Betting almost the entire house on coding may turn out to be the shrewdest business move by Anthropic in AI history to date. A Harvard Business School case study will follow.

Anthropic is going parabolic. It just went from $183B to $350B in four months. That’s a 91% jump. Their revenue run rate hit $9B by end of 2025. At $350B pre-money, they’re trading at roughly 39x ARR. Meanwhile… OpenAI is at $500B (maybe seeking $750B) with ~$13B in ARR.

the only model i genuinely miss from the gpt-4 era is gpt-4.5 it was excellent at writing in every way followed instructions, stayed consistent, and had real emotional intelligence. gpt-5 series is rough for creativity and writing so it seems like openai traded creativity for

🤖 Robots join Jensen Huang on stage at CES 2026.

This 2011 lecture from Jensen Huang at Stanford University will teach you more about business than a 2 year MBA

My read on LMArena is different than most. The headline here is $30M ARR in 4 months. But I'm more interested in the business model underneath. LMArena built something that feels impossible. A crowdsourced evaluation platform that became the single biggest marketing lever in

Pretty wild convo I just had with the Head of AI at a $50bn tech company. They're watching a massive class divide be created in real time before their eyes. 60% of employees are AI-native. Use ChatGPT >20x per month. Constantly mining for ways to leverage AI in their

Be like LMArena: > Start as a small research side project > Build a simple Gradio web app and let users rank anonymous LLM responses > Spin out and raise a $100M seed round (still on Gradio) > Go from $0 to $30M ARR in ~4 months > Raise a $150M Series A at a $1.7B valuation

Huge loss for OpenAI. When you go from research lab to product focused company, it must be quite hard on the researchers devoted to hardcore research. Wherever Jerry goes next will be lucky to have him.

Exclusive: AI evaluation startup LMArena has raised $150M at a $1.7B valuation — nearly triple its valuation from last year. Read more from @Katie_Roof and @rocketalignment 👇 https://t.co/5a5NUXf1Si

rust is a perfect language for agents, given that if it compiles it's ~correct

The FOMO around Claude Code is real. You don't need a project idea. You need to describe your work and let it interview you. So many people are posting rad Claude Code wins: apps, sites, workflows. But most people are staring at a terminal thinking "I don't even know what's

This is a good analogy. I've been working with Claude Code with Opus 4.5 for the past weeks, & I confidently say that it has achieved AGI level in coding! It is indeed a watershed moment we've been waiting for! It will continue to get exponentially better in a self-improving way!

It genuinely feels to me like GPT-5.2 and Opus 4.5 in November represent an inflection point - one of those moments where the models get incrementally better in a way that tips across an invisible capability line where suddenly a whole bunch of much harder coding problems open up

IBM training manual from 1979

NEWS: NVIDIA just announced Alpamayo, what CEO Jensen Huang calls the world’s first thinking, reasoning autonomous vehicle AI, launching on U.S. roads later this year, starting with the Mercedes CLA. Jensen: "It's trained end-to-end. Literally from camera in to actuation out; It

From OpenRouter’s State of AI 2025: health is the most fragmented LLM category No single use case tops 25% of tokens. Usage spans research, counseling, treatment guidance, and diagnostics. That diversity shows both demand and why modeling healthcare is uniquely hard.

Per an interesting stat Jensen just dropped that NVIDIA's autonomous vehicle team is 7,000 people, means ~20% of NVIDIA employees work on autonomous cars.

This isn't an overstatement. It's not an attempt to create hype. If you don't see it yet, you will. (This post isn't about all LLMs. It's specifically about Claude Code with Opus 4.5. There was software development before Claude Code with Opus 4.5, and there is software

When you show how good Claude Code with Opus 4.5 is to your friends