Half-year loss exceeds $80 billion; the largest IPO in history is coming.

According to Caixin Media, Anthropic is expected to publicly file its S-1 registration statement as early as this Friday. This move marks a critical next step for what is poised to become the largest IPO in history. Anthropic’s highly anticipated public listing is projected to surpass SpaceX’s IPO in June of this year and is widely viewed as a key litmus test for investor appetite amid the ongoing AI boom—especially as concerns mount over the industry’s massive capital expenditures. Anthropic had already confidentially submitted its IPO registration statement draft to the U.S. Securities and Exchange Commission (SEC) back in June. Under SEC rules, companies must publicly file their registration documents at least 15 calendar days before officially launching their roadshow. According to media reports on Tuesday, Anthropic generated $16.3 billion in revenue during the first half of 2026—but posted a net loss exceeding $80 billion.

[Long-Termism] Issue #421 — Intelligent Insights: Tesla’s Q3 2026 Earnings Call Transcript — Musk Details FSD, Robotaxi, and Optimus’ Future

On October 21, 2026, Tesla released its Q3 2026 financial results: it produced 464,400 electric vehicles and delivered 486,500; it deployed 13.7 GWh of energy storage products. In Q3 2026, Tesla reported $28.046 billion in revenue—essentially flat year-on-year; net income attributable to common shareholders stood at $787 million, down 43% year-on-year; free cash flow turned positive, rising from -$1.092 billion in Q2 2026 to $1.531 billion in Q3 2026. During the earnings call, Elon Musk stated that demand for Tesla’s EVs is growing noticeably faster than production capacity, prompting accelerated capacity expansion—and reaffirmed the company’s target of producing 5 million vehicles annually by around 2030. He identified Full Self-Driving (FSD), Robotaxi, and Optimus as three pivotal growth pillars. FSD has become a key driver of Tesla vehicle demand: over 1.7 million customers globally have subscribed to FSD, roughly half via subscription plans; in Q3 2026, more than 75% of new vehicle buyers in North America signed up for FSD’s paid subscription service at the time of delivery. Tesla’s Cybercab fleet in Austin, Texas, expanded tenfold within approximately one month of launch; the company plans to roll out Cybercab services in Dallas, Texas, in November 2026. Musk forecast that Tesla’s Robotaxi business will evolve into a major commercial venture by Q3 or Q4 2027. Tesla’s humanoid robot, Optimus, has entered early production on the high-volume manufacturing line at Tesla’s Fremont Factory. Musk stated that humanoid robots will become the world’s largest product category and that external customer deliveries of Optimus are expected to begin by the end of 2027. Tesla revised its 2026 capital expenditures downward—from over $25 billion to approximately $20 billion—while signaling increased investment over the coming years, focused primarily on Robotaxi fleets, Optimus, solar product manufacturing, AI compute infrastructure, and Terafab facilities. This edition of Long-Termism features Tesla’s Q3 2026 earnings call transcript—an original narrative by Liuhe Business Narrative. Enjoy! Main Text: Total length: 12,531 characters Estimated reading time: 26 minutes Tesla executives—including CEO Elon Musk, CFO Vaibhav Taneja, Head of AI Ashok Elluswamy, VP of Automotive Engineering Lars Moravy, Kosti (representing the Optimus engineering team), and IR’s Travis Axelrod—provided commentary on Tesla’s financial results and responded to questions from investors and analysts. Full Earnings Call Transcript Musk’s Opening Remarks: “Tesla’s Q3 2026 was exceptionally strong—I’d like to extend my congratulations to the entire Tesla team. This achievement reflects tremendous effort and dedication.” “Demand is growing rapidly—clearly outpacing our current production capacity. We will significantly ramp up output, and we are doing so right now.” Tesla’s Full Self-Driving (FSD) “The biggest driver of demand is FSD. Among all vehicles currently available to consumers anywhere in the world, FSD has no true competitor.”

Sensient Technologies Reports 3Q 2026 Revenue of $455.8M, EPS $1.13

3 days ago

Sensient Technologies reported strong Q3 2026 results with revenue rising 10.6% to $455.8 million and net income increasing 30.8%. Growth was driven by Food & Pharmaceutical Colors segments alongside improved gross margins.

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