Saastr · 29 October 2026

20VC x SaaStr: Anthropic’s S-1 Shows $16.3B in First-Half Revenue, Microsoft Offers Buyouts to 27% of Its Staff, and Chinese Open-Weight Models May Be Done in the US

Jason Lemkin, GP @ SaaStr

A deep dive into Anthropic's $16.3B first-half revenue S-1, Microsoft's 27% buyout offer, and implications for AI capex, debt markets, open-weight models, and mega-platform strategy—with live investment committee debates on Instinct and OpenAI valuations.

Read the full post on Saastr ↗

Topics: AI (Horizontal) · AI Infrastructure · Venture Capital & Startups

Published by Saastr · their site ↗

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