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Stories / 2 pieces · 1 week

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The research behind each day: the AI tutorials and reviews, the markets stories, the startups and the code, on one page as it shipped. The calls keep their own page.

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Markets · Story

What Anthropic's S-1 says

What Anthropic's IPO filing shows about its revenue, its losses, its suppliers and who controls it. Episode 002.

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w/c 26 Oct, newest first.
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Newest first, week by week. The calls are on the record.The record →

w/c 26 Oct2 pieces

  1. Markets · StoryWhat Anthropic's S-1 saysWhat Anthropic's IPO filing shows about its revenue, its losses, its suppliers and who controls it. Episode 002.
  2. Markets · StoryThe market for compute, explainedWhat a GPU hour costs, who sets the price, and whether it can be hedged like oil. Episode 001.