I don't think there'll be churn and certainly advertisers won't pull out. It's impossible to pull out of Meta because it just drives up the ROAS, the return on ad spend for smaller companies.

But every rejection is this implicit invitation to hop on the phone with an Anthropic sales rep and get on the Mythos Enterprise plan. And that's where the real dollars are too.

If all of those knowledge workers had one agent which was working on their behalf, that would and each of those agents was running in a container, a traditional container like something you get at AWS or a Google Cloud, the amount of just CPU resources that would be needed to run just those agents assuming they've just had one agent per person, is about 50% of the total CPU capacity that's generated by all the different CPU manufacturers that are out there today.

it has gotten tougher to get equipment today. Memory prices are through the roof. Things are harder.

Bloomberg is reporting that the SpaceX IPO is 4x oversubscribed. Do they know that already? ... That's really good news for the market, for this, for the overall.

I don't believe that people are going to go to these lengths unless they're making money on it.

the frontier models are actually separating, in my opinion. GPT-5.5, the recent releases from Anthropic, I mean, you can just see it like the gap between the best models like GPT-5.5 and the others, the open source models, is growing, not shrinking, which is probably not something we would have predicted a year ago

just given the power of the hardware in our pockets right now, I think Edge will be a part of it. There's just no doubt.

we now feel a lot more confident that we can tackle really tough migrations and have them finish in a couple quarters. That's a big deal. It's going from 12 down to 1 or 2.

Amazon has now removed its token leaderboard. Microsoft has canceled Cloud Code subscriptions, and there have been multiple reports of unexpectedly large token bills.