Matt Walker

What do consumers think about self-flying #airtaxi services? Is there demand? If so, what’s driving it? Find out if consumers are ready for a world where everyday flight is a reality in our consumer research whitepaper.

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.

As I get my hands more and more on @figma's Code Layers, it feels so meta. Unreal. Such a big bet on turning the Canvas into.. a solid, super advanced creative brain. Every moment with Code Layers is a WTF moment.

Figma CEO Dylan Field: AI Slop Is Creating a Trust Problem at Work “I'm already hearing from so many like, ‘Ugh, I got another deck made by AI today. And I don't even know if the person who made it, like, I don't know if they read it. Do they even know what's in their deck?’ And at Figma, we actually made it so that, it was just a simple thing, but we said, ‘Hey, if you are using AI in your writing of any kind, just put at the top ‘Written with AI.’ And it makes it so that we can all trust that when we see something, we know that it's been cared for enough that it's worth your time to process. And I think that we're gonna see some bifurcation here around trust, and one way to get trust is to do something with your hands.” $FIG ------------------------------ Thanks to our partners for making this possible! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. URL to use for any links: ad.doubleclick.net/ddm/track… With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at conservationfund.org

Config India agenda just dropped A glance at your speakers: → @MasabaG → @soren_iverson → Daisuke Sakai → @parinishthaY and more

I asked GPT-5.6 Sol to create the most Claude-y possible parody image and what it came up with is pretty great and dead-on.