Anthropic estimates its future models may imminently meet its RSP AI-acceleration threshold

Anthropic's Amendment No. 1 to Form S-1, filed 2 November 2026, says: "our internal estimates and our expectations regarding future models, rather than our current models, indicate that we may imminently meet our Responsible Scaling Policy’s definition of ‘dramatically accelerated progress attributable to AI.’"

For example, our internal estimates and our expectations regarding future models, rather than our current models, indicate that we may imminently meet our Responsible Scaling Policy’s definition of “dramatically accelerated progress attributable to AI.”

Amendment No. 1 to Anthropic, PBC's Form S-1 is dated as filed with the SEC on November 2, 2026 (Registration No. 333-299633).

As filed with the Securities and Exchange Commission on November 2, 2026. Registration No. 333-299633

The amended S-1 says: "We have not designated any of our current models as exceeding this threshold, and we continue to assess the underlying data."

We have not designated any of our current models as exceeding this threshold, and we continue to assess the underlying data.

The amended S-1 says: "We are also evaluating the implications of meeting the AI research and development capability threshold and will release further reports in the future as we set forth in our Responsible Scaling Policy."

We are also evaluating the implications of meeting the AI research and development capability threshold and will release further reports in the future as we set forth in our Responsible Scaling Policy.

The amended S-1 states an aggregate committed spend of approximately $895.4 billion for purchase commitments and lease agreements as of and subsequent to September 30, 2026, substantially all of which is related to compute and infrastructure.

As of and subsequent to September 30, 2026, we have entered into purchase commitments and lease agreements, including short-term commitments, as well as leases not yet commenced, with an aggregate committed spend of approximately $895.4 billion, substantially all of which is related to compute and infrastructure.

The text of the Form S-1 Anthropic filed on 26 October 2026 does not contain the phrase "imminently" or the phrase "dramatically accelerated progress".

As filed with the Securities and Exchange Commission on October 26, 2026. [Full text of the 26 October S-1 searched: no occurrence of imminent or dramatically accelerated, case-insensitive.]

In the 26 October S-1 the aggregate committed spend figure was left blank ("more than $ ,").

with an aggregate committed spend of more than $ , substantially all of which is related to compute and infrastructure.

RSP version 3.4 says: "We will consider this threshold to be met if we determine that either (1) our models would be able to fully substitute for our entire set of Research Scientists and Research Engineers, at competitive costs (i.e., within a factor of 5); or (2) there is "dramatic acceleration" of the pace of AI progress for reasons that likely relate to the automation of AI R&D."

Anthropic's RSP page lists Version 3.4 as effective July 8, 2026.