Holy: Anthropic’s ARR has reportedly now surged past $44B, up from $9B at the end of 2025, a nearly 5x jump, or roughly 389% growth, in just a few months. The growth is driven mainly by enterprise Claude adoption and Claude Code, while inference gross margins allegedly improved
@kimmonismus
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OpenAI Rumored to Launch More Natural Voice Model
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A new voice model from OpenAI confirmed? Rumor has it that it will be significantly more natural in conversation with the user (latency, interruption).
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Agentic Coding Tools Like Claude Code Reshape Developer Economics
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For many AI looked bubbly six months ago, but the more and more articles and journalist argue that agentic coding tools like Claude Code have changed the economics: developers are adopting them fast, productivity gains are becoming measurable, and companies like Anthropic are
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China Narrows EUV Gap From Impossible to a Decade
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Great points. You're right that the EUV timeline needs more precision. ASML delivered first commercial Low-NA EUV around 2018, so China reaching that by 2028-2030 is still a decade behind. The real shift is that the gap moved from "impossible" to "a decade," which is significant
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Sam Altman Proposes Collective AI Ownership via Compute Shares
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Sam Altman: collective ownership of AI through compute shares or a Public Wealth Fund. Sam Altman famously spent $14billion on the largest UBI study ever conducted, only to watch the results land with a shrug: more spending, no measurable health improvements. Now he's saying
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Frontier AI Labs Set Sights on Humanoid Robotics Next
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It was only a matter of time before Frontier Labs turned its attention to humanoid robotics. While AI is already making waves in the white-collar sector, the blue-collar sector is the next logical step. Google is already working directly on robotics with Gemini. Just a year
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Google CEO Misidentifies TPU Customers on Earnings Call
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Google's CEO just named three companies as TPU customers on the Alphabet earnings call. Problem: Two of the three don't actually use TPUs. A Google Cloud spokesperson confirmed this to @erinkwoo but declined to explain how the error occurred. Even better: one of those
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Chinese Courts Rule AI Cannot Replace Workers in Tech Sector
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This came as a surprise: "Chinese companies cannot legally fire employees simply to replace them with cost-saving artificial intelligence, courts in the country have ruled, setting a significant precedent for labor rights as automation sweeps the tech sector. A technology
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Sam Altman Right: AI Social Disruption Needs More Discussion
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I think Sam Altman's point is quite accurate in this respect. There will be disruption, social changes brought about by AI, and this isn't being discussed enough. It's something I'd like to research further. The social transformation is already underway. The question is how (!)
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Will OpenAI Launch Its First Hardware Product This Year?
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I seriously wonder if we will see OpenAI's first hardware product this year.