Mesay

25% of Anthropic’s rev comes from just 5 customers. 50% of their rev comes from AWS & Google Cloud distro. OAI doesn’t have the burden of being a public company (yet). If they wanna play some sick game theory stuff, they can nuke Anthropic’s biz (half a $trillion+ in debt makes things very tricky).

All this #cheesecakefactory talk reminded me of one of the greatest one-liners on live TV from Marc Lamont Hill

My brother in-law is an Afro-Brasilero. Just texted him “holy shit, the old man did it!”

Twice Brasil had the chance to go out progressive or authoritarian and twice in a row they said no thanks.

Sky Sports is now doing a 1hr special with Horner. Obvious attempt from him to do some clean up job to come back to the sport (the rumor has been he has his eyes on Ferrari). Nasty, nasty work from everyone involved.

Kid’s got ice in his veins. Iceman 2.0, like his namesake from Finland

Got robbed of a Hamilton v Verstappen last lap battle for podium. Tough

Carrick deserves better. 3 goals, all from player mistakes. You don’t mark the far player, you don’t clear a ball (and fall), keeper error. And on the last 2 multiple defenders don’t run with players they’re to mark. That’s not on Carrick. The players sealed his fate. They should feel embarrassed.

there’s no such thing as “strategic bigotry.” I know this because there is no amount of money you could pay me to become a bigot. the democrats who do this agree to do it because they’re bigots

From a feel-good story of Obama endorsing him and appearing in his campaign ad a few months ago to this. Embarrassing and hateful.

Not the top Steam review of Dressmaker making me cry this morning!

George Russell getting absolutely cooked by a 20yo on equal machinery on a season where he was the consensus fav to win his first #f1 WDC title. The kid said “hold that unc”

For fuck’s sake

Healthcare in poor countries. Growing up, Polio was common enough in Addis that I knew schoolmates who had it. And that was in a middle-class school in the capital. Now, they’ve almost eradicated it from the country. HIV was a death sentence then; now people live normal lives with it. Medicine ftw!

This is like putting a bandaid on a GSW. Man Utd change managers like it’s a seasonal mandate, but the core problem still exists. Rangnick had his flaws but he was right about one thing: the club needs an “open-heart surgery.” Glazers + INEOS out. Berrada + Wilcox out. Complete overhaul.

Christian Horner is a despicable person. He has no place in F1. If you choose to invite him to your show/podcast it says a lot about you (Naomi Shiff, why?) Also hope he goes no where near Ferrari, or any other team. Leave that man behind.

One thing about Anthropic, they ship *fast*. DHL Express SameDay

Econ of scale works when your fixed cost is relatively stable and you grow revenue fast. Cost of compute is not going down and everyone is forecasting capex the size of Kenya’s GDP. But hey…

The era of capex > multiples of FCF is here to stay until everyone wins or goes broke and starts liquidating office furniture in their campuses. The firm can stay irrational longer than you can stay sane, or whatever Johnny Keys said 😏

I can’t wait to support my club in the Championship next season. I’m always wanted to support a division 2 team, and now I get the chance 😏

The greatest duo in the history of sports TV. The GOATs. This was so enjoyable. Shout out to @tonyreali.bsky.social

I really wanted the fake S-1 time travel stuff to be so real, but no early Xmas presents for us 😏

Almost everyone in Seattle politics is explicitly anti-poor. Unapologetically anti-poor.

I hope we get a PSG v Barca CL final because that was entertaining as hell to watch. “Heavy metal footy”, word to Klopp.

I think we have to start scrutinizing who gets the “public intellectual” tag. Because…what?!

I worked with—and deeply admired—Helen for almost 30 years. She was hands down *the best source* about emerging infectious diseases that I've ever known. My first warning of COVID was when on Dec 28, 2019 she reposted a ProMED mail report of an atypical pneumonia cluster: "This doesn't look good."

To me, the real risk is spending your life doing something that doesn’t bring you joy, waiting until you’re 65 to start reading this newsletter. www.bloomberg.com/opinion/news...

To be fair, she *is* an actor playing herself.

Ramageddon has been brutal do gamers. Ouch

Gave buddy a history lesson, free 99. (Side note: I’m not sure if American History & Government is still a required course in HS, but it should be. That way you wouldn’t embarrass yourself in public).

I assumed the response to the Omar harassment was muted because there's an assumption that she'll win in the end. But @sophiatesfaye.bsky.social is probably right that the press has been cowed by right-wing conspiracists into thinking they may have something. www.salon.com/2026/10/17/t...

More evidence that we still don’t have a mass consumer #AI product people are willing to pay for. In other words, you can make a good argument that we still don’t have product-market fit for Consumer AI, yet.

“More Americans pay for a GLP-1 drug than they do for an AI subscription.” In fact, double!

Game’s gone. Bring back analog cards!

Had Pablo done the Al Capone bunker/vault special in 86 he would’ve found something.

Prices are up 3.7% over the past year. Wages are up 3%. If you stayed in the same job, you probably fell even further behind. https://newsletter.platypuseconomics.com/p/the-inflation-surprise-nobody-wanted

Sam Darnold #seahawks

Darnold, tough.

That car is not road legal. That stunt was for a launch event. Writing it like it’s the street-ready production version is insane.

@seamus.bsky.social submitting my application for your #yeastmasters program

When Grammy-winning musician Rhiannon Giddens begins playing “Old Corn Liquor,” a traditional Black American folk tune, acclaimed Chinese pipa virtuoso Wu Man recognizes similarities to Chinese pentatonic music and spontaneously joins in. The joy on their faces says it all.

Wired ANC buds are back, thanks to Gen Z. Relatedly, I’d love to read a good paper on why Gen Z’s super into nostalgia (preferably from someone who studies consumer behavior)

The Big 4 and their little siblings have all said “enough of the token maxxing nonsense”

#PSG to

PSG doing Liverpool’s job. Guess the only way to stop a bad (state-owned club) with a gun is with a good (state-owned club) with a gun 😏

Doue and Dembele: for (all PL clubs) we inherit the beef. Absolute scenes