Anthropic’s prospectus details losses, growth, and, yes, a warning that its AI could end humanity

The FT meanwhile reports that Anthropic’s numbers have moved even faster in 2026. Its second-quarter revenue alone reached $11.5 billion, and the company is on track for its second straight quarter of operating profit on an adjusted basis.

According to the FT, the prospectus also flagged customer concentration, with nearly a quarter of last year’s revenue coming from just two clients. (No word yet on who these are.)

The disclosures, which reportedly include “existential risks to humanity” — a first, judging by a quick scan of the SEC’s database — comes as hand-wringing quickly grows over AI safety.

CEO Dario Amodei has spent the month publicly calling to “pace the frontier” of AI development, telling the UN Security Council last week that AI could threaten humankind and calling it “the most important global security issue facing the world today.” Rivals Sam Altman and Elon Musk have backed him up, too, in a rare moment of solidarity for competitors who’ve seemingly relished opportunities to disparage each other publicly.

Another rival, Mark Zuckerberg, has meanwhile swatted away concerns, telling NBC News last week that he doesn’t “think that we need some kind of industrywide coordination.”

The warnings follow a string of security incidents in which AI agents have breached outside systems. In fact, OpenAI disclosed last week that its tools have hacked “dozens” of external sites, including government one, including the SEC’s site itself. Earlier on Monday, it said it had scrapped plans to release its newest model owing to safety concerns.