Bottom line after seeing this Q3 update: the basic takeaways from the original S-1 don't change, but fears that they were excluding Q3 because it was a disaster were definitely wrong. Do with this information what you will.
November 2, 2026 at 3:02 PM
Bottom line after seeing this Q3 update: the basic takeaways from the original S-1 don't change, but fears that they were excluding Q3 because it was a disaster were definitely wrong. Do with this information what you will.
In 2023 there were 26,7% more registrations than liquidations for Q1-Q3 and in 2024 there 7,2% more. For Q1-Q3 2025 the new registrations rose by 21% to 933 whilst liquidations rose by 11,4% to 801. In Q1-Q3 2026 for every 10 registrations there are 14 liquidations.
November 2, 2026 at 2:20 PM
In 2023 there were 26,7% more registrations than liquidations for Q1-Q3 and in 2024 there 7,2% more. For Q1-Q3 2025 the new registrations rose by 21% to 933 whilst liquidations rose by 11,4% to 801. In Q1-Q3 2026 for every 10 registrations there are 14 liquidations.
Connor Storrie is set to take over next year, with projects lined up across three consecutive quarters:
• Heated Rivalry (Q2)
• PEAKED (Q3)
• Please (Q4)
• Heated Rivalry (Q2)
• PEAKED (Q3)
• Please (Q4)
November 4, 2026 at 3:27 PM
Connor Storrie is set to take over next year, with projects lined up across three consecutive quarters:
• Heated Rivalry (Q2)
• PEAKED (Q3)
• Please (Q4)
• Heated Rivalry (Q2)
• PEAKED (Q3)
• Please (Q4)
Lmao, today I learned that Anthropic "updated" their financial documentation with their much worse Q3 data.
So they had the Q3 data ready, but they released it with the Q2 data to try to look good and generate hype before "updating" it when everyone moved on.
So they had the Q3 data ready, but they released it with the Q2 data to try to look good and generate hype before "updating" it when everyone moved on.
Anthropic: structures every deal and front loads every contract so the bulk of the money hits in Q2, while spreading their costs to hit after Q2 so they can say they're profitable
Internet financial analysts: oh my god Anthropic is profitable, these financials are amazing!
Internet financial analysts: oh my god Anthropic is profitable, these financials are amazing!
November 3, 2026 at 9:30 PM
Lmao, today I learned that Anthropic "updated" their financial documentation with their much worse Q3 data.
So they had the Q3 data ready, but they released it with the Q2 data to try to look good and generate hype before "updating" it when everyone moved on.
So they had the Q3 data ready, but they released it with the Q2 data to try to look good and generate hype before "updating" it when everyone moved on.
Anthropic updated its S-1 to include Q3 and while revenue up and to the right, the operating results ain't quite as juicy
November 2, 2026 at 2:32 PM
Anthropic updated its S-1 to include Q3 and while revenue up and to the right, the operating results ain't quite as juicy
alt: their Q3 gross revenue is $17B but their Q3 compute and infra spend is about doubled from Q2 putting them back below 2x revenue / expense multiple (1.72x to be precise) in Q3
trailing 12mo is 35.3B revenue to 21.8B expense for a 1.62x multiple
trailing 12mo is 35.3B revenue to 21.8B expense for a 1.62x multiple
Anthropic updated its S-1 to include Q3 and while revenue up and to the right, the operating results ain't quite as juicy
November 2, 2026 at 2:38 PM
alt: their Q3 gross revenue is $17B but their Q3 compute and infra spend is about doubled from Q2 putting them back below 2x revenue / expense multiple (1.72x to be precise) in Q3
trailing 12mo is 35.3B revenue to 21.8B expense for a 1.62x multiple
trailing 12mo is 35.3B revenue to 21.8B expense for a 1.62x multiple
sending sergi to the Q3 Arena Eternal for... enrichment
November 2, 2026 at 12:03 PM
sending sergi to the Q3 Arena Eternal for... enrichment
Ramp, which slightly overestimated Anthropic’s QoQ growth from Q2 to Q3 growth (53%, ended up being 47%), says that Anthropic’s Q4 growth is trending toward 15% to 25% quarter over quarter in Q4, a dramatic deceleration for a company with $330bn in minimum commitments through 2030.
Anthropic's updated S1 reports Q3 revenue growth at 46.7%.
Ramp estimate was close: we estimated 53.3% for Q3.
Q4 is trending 15-25% per Ramp AI Index ramp.com/data/ai-index
Ramp estimate was close: we estimated 53.3% for Q3.
Q4 is trending 15-25% per Ramp AI Index ramp.com/data/ai-index
Ramp AI Index
In September 2026, 55.9% of U.S. businesses on Ramp paid for AI, up 0.6 points from August. Monthly data on AI adoption and spend from 85,000+ firms.
ramp.com
November 3, 2026 at 3:05 AM
Ramp, which slightly overestimated Anthropic’s QoQ growth from Q2 to Q3 growth (53%, ended up being 47%), says that Anthropic’s Q4 growth is trending toward 15% to 25% quarter over quarter in Q4, a dramatic deceleration for a company with $330bn in minimum commitments through 2030.
Firefox Security & Privacy Newsletter 2026 Q3 | Attack & Defense
attackanddefense.dev/2026/11/02/f...
attackanddefense.dev/2026/11/02/f...
Firefox Security & Privacy Newsletter 2026 Q3
Welcome to the Q3 2026 edition of the Firefox Security & Privacy Newsletter.
attackanddefense.dev
November 3, 2026 at 8:36 AM
Firefox Security & Privacy Newsletter 2026 Q3 | Attack & Defense
attackanddefense.dev/2026/11/02/f...
attackanddefense.dev/2026/11/02/f...
#SunsetChat
Q3: after all that scary story telling there’s a rather alarming rustling in the darkness of the woods, who ends up frightened possibly into someone else’s lap?
#QTP #WritingPrompt ##PromptGame #WritingCommunity
Q3: after all that scary story telling there’s a rather alarming rustling in the darkness of the woods, who ends up frightened possibly into someone else’s lap?
#QTP #WritingPrompt ##PromptGame #WritingCommunity
November 4, 2026 at 12:45 AM
#SunsetChat
Q3: after all that scary story telling there’s a rather alarming rustling in the darkness of the woods, who ends up frightened possibly into someone else’s lap?
#QTP #WritingPrompt ##PromptGame #WritingCommunity
Q3: after all that scary story telling there’s a rather alarming rustling in the darkness of the woods, who ends up frightened possibly into someone else’s lap?
#QTP #WritingPrompt ##PromptGame #WritingCommunity
Anthropic's compute tab could top $1T as Q3 revenue nears $17B
Anthropic's compute tab could top $1T as Q3 revenue nears $17B
Revised IPO filing warns 12x revenue growth is unlikely to continue
www.theregister.com
November 2, 2026 at 11:25 PM
Anthropic's compute tab could top $1T as Q3 revenue nears $17B
sold it off in july, 3 months before the huge Q3 tech stock drop, and they're calling me NOSTRAsharpie 🤭
i completely forgot i bought nvidia stock when everyone else bought gamestop and when i logged into webull today, my account was valued at an insane amount 😅
past sharpie was smart as hell omg
past sharpie was smart as hell omg
October 31, 2026 at 10:52 AM
sold it off in july, 3 months before the huge Q3 tech stock drop, and they're calling me NOSTRAsharpie 🤭
Big Oil’s extraordinary Q3 earnings exposed the injustice at the heart of fossilflation...
We all pay more when global energy markets are disrupted, while oil and gas corporations collect BILLIONS.
US$150 BILLION TO BE EXACT 😮💨
We all pay more when global energy markets are disrupted, while oil and gas corporations collect BILLIONS.
US$150 BILLION TO BE EXACT 😮💨
November 3, 2026 at 10:01 AM
Big Oil’s extraordinary Q3 earnings exposed the injustice at the heart of fossilflation...
We all pay more when global energy markets are disrupted, while oil and gas corporations collect BILLIONS.
US$150 BILLION TO BE EXACT 😮💨
We all pay more when global energy markets are disrupted, while oil and gas corporations collect BILLIONS.
US$150 BILLION TO BE EXACT 😮💨
Remedy's third quarter revenue surged by 226% following the September 24 launch of Control Resonant, which CEO Jean-Charles Gaudechon called "a defining milestone for the company"
www.gamesindustry.biz/remedy-q3-re...
www.gamesindustry.biz/remedy-q3-re...
November 3, 2026 at 8:40 AM
Remedy's third quarter revenue surged by 226% following the September 24 launch of Control Resonant, which CEO Jean-Charles Gaudechon called "a defining milestone for the company"
www.gamesindustry.biz/remedy-q3-re...
www.gamesindustry.biz/remedy-q3-re...
My recap of the employer cost index for September/Q3: health insurance costs are eating up your pay raise
macromostly.substack.com/p/employer-c...
macromostly.substack.com/p/employer-c...
Employer Cost Index Recap (Q3/September)
Health Insurance Is Squeezing Wage Growth
macromostly.substack.com
October 30, 2026 at 1:59 PM
My recap of the employer cost index for September/Q3: health insurance costs are eating up your pay raise
macromostly.substack.com/p/employer-c...
macromostly.substack.com/p/employer-c...
EARNINGS: Palantir reported Q3 earnings that topped Wall Street’s estimates. cnb.cx/4sB9OSS
November 2, 2026 at 9:26 PM
EARNINGS: Palantir reported Q3 earnings that topped Wall Street’s estimates. cnb.cx/4sB9OSS
Virginia Q3 will be approved. One of the handful of constitutions that predates the United States of America will be amended to automatically restore voting rights to people when they are released from incarceration.
November 4, 2026 at 2:33 AM
Virginia Q3 will be approved. One of the handful of constitutions that predates the United States of America will be amended to automatically restore voting rights to people when they are released from incarceration.
Saudi Arabia: Oil revenues decline 23% in Q3 2026
November 3, 2026 at 1:07 PM
Saudi Arabia: Oil revenues decline 23% in Q3 2026
3.4% Q3 GDP growth
October 29, 2026 at 12:31 PM
3.4% Q3 GDP growth
Oil companies' Q3 profits went up by 140% compared to last year.
Why?
Because they are profiting off the war on Iran.
Why?
Because they are profiting off the war on Iran.
As Big Oil Reports Billions in Q3 Profits, Climate Groups Say Tax Them to 'Protect Communities' | Common Dreams
Tax Big Oil's soaring profits, and use that revenue to "protect communities from price shocks and extreme weather, and accelerate a just transition away from fossil fuels," a Greenpeace campaigner sai...
www.commondreams.org
October 31, 2026 at 2:49 PM
Oil companies' Q3 profits went up by 140% compared to last year.
Why?
Because they are profiting off the war on Iran.
Why?
Because they are profiting off the war on Iran.
GS: Hyperscaler aggregate free cash flow turned negative in Q3
$AMZN $GOOGL $META $MSFT $ORCL
$AMZN $GOOGL $META $MSFT $ORCL
October 31, 2026 at 2:16 PM
GS: Hyperscaler aggregate free cash flow turned negative in Q3
$AMZN $GOOGL $META $MSFT $ORCL
$AMZN $GOOGL $META $MSFT $ORCL
✨ Q3: When you're not home, or maybe when their favorite hooman isn't home, what does your furbaby do?
#pug #pugs #scribblepug #dog #dogs #dogsofbluesky #pugtalk
#pug #pugs #scribblepug #dog #dogs #dogsofbluesky #pugtalk
November 5, 2026 at 12:30 AM
✨ Q3: When you're not home, or maybe when their favorite hooman isn't home, what does your furbaby do?
#pug #pugs #scribblepug #dog #dogs #dogsofbluesky #pugtalk
#pug #pugs #scribblepug #dog #dogs #dogsofbluesky #pugtalk
Sales & Marketing share of sales (where most of the free plan token use and other discounts accrue) *fell* from 23.4% of revenue in 1H to 16.6% in Q3. Again, that's a sign of improving not deteriorating viability.
November 2, 2026 at 2:48 PM
Sales & Marketing share of sales (where most of the free plan token use and other discounts accrue) *fell* from 23.4% of revenue in 1H to 16.6% in Q3. Again, that's a sign of improving not deteriorating viability.