Update, 26 Oct: Anthropic’s S-1 shows the filed numbers.Anthropic’s S-1 leaves the ownership percentages in its holders table blank, but says Amazon and Google will each hold more than five percent of the stock after conversions, in non-voting Class N shares. Google put $10.0 billion and Amazon $5.0 billion into Series H, which raised $65.2 billion in aggregate. More: the funding-rounds piece.
What is The Anthropic Deal That Didn't Happen: How Apple Lost Its Preferred AI Partner?
Apple's preferred AI partner priced them out — a sign of how far behind Apple has fallen in the AI race.
What is Why Anthropic Had All the Leverage?
Already Backed — Amazon + Google own ~40% of Anthropic already. Cash Rich — Didn't need Apple's money as much as Apple needed Claude. #1 Best Models — Apple's own testing showed Claude was the best option available
Gennaro Cuofano is a CRO and tech executive who has worked in AI since late 2015, starting with bringing NLP, natural-language generation, voice and chatbot products to the marketing industry. His background is in law and finance: he holds a Master's degree in Law and an International MBA with an emphasis on corporate finance (LUISS Business School and the University of San Diego, 2012), and worked as a financial analyst at a real-estate investment firm in San Diego and as an assistant controller. His work focuses on business model strategy, business engineering and, more broadly, structural analysis: how companies make money, read from their own filings. He created FourWeekMBA and leads research there and at The Business Engineer, his newsletter on AI and business strategy, with over 95,000 subscribers and more than 1,000 published analyses. His writing has also appeared on Entrepreneur (for example, How to Digitize a Family Business in Europe) and HackerNoon. Find him on LinkedIn and Substack. See how we source.
