Guillermo R

Restart engineer

[Guillermo R @MRNerzan]

San Francisco is such a funny place. No one gives a shit about SF outside their tech bubble.

[Guillermo R @MRNerzan]

@WifeFinance I can see how Europeans would have a problem with an offer like this.

[Guillermo R @MRNerzan]

@myflimsyspine idk maybe you should shove it

[Guillermo R @MRNerzan]

The only software engineering role I see having a decent future is the Product Owner that builds slide decks for executive leadership.

[Guillermo R @MRNerzan]

@BradRTorgersen And then they have the balls to blame the viewers for industry decline

[Guillermo R @MRNerzan]

I sometimes wish I could just spend money on things I like instead of putting 90% of my income into tech stocks like an insane (but now rich) person

[Guillermo R @MRNerzan]

@captive_dreamer yeah emigration too

[Guillermo R @MRNerzan]

I only learn how to say I don't speak a language in that language so fluently that people in that language don't believe me when I say it.

[Guillermo R @MRNerzan]

@NoahMF let me guess, you're from Texas

[Guillermo R @MRNerzan]

NOOOOOOOOOO

[lauren @itikwhatyoumean]

bro this would cure cancer solve climate change and impeach the president PLEASE

[Guillermo R @MRNerzan]

@fogellxy Get a cat

[Guillermo R @MRNerzan]

@SparkingFIRENC It actually went negative (-3.7)

[Guillermo R @MRNerzan]

@mikepat711 I read this tweet in my Tesla

[Guillermo R @MRNerzan]

@Joshua4570 Canary Island is made fun of in both continents

[Guillermo R @MRNerzan]

@radi0lover My grandma would tell us to fuck off and force him to get treatment

[Guillermo R @MRNerzan]

@tragic_endings_ You was the plural. Thou was singular and it faded away.

[Guillermo R @MRNerzan]

Can you even blame the MongoDB guy for taking the job?

[Guillermo R @MRNerzan]

@Polymarket Walmart customers don't usually have an income, so they may not be lying here

[Guillermo R @MRNerzan]

Perfectly sustainable business. Can't wait to go all in.

[Wall St Engine @wallstengine]

ANTHROPIC FILES FOR IPO, PROSPECTUS SEEN BY REUTERS

Here’s everything you need to know:

Anthropic could seek a valuation above $2 trillion.

2025 financials:
Rev: $4.59B, up 1,088% YoY from $386M
Oper loss: $8.06B, widening from $2.98B
GAAP net loss: $41.97B, vs $8.31B in 2024
That headline $42B net loss needs some context.

Roughly $34B came from an accounting charge tied largely to the rising value of financing instruments that could eventually convert into Anthropic shares, rather than cash spent running the business.

Even excluding that, the underlying operating losses remain substantial.

Anthropic spent $7.33B on compute and infrastructure in 2025, up 190% YoY and nearly 3x the prior year.

That alone represented:

• 58% of its $12.65B in total operating expenses
• Roughly 1.6x its entire annual revenue

And the spending is expected to keep climbing.

The prospectus outlines roughly $518B in cloud, compute and infrastructure obligations as Anthropic continues building out its AI systems.

Anthropic ended 2025 with $20.28B in cash, cash equivalents and short-term investments.

Its two largest direct customers each accounted for 12% of revenue, meaning just two customers represented 24% of total 2025 sales.

Anthropic also warned that many of its largest customers are not locked into long-term contracts and could reduce or stop spending.

At the same time, the filing highlights risks around increasingly autonomous AI systems, including unexpected behavior, security concerns and potential misuse.

Anthropic is competing in an increasingly expensive AI race with OpenAI, Google, Meta and xAI.

Amazon and Google are also major strategic partners and investors in Anthropic, while supplying much of the cloud infrastructure needed to train and run Claude.

The IPO could come after the November U.S. midterm elections and would give public-market investors one of their first pure-play ways to value a frontier AI lab.

Source: Reuters

[Guillermo R @MRNerzan]

@commiecentral2 *through Mexican government purchases