💭 about 🍀: 1/ Not trying to throw shade at @GuyRaz. @HowIBuiltThis podcast is so inspirational for me and other aspiring entrepreneurs. But a pet peeve will always be his closing question to ppl who spend years / decades building businesses of whether luck OR skill = success
AI has terrible memory
Introducing Micro, an agent that remembers more than Claude, Codex & OpenClaw
Leave a comment (eg "memory") & I'll send 30 days for free to try it
Anthropic exp $10.9B Q2 revenue, up from $4.8B in Q1, and $559M of operating profit for the Q.
Compute is 56 cents per dollar of revenue, lower than I expected.
Q2 projection:
$10.9B revenue
-$6.1B compute
-$2.7B sales & marketing
-$1.5B other costs
=$559M operating income
Took a demo w/ @samdblond a couple of months ago.
1) He did the demo himself
2) Sent questions about product and he responded with a page long email answering each point
3) wasn’t a fit then bc of reasons he clearly articulated related to our g2m, will eventually use
Legend.
We're announcing our $50M Series B led by Benchmark. Founders Fund and Human Capital are tripling down in the round.
We gave Benchmark a sneak preview of our upcoming GA release. They saw the future of sales. We had a term sheet 2 hours later.
The future of sales is Monaco.