Steve Evans

Chief & - leading cat bond,ILS, reinsurance publications. Web tech since '95 (Mgmt,UX,Ecommerce,Product, UI).

[Steve Evans @steve_e]

“Buying common or contracts at $1 trillion today is buying the press release, not the financials”

[OM @om]

Over the weekend I wrote about how forwards on Anthropic common have become a sub-asset class of their own, with their own price discovery, separate from the company’s own mark.

All the numbers, including what Anthropic has itself revealed, are so large and so ridiculous that you cannot tell whether anything is real. Unless we get to the SEC filing for an Anthropic IPO, buying common or contracts at $1 trillion today is buying the press release, not the financials.

Hopefully, Anthropic’s upcoming S-1 filing will bring us some clarity.

https://t.co/zPz6JAvCbw

[Steve Evans @steve_e]

Can someone please relaunch https://t.co/Ybkm8zICtC

[A Scion @Ascion_Next]

“…and just before the bubble began to burst, [Thiel] disappeared. He stopped coming to the office and cut off regular contact with his staff and the board. He told a few coworkers he was in Brazil”

Interesting.

[Steve Evans @steve_e]

AI Dark Output: The Visible Cost of Invisible Output - Evidencing AI output, or evidencing efficiency gains? Both are going to be tough to show/understand, which is why layoffs are easy… https://t.co/D4PaLUWJg5

[Steve Evans @steve_e]

Read all about it #dickover https://t.co/BKV85OwlFd thanks to @daringfireball for calling this out

[Steve Evans @steve_e]

Finally, the perfect name for one of the worst UX decisions ever made #dickover

[Steve Evans @steve_e]

@michaeljburry The very same retiree could even be funding the acquisition of its own annuity through Athens’s sidecars as well…

[Steve Evans @steve_e]

Any deal can be a good deal if you keep downgrading what you want from the deal…

[Kurt Andersen @KBAndersen]

I'd never seen this -- MAD Magazine, 1991. Really good.

[Hiroo Onoda @OnodaCapital]

god what a bleak chart

[Steve Evans @steve_e]

Interesting take on data centres in space and SpaceX IPO, at a time when most say the economics won’t be viable (at least not without some kind of step-change).

[Stratechery @stratechery]

The SpaceX IPO and Data Centers in Space

There isn't a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.

https://t.co/ZiN64VB8Ay

[Web Design Museum @WebDesignMuseum]

Happy 23rd Birthday WordPress!

On May 27, 2003, web developers Matt Mullenweg and Mike Little created the first version of the open-source content management system called WordPress 0.7.

#WebDesignHistory

[Ed Zitron @edzitron]

Uber’s COO has said that it’s getting “harder to justify” its AI costs because there was no way to show a link between AI spend and any meaningful increase in useful features. This is the first time I’ve seen a company say this directly.

https://t.co/xUhZvtpwah

[Joonas Virtanen @joonasvirtanen]

made a site that picks the closest rothko for how the weather feels outside your window

[Web Design Museum @WebDesignMuseum]

On May 25, 1995, three web designers - Jeffrey Zeldman, Steve McCarron, and Alec Pollak - created an official website for Batman Forever.

At the time, it was one of the first web projects that used the WWW service as a marketing and visual medium.

#WebDesignHistory

[Steve Evans @steve_e]

After one month, most partners have each found hundreds of critical- or high-severity vulnerabilities in their software. Collectively… more than ten thousand. Several have told us that their rate of bug-finding has increased by more than a factor of ten. https://t.co/faKeTUlpnu

[Justin Wolfers @JustinWolfers]

Let's figure out this phone thing — what it's doing to us, and our kids.

But let's do it by focusing on research rather than intuitions. I just reviewed the latest evidence, and it leads to some pretty interesting (and unexpected) places.
https://t.co/q3KNdVBgNs

[Steve Evans @steve_e]

Spacex - massive pop to finance liquidity at ridiculous price for those that want/need it, followed by speedy slide back to below launch and retail holding the bag? #itstheipoway #spcx $spcx

[Steve Evans @steve_e]

Personally most excited about agents for search. On GEO, doubling down on what we’ve always done (build for the user first, the web second, the engine third) and search referrals are rising steadily rising 🙌🏻 https://t.co/9GFO6yJtF1

[Robert Draper @DraperRobert]

Google search results can be manipulated by reputation management firms to emphasize positive stories (& minimize the negative ones). Here's how one firm tried to do that for Epstein associate Kathy Ruemmler (free link): https://t.co/h4ERa2LLoD

[Rowland Manthorpe @rowlsmanthorpe]

One government department claims it has saved millions and delivered a better system by moving away from Palantir and building in-house. Interesting
https://t.co/qPNbZrM6Xa