Oncast Mix · Market Open

Anthropic's forty-two billion loss, healthcare bet

· Fact-checked before it aired. Unconfirmed claims from this segment are not shown.

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.

Anthropic 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.

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.

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.

CNBC reports that President Trump said he is weighing a deal with Iran or renewed military action amid Middle East tensions.

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.

CNBC reports that Lula won Brazil's presidential runoff and that Bolsonaro reportedly refuses to concede.

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.

Fact-check

VERIFIED 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.

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

Original post · *Walter Bloomberg (@DeItaone)

[sec.gov](https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm), [forbes.com](https://www.forbes.com/sites/jessepines/2026/10

VERIFIED FALSE

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.

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.

Original post · @unusual_whales

[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

VERIFIED TRUE

CNBC reports that President Trump said he is weighing a deal with Iran or renewed military action amid Middle East tensions.

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.

Original post · CNBC

[cnbc.com](https://www.cnbc.com/2026/10/26/us-iran-war-hormuz.html)

VERIFIED TRUE

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.

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.

Original post · CNBC

[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

VERIFIED TRUE

CNBC reports that Lula won Brazil's presidential runoff and that Bolsonaro reportedly refuses to concede.

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.

Original post · CNBC

[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

VERIFIED TRUE

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.

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.

Original post · CNBC

[cnbc.com](https://www.cnbc.com/2026/10/26/meta-stock-offering-ai.html) NAMES: Meta = Meta Platforms; Nvidia, AMD, Broadcom = chipmakers/tech companies

Sources

What the hosts said

ENow, someone did something hilarious about overhyped startups.
SWhat's that?
ELitquidity on X shared the 'Unitard Index' — a list of unicorns that died.
SUnitard Index. I almost want to laugh, but that name is brutal.
EThey 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.
SThose numbers are from a self-published index, not audited. But the idea is funny.
ESoftBank and Tiger Global are behind a bunch of them, no surprise.
SOf course it's SoftBank. They funded a pizza robot that couldn't cut pizza.
EI think that was Zume. But yes.
SHere's my problem: this index is survivorship bias, just inverted. Plenty of unicorns fail, but the index only shows the failures.
EThat's fair. It's a joke index, not an ETF.
SThough it does make me wonder how many of today's AI unicorns will be on that list in five years.
EThat's the question. But the Unitard people didn't include future predictions.
SThey should. That'd be a fun follow-up.
SRight. Pure schadenfreude.
SOne more quick one, unconfirmed: some Coinbase users say they can't convert Brazilian real to buy or sell crypto.
EBrazil just had a wild election, so currency conversion issues wouldn't shock me.
SCoinbase hasn't confirmed anything, and no status page update. So it's a rumor for now.
EIf you're trying to trade real into crypto, check the app. We're not saying it's broken.
SAnd that's it for this segment.

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