NVIDIA and Meta to Expand Collaboration on Muse and Muse Family of Models Amid Robust Growthnvidianews.nvidia.com2 min read
anthropics/formal-math: Refuting the Exponential Time Hypothesis with AI-generated Lean 4 proofsgithub.com2 min read
5 Interesting Learnings from Anthropic’s S-1 at $16.3 Billion in Half-Year Revenue: 900% NRR, $6.6M in Revenue Per Employee, and a 10% Adjusted Operating Marginsaastr.com5 min read
Anthropic’s S-1, by the numbers: A thriving business—with a $441 billion asteriskfortune.com4 min read
Microsoft is trading payroll for compute. Anthropic's S-1 is the other side of the tradehitesh.in3 min read
Anthropic’s Deal With Elon Musk’s SpaceXAI Is Even Bigger Than We Knew, IPO Filing Showsgizmodo.com2 min read
Some initial thoughts on the @AnthropicAI S-1: <br /> <br /> <span class="nop nop-start">1. </span> This month I published an analysis called: "Two Tenants Part 1: Anthropic Does Not Have ARR. Neither Does @OpenAI ."<br /> <br /> <a class="entity-url" href="https://www.decodingdiscontinuity.com/p/anthropic-revenue-forecast">decodingdiscontinuity.com/p/anthropic-re…</a><span class="entity-image"><a href="https://pbs.twimg.com/media/HVkIWoaWQAAmPOE.jpg" target="_blank"><img alt="Image" src="/imagethreadreaderapp.com7 min read
Intel to Acquire Classiq to Create a Full-stack Quantum Computing Platform :: Intel Corporation (INTC)intc.com4 min read
We shouldn't be surprised about the PHPocalypse, as the internet is built on sticks and gluetheregister.com22 min read
Bank of America, Blackstone, Citi and Morgan Stanley Announce Landmark $63 Billion Financing Structure to Enable AI Compute Capacity in Partnership with Broadcominvestors.broadcom.com6 min read
Anthropic's IPO outlines an unusual succession plan: confidential, ranked lists of up to ten successors per founder, subject to approval from five cofoundersforbes.com3 min read
Cross-request KV cache exposure in the GLM-5.3 Workers AI model, and our remediation with SGLangblog.cloudflare.com16 min read
For anyone trying to interpret Anthropic's S1 - the "Change in fair value of convertible notes, etc" line with the $72B …blog.erincandescent.net1 min read
How OpenAI turned its coding tools into dots, an always-on personal assistanttechcrunch.com6 min read
The US AI Labs, Mapped: Founders, Revenue and the Money Behind Them — codingplans.devcodingplans.dev9 min read