NVIDIA and Meta to Expand Collaboration on Muse and Muse Family of Models Amid Robust Growthnvidianews.nvidia.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
anthropics/formal-math: Refuting the Exponential Time Hypothesis with AI-generated Lean 4 proofsgithub.com2 min read
Anthropic’s Deal With Elon Musk’s SpaceXAI Is Even Bigger Than We Knew, IPO Filing Showsgizmodo.com2 min read
Microsoft is trading payroll for compute. Anthropic's S-1 is the other side of the tradehitesh.in3 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
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
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