My quick takeaways on the Anthropic S-1: 1. This is a historical moment 2. $6.6M in revenue per employee!! Hard to even comprehend how good that is but Anthropic is AI native as it gets so makes sense. 3. I always thought OpenAI would drop their S-1 first 4. Customers spend about 9x more after a year. Net Revenue Retention is approximately 900% as of Sep 30, 2026. Good SaaS companies brag about 120%. 5. Cowork is growing faster than Claude Code did. Goes to show you the demand for consumer products. Duo will probably rip. 6. 3 years ago this company did $41M in revenue. In the first six months of 2026, it did $16.3 billion. I don't think anyone has a mental model for that curve yet, I sure don’t. 7. Nearly half of revenue comes through cloud marketplaces. About 48% comes from customers buying through them. Big companies buy where their budget already lives, and the lesson for founders selling to enterprises is to get listed where your buyers already spend. 8. Their run rate formula is published: the last 28 days of usage times 13, plus subscriptions times 12, which i guess is the new ARR math for founders? 9. It looks like They're merging Cowork into Claude dot au which tells you the chat box era is ending and the "go do the work for me" era is here. 10. Thousands of Anthropic employees are about to become liquid at once, so expect the biggest wave of new AI startups and angel checks San Francisco has ever seen. Reminds me when Facebook went public but this is way bigger. Let’s go! 11. Buried in the filing, Anthropic says the gap between what Claude can do and how widely it's used is one of its biggest growth opportunities, so the company itself is telling you the models are ahead of the market and someone has to close that gap for dentists, landlords, and plumbers. 12. Whatever happens, exciting times to be building in AI.

3% of “critical” software security bugs, in all of recorded history, have been found in the last month. This is on pace to find another ~100,000 bugs this year alone, adding ~26% more vulnerabilities to the all time total Do you realize how fucking insane that is?

it's absolutely amazing that technology capabilities are now evolving on a timescale of weeks while legacy stuff like institutions (banks), labor markets, & social norms take years, if not decades to adapt, if even that. you know this is true when every week there is a new product that you can feel has enormous potential to disrupt meaningful parts of society / culture in a very very short period of time. it's unclear to me that we will ever reach an equilibrium here where things will feel calm until maybe a full singularity is in place.

Europe’s centrist rulers have fallen dangerously short—and are now paying the price bit.ly/4k45hWY

🎤 30 of the most influential people shaping Europe's Spinout ecosystem right now! 🇪🇺 From founders and investors to university leaders, tech transfer pioneers and policymakers, these are the voices pushing the frontier forward. And where are European spinouts heading next? 🧑‍🔬 On 18 November, the new European Spinouts Report 2026 launches at @SlushHQ , in collaboration with Atlantic, MITO Technology, FORWARD one and AlbionVC. It's a deep dive into which universities produce spinout value, which sectors create the biggest outcomes, and what separates the spinouts that scale. Get early access, link in the comments Plus, let us know who's missing from the list! The Top 30: - Francesco Sciortino, Co-Founder & CEO, Proxima Fusion - Lisa Ericsson, Head of KTH Innovation & CEO, KTH Ventures - Karin Beukel, Chief Innovation Officer, University of Copenhagen - Marco Hutter, Professor & Director, ETH Center for Robotics, ETH Zurich - Frank Floessel, Head of ETH Entrepreneurship, ETH Zurich - Ana Avaliani, Director of Enterprise, Royal Academy of Engineering - Anu Honkalinna, Head of Spinoff Asset Management, Aalto University - Devika Thapar, Co-Founder & COO, Wilbe - Rafael Laguna de la Vera, Director General, SPRIND - Paul-François Fournier, Executive Director of Innovation, Bpifrance - Ekaterina Zaharieva, Commissioner for Startups, Research and Innovation, EC - Greg De Temmerman, Director Deep Tech, Spin-Off and Ecosystems, Techleap - Margrethe Jonkman, Chair of the Executive Board, VU Amsterdam - Yann Menière, Chief Economist, European Patent Office - Sacha Wunsch-Vincent, former Co-editor Global Innovation Index; Director, Creative Economy - Lisa Smith, CEO, Midlands Mindforge - Diarmuid O’Brien, Chief Executive, Research Ireland - Tomas Coates Ulrichsen, Director, Policy Evidence Unit, University of Cambridge - Jan Goetz, Co-Founder & CEO, IQM - Daniel Metzler, Co-Founder & CEO, Isar Aerospace - Helmut Schönenberger, Co-Founder & CEO, UnternehmerTUM - Jamie Macfarlane, Founder & CEO, Creator Fund - Paul Van Dun, General Manager, KU Leuven Research & Development - Massimiliano Granieri, Board Member & Policy Lead, Netval - Stefano Buono, Founder & CEO, newcleo - Jens Nielsen, CEO, BioInnovation Institute - Simon Hepworth, Interim Chief Development Officer at UKRI & President at TenU - Paweł Bochniarz, Managing Partner, Radix Ventures - David Barber, Director, UKRI SOFAIR Lab, UCL - Malte Brettel, Prorector for Industry and Business Relations, RWTH Aachen And of course, the authors of the European Spinouts Report: Lorenzo Chiavarini, Leonardo Massa, Quentin Calleja, Boy de Jonge, Dave Grimm. 🙌 Explore the top 30 profiles and their backgrounds, and get early access to the report 👉🏼 dealroom.co/top-30-people-eu…

We placed the fruit fly brain inside Odyssey-3, a frontier world model. The lil’ guy is now flying around totally imagined, simulated worlds all by itself 🫶

6,000 years of world history on a single timeline. Zoom in. You could spend 30 minutes exploring this.

🇪🇺 Europe’s next chapter: 5 Scenarios, 10+ year horizon. As tech accelerates, institutions drift, and geopolitical pressure rises, five future scenarios are becoming visible. Crisis accelerates history. 💤 Status Quo / Decline The EU drifts. No reform, no collapse, just slower growth, more brain drain, and geopolitical irrelevance. 🇪🇺 Federation Europe Europe unites under a new digital-first constitution, with real powers over tax, defense, innovation, and capital markets. Requires: Requires a big crisis/war + bold leadership + public buy-in for voting new constitution. 🌐 Network Society Founders, citizens, and capital exit slow states and build decentralised, digital-first communities with their own governance, transparent protocols and currencies. Already happening with crypto, DAOs based governance, encrypted voting, on-chain identity. ⚠️ Balkanised Europe Europe fragments into incompatible blocs. North vs South, East vs West. Each with its own laws, alliances, and agendas. Each block make separate deals with global super powers. 🛰 Techno-colonisation U.S. and Chinese tech giants quietly take over infrastructure, platforms, and data. Europe becomes a digital dependency zone, governed by foreign platforms and protocols. Real controls are in AI, LLMs, chips and energy. And capital flows bypass Europe. - Which scenario is most likely? 🤔

NEW: Highlight reel of all the stunts performed at the Tesla Roadster event. INSANE 🔥🔥🔥