Gary Marcus 指出 Anthropic 草拟 S-1 遗漏了 Q3 数据
What Anthropic left out of their draft S-1
Gary Marcus 发文指出 Anthropic 当天发布的草拟 S-1 在部分章节没有写入 Q3 数据。他此前提醒读者关注 S-1 中对近几个月需求变化的披露，包括 tokenmaxxing 退潮和低成本替代模型走热后的需求走向，并以福尔摩斯“夜里狗没叫”的典故暗示缺失本身值得注意。
作者指出 Anthropic 草拟 S-1 在部分章节略去了 Q3 数据，读者可借此关注招股书中需求披露的完整性。
Gregory (Scotland Yard detective): Is there any other point to which you would wish to draw my attention?
Sherlock Holmes: To the curious incident of the dog in the night-time.
Gregory: The dog did nothing in the night-time.
Sherlock Holmes: That was the curious incident.– The Adventure of Silver Blaze
Earlier today, I wrote “Keep an eye out, too, for the details of Anthropic’s S-1, and especially on how much they reveal (or not) about what has happened to demand in recent months, after the decline of tokenmaxxing and the increase in the popularity of low-cost alternative models.”
Minutes earlier (unbeknownst to me at the time) they had dropped their draft S-1. And (in some places) literally left out Q3:
来源：Gary Marcus：The Road to AI We Can Trust · garymarcus.substack.com