Kabir Seth

This belongs to all of us.

Whoever dubbed this is great

$4.1 billion to $380 billion in 32 months. That’s a 93x increase in valuation for a company that didn’t exist five years ago. The revenue trajectory explains why investors tripled the round from $10B to $30B mid-raise. Anthropic went from $0 to $100M to $1B to $14B in run-rate revenue across three consecutive Januaries. 10x growth compounding annually for three straight years. No software company in history has done that. But the number that should terrify every SaaS CEO on Earth is buried in the fine print: Claude Code is running at $2.5B in annualized revenue less than a year after launch, and 4% of all GitHub commits now come from it. That single product would be a $2.5B standalone company. Anthropic built it as a feature. The math on the valuation tells you where investors think this is going. $380B on $14B revenue is a 27x multiple. OpenAI trades at roughly the same. But Anthropic is growing faster, has 80% enterprise revenue mix versus OpenAI’s consumer-heavy model, and enterprise customers churn at a fraction of the rate. 79% of OpenAI’s business customers also pay for Anthropic. A second operating system is being installed alongside the first. The software sector has lost ~$2T in market cap since Claude Code and Cowork started shipping. The market is repricing everyone around Anthropic.

Outrage after Indian man drowns in open pit after begging for help for hours bbc.in/4r6T83Y

The more I see our political discourse, the more I relate to this hot take

Just a normal day in India...

Washington Post’s Adani-LIC story fizzled out in India. That says a lot newslaundry.com/2025/10/30/was…

Exclusive: The Indian government allegedly directed $3.9 billion from the state-owned Life Insurance Corporation to India’s second richest man Gautam Adani’s businesses amid the mogul’s legal and financial challenges, a Post investigation reveals. wapo.st/4ozY5AQ

The Onion is undefeated.

This cannot be India. This is so hateful and wrong. Is this kind of hate mongering truly going to go unchecked? What is happening?!

Eze when he picked up the phone to Berta and Arteta

This is a real video

The status report, reviewed by India Today, shows that while the US financial regulator has been actively attempting to advance the federal lawsuit, the progress has stalled due to procedural bottlenecks involving cross-border legal cooperation. The civil lawsuit, originally filed last year, accuses #GautamAdani, his nephew #SagarAdani, and other related individuals of securities law violations and misleading representations linked to #AdaniGroup activities. The charges stem from an alleged scheme to pay roughly $265 million in bribes to Indian government officials to secure lucrative solar power contracts, a fact that prosecutors say was concealed from US investors. The Adani Group has consistently denied these allegations, dismissing them as "baseless." Report by @nalinisharma_ - intdy.in/r7ahix

@TheSun @KaranChechani found your guy

Ibiza ‘Final Boss’ Jack Kay’s girlfriend Alisha Cook speaks out after he goes viral

PIF-owned Al Hilal buy Liverpool's Nunez, enabling Pool to buy PIF-owned Newcastle's star player, while PIF-owned Al-Nassr buy PIF-funded Chelsea castoff Felix, a sixth Chelsea player to SPL. Meanwhile PIF are looking at expanding MCO to shift more players around like cattle👍

The new Democratic Nominee for the Mayor of NYC is a Gunner 🔴 @ZohranKMamdani

Recession indicator

From #Gaza, the cries of parents rise to heaven ever more intensely as they clutch the lifeless bodies of their children, searching for food and shelter from bombs. I renew my appeal to leaders: cease fire, release all hostages, and fully respect international humanitarian law!

In 2014, @Nike released this beautiful ad titled "Ripple," which illustrated Woods' impact on Rory McIlroy's development. It’s still one of the best spots the company has ever produced.

How to kill an Artist “Democratically”