No way to know for sure, but my guess is that the total amount of Anthropic's total future commitments at the very least approaches $1 trillion and may well exceed it.

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It doesn't include this $63 billion debt deal signed as they were filing their S-1.

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There is also an undisclosed amount of future lease commitments. Throughout the S-1 the aggregate amounts are left blank. That's not necessarily nefarious (they probably were still negotiating a lot of this and didn't want to lose bargaining leverage), but it means there's stuff left out. And...

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I wanted to create a little reference guide showing all of Anthropic's off-balance-sheet obligations (basically, debt by another name). Figured I would share it. Yes, I know, it's a screenshot of an Excel spreadsheet, but at least you know I didn't use AI. This doesn't include everything, even...

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Ok, one more thing. I made a little thread showing the total amount of Anthropic's future spending commitments--which, again, is basically debt by another name. bsky.app/profile/matt...

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