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Anthropic (private)

Warp CEO on software factories: "it was costing us about $80 per PR"
10 insights: why Zach Lloyd tells small teams to buy subscriptions instead, how Warp grades its own agents' work, and why a factory can propose fixes to…
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Lovable CEO: apps built on Lovable now draw almost 1B visits every month
10 arguments: why the industry is past vibe coding, why Lovable mixes OpenAI, Anthropic and Google models, and why he thinks AI defenses are keeping up…
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"Bitcoin is the purest AI trade": ex-Weiss Multi-Strategy CIO on the $6B Binance hack
9 calls: why banks now have a stake in fixing crypto security, why Microsoft's buyout offer to 60,000 staff matters, and why Eli Lilly could become the…
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40%-plus growth for 2 more years, backed by a $580B backlog — AWS CEO
7 numbers: A $184B business growing 39%, an AI chip installed every 14 seconds, Trainium sold outside AWS from next year, and why Anthropic's AWS bill…
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a16z co-founder: financing risk is the only thing that can stop Anthropic
11 arguments: why CoreWeave's bond selloff is a confidence game, a $16.8B Anthropic quarter, a site coded by Claude that Claude then hacked, and Bill…
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The Canadian Investor: CoreWeave's bonds are pricing in a 60% risk of default
14 arguments: why an AI lab may be where the strain shows first, what hot US inflation means for a hawkish Fed, Berkshire's Lennar buying and food…
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Higher rates mostly help a buyer that clears a 25% hurdle — Bending Spoons CEO
12 insights: why AOL is only 15% of Bending Spoons' revenue, the $2T math bulls put on Anthropic's IPO, and memory chips Roundhill's CEO says are sold…
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AI exposure at a 3-year low, but even more positive on 2027–28, says Altimeter's CEO
6 arguments: how Anthropic's forecast went from $30B to at least $100B, why Josh Brown says hot CPI doesn't matter, and the chip stocks Stephanie Link…
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Unchained co-founder: paying AI directly, not with our data, is how to align it
10 arguments: why AI that earns Bitcoin to pay for its own compute could become digital life, a pay-per-packet internet with no ad tracking, and why…
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$700 million clears the bar for a top-500 VC exit, Founder Collective partner finds
8 numbers: Why small checks beat big ones, the real split between picking, portfolio construction and knowing when to sell, and why funds past $1…
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All-In: Anthropic is turning AI consciousness into a religion, and a safety risk
18 takeaways: why Sacks wants one rule for AI, OpenAI's 700 math papers and a cryptography scare, France's riots, and why Palihapitiya says software IP…
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Ex-Weiss Multi-Strategy CIO: AI agents will make crypto the toll collector
9 calls: why AI agents squeeze bank profits, why compute decides the model race, and why bitcoin looks like Micron did in 2024
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