Anthropic S-1 prospectus discloses: revenue from violating users is recognized first, then accounts are banned; this accounts for 5%–7% of revenue in the first 9 months of 2026
Page 146 of Anthropic's S-1 prospectus discloses that for violating users, revenue is recognized first, then accounts are restricted or banned; this portion of revenue accounts for 5%–7% of revenue in the first 9 months of 2026. The prospectus also states that this dynamic is common in the industry, and acknowledges that risk controls may mistakenly restrict or ban some users. The poster therefore believes that not refunding banned users is intentional.
😡 卧槽了浓眉大眼的达里奥，不退款是故意的。
刚翻完 Anthropic 的 S-1 招股书，第 146 页这段我看了三遍👇
"we recognize revenue from such customers…
before restricting or terminating their access"
翻译成人话：
违规用户的钱，先记成收入 💰
然后再封号 🚫
占多少？
2026 年前 9 个月营收的 5%–7% 🤯
按他们这体量，这是一笔非常非常大的钱
更绝的是，招股书还说：
"We believe this dynamic is common in our industry"
😅 浓眉大眼的 Anthropic，原来你也这样？
刚翻完 Anthropic 的 S-1 招股书，第 146 页这段我看了三遍👇
"we recognize revenue from such customers…
before restricting or terminating their access"
翻译成人话：
违规用户的钱，先记成收入 💰
然后再封号 🚫
占多少？
2026 年前 9 个月营收的 5%–7% 🤯
按他们这体量，这是一笔非常非常大的钱
更绝的是，招股书还说：
"We believe this dynamic is common in our industry"
大家都这么干 😂 卧槽了，奥特曼可不这么干，就你家
还承认风控会误伤，
可能 "mistakenly limiting or blocking certain users"
被封号没退钱的兄弟们，
现在知道钱去哪了吧 🍉
原文我放评论区，自己去 Ctrl+F 👇
https://x.com/i/article/2114561060850274304View the quoted post on X