

bidhan
4.5K posts

@bidhan
ceo @bageldotcom. previously code monkey at amazon, cashapp, instacart. hiring - dms are open.




academics are unprepared for the coming world where much scientific progress is majorly a function of inference compute. whether OpenAI points the Eye of Stargate at your particular field will decide its acceleration. talent will leach away into the labs. it's already begun





We've published a paper that explains our views on AI competition between the US and China. The US and democratic allies hold the lead in frontier AI today. Read more on what it’ll take to keep that lead: anthropic.com/research/2028-…

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.


It's weird that the US still doesn’t have a truly competitive open-source model lab. It’s clearly not a money problem. Several neolabs have raised billions. It’s not a compute problem. US labs have easier access to B200s/B300s than Chinese labs. So what is the issue?



Dario&Daniela Amodei Interview: The 80x growth reportedly caught them completely off guard, and that's the reason for the compute constraint. The compute deal with SpaceX is the first attempt to address the shortage and continues to search for solutions.


We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.