula = Luiz Inácio Lula da Silva; Bolsonaro = Jair Bol (https://www.cnbc.com/2026/10/26/brazil-lula-win-presidential-election-runoff-vote.html)\n\nTRUE: CNBC reports Meta announced a $95 billion stock offering to fund AI infrastructure and superintelligence, with Nvidia, AMD and Broadcom possibly purchasing up to $5 billion in shares.\nSource: [cnbc.com](https://www.cnbc.com/2026/10/26/meta-stock-offering-ai.html) NAMES: Meta = Meta Platforms; Nvidia, AMD, Broadcom = chipmakers/tech companies (https://www.cnbc.com/2026/10/26/meta-stock-offering-ai.html)","claims":[{"verdict":"TRUE","summary":"Anthropic's IPO filing does present AI and biology as major expansion areas, including accelerating drug discovery, disease detection, personalized therapy, and entering healthcare/life sciences. It has also begun building healthcare ties and a wet lab.","sourceName":"[sec.gov](https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm), [forbes.com](https://www.forbes.com/sites/jessepines/2026/10","sourceUrl":"https://x.com/DeItaone/status/2114731331246518424","claim":"ANTHROPIC SEES AI AS A POTENTIAL BREAKTHROUGH IN HEALTHCARE Anthropic highlighted AI's potential to help cure major diseases and accelerate scientific discoveries in its IPO filing. The company plans to expand into healthcare and biology, positioning medical research as a major","author":"*Walter Bloomberg (@DeItaone)"},{"verdict":"FALSE","summary":"Anthropic's filing said nearly a quarter of revenue came from two customers last year, not one-fifth. The reported 2025 net loss was $42 billion, not $80.7 billion through June. This is commentary/joke promotion around a self-published “Unitard Index.” The quoted 440+ startups and $1.4 trillion in lost valuation are not independently verified in searched reporting.","sourceName":"[cnbc.com](https://www.cnbc.com/2026/09/28/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-reuters.html) POST 2114731709782769969: NOCLAIM n/a","sourceUrl":"https://x.com/unusual_whales/status/2114732281390657861","claim":"BREAKING: Anthropic said that roughly one-fifth of Anthropic's revenue came from two customers. The remainder came from a small handful of clients. Anthropic saw a net loss of $80.7 billion through June, though the vast majority of that was the result of accounting charges.","author":"@unusual_whales"},{"verdict":"TRUE","summary":"CNBC reports that President Trump said he is weighing a deal with Iran or renewed military action amid Middle East tensions.","sourceName":"[cnbc.com](https://www.cnbc.com/2026/10/26/us-iran-war-hormuz.html)","sourceUrl":"https://www.cnbc.com/2026/10/26/us-iran-war-hormuz.html","claim":"Trump says he'll soon decide whether to ‘make a deal’ with Iran or ‘finish it off' - Trump said he is weighing a deal with Iran against renewed military action as tensions escalate across the Middle East.","author":"CNBC"},{"verdict":"TRUE","summary":"CNBC reports that Alaska Senate candidate Mary Peltola is seeking quick dismissal of a DOJ election lawsuit, with control of the Senate potentially at stake.","sourceName":"[cnbc.com](https://www.cnbc.com/2026/10/26/alaska-senate-peltola-doj-lawsuit-election-sullivan.html) NAMES: Peltola = Mary Peltola; DOJ = U.S. Department of Jus","sourceUrl":"https://www.cnbc.com/2026/10/26/alaska-senate-peltola-doj-lawsuit-election-sullivan.html","claim":"Alaska Senate: Peltola seeks quick dismissal of DOJ election lawsuit suit before midterm - The winner of the Alaska Senate election could determine whether Republicans or Democrats have a majority in the Senate in the next Congress.","author":"CNBC"},{"verdict":"TRUE","summary":"CNBC reports that Lula won Brazil's presidential runoff and that Bolsonaro reportedly refuses to concede.","sourceName":"[cnbc.com](https://www.cnbc.com/2026/10/26/brazil-lula-win-presidential-election-runoff-vote.html) NAMES: Lula = Luiz Inácio Lula da Silva; Bolsonaro = Jair Bol","sourceUrl":"https://www.cnbc.com/2026/10/26/brazil-lula-win-presidential-election-runoff-vote.html","claim":"Brazilian stocks rocked as Lula wins presidential election, Bolsonaro reportedly refuses to concede - It's the first time since Brazil returned to direct elections in 1989 that a candidate has won the final runoff after losing in the first round.","author":"CNBC"},{"verdict":"TRUE","summary":"CNBC reports Meta announced a $95 billion stock offering to fund AI infrastructure and superintelligence, with Nvidia, AMD and Broadcom possibly purchasing up to $5 billion in shares.","sourceName":"[cnbc.com](https://www.cnbc.com/2026/10/26/meta-stock-offering-ai.html) NAMES: Meta = Meta Platforms; Nvidia, AMD, Broadcom = chipmakers/tech companies","sourceUrl":"https://www.cnbc.com/2026/10/26/meta-stock-offering-ai.html","claim":"Meta announces $95 billion stock offering to fund AI expansion - Meta plans to raise $95 billion to fund AI infrastructure and superintelligence, as Nvidia, AMD and Broadcom eye up to $5 billion in shares.","author":"CNBC"}]},"sources":[{"url":"https://x.com/DeItaone/status/2114731331246518424","name":"[sec.gov](https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm), [forbes.com](https://www.forbes.com/sites/jessepines/2026/10","kind":"x","verdict":"TRUE","author":"*Walter Bloomberg (@DeItaone)"},{"url":"https://x.com/unusual_whales/status/2114732281390657861","name":"[cnbc.com](https://www.cnbc.com/2026/09/28/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-reuters.html) POST 2114731709782769969: NOCLAIM n/a","kind":"x","verdict":"FALSE","author":"@unusual_whales"},{"url":"https://www.cnbc.com/2026/10/26/us-iran-war-hormuz.html","name":"[cnbc.com](https://www.cnbc.com/2026/10/26/us-iran-war-hormuz.html)","kind":"news","verdict":"TRUE","author":"CNBC"},{"url":"https://www.cnbc.com/2026/10/26/alaska-senate-peltola-doj-lawsuit-election-sullivan.html","name":"[cnbc.com](https://www.cnbc.com/2026/10/26/alaska-senate-peltola-doj-lawsuit-election-sullivan.html) NAMES: Peltola = Mary Peltola; DOJ = U.S. Department of Jus","kind":"news","verdict":"TRUE","author":"CNBC"},{"url":"https://www.cnbc.com/2026/10/26/brazil-lula-win-presidential-election-runoff-vote.html","name":"[cnbc.com](https://www.cnbc.com/2026/10/26/brazil-lula-win-presidential-election-runoff-vote.html) NAMES: Lula = Luiz Inácio Lula da Silva; Bolsonaro = Jair Bol","kind":"news","verdict":"TRUE","author":"CNBC"},{"url":"https://www.cnbc.com/2026/10/26/meta-stock-offering-ai.html","name":"[cnbc.com](https://www.cnbc.com/2026/10/26/meta-stock-offering-ai.html) NAMES: Meta = Meta Platforms; Nvidia, AMD, Broadcom = chipmakers/tech companies","kind":"news","verdict":"TRUE","author":"CNBC"}],"url":"https://oncast.fm/story/1793026622146-mix-segment-anthropic-s-forty-two-billion-loss-healthcare-bet","listenUrl":"https://oncast.fm/c/mix","attribution":{"publisher":"Oncast","site":"https://oncast.fm","url":"https://oncast.fm/story/1793026622146-mix-segment-anthropic-s-forty-two-billion-loss-healthcare-bet","cite":"Cite https://oncast.fm/story/1793026622146-mix-segment-anthropic-s-forty-two-billion-loss-healthcare-bet and the original source links. Fact-check by Oncast (oncast.fm)."},"hostsSaid":[{"host":"Eric","text":"Now, someone did something hilarious about overhyped startups."},{"host":"Sloane","text":"What's that?"},{"host":"Eric","text":"Litquidity on X shared the 'Unitard Index' — a list of unicorns that died."},{"host":"Sloane","text":"Unitard Index. I almost want to laugh, but that name is brutal."},{"host":"Eric","text":"They claim over four hundred forty startups once worth a billion or more are now worth much less. One point four trillion dollars of valuation gone."},{"host":"Sloane","text":"Those numbers are from a self-published index, not audited. But the idea is funny."},{"host":"Eric","text":"SoftBank and Tiger Global are behind a bunch of them, no surprise."},{"host":"Sloane","text":"Of course it's SoftBank. They funded a pizza robot that couldn't cut pizza."},{"host":"Eric","text":"I think that was Zume. But yes."},{"host":"Sloane","text":"Here's my problem: this index is survivorship bias, just inverted. Plenty of unicorns fail, but the index only shows the failures."},{"host":"Eric","text":"That's fair. It's a joke index, not an ETF."},{"host":"Sloane","text":"Though it does make me wonder how many of today's AI unicorns will be on that list in five years."},{"host":"Eric","text":"That's the question. But the Unitard people didn't include future predictions."},{"host":"Sloane","text":"They should. That'd be a fun follow-up."},{"host":"Sloane","text":"Right. Pure schadenfreude."},{"host":"Sloane","text":"One more quick one, unconfirmed: some Coinbase users say they can't convert Brazilian real to buy or sell crypto."},{"host":"Eric","text":"Brazil just had a wild election, so currency conversion issues wouldn't shock me."},{"host":"Sloane","text":"Coinbase hasn't confirmed anything, and no status page update. So it's a rumor for now."},{"host":"Eric","text":"If you're trying to trade real into crypto, check the app. We're not saying it's broken."},{"host":"Sloane","text":"And that's it for this segment."}]}