
Tom M
185 posts



NYT's @NickKristof to fellow progressives: "A black kid in Mississippi is 2.5 times as likely to be proficient in math & reading by 4th grade as a black kid in Calif. Do we need to look a little bit less at what the Trump Admin is doing ... & look a little more in the mirror?"















No one “earns” a billion dollars. No one can work a billion times harder than anyone else. There is no good, ethical, or righteous billionaire. That kind of wealth can only be accumulated through the exploitation of the working class. No exceptions.






For context, China had the technology for gunpowder, printing, and blue ocean exploration hundreds of years before Europe. They failed to use it. That goes beyond a generational fumble. That is a self inflicted civilizational fumble that China still hasn't made up for.



I’m really struggling to see how the back of the envelope math on this works out… There are generously 4 million characterized “software workers” in America. That’s pretty broad and includes a lot of people who aren’t really classical engineers don’t produce that much code. That comes out to nearly $1k per month of average Claude spend across every dev in America. Yes, there’s some international usage, but it can’t be that much. Yes there is some non software Cowork usage, but that doesn’t use that many tokens. Yes, some non engineers are using Claude to vibe code, but I really doubt many are spending hundreds per month on. Even if we assume 50% of all software workers are using Claude, that comes out to $2k spend per month per Claude user. Thats 10X more than the highest tier Max subscription. So almost all of Anthropics revenue has to be API billing So the only explanation is that something like 20%+ of software engineers are not only Claude users but on API billing and regularly spending thousands per month. At $5/m Opus tokens that means the average API user has to be going through something like 25 million tokens per day. *OR* the other possibility is API revenue is heavily power law dominated. Maybe there’s just something like 100k super users who are making up the majority of the revenue. For that to work the typical super user would have to be spending on the order of $50k/month and guzzling nearly 1 billion tokens per day.


Anthropic is now showing off $44 BILLION in annual recurring revenue. This is up $14 billion (+46.6%) since last month! BULLISH for AI Infrastructure $NVDA $AMD













