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Written words: Cautiousoptimism.news
Spoken words: @twistartups
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alex 🏴☠️🇺🇸🇺🇦
148.2K posts
alex 🏴☠️🇺🇸🇺🇦
@alex
Journalist. @twistartups, @CaOptNews. Dad x3. He/Him. Black Lives Matter. I podcast and write. Hey!
Providence Katılım Temmuz 2007
8K Takip Edilen104.6K Takipçiler
alex 🏴☠️🇺🇸🇺🇦 retweetledi
Katie Miller’s struggling podcast could soon be acquired by a media giant seeking approval from the Trump administration for a $111 billion merger.
thedailybeast.com/maga-cbs-owner…
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alex 🏴☠️🇺🇸🇺🇦 retweetledi
Mike Johnson defends egregiously gerrymandered maps like the new one in Tennessee, but then in the very next breath claims the Virginia map that was struck down "was a hastily drawn gerrymander that was unconstitutional"
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alex 🏴☠️🇺🇸🇺🇦 retweetledi
Quick update: not dead.
$FIG Q1 results:
→ 46% YoY revenue growth, accelerating for the 2nd straight quarter
→ Net Dollar Retention Rate increased to 139%, our highest rate in over two years
→ Raising 2026 revenue guidance for the year
Design matters more than ever.
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soon all teams at tech companies be two humans trying to figure out what the agents are doing cautiousoptimism.news/tech-ipos-fly-…
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alex 🏴☠️🇺🇸🇺🇦 retweetledi
deleted, but the gist was that the venture firm in question was willing to torch founder time to fluff itself
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notable that even under current gov MSFT was worried that it would get blocked for trying to buy cursor
"Microsoft backed away due to internal concerns that such a deal would not pass regulatory scrutiny, given Microsoft's ownership of GitHub Copilot" reuters.com/world/microsof…
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alex 🏴☠️🇺🇸🇺🇦 retweetledi
Almost like Putin himself is directing where US troops will be allowed to be deployed.
🪖MilitaryNewsUA🇺🇦@front_ukrainian
❗️The 🇺🇸United States has suddenly canceled the deployment of its armored brigade to 🇵🇱Poland, which numbers more than 4,000 service members. This move could be part of a larger-scale reduction in the American military presence in Europe.
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alex 🏴☠️🇺🇸🇺🇦 retweetledi
One of the many confrontations reported today, this time Chinese security refuse to let pool reporters rejoin the motorcade.
Connor Stringer@connorstringer
🚨Tensions between Secret Service and the Chinese Per @dannyctkemp, a secret service agent had an intense standoff with a Chinese security officer who refused to let them into the Temple of Heaven with their weapon. We’ve seen several intense confrontations since being here.
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alex 🏴☠️🇺🇸🇺🇦 retweetledi
Today's vote on the Clarity Act is a big opportunity to move America's financial system forward.
FOX Business@FoxBusiness
Coinbase CEO says crypto bill could transform US financial system as Senate vote approaches foxbusiness.com/media/coinbase…
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alex 🏴☠️🇺🇸🇺🇦 retweetledi
You would literally have to add two zeros to the figure for this to register as a scandal in the United States. Our politics betrays our poverty
Eleanor Langford@eleanormia
EXC: Al Carns, the defence minister tipped as a future PM, claimed almost £36k in taxpayer money for PR and comms since 2024 - more than all other ministers £4k also went to producing at least 24 constituency videos inews.co.uk/news/politics/…
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alex 🏴☠️🇺🇸🇺🇦 retweetledi
alex 🏴☠️🇺🇸🇺🇦 retweetledi
A list of surprising and mind-boggling stats from this conversation:
- NDR is over 500% on an annualized basis
- Anthropic's first dollar of revenue came in March of 2023
- Over 90% of code inside Anthropic is written by Claude Code
- The head of tax is the heaviest token user on the finance team
- Run rate revenue went from $9B to $30B in one quarter (reportedly, on pace for $50B by end of next month)
- Cowork is growing faster than Claude Code did at the same point in its life
- Signed two double-digit million-dollar commits in a 20-minute Uber ride to the podcast
- Krishna spends 30-40% of his time on compute decisions
- 9 of the Fortune 10 are customers
- $100B combined commitment of compute
- 30 different product and feature releases in January alone
- A prior model found 22 security vulnerabilities in an open source codebase; Mythos found 250
- The finance team has built a library of over 70 Claude skills specific to finance
- Anthropic raised $75 billion since Krishna joined two years ago
- The day of the Series E first close was the day the DeepSeek news broke
- When Meta and others made huge poaching offers, Anthropic lost two people on the technical side while other labs lost dozens
- All seven co-founders are still at the company
- The company is just over five years old
Patrick OShaughnessy@patrick_oshag
Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance. He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute. I feel lucky we get to hear what it is like to sit inside a company this consequential at a moment this pivotal. We discuss: - The cone of uncertainty - How he allocates compute across Trainium, TPUs, and GPUs - What investors misunderstand about model companies - Why the returns to frontier intelligence keep rising - Platform vs application and where Anthropic builds its own products - How Anthropic uses Claude internally I have asked my closing question about the kindest thing more than 500 times. Krishna's answer is one I have never heard before. Enjoy! Timestamps: 0:00 Intro 2:38 The Compute Canvas 6:51 The "Cone of Uncertainty" 11:58 Why the Returns to Frontier Intelligence Are So High 16:45 Recursive Self-Improvement 20:20 Scaling Laws 23:30 Sourcing $100 Billion in Compute 28:05 Platform vs. Application Strategy 32:52 Pricing Dynamics 38:48 How Anthropic’s Finance Team Uses Claude 43:24 Raising Capital & Overcoming Investor Skepticism 52:32 Public Perception, Risks, and Government Regulation 57:25 Mythos Release 1:12:33 What Could Derail the AI Revolution? 1:13:47 Biotech and Healthcare 1:15:31 The Kindest Thing
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alex 🏴☠️🇺🇸🇺🇦 retweetledi
Hard to think of a more deserving recipient of the Charlemagne Prize than Mario Draghi.
He pulled the eurozone out of its destructive multi-equilibrium trap, advocated early on Ukraine needed a real pathway into the EU, and designed the key blueprint to revive the EU economy.
Christine Lagarde@Lagarde
Congratulations, dear Mario, on receiving the Charlemagne Prize. You exemplify true European statesmanship: answering the call when it mattered most and helping Europe emerge stronger. Your “whatever it takes” commitment showed the euro is irreversible. #Karlspreis2026
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alex 🏴☠️🇺🇸🇺🇦 retweetledi
It's remarkable how many independent, secular trends are anti-alcohol right now. Just off the top of my head
- GLP-1s
- post-1970s rise of helicopter parenting
- reaction to the binge-drinking spike in late 20th c
- phones killing teenage partying
- surge in young adult fitness (dancing clubs down, running clubs up)
- general rise of healthmaxxing culture among both liberal yuppies and MAHA devotees
Grant Bailey@grantjbailey
Huge collapse in drinking among high schoolers 👀
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alex 🏴☠️🇺🇸🇺🇦 retweetledi
Update: Lawmakers got one of the first live demos of Mythos, a committee aide who attended the briefing told me.
“What we saw reinforced the urgency” of ensuring federal agencies can “responsibly access & deploy” US models to find/patch vulnerabilities, the aide said.
Miranda Nazzaro@mirandanazzaro
Scoop: House Homeland Security Committee will receive a closed-door briefing from Anthropic over its Mythos model on Wednesday, per source familiar. @thehill
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