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
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
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
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
We shouldn't be surprised about the PHPocalypse, as the internet is built on sticks and gluetheregister.com22 min read
Intel (INTC) agrees to buy quantum software startup Classiq, a company its CEO had invested inaistockwire.com1 min read
Anthropic’s Deal With Elon Musk’s SpaceXAI Is Even Bigger Than We Knew, IPO Filing Showsgizmodo.com2 min read
OpenAI and Anthropic cut their LLM prices by up to 80% within a few months. Why?minimaxir.com11 min read
Anthropic IPO: AI Lab Is Bringing the 'Anti-Sell' Strategy to Its Stock Listingbloomberg.com1 min read
Starlink Mobile is now live in Brazil with @vivobr! 50M customers can use apps and messaging in c...x.com1 min read
Scaling self-hosted Convex: AOT compilation of TypeScript Convex functions into Wasm • Convex in Prodconvex-in-prod.github.io19 min read