Steve Epstein

Gemma 4 can run on phones without an internet connection! 🤯 It can perform local agentic tasks, such as logging and analyzing trends. When connected, it can also make API calls. Want to try it yourself? Get the Google AI Edge App on iOS or Android. (🔊 Sound on for the demo!)

Anthropic just passed OpenAI in revenue run rate. OpenAI is at roughly $25B. Anthropic just crossed $30B. Sixteen months ago Anthropic was doing $1B. You could add up the annual revenue of Snowflake, Datadog, Cloudflare, MongoDB, and HubSpot and you'd still be $15B short of where Anthropic sits today. Combined they do about $15.4B. Anthropic does double that. A company that didn't exist five years ago. That $1B was December 2024. By end of 2025 it had hit $9B and people thought the growth would slow. It didn't slow. It doubled again to $14B by February. Then $19B by March. Then the number everyone is staring at today: $30B run rate in April. In a single month they added $11B in annualized revenue. That's an entire Atlassian appearing overnight. They've 10x'd revenue every year for three straight years. If they do it again, Anthropic hits $100B run rate by end of next year. More revenue than IBM. More revenue than Nike. From a company that earned its first dollar less than three years ago. Claude Code didn't exist 14 months ago. It's at $2.5B run rate. 4% of all GitHub commits on Earth are now written by Claude Code. That number doubled in a single month. Projected to hit 20% by December. One in five commits on the planet written by one model. To serve this demand they just ordered $21B in custom chips through Broadcom. Nearly 1 million TPUs. Over a gigawatt of compute. That's enough electricity to power a city of 700,000 people. Just for inference. Not training the next model. Running the current one. Anthropic pulls $211 per monthly user. OpenAI pulls $25 per weekly user. 8x monetization on a fraction of the audience. Two years ago 12 companies spent $1M+ a year with Anthropic. Today it's over 500. 8 of the Fortune 10 are customers. The secondary market has already repriced what this is. $2B in buy-side demand chasing Anthropic shares. Almost no sellers. Bids implying a $600B valuation, up from the $380B primary round two months ago. Meanwhile $600M in OpenAI shares are sitting unsold. Goldman is charging 15-20% carry on Anthropic allocations. They're giving away OpenAI for free. The IPO was originally targeting $500B. It will likely come in north of $800B. At 10x annual growth for three consecutive years, the question isn't whether Anthropic is overvalued. The question is what multiple you put on a company that might be doing $100B in revenue 18 months from now. Sixteen months ago this was a research lab. They just passed OpenAI and the run-rate revenue of Netflix. And every number in this post will be outdated by next month.

Ben Polak’s (Yale Provost) most prominent “Game Theory” lecture 2013 Backward Induction: Polak argues that to solve a complex problem, you should start at the very end and work your way back to the present.

NRC RECEIVES WESTINGHOUSE AP1000 DESIGN CERT UPDATE APPLICATION · U.S. Nuclear Regulatory Commission receives application from Westinghouse Electric Company to renew + update AP1000 design · Aligns certified design with as-built Vogtle Units 3 and 4 (in service 2023–2024) · Would create a standardized baseline for future builds → faster licensing, lower regulatory risk + cost · Includes design changes validated during Vogtle construction + startup · NRC now reviewing for completeness before formal docket + technical review Locking in a “Vogtle-proven” AP1000 design could materially speed up the next wave of U.S. nuclear projects. $CEG $NEE $PCG $URNM $CCJ $BAM

I won’t let the Red Sox ruin my night!

No one has ever worn "Cleveland" across the chest for more MLB games than José Ramírez. #GuardsBall

Biggest announcement of my life: I have raised pre-seed funding from 021T, @alexwg , and @devontriplett21 to build an AI agent that will change the world The biggest issue with AI is it is creating incredible value but for only a small group of people Most people hate AI and don't use it I have built Henry Intelligent Machines (HIM) to solve this HIM is a personal swarm of AI agents autonomously creating economic value for you 24/7 Right now as we speak HIM is collecting data across thousands of websites autonomously 24/7/365 They're hunting for challenges to solve at all times When you use Henry, he will deeply research you and get to know you. Then based on the thousands of opportunities it has in its database, find the value generating opportunities that most closely match your interests, skills, assets, and expertise Henry and its swarm will then proceed to build those micro-businesses out for you You will have complete control over the swarm. Reviewing and approving all work. Editing where you find appropriate. You give Henry a budget, then it hunts and autonomously creates value Say you have an expertise in vibe coding tools and Henry discovers there's no vibe coding guides on Gumroad. It will take your expertise, build drafts for a guide, run it by you, post with your approval, then use your budget to get customers Say you're into AI and speak Portuguese Henry will go through the Portuguese AI education market, see there are no educational products in that language, then create a full AI educational business in Portuguese Most people hate AI. This is because they get 0 value from it, see their friends getting laid off, and become scared HIM is the antidote to this. HIM allows ANYONE to get value from AI. HIM will allow anyone to get access to the trillions of dollars of value that are up for grabs in the new AI world. To ensure Henry creates value and not slop, this will be an extremely slow rollout We will be letting people into HIM 1 by 1. Working with them hands on to ensure Henry only builds real value for them, then expanding from there. If you'd like to be one of the early users of Henry, feel free to sign up at the link below. Forward.

🚨BREAKING: A senior Google engineer just leaked the internal prompting system their team uses to ship features 3x faster. No PM approval. No design sprint. Just a 12-step AI workflow they've been quietly running since Q3. Here are the 11 prompt patterns from his anonymous Notion doc that I've been using for 3 weeks:

@JonahRemnant @polinate73 AEI. 2x. for elongated sponsorship titles

Who wants an official Remnant bingo card? (Via: @polinate73)

@MMMnews olmm............!nnnnnnn

Five things for pharma marketers to know: Monday, April 21, 2025 mmm-online.com/news/five-thin… #MedicalMarketing #Pharma

@jpodhoretz no 2012 autopsy hope style huh ?

Elon Musk is obviously going to be the Cambridge Analytica of this election--the focus of the conspiracy theory that he won Trump the election. The more you hear about this, the less Democrats will be dealing with the catastrophic liabilities exposed by this result.

@kaj33 @QuincyDJones his touch was a musical skyhook.

when you lose a close friend, a piece of your heart goes with them. @QuincyDJones

@Heidi__Matthews your team lost huh ?

There is good reason to believe that Sinwar was, in fact, murdered by the IDF. Rather than celebrating death using inflammatory language of "elimination", Canada should be demanding that Israel comply with an independent investigation into the circumstances of Sinwar's death. 🧵

@gtconway3d 2 tix done. 2008 McCain button found.

You’re right. I’m very, very sorry for encouraging people to sign up for Trump’s rally at 5:00 pm on October 27 at Madison Square Garden, 4 Penn Plaza in Manhattan (between West 31 and 33 Sts. and Seventh and Eighth Aves., readily accessible via the A, B, C, D, E, F, M, N, Q, R, W, 1, 2, and 3 trains, plus Amtrak, LIRR, NJ Transit and PATH) and I urge people not to click this link and fill out the form: t.co/BT9zmR1Jh9

@CitizenCohn ffs

Trump in Detroit warns about America becoming Detroit huffpost.com/entry/2024-ele…

@hughhewitt @Guardians @tigers @JoeNogaCLE cmon .. the Game ... Hugh ., simply stay on the Game ...

Terrific preview of @Guardians @Tigers ALDS from @JoeNogaCLE: cleveland.com/guardians/2024…

@jpodhoretz waves happen ...

Successful politicians need a lot of luck. Kamala Harris may literally be the luckiest politician who has ever lived.

@NormOrnstein colon blow alone.... lol

He was so good at everything he did on SNL

@jpodhoretz leave the classics alone ... lol

"and Brutus is an honorable woman"