Interesting Amazon putting this out aboutamazon.com/news/company…
More than 25% of their total employee count.
BREAKING: Microsoft, $MSFT, is offering buyouts to 60,000 workers as part of the company’s efforts to cut costs amid AI adoption, per Bloomberg.
Personnel on select teams in the US, Canada, India, and the UK at a vice president level and below will be eligible.
This reflects ~27% of Microsoft's total workforce.
Denial, illusion of control, this is what holds many back.
My take from the Anthropic S1 today is that they are no longer reading all their code. Even for the engineers directing AIs to create it, they're not reading every line. This should be obvious to everyone by now, but I suspect some engineers are still in denial.
Two direct quotes lead me to this: "over 90% of the contributions to our codebase in September 2026 were written by Claude." and "the average daily volume of code contributed to our codebase per engineer in the three months ended September 30, 2026 was over 45 times the average daily volume in the year ended December 31, 2024."
For a company with some of the best engineers on the planet, they're creating 45x the volume from before. I guarantee you they can't actually read all of that.
You have to pull the humans up to a higher level of abstraction to get that kind of velocity.
6M$ per employee revenue 🫠
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.
Rhommel Lamas retweeted
No se dejen engañar “La reconciliación” es el nuevo eufemismo para “el diálogo” y “el entendimiento” todo financiado para pagar la cara vida de “asesores” extranjeros y venezolanos a costilla de nuestro país.
Sin justicia no hay NADA.
Rhommel Lamas retweeted
it’s part of what @stewart calls “hyper-realistic work-like activities”
Clickbait
La forma australiana de AHORRAR para jubilarte debería estudiarse.
🇪🇸 En España:
* Cumples 30 años.
* Cobras 30.000€ al año.
* Alguien te habla de la jubilación.
* Abres un plan de pensiones.
* Aportas 100€ al mes.
* Pagas comisiones de gestión.
* Pasan 30 años.
* Has aportado 36.000€.
* Tu empresa ha aportado 0€.
* Piensas que has sido previsor.
* Se lo cuentas orgulloso a tus amigos.
🇦🇺 En Australia ↓
I’ve lost count of the amount of people I’ve told in the past 10 years “it is not always about the money, money is money there is plenty everywhere”
Back when I was at @Cloudflare and we were running Grafana one of the biggest challenges was handling over 15,000 dashboards. How to enable folks to find the right dashboard when they needed the most.
Hey @ChrisMinnsMP when in Sydney?
¡Hola, Region of Madrid! 🇪🇸 We’re thrilled to announce that we’re coming to Spain, beginning with Madrid. This will be our first region in Spain and second in the European Union. We plan to launch fully autonomous ride-hailing in Madrid in 2027.
Sign up for future updates: waymo.com/waymo-in-spain
¡Hola, Comunidad de Madrid! 🇪🇸 Nos emociona anunciar que llegamos a España, empezando por Madrid. Esta será nuestra primera región en España y la segunda en la Unión Europea. Planeamos lanzar nuestro servicio de ride-hailing totalmente autónomo en la Comunidad en 2027.
