platform/ai PM 🇬🇧/🇳🇿
UK
Joined July 2020
- Tweets5.1K
- Following315
- Followers162
- Likes47.5K
Sam Buxton retweeted
Very pleased to see so many young right-wing zoomers finally recognizing just how incredible the Star Wars prequel trilogy really was.
George Lucas, a visionary, created perhaps the most profound piece of right-wing media in sci-fi form.
Anakin Skywalker is the archetypal disenfranchised chud: a young man who genuinely wanted to do good, believed in justice, and trusted a system that presented itself as noble, democratic, and righteous, all to have his innocence, idealism, sense of justice, and vulnerabilities systematically exploited by the very institutions he believed in.
He wanted to make a difference, only to discover that the entire political order he had devoted his life to defending was deeply corrupt, hypocritical, and wicked.
And in his disillusionment, he became vulnerable to the very evil he once sought to destroy.
A cautionary tale for an entire generation of young men who grew up believing the system was fundamentally good, only to discover that the system was never quite what it claimed to be.
George Lucas understood the chud psyche long before the chud was actualized in the zeitgeist.
Sam Buxton retweeted
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.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
We have a massive shortage of compute in the EU region.
This will only get worse.
🚨 Google lost power in London this morning and Revolut, a bank with 80 million customers, went down with it.
I've spent the morning reading what Revolut users went through. It's wild.
People stranded at petrol stations, unable to pay for fuel or a taxi to the airport.
One traveller couldn't get out of a train station in Japan.
A 71-year-old woman stood at a supermarket till for an hour. Her kid had to drive 30km to bring her cash.
Card payments, transfers, ATM withdrawals, currency exchange, share trading. All down.
Revolut's statement said "all our customers' money and data are safe."
Safe. You just can't touch it.
Google's explanation so far is a "power event" in one zone of its London cloud region. Its advice to affected customers was to move their workloads to another zone or region "if feasible."
Must be nice. Revolut customers couldn't even move £10.
In July the UK government put Google Cloud, AWS, Microsoft and Oracle under direct Bank of England oversight, because one outage at any of them could shake the entire financial system.
12 days ago the Bank of England ran a drill with the UK's 38 biggest banks and market operators. The scenario they practised was a global cloud outage.
And exactly one year ago today, AWS went down and took Lloyds and Halifax with it.
Same date. Different cloud. Lloyds was having problems again this morning.
Revolut spent five years earning a UK banking licence.
Bitcoin has been running for almost 18 years. It doesn't have a London region.
All the replies from British people saying you don’t need that much you can go back to the shop…
THATS NOT THE POINT!
If I want to have a store of 500 ibuprofen I should damn well be able to without a govt dictating that I’d have to go to the shop 50 times.
Sam Buxton retweeted
Remake de la temporada 8 de Juego de Tronos | Concept Trailer
Autor: Marvelous Trailers
My @totalwar empire keeps crashing, using Claude code I’ve added some extra logs and we’ve found there’s a catholic priest that’s got a null pointer.
Going to try and edit the save file now, identify which priest has the null pointer and wipe him off the face of the earth
