POPO retweeted
My quick takeaways on the Anthropic S-1:
1. This is a historical moment
2. $6.6M in revenue per employee!! Hard to even comprehend how good that is but Anthropic is AI native as it gets so makes sense.
3. I always thought OpenAI would drop their S-1 first
4. Customers spend about 9x more after a year. Net Revenue Retention is approximately 900% as of Sep 30, 2026. Good SaaS companies brag about 120%.
5. Cowork is growing faster than Claude Code did. Goes to show you the demand for consumer products. Duo will probably rip.
6. 3 years ago this company did $41M in revenue. In the first six months of 2026, it did $16.3 billion. I don't think anyone has a mental model for that curve yet, I sure don’t.
7. Nearly half of revenue comes through cloud marketplaces. About 48% comes from customers buying through them. Big companies buy where their budget already lives, and the lesson for founders selling to enterprises is to get listed where your buyers already spend.
8. Their run rate formula is published: the last 28 days of usage times 13, plus subscriptions times 12, which i guess is the new ARR math for founders?
9. It looks like They're merging Cowork into Claude dot au which tells you the chat box era is ending and the "go do the work for me" era is here.
10. Thousands of Anthropic employees are about to become liquid at once, so expect the biggest wave of new AI startups and angel checks San Francisco has ever seen. Reminds me when Facebook went public but this is way bigger.
Let’s go!
11. Buried in the filing, Anthropic says the gap between what Claude can do and how widely it's used is one of its biggest growth opportunities, so the company itself is telling you the models are ahead of the market and someone has to close that gap for dentists, landlords, and plumbers.
12. Whatever happens, exciting times to be building in AI.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
POPO retweeted
I reread this every year.
I cry like a baby every year.
Todd Beamer died a father, husband, and hero.
Todd: Hello… Operator… listen to me. I can’t speak very loud. This is an emergency. I’m a passenger on a United flight to San Francisco. Our plane has been hijacked.
Lisa: I understand. Can they see you?
Todd: No. There are three that we know of. They have knives — razor knives, like box cutters. Someone announced from the cockpit there was a bomb. It sounded fake.
Lisa: Your name?Todd: Todd Beamer. United Flight 93.Todd: They killed one passenger in first class. They forced most of us back. Fourteen of us here. Five flight attendants. The guy with the bomb ordered us to sit on the floor.
Lisa: Are you okay?
Todd: We’re going down… wait. No. We’re leveling off. We changed directions. We’re flying east again.
Todd: A guy named Jeremy called his wife. She told him two planes hit the World Trade Center. Lisa, is that true?
Lisa: I have to tell you the truth. It’s very bad. Both towers are gone. A third plane hit the Pentagon. Our country is under attack. I’m afraid your plane may be part of their plan.
Todd: Oh God. Lisa, will you do something for me? Call my wife and my kids. Promise me you’ll call.
Lisa: I promise.
Todd: Our home number is… You have the same name as my wife. Lisa. We’ve been married ten years. She’s pregnant with our third child. Tell her I love her. I’ll always love her. We have two boys — David, he’s 3, and Andrew, he’s 1. Tell them their daddy loves them and he is so proud of them. The baby is due January 12th. I saw an ultrasound. We still don’t know if it’s a girl or a boy.
Lisa: I’ll tell them. I promise, Todd.(Lisa patches in the FBI.)
Agent: Todd, your plane is on a course for Washington. Best guess is the White House or the Capitol.
Todd: I understand. I’ll be back.
Todd: Everyone knows this isn’t a normal hijacking. We have decided we will not be pawns in their plot.
Lisa: What are you going to do?
Todd: Four of us are going to rush the one with the bomb. Then the cockpit. A stewardess is getting boiling water. We’ll take them out.
Todd: Would you pray with me?They pray the Lord’s Prayer. Then: Yea, though I walk through the valley of the shadow of death, I will fear no evil, for thou art with me.
Todd: God help me. Jesus help me.Are you guys ready? Let’s Roll.
POPO retweeted
The best predictor of success for tech companies, at every stage from during the YC batch to public company with billions in revenue, is the rate of shipping new stuff.
POPO retweeted
First trailer for ‘THE SOCIAL NETWORK’ sequel, starring Jeremy Strong, Jeremy Allen White and Mikey Madison.
The film follows an engineer who becomes a whistleblower on Facebook's most guarded secrets.
In theaters on October 9.
POPO retweeted
Reminder for all young parents:
You only get:
- 1 Summer with your baby
- 3 with your toddler
- 9 with your child
- 5 with your teenager
This time is precious. Don’t rush it.
POPO retweeted
Buffalo hasn't made the playoffs since 2011... but
• they were the largest U.S. market for the 2026 Olympic Gold Medal Game
• In 2015, 2016, 2017, 2018, 2019, 2022, 2023, 2024 Stanley Cup Finals they were the largest local viewership from a neutral market
• In 2016, 2017, 2018, and 2019 they were the 3rd largest local viewership of any U.S. city for the complete postseason
• Game 1 tickets this year were $464 USD on average, the most of any team in the NHL
• they're projected as the largest U.S. market for the 2026 regular season
They're the most passionate American hockey city, hands down.
Jensen Huang just gutted the AI job panic with one profession.
Radiology.
The field AI was supposed to kill first.
Jensen Huang: “Computer vision was superhuman in 2019. And yet, the number of radiologists grew.”
Not competitive. Not close. Superhuman.
Every forecast said radiologists were finished.
Every forecast was wrong.
Not slightly wrong. Directionally wrong.
There are now fewer radiologists than the world needs. A global shortage. In the exact specialty AI was supposed to erase.
Why?
Because the task was never the job.
Huang: “The purpose of your job and the tasks and the tools that you use to do your job are related. Not the same.”
Reading a scan is a task.
Diagnosing disease is a purpose.
AI handled the task. The purpose didn’t shrink. It compounded.
Faster reads meant more patients seen. More patients seen meant more disease caught. More disease caught meant more demand for the people who decide what to do about it.
The tool did not kill the job. It fed it.
Then the fear did what the technology never could.
Huang: “The alarmist warning went too far and it scared people from doing this profession that is so important to society. It did harm.”
People heard radiologists were finished and walked away from the field.
Medicine bled talent it could not afford to lose.
Not because the work vanished. Because the panic said it would.
The prediction was wrong. The damage was real.
Huang: “The number of software engineers at Nvidia is going to grow, not decline.”
Not hold steady. Grow.
The company building the infrastructure that automates code is hiring more of the people who write it.
Huang: “I wanted my software engineers to solve problems. I didn’t care how many lines of code they wrote.”
Nobody ever hired an engineer to type. They hired them to think.
When the machine handles syntax, the engineer does not become obsolete. The bottleneck just moves upstream. To architecture. To edge cases. To the kind of reasoning no model handles alone.
The world was never short on unsolved problems.
It was short on people free to chase them.
That is the part the fear narrative misses every single time.
340,000 women once worked as telephone switchboard operators.
That job is gone. Nobody mourns it.
What replaced it created millions of roles that nobody in 1920 had the vocabulary to describe.
The losses are always visible. The gains are always invisible until they arrive.
That pattern has survived every technological shift in history.
It is surviving this one.
The people forecasting mass displacement are making the same mistake as the people who forecasted the end of radiology.
They can see the task being automated.
They cannot see the purpose expanding underneath it.
That blindness is not just wrong.
It is expensive.
Every person scared out of a career that AI will actually make more valuable is a cost the economy absorbs for nothing.
Not because of the technology.
Because of the story told about it.
Excellent read, Travis.
Most real-world systems are messy, fragmented, and full of untapped data. That insight powered Uber.
Applying AI + robotics to real-world infrastructure is a massive canvas.
ATOMS is one of the most ambitious ideas I’ve seen in a decade. 👊🏻👌🏻🤌🏻
Atoms.
Http://atoms.co/vision


























