Lots of great Anthropic takes, but I haven't seen anyone talk about how ~50% of H1 revenue goes through CSP marketplaces and is quickly accelerating.
This means 50%+ of Anthropic's revenue passes through AWS, Azure, and GCP, and they take a cut.
@TheTranscript_ This is a point-in-time calculation that will seem very silly when token costs are extremely low, like saying only certain tasks should use the internet when people had dial-up.
This reminds me of when my son was getting into trouble at school last year for regular hyperactive young boy stuff.
I got him up at 6am every day and had him do laps around the park on his bike before school. Which he loved.
Everything quickly resolved itself ๐
Children averaging 5,000 to more than 12,000 steps per day day had fewer mental health symptoms than those taking less than 5,000.
Mental health symptoms were progressively lower across higher step counts with no apparent plateau, even at 12,000+ steps per day.
Brain scans also linked higher step counts to greater thickness in two specific regions of the cortex, the brainโs outer layer.
Daily movement deserves much more attention as a potential way to support kidsโ mental health. That's especially clear when you consider that modern-day digital and urban environments provide little opportunity for movement throughout the day.
A Microsoft AI scientist chose to live in a tiny room in San Franciscoโs Chinatown for less than $1,000 a month.
@annakook gives us a rare look inside a single-room occupancy building, where residents have private rooms but share kitchens and bathrooms.
SpaceX just announced its Super Intelligence Partner Network, and right now is the best time to sign up if you want their attention.
They had 130 partners in early-access. Compare that to the 40,000+ partners on Anthropic's partner waitlist and you can see what you don't want to hang around.
The program is open to SIs/Consultants and Developers/ISVs.
I will personally be getting my plugin listed in the Marketplace ASAP!
https://t.co/ORyn8RS5RX
And you think SpaceX is overpriced? ๐ญ
Go read the Culture series by Ian M Banks - our trajectory is super intelligence, abundance, cyborgs/robots, space travel. Strap in!
This tracks. I watch something on YouTube every day. Netflix is a dormant subscription for me.
YouTube has very low costs of content creation. Netflix has $14B of debt that has financed their content library.
Another lesson in the halls of mismatching assets and liabilities? Time will tell.
This is the second announcement like this for Google this week. Gemini for Government Services and for Public Sector. Launched with big SIs.
Anthropic and OpenAI obviously aren't reliable options when they are telling everyone they might kill them.
https://t.co/VpMT3Omt1A
@JoharKarandeep@Nirmal_Utwani I agree that itโs not wasted time, but a lot of the things learned are no longer correct. The person has to really have a beginnerโs mind
AI models are SO much better now that folks just getting started have a lot of advantages vs experienced users.
I expect many of the legacy skills, 'code factories', workflows etc. built over the years - along with our priors - are creating more issues than we know.
@Nirmal_Utwani For sure, I spent a month building a Chief of Staff harness inspired by OpenClaw. For a time, it was really cool and useful. Now it's materially worse than the Grok bot, etc.