Research & Analysis

The charts behind the reporting.

Every Boardroom Wire investigation is built on primary documents. These are the dashboards that came out of them: individually citable, and marked throughout with where each number came from.

Eleven dashboards · October 3, 2026

Inside Anthropic's $518 Billion Bet

Anthropic lost $42 billion in 2025 and has signed up to spend at least $518 billion on compute. How the revenue really looks, what the loss was made of, where the money goes, how it plans to pay, and what a $2 trillion IPO price rests on, charted from its draft IPO filing as Reuters reported it.

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Twelve dashboards · September 14, 2026

Four College Friends: The $60B Cursor Deal

Four MIT friends built the fastest revenue ramp in software history, lost money on every customer while doing it, and sold to SpaceX for $60 billion. The ramp, the negative margin, the closed ring of investors and the deal itself, charted, with every figure sourced on the frame.

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Fourteen dashboards · August 24, 2026

Situational Awareness: The $45B Blowup

Leopold Aschenbrenner raised $225 million, compounded it past $20 billion, and lost most of it in twenty-nine days. Every filing the fund ever made, charted, plus the mechanics of how a 25% drawdown became a 100% loss.

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