Testerbrah retweeted
Anthropic: The S-1 numbers
@AnthropicAI has filed to list on @Nasdaq under the ticker $ANT. Quarterly revenue is up 1,368% YoY to $11.6b, and the Jun-26 quarter was its first quarterly operating profit at $974m
1. The numbers
• Revenue: $376m in Mar-25 to $11.6b in Jun-26, with +144% QoQ in the latest quarter
• Margins: adjusted operating margin went from (221)% in Mar-25 to 19%
• Customers: >11,900 paying $100K+ a year, up from >950 a year earlier, and ~250 paying $10M+
• Retention: ~900% net revenue retention (excl. @claudeai Pro/Max). This means existing customers are spending roughly 9x more than a year ago
2. Some Thoughts
• Their growth seems quite concentrated since most of it is enterprise spend
• Profit is one quarter old. H1-26 overall was still a $693m operating loss
• Will $ANT IPO mark the end of the AI bull market soon?
Testerbrah retweeted
Investing is the best competitive sport because you can win by simply seeing objective truth and being patient
Testerbrah retweeted
📣 CALL FOR JUDGES & VOLUNTEERS! 💻
We need 2 judges and 2 volunteers for Hacktoberfest Hack Day! 🚀
Both are in-person
Interested in being part of the fun? Email us at 📧 [email protected]
Or send me a DM ...
#Hacktoberfest #HackDay #TechCommunity
Testerbrah retweeted
Consumer spending at gas stations is up +24% y/y, contributing nearly the entire rise in consumption.
Excluding gas stations, US retail spending is growing at its slowest pace two years.
Testerbrah retweeted
Revenue can be offline, one of the greatest data /DePIN companies spun from crypto $GRASS 20%
Testerbrah retweeted
[ ZOOMER ]
CHINA ANNOUNCES THEY WILL BUILD A NEW NATIONAL BLOCKCHAIN NETWORK, ALONGSIDE A NATIONAL INTEGRATED COMPUTING POWER NETWORK: GOVERNMENT
Testerbrah retweeted
[ ZOOMER ]
PYTH ANNOUNCES 100% OF DAO REVENUE TO BEGIN FLOWING TO BUYBACKS, AS THEY HIT $11M ARR: BLOG
Testerbrah retweeted
Tokenized stocks have grown from less than $500M to around $2.5B in just 6 months‼️
According to @coingecko:
> March 2026: ~$487M
> October 2026: ~$2.58B
That's roughly a 5x growth in half a year
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We're getting to the point where traditional assets are becoming available across multiple issuers, onchain trading venues and even perp markets
For us as DeFi users and traders, that means:
> more assets to trade
> more markets and liquidity
> new opportunities across spot, perps and DeFi
And as more assets come onchain, I think it'll become VERY interesting to see who can capture that growth
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Personally I use coingecko.com/en/charts/rwa to track stuff like market cap, trading volume and token count across different asset types and issuers
Check it out yourself to see how the market develops and where the actual activity is going
Testerbrah retweeted
After the breakdown below 10/10
We spent majority of november 15 to January 30 between 80.6k-97k $BTC
Testerbrah retweeted
You just need that one ADHD person on your team who gets frustrated by every source of slowness and optimizes everything to be faster
Testerbrah retweeted
We’ve lost an icon. Margaret Hamilton, a computer science pioneer best known for her work at MIT leading development of the flight software for the Apollo missions to the moon, has died at 90. Read about her legacy via MIT News: news.mit.edu/2026/margaret-h…
Testerbrah retweeted
Last week some of South Korea's biggest banks were hit by a cyberattack. Thanks to a report from CrowdStrike tonight, we now know the entire hack may have been done by a single person. He used a combined stack of an open-source AI penetration tool named ARTEX, DeepSeek v4.1-Flash, GLM-5.3, Grok 4.6, and Claude Code.
Testerbrah retweeted
Cloud Inference Engineer - luminal.com/careers?job_id=8…
Compiler Engineer - luminal.com/careers?job_id=8…
Senior Compiler Engineer - luminal.com/careers?job_id=9…
Testerbrah retweeted
Your job is NOT:
-To find a trade every single day
-Constantly be in a position
-Or just staring at a screen, pressing buttons
Testerbrah retweeted
you need to be smart enough to buy roughly the right bags at a good price but then retarded enough to let it go up a lot without selling
Testerbrah retweeted
THE BLOCK: S&P Global Ratings has launched a new risk assessment framework for onchain lending vaults as deposits in the sector reach $10 billion, up from $1.5 billion two years ago.
The framework will assess credit, liquidity, curator, blockchain, protocol, security, and governance risks, with initial vault assessments to follow.





























