claude code is >$200m ARR and that helped anthro get to $100b valuation what everybody wants to know is WHAT ARE THE MARGINS on that 200m…
@swyx
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Diffusion Infrastructure Will Outperform Autoregressive Models
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one thing that in retrospect is obvious but i never considered properly is that infra for diffusion is going to outperform infra for autoregression because 1) more opportunity to optimize, 2) better open models, 3) less competition
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Journey from Cursor to Building Claude Code
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> Build Claude Code
> success.jpg
> Cursor seems pretty good I wonder what they do
> lightbulb.jpg
> /join cursor
> /leave cursor
> Build Claude Code -
LLM RecSys Track Underrated: Industry Insights and Speaker Collaboration
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the LLM RecSys track is underrated because this stuff is usually presented at private industry confs + LLMs are comparatively new in recsys/there are many patterns to and massive kudos to @eugeneyan for working with all speakers to get their talks to share on the @aidotengineer
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Deep Research Model APIs Launch Domain-Specific Agents Workshop
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the release of the deep research model apis (incl the upcoming Gemini deep research api) is setting off a firestorm of "domain specific Deep Research agents" Insane free workshop happening in 15 mins with two of my fave people: @seldo + @TheNoahHein (and me of course!
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Million Token Context Window Claims Need Honest Measurement Standards
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sadly we are so used to being lied to that confirmation that million token context window is a lie is a nonevent what really needs to happen is an authoritative number for effective context window. would nudge chroma to own that.
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Tiny Project Updates Subscribe Development Progress
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(subscribe for updates… this is still in development https://
latent.space/p/tiny) -
Tiny Teams as Co-op Multiplayer Model for AI Engineers
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> "If the AI Engineer was the single player game, Tiny Teams are the co-op multiplayer game, capable of far more adaptability, resilience and “damage per second”." by far the top private feedback about AIEWF 2025 was that we hit gold with the Tiny Teams focus. Everyone wants to