Razvan

[Claudiu Micu 💡 @_MrCode_]

Damodaran says Anthropic's IPO will be priced on run-rate revenue, not cash flows.

On my AI scoreboard Anthropic already tops 4 of 5 categories: revenue ($67.2B run-rate), valuation ($965B), Polymarket odds and Artificial Analysis.

Still #2. Its #3 on @arena costs it the crown.

[Claudiu Micu 💡 @_MrCode_]

Three AI labs on my scoreboard sit at ~$1B revenue:

Moonshot (Kimi): $50B valuation, #18 on @arena
DeepSeek: ~$52B, #38
Mistral: $24B, #111

Same revenue, and the one in Europe costs half as much.

Is Mistral the bargain, or is the discount earned?

[Claudiu Micu 💡 @_MrCode_]

OpenAI makes ~$50B a year and is valued at $852B, #3 on my AI scoreboard.

Polymarket gives it 4.9% to have the best AI model at the end of 2026. Anthropic 46.5%, Google 43%.

Its best @arena model sits #21.

Is the market writing OpenAI off too early, or is that fair?

[Razvan @JessifyTech]

@aiwithadb @AnthropicAI yes, usage draining much faster and quality dropped

[Claudiu Micu 💡 @_MrCode_]

I built a scoreboard for the AI race.

One score per lab: model rankings + revenue + valuation + prediction-market odds. Every number has a receipt.

Week 1 and we already have a new #1: Anthropic just took the crown from Google DeepMind. 👑🧵

[Claudiu Micu 💡 @_MrCode_]

Monday standings, 19 Oct:

1. Anthropic 94.4
2. Google DeepMind 92.3
3. OpenAI 66.9

Biggest riser: DeepSeek, 41.2 → 42.6. Its new V4.1 Flash 1017 lifted its Artificial Analysis index from 39.5 to 45.1.

Full top 10: https://t.co/EGbkSztE67

[Claudiu Micu 💡 @_MrCode_]

https://t.co/Di39ZePJfp

[Claudiu Micu 💡 @_MrCode_]

https://t.co/DHcV0IpCFJ

[Claudiu Micu 💡 @_MrCode_]

I built airacescoreboard in one day with an AI agent.

It scores AI labs like a league: Polymarket odds, Artificial Analysis, Arena, revenue, valuation.

One rule: every number has a receipt.

Mobile Lighthouse: 38 → 98. Load: ~7–8s → ~2s.

[Razvan @JessifyTech]

@jaimintf I really doubt u making the app in 1h

[Claudiu Micu 💡 @_MrCode_]

Anthropic was merging over 30,000 changes a day in september. At that rate, they gave up the global merge lock.

Tests now run after the merge. Claude fixes the conflicts.

A small team is not there. One branch at a time keeps main on the last passing commit.

Keep the lock until you can't.

[Claudiu Micu 💡 @_MrCode_]

The biggest file in a free SEO skill pack is a sales script.

11 skills. 1,454 lines of instructions for your agent.

What is in it, and 3 checks before you install any pack:

[Claudiu Micu 💡 @_MrCode_]

Heavy sleeper? My alarm only stops when I win a game.

Math Sprint, Simon Says, Maze Escape, Rhythm Slam and more. Every game in the video is the real app.

Which one would actually wake you up?

#buildinpublic #indiedev

[Razvan @JessifyTech]

@avotoast Today I had a really bad experience with it. Set on xhigh, kept answering shit without even checking code, so basically lying, guessing, forgetting. I ve switched back to fable..

[Razvan @JessifyTech]

@PanYijingFlora We all know that's dust not train

[Razvan @JessifyTech]

@melvynx Claude design bro, u are biased

[Razvan @JessifyTech]

@ClaudeDevs great, right after my regular weekly reset, super useful

[Razvan @JessifyTech]

@thsottiaux reset and give it some space and then some reset and then some space

[Razvan @JessifyTech]

@thsottiaux I like that it does not require as much configuration to be efficient. I'm building tools for myself, and use it as a companion for claude, I made them review each others work.

[Razvan @JessifyTech]

@ClaudeDevs just 30 mins after my "natural" reset happened 😑