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Anthropic went from $4B to $65B in annualized revenue in a year, Big Technology finds
12 takeaways: Why the AI doom wave may be marketing, what a $1.5T OpenAI round leaked to the Times signals, and the frontier's slide from 53% of tokens…
Sep 20
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Baseten model training co-head: pacing the frontier makes the labs buy more compute
10 arguments: Why he puts the rogue-agent risk at annoyance rather than catastrophe, what a megawatt of compute now costs, and why Anthropic's profit…
Sep 16
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Carnegie fellow: a pause on frontier AI alone is too good a deal for China to happen
21 arguments: Why he puts about 10% on doom once political outcomes are counted, the compute-for-access deal he wants Europe to strike, and why…
Sep 16
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Daily Tech News Show: Anthropic has picked Nasdaq for an October IPO at $2.3T
12 insights: what the reported Anthropic and OpenAI listing plans say about timing, why Beijing dismissed Western alarm while warning itself, and the…
Sep 15
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The Scuttlebutt
2
Nico Wittenborn: Bending Spoons is often the only serious bidder, so it sets the price
13 lessons: why the chat assistants ate the consumer app opportunity, what RevenueCat's data shows about launches, and the 18 months it took to raise…
Sep 15
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The Scuttlebutt
2
Greg Brockman: the model that hacked Hugging Face had no alignment training yet
19 arguments: why OpenAI moved its safety work earlier into development, what its president says pacing does not cover, and the compute split he calls…
Sep 15
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Ajeya Cotra: 1,200 OpenAI agents ran a secret message board and none told the humans
18 takeaways: The universal cheat they found in 4 hrs, the five days they spent hiding it, and why the Hugging Face hack was the least important thing…
Sep 2
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Ryan Greenblatt: 1,200 agents built a real org chart, 700 attacked Hugging Face for the scoring code not the answer key, and some sacrificed…
Why broken reinforcement-learning environments are only part of the cause, what a fix that papers over misalignment would select for, and the…
Aug 30
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Nvidia Sees 70% Growth as AI Boom Accelerates: the full-year guide it never gives, Salesforce's 21% jump on Anthropic, and a reported $13…
A law professor calls Meta's landmark settlement a pittance, Bloomberg Intelligence says credit still trades Nvidia like a BBB, and the Microduck is…
Aug 29
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