Pinned Tweet
The phrase "software is eating the world" is about to become a teenager: bullfight.substack.com/p/pet…
Sounds agents about to be prompting humans
Am I wrong to question how 24GW of satellite images is evidence of 50GW of powered DCs coming online next year?
Just a casual 20% pre-IPO extra special dilution
We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly owned entity dedicated entirely to the public benefit.
It will start off with 5% of our shares. For every 50% increase in the company’s value over a set baseline, we can contribute up to an extra 2%, subject to our board’s discretion.
In total, this means that roughly 20% of Anthropic’s shares are committed to the public good. Our co-founders have already pledged to donate 80% of their equity, and around half our employees are donating a portion of their equity as part of a donation matching program we’ve run since our founding.
In the post below, we share more details about our new fund.
anthropic.com/news/public-be…
Ironic that everyone is bearish on AI after using $40 of Claude credits to figure out that Anthropic ARR was underwhelming
“If you’re in this investor day room, congrats. You have been selected for Anthropic’s doomsday bunker”
Microsoft's $MSFT market cap is back above $4 trillion after a 55% gain since June lows. The stock bottomed right when the semis topped out.
Andrew Yang was right! @AndrewYang
Scoop: Top AI companies probing tens of thousands of security incidents axios.com/2026/09/26/openai-…
Theory: Anthropic IPO pushing because they work close enough with DoD to know Middle East about to escalate
Benioff mastery… knows he will look dominant if he makes the tech guys stand up and walk around the room with him
Live: @DarioAmodei x @Benioff
The @AnthropicAI co-founder & CEO joins us at @Dreamforce for a conversation worth hearing ☁️












