Michael Burry said Anthropic filed an amendment to its Form S-1 on November 2, 2026, adding third-quarter information. He also said the amendment left October’s revenue run-rate blank. A Form S-1 is a registration statement for a proposed public offering.
What the amendment reportedly changed
Burry described the amendment in a post published November 4. The filing relates to Anthropic’s proposed IPO. The update adds a new detail to the story behind NeoTeo’s earlier coverage of Anthropic’s possible November IPO window.
What Burry said about October’s run-rate
A revenue run-rate refers to the pace of revenue associated with a given period. Burry said the October run-rate was left blank in the amendment, while the filing included information for the third quarter.
Q3 information and an October run-rate refer to different reporting periods; Burry says the amendment included one and left the other blank.
