# Anthropic S-1 filing sparks debate on compute costs and OpenAI

> Original title: Is the Anthropic S-1 the biggest day in human history?🚨

- Source: SemiAnalysis
- Published: 2026-10-27T15:40:25.000Z
- Bad Influence: https://badinfluence.news/items/py1ipjvmi18cf25khkbo4vnjq
- Original: https://x.com/SemiAnalysis_/status/2115106349738602813

## Summary

SemiAnalysis hosts an emergency podcast on Anthropic's S-1 filing, which reports revenue up 1,368% against compute up 300%. The discussion covers roughly half a trillion dollars in compute commitments and whether OpenAI is in a weaker position.

## Post

Is the Anthropic S-1 the biggest day in human history?🚨

"You're not selling a dollar for a dollar and ten cents. You're selling a dollar for ten cents."

Doug (@fabknowledge), Jeremie (@JeremieEO) and Joey (@SaasquatchC) join Jordan (@JordanNanos) for an emergency pod on the filing: the customer who went from $1 to $9, revenue up 1,368% against compute up 300%, the half trillion in compute commitments, and whether OpenAI is kinda cooked.

[Video](https://badinfluence.news/api/img-proxy?u=https%3A%2F%2Fpbs.twimg.com%2Fext_tw_video_thumb%2F2115106319858364416%2Fpu%2Fimg%2FVS4EjqGZbAze3igG.jpg&mode=thumb&exp=1793404800&sig=e19f2a9fe1f43898)