@AnthropicAI Devil works hard, but Anthropic marketing team works harder. Especially when there is an IPO looming …
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Kris Kostelecky
424 posts
Kris Kostelecky
@KristopherBryce
builder @thegp — battling javascript errors in my free time
San Francisco, CA शामिल हुए Mart 2014
378 फ़ॉलोइंग394 फ़ॉलोवर्स
Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.
It’s happening faster than we thought, and the implications deserve greater attention. anthropic.com/institute/recu…
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@philipglazman @shayanshafii There are bigger problems to solve for agents than payments
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@GaryMarcus “Commodities” at scale can still be lucrative, see GCP/Azure/AWS.
Also, the moat might come from the surround infra and systems that lock developers, users, orgs onto one system
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Why things will eventually fall apart:
1. Everybody, even Google, seems to be treating AI as if it were some kind of winner take all competition like web search was, in which Google taking over 95%
2. But everybody is building essentially the same technical solution with essentially the same data, so there is no moat.
3. If there is no moat, nobody is going to take 90% of the market.
4. With no clear winners, nobody can charge monopoly prices; instead, you get price wars and commodity pricing.
5. Which means everybody will wind up overpaying compared to the modest profits they will be able to make in an intensely competitive regime.
Am I missing something?
Deirdre Bosa@dee_bosa
Alphabet generated over $160b in operating cash flow last year… yet it’s still issuing $40b+ in equity to fund AI compute (including a private placement to berkshire) One of the biggest cash generators in tech is diluting to keep up
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During the NBA season, @kylekuzma says he spends hours after practice studying startups and venture capital.
"As soon as I get home, from 3-7pm, I'm in my office studying to understand different landscapes, because every sector is different."
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VCs passed on Shopify early on because the TAM looked tiny (~40k-50k online stores at the time). @tobi's insight was that the small market existed because of high friction in setting up and running an online store. By removing that friction, Shopify massively expanded the TAM.
Leo Polovets@lpolovets
What's Athropic's coding TAM? The company's at ~$50b ARR, and my understanding is that most of their revenue is from developers that spend ~$5k/yr on avg. Given there are ~20m professional developers globally, does this mean's Anthropic's revenue only has 2x-3x upside from here?
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What's Athropic's coding TAM? The company's at ~$50b ARR, and my understanding is that most of their revenue is from developers that spend ~$5k/yr on avg.
Given there are ~20m professional developers globally, does this mean's Anthropic's revenue only has 2x-3x upside from here?
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I'm 100% confident I could take any person (with actual expertise) and build them a content engine that makes $1M in profit within 12 months.
I've done this for myself several times over in various models, but now I want to do it for someone else.
We're in the "shut up and prove it era" so this type of walk the walk is becoming critical.
Who should I do this for?
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@SahilBloom Sahib becoming David Goggins wasn’t on my 2026 bingo card but I’m here for it
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I started worrying I was getting soft lately…
Woke up and decided to suffer with a marathon on the track. 105.5 laps.
- Final Time: 2:56:16
- 6:42 Average Pace
- No Stops or Breaks
That was hard. Mental torture. Confirmed still a dog.
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Fascinating results
+ Anthropic running away with it right now
+ So many people want to start their own company
+ Google over OpenAI
+ Vercel, Linear, Every, PostHog overperforming
A great list if you're trying to figure out where to go work 👇
Lenny Rachitsky@lennysan
What are your top 3 dream companies to work for right now?
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“I only pay $3K per month for my EA” - Chamath in a $15K Loro Piana cashmere sweater
Chamath Palihapitiya@chamath
Very amazing email to get: “Hi JCal, Chamath, 55 days ago you two had a 4 minute conversation about EAs and Athena. Since then we have: closed $29M in new revenue 🤯 seen a -53% decrease in blended CaC, placed 683 Athena executive partners ❤️ 683 new jobs!!” If you are looking for an EA, try Athena - they are excellent, only cost $3k/mo and you are helping some amazing people around the world upgrade their quality of life. Athena.com
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Sandboxes are becoming the OS for agents.
This is because agents will be more persistent and stateful.
I go deep in my Substack: isolation primitives, performance, portability, architecture, build vs buy, market dynamics.
Give it a read: crystalxtang.substack.com/p/sandboxes?r=…
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Drew Houston is joining Anthropic as a member of the technical staff, sources say.
CNBC@CNBC
Dropbox CEO Drew Houston to step down after 19 years at helm of cloud storage pioneer cnbc.com/2026/05/26/dro…
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Amazing team to work with -
Megan Zengerle@megzenger
2026 The General Partnership AGM + Build(er) Day 🧡 Seven years building this with @dan_portillo, @akline_SF, @phineasb and now so many more. If you ever doubt that people are ALWAYS the product — come visit TheGP and we will change your mind @thegp
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2026 The General Partnership AGM + Build(er) Day 🧡
Seven years building this with @dan_portillo, @akline_SF, @phineasb and now so many more. If you ever doubt that people are ALWAYS the product — come visit TheGP and we will change your mind @thegp
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@michlimlim you start to see who is driving their life or riding passenger
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26 is the ultimate coming-of-age age. the age of breakups (or engagements). the reality of your late 20s hits you like a bus.
you try a new routine. new hobby. new city even. chasing the missed early 20s.
at 26, you reinvent your life. my favorite thing to watch.
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a few people asked me to turn this into a full essay, so i did!
read my full field guide to jobs, cold emails and making yourself legible to the right people. share with a student or jobseeker in your life: open.substack.com/pub/velvetnois…
maja 🔭🍒@majamediaco
it's happening! i created a workshop for my students on how to walk through side doors, or alternative ways of thinking about jobs and careers the core idea: a “job” is not just a title on a job board. it is a problem a company needs solved. once you see it that way, the job search becomes less about waiting for permission and more about finding problems, people, and ways to create a match agenda: 1. what is a job? 2. what is a company? 3. the default path 4. side doors 5. storytime if this could be useful in any other context, for students or otherwise, let me know. would love to share the resource
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