Attribution rules the world.
In this case, an extension was injecting a UTM param into URLs to hack 'last touch' attribution models.
Attribution rules the world.
USA. A Mexican restaurant. We had not yet ordered anything, and the food was already arriving.
Chips. Salsa. Unrequested. Free.
I stopped the waiter. "We have not earned these."
"They just come with the table, man."
They come with the TABLE. In my land, hospitality is a debt. Every gift creates an obligation, weighed carefully, returned in the proper season with interest of feeling. Here, the gift arrives before you have even proven you can pay for dinner.
This is not an appetizer. This is a declaration: we trust you. Eat.
I ate with the gravity the moment deserved. And then — I must report this calmly — the basket emptied, and a new one appeared.
"Did we…?"
"Refill," the waiter said. "It's bottomless."
Bottomless. They have wells of salsa. The supply lines of this nation are beyond anything my ancestors imagined.
My friend warned me. "Don't fill up on chips, dude."
Too late. I had accepted three baskets. Honor demanded each one be finished — an unfinished gift is an insult. By the time my actual food arrived, I was a ruined man.
I was not hungry. I was not comfortable. I had been defeated by a courtesy.
Generosity that arrives before the request cannot be repaid. It can only be survived.
I know the rule now. I have made my peace with the basket. One basket. Two at the most.
Who am I deceiving. There is no number of baskets I would refuse. The trust of a nation is in that salsa, and I intend to honor all of it.
There is a transition here for people across the workforce: the working world needs fewer measurers and more builders
More revenue means there will be more activity and more building, and in the shorter term less measuring
A list of surprising and mind-boggling stats from this conversation:
- NDR is over 500% on an annualized basis
- Anthropic's first dollar of revenue came in March of 2023
- Over 90% of code inside Anthropic is written by Claude Code
- The head of tax is the heaviest token user on the finance team
- Run rate revenue went from $9B to $30B in one quarter (reportedly, on pace for $50B by end of next month)
- Cowork is growing faster than Claude Code did at the same point in its life
- Signed two double-digit million-dollar commits in a 20-minute Uber ride to the podcast
- Krishna spends 30-40% of his time on compute decisions
- 9 of the Fortune 10 are customers
- $100B combined commitment of compute
- 30 different product and feature releases in January alone
- A prior model found 22 security vulnerabilities in an open source codebase; Mythos found 250
- The finance team has built a library of over 70 Claude skills specific to finance
- Anthropic raised $75 billion since Krishna joined two years ago
- The day of the Series E first close was the day the DeepSeek news broke
- When Meta and others made huge poaching offers, Anthropic lost two people on the technical side while other labs lost dozens
- All seven co-founders are still at the company
- The company is just over five years old