United Kingdom
Joined March 2009
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Went through the LinkedIn profile of couple of ex colleagues, profile mentioned things that we as a team or at individual capacity never worked or achieved.
Looks like "Fake it till you make it" motto is still alive for some.
Theo Wallace retweeted
Q3 is in the books! We’re now on a half-trillion annual revenue run rate, with Alphabet revenues growing at 25%.
- Our AI investments are driving overall Search query growth, including commercial queries - our YoY query growth rate is the highest it’s been in the last five years.
- Google Cloud revenue grew 103%, powered by extraordinary demand for our AI infrastructure and AI solutions. Our 1P model APIs now process nearly 32B tokens/min (up 40% QoQ).
- Strong momentum in model progress with Argon and Carbon leading the frontier, and Genie 4 our most advanced new world model yet.
Thanks to our partners and employees around the world. More to share on the call soon!
#AnthropicIPO
~$430B in compute deals it can't cancel:
Broadcom ~$161B
Google ~$115B
Amazon $110B
Microsoft ~$45B
Revenue is mostly pay-as-you-go. These bills run to 2045.
The vendors are also the bank.
Broadcom leases Anthropic the chips, then stands ready to lend up to $42B to pay the rent. Google and Amazon add $35B more in convertible notes.
Those notes can turn into shares.
#Anthropic has over 11,900 customers spend $100K+ on a TTM basis and over 1,900 spend $1M+. About 250 spend $10M+.
#IPOUpdate
#Anthropic Balance sheet: as of 30 June 2026, Anthropic had raised $141.1B in total and held $112.4B in cash and cash equivalents plus $19.3B in short-term investments.
#IPOUpdate
#Anthropic Revenue was $41M in 2023, $386M in 2024 and $4.585B in 2025. In the first half it was $1.163B in 2025 and $16.286B in 2026.
#Anthropic has applied to list its Class A common stock on the Nasdaq Global Select Market under the symbol “ANT.” The number of shares and the price range have not yet been set.
In 1946, a computer filled an entire room. It weighed 30 tons.
Today, something far more powerful sits in your pocket.
AI is on the same path, and it’s moving faster than computing ever did. 🧵👇
So what’s the pocket moment for AI? 🤔
A personal model trained only on your life?
AI built into every device, fully offline?
Something we don’t have a word for yet?
Computers took 60 years to get from a room to a pocket. My guess is AI does it in under 10.