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Anthropic (mentioned)

Link Ventures founder: 90% of Anthropic's new code is already written by Claude
6 predictions: Big Tech's $3T AI bet compared to 10 Apollo programs, MIT's AI performing "brain surgery" on another model, and a hacker-driven…
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Bumble agreed to a US$1.3B sale, about 92% below its 2021 peak — Equity Mates
7 takeaways: why CoreWeave bonds trade at 78 cents, what a reverse DCF says Eli Lilly must grow, and whether a newborn's geared ETF can beat his…
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Tema strategist on the S&P 500: "the effective number of stocks... is really only 50"
7 calls: why half the index is already in a drawdown, what $450B of hyperscaler borrowing means for AI, why 40% of small caps lose money, and how Tema…
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Russia's 94% drop in bot traffic was Yandex's search crawler — Patrick Boyle On Finance
6 insights: how a 2014 Putin law put Russia's digital economy within drone range, why 0.3% of human users spread 80% of fake news, and AI running on $55…
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Protege CEO on synthetic data: "18 months away" for all 4 years he was at Datavant
10 lessons: Why selling data to hedge funds rarely works, why genetics is the most locked-up dataset, and why the big AI models won't swallow vertical…
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2–3 people now start a new lab project, down from 5–7 as costs fall, Google Labs VP finds
19 lessons: why a list of what is almost possible beats brainstorming, why the team knows before the leader when to kill a project, and why model…
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Kleiner Perkins partner: late-stage deals took over 80% of $400B in venture through June
10 takeaways: why AI agents like Instinct are the first consumer moment beyond ChatGPT, the trillion-dollar markets open to physical AI, and why…
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Ex-OpenAI chief scientist: human feedback training could end AI hallucinations completely
11 arguments: Why learning statistics means learning the world, why the bitter lesson overstates scaling, and how AI could give democracy far more input…
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Bond buyers now care about deficits and could take US rates to 6%, says OnePoint BFG CIO
10 calls: why triple-C spreads above 1,000bps show the damage has started, where $500B of hyperscaler debt will come from, and why oil inventories need…
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Ex-Intel CEO on AI power: "Gas turbine lead times are only eight years at this point"
14 predictions: why AI data center projects will default for lack of power, why 100 AI chip startups will shrink to a few, and why memory is finally…
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Leland CEO on AI sales agents: "over a million dollars in sales every year"
17 lessons: Why he faked the supply side to launch, how an Anthropic sales team led Leland to enterprise buyers, and the 6M in gross sales behind its…
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A growth startup's AI spend went from $200K to a $4M run rate — Primary Ventures partner
15 insights: Anthropic's compute bill against its payroll, why payroll software survives AI as a "cockroach," and why a model you can buy is beta while…
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