▪️Founder of Upthos & Amparc AI ▪️AI 使用重度患者，分享小白也能用的 AI、Skill、知识库工作流 ▪️持续开源 WeWrite / Ray Skills https://xitter.cf/t.co/h2LYFw9gYM ▪️链接&合作&咨询：raywang_ai
Joined May 2017
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万众瞩目，Anthropic 正式提交纳斯达克 IPO，股票代码 ANT。
整理了下 S-1 招股书看到的一些核心要点：
1. 正式启动 IPO
10/26 公开提交 S-1，拟在 Nasdaq 上市，代码 ANT。承销商是高盛和大摩。发行股数和价格区间还没披露。
2. 收入增长极快
2023 年 4100 万美元 → 2024 年 3.86 亿美元 → 2025 年 46 亿美元。
2026 上半年 163 亿美元，同比 +1300%。
Q2 单季 116 亿美元，一年前同期是 7.87 亿美元。
3. 经营上已经赚钱
Q2 营业利润 10 亿美元，利润率 8%；调整后利润率 19%。一年前同期营业利润率是 -152%。
4. 巨额亏损主要是账面数
2026 上半年净亏损 807 亿美元，其中 724 亿美元是可转债公允价值变动。估值涨得越多，账面亏损越大，不是经营在亏钱。
5. 现金充足
累计融资 1411 亿美元，账上现金加短期投资约 1320 亿美元。
6. 客户扩张
年付超过 10 万美元的客户一年内从 950+ 增到 11900+。
净收入留存率约 900%：老客户一年后平均花费是原来的 9 倍。
7. 团队精简
员工约 5300 人，人均年收入 660 万美元，一年前是 140 万美元。
8. 治理结构与常规上市公司差别很大
公司是公益公司（PBC），法律上要同时兼顾股东利益和 AI 安全这个公益目的。
长期利益信托（LTBT）选出董事会多数席位。
7 位联合创始人通过 1 股特殊股，固定拿 50.1% 的表决权。
散户买到的 A 类股基本没有话语权，公司属于 Nasdaq 规则下的"受控公司"。
9. 待看
算力承诺总额、Q3 收入、Run-Rate 收入还没披露。
媒体传募资约 1000 亿美元、估值约 2 万亿美元、11 月 9 日那周开始路演，S-1 原文都还没写。
一句话：收入一年翻十几倍，单季已经赚钱，账上有钱；但公司控制权被信托和创始人牢牢握住，买股票等于只买经济收益、不买话语权。
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Ray Wang retweeted
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
甚至这个模板都是 1 小时前做的
复刻也很简单，用 @HyperFrames_ 的拆解 skill，就可以给到参考视频的实现效果，剩下就是微调了
尝试了下 @HyperFrames_ 最近推出的 Studio
之前一直是用 Claude 来驱动 Hyperframes 的，而 Studio 则是直接面向普通用户的产品，直接描述想要的视频就可以用电脑上的 Agent 来生成，然后可以直接在时间轴上进行修改。
试着做了一个 Product Launch 的片子，效果还是不错的，目前整体是免费的，只有用到 HeyGen 的数字人、生成片段或配音时才扣 HeyGen 积分。
6 分钟，带你跟着钱走一遍国内AI产业链：模型、云、芯片、光刻机，谁在买单、卡在哪
完全由 Opus 指挥完成，剪辑工具 @HyperFrames_ ，数字人@HeyGen ，配音@ElevenLabs
宜家家具的说明书安装步骤太抽象？安装顺序搞不懂？
我做了一个直观的 3D 演示网站「装好了」（zhuanghaole.com），将说明书做成可视动画，还带语音指导，完全免费。
产品灵感来自@nutlope ，宣传片 skill huashu-motion 来自@AlchainHust
后续我会再开源 skill，一句话生成 3D 演示动画，敬请期待～
DMIT 没买到没关系，我刚刷到一家美西三网优化的线路机，我买了 DC2Pro Mini 的套餐，折扣后 $9.71/月，1TB 流量，300Mbps峰值速率。
三网双向各自优化晚高峰大包回程基本零重传，单线程也能跑到200Mbps+。
IP 是经典的38段 Cogent 伪家宽IP，家宽属性较多，流媒体基本全解锁，算是非常不错的落地伪家宽IP。
使用优惠码「USPre75DC2」可以循环7.5折，很适合作为个人使用的三网优化线路单品。
记得让你的 AI 去做一些必要的优化
panstar.ai/register?aff=QRB4…
🤝 Paid partnership
Ray Wang retweeted
I’ve left Anthropic after more than a year of working on Claude Code and seeing it scale larger than I ever imagined.
I have really loved working at Ant and believe deeply in the mission, and most of all, the idea of a race to the top.
The idea that if we work hard and responsibly, we can raise the bar and inspire others to great outcomes. And if we all push each other to be better, things can be radically good. I will carry the spirit of this with me forever.
My colleagues at Anthropic are the most talented, thoughtful, competent, and earnest people I have ever met. I am glad they are at the wheel and trust them deeply.
To the community on X, thank you for everything. You’ve made this the most fun (and sometimes stressful) job I’ve ever had.
For me, it is time for a bit of a break before diving into something new.
If you want more excellent Claude Code content, you should follow @addyosmani , @lydiahallie, @_catwu, @ClaudeDevs and of course @bcherny who started it all.
