oba
100 posts
oba
@obatried
chasing the unknown // HeadStart Fellowship
United States เข้าร่วม Mart 2025
52 กำลังติดตาม50 ผู้ติดตาม
Used Claude Code to ingest + process my heart rate❤️, sleep🛏️, workouts/steps, vitals ⌚️
with my meetings + calendar to see what spiked my HR and triggered stress
Yellow dedicated workouts or exercise
Annotations correlated with meetings/boards/calls/zooms (blurred for privacy)
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Browser use is one of those features that sounds small until you see someone ship a full workflow in 30 seconds with it. The gap between CLI and seeing your agent actually navigate a page is massive. Were doing similar things with trading data flows and its a game changer for iteration speed.
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@DanBochman Apples to oranges.
Anthropic is growing exponentially, so it's hard to compare the company to the mag7 complex. I do think it's fair to ask questions about how truly recurring is their ARR and how sustainable is their growth rate tho
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Anthropic is being valued near $1T on a $47B annual revenue run-rate.
For context, here is what other software, internet, and platform companies looked like when they first crossed $1T in market value:
Apple crossed $1T in 2018 with about $229B in annual revenue. Its active installed base had already passed 1.3B devices, giving it one of the largest consumer distribution layers in the world.
Amazon crossed $1T in 2018 with about $178B in annual revenue. It was approaching roughly half of U.S. e-commerce, while AWS had become a major cloud infrastructure business.
Microsoft crossed $1T in 2019 with about $110B in annual revenue. Its commercial cloud business had already reached more than $23B in annual revenue across Azure, Office 365, and other enterprise cloud products.
Alphabet crossed $1T in 2020 with about $162B in annual revenue. Google still controlled roughly 90% of global search, one of the highest-intent advertising markets online.
Meta crossed $1T in 2021 with about $86B in annual revenue. Its family of apps reached more than 3.3B people monthly, creating one of the largest attention and advertising networks ever built.
*Run-rate revenue is not the same as audited annual revenue.
**AI companies have different cost structures than classic software and internet businesses.
Anthropic@AnthropicAI
We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia. This investment will help us advance our research and expand our capacity to meet growing demand for Claude.
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"opus 4.8 is our most aligned and most interpretable model to date"
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Over a year later, its 11:30pm trying to debug. Engineers aren’t going anywhere
oba@obatried
3:25 AM: Trying to debug, software engineers aren’t going anywhere
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best way for a retail investor like me to get spaceX exposure?
is it the Robinhood tokenization thingy?
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@theojhnsn perps aren’t really a retail product. id assume low on their priorities list
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I know it looks insane to buy Circle $CRCL here at $200 but I don't think you'll regret it.
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