Morning Brew ☕️

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You, yes you reading this, are also now an AI company

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They said it couldn't be done

"The effort affects about 27% of Microsoft’s total workforce of 223,000 people." 🔗 twitter.com/i/status/211475...

🔗 twitter.com/i/status/211479...

Microsoft layoffs, last four years— Jan '23: 10,000 Jul '23: 1,000 Jan '24: 1,900 Jun '24: 1,000 May '25: 6,000 Jul '25: 9,000 Apr '26 - Retirement offer to 7% of US staff Jul '26: 4,800 Oct '26 - Buyout offer to 60,000 employees

layoffs.fyiMicrosoft Layoffs | Layoffs.fyiView Microsoft layoff history since 2020, including employee counts, dates, percentages, and sources.

More here, via Layoffs fyi:

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🔗 twitter.com/i/status/211474...

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nevermind i guess 🔗 twitter.com/i/status/209774...

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> be Apple > make first folding iPhone > it cracks when you fold it > ??? 🔗 twitter.com/i/status/211476...

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🔗 twitter.com/i/status/211465...

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The NBA has announced that it is partnering with prediction markets Kalshi & Polymarket It is the third major American sports league to enter in an official partnership with prediction markets, following MLB and the NHL The NFL is now the only holdout of the "big four" leagues

Largest IPOs in History, by Deal Size 1. Anthropic (2026) ~$100.0B 2. SpaceX (2026) $75.0B 3. SK Hynix (2026) $26.5B 4. Saudi Aramco (2019) $25.6B 5. Alibaba (2014) $21.8B *Anthropic estimate Source: Renaissance Capital

THIS AM: Anthropic has officially filed for its IPO • Stock Ticker: $ANT • Listing date: Nov. (TBD) • Potential valuation $2 trillion It has the chance to be the largest IPO in history

Kind of stuff your coworker says to you when you ask how their weekend was

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The week ahead... Monday: • Game 5 of WNBA Finals (Atlanta Dream vs. Golden State Valkyries, tied 2-2) • Game 3 of World Series (Milwaukee Brewers up 2–0 on Tampa Bay Rays) Tuesday: • Earnings: Visa, Coca-Cola, Boeing, and UPS • Game 4 of World Series • Israel general election Wednesday: • Fed...

'You Can See Everything' made: -$15.6 million in its first weekend -$19.5 million in its second weekend ⬆️ 28% (per Variety)

"Unattended baggage will be confiscated, kid"

Nature is healing

Larry Ellison's net worth: September 2025.........$393 billion October 2026...............$169 billion (Bloomberg Billionaires Index)

"So, you wanted a championship ring?" 🔗 twitter.com/i/status/211363...

Yesterday: Barclays announces they are laying off 5% of their workforce to "prepare for AI" Today: American Express announces they are doing the exact same thing

Come and take it. 🔗 twitter.com/i/status/211336...

“Hey, we saw you from across the rooftop mixer and we really dig your vibe. Do you want to invest in Theranos 2.0?”

The illusion of choice

What kind of Brothers Grimm ass racket is this

Rick and Morty star Elon Musk has invested roughly $1 billion into David Ellison's Skydance, a much needed influx of cash for the new conglomerate

semafor.comExclusive: Elon Musk makes $1 billion investment in Ellison’s SkydanceSkydance has tapped equity investments from an array of sources, including Middle East sovereign wealth funds.

More, via Semafor:

Explaining to my boss why it’s actually good that I’m skipping work to play GTA 6 🔗 twitter.com/i/status/211328...

~1.5 million Americans plan to skip work when Grand Theft Auto 6 drops next month The mass day of hooky would drain roughly $1 billion from US output in a single day But here's the thing: that $1 billion money would just end up in GTA publishers Take-Two & Rockstar Games' pockets

Airbnb hosts when they’re told they can’t make guests clean the entire rental 🔗 twitter.com/i/status/211305...

Is that bad 🔗 twitter.com/i/status/211326...

Milennial gray is out, data center gray is in Tech companies are coating concrete and steel with gray paint to resist fire, rust, and static electricity This trend has turned data centers into an exceedingly fast-growing market for paint makers

nytimes.comnytimes.com — ai data centers paint.htmlRead more on nytimes.com

“[PPG] said it expected its paint sales for data centers to triple this year from last year. That would far outpace the company as a whole, whose total sales grew 7 percent to $4.5 billion in the most recent quarter” More here, via NYT:

"Hey buddy, it's your Dad. Just looking at bills. What's this $7500 charge on the Amex?"

Anthropic's IPO filing leaked (again) — some key figures: Net Loss • 2026: $80.7 billion (first half) • 2025: $41.9 billion Revenue • 2026: $16.3 billion (first half) • 2025: $4.6 billion Expenses • 2026: $9 billion (first half) • 2025: $7.3 billion Future In... 🔗 x.com/MorningBrew/status/21...

wsj.comwsj.com — anthropic revenue growth ipo accaf0f1Read more on wsj.com

"The filing reveals a company growing at a red-hot pace that requires hundreds of billions of dollars in capital to acquire computing power for training and serving its AI models." More here, via WSJ:

Just in the last week, revivals/reboots have been announced for both: Girls (2012) & Glee (2009) Society yearns for millennial optimism

🔗 twitter.com/i/status/211252...

The average American will be hitchhiking home for the holidays

wsj.comwsj.com — brace yourself for the priciest holiday travel season in years 3c355db5Read more on wsj.com

"So far, the average domestic round-trip ticket this Thanksgiving travel period is 31% more expensive than last year, while the price of a ticket for Christmas is 23% higher." More here, via WSJ:

Warren Buffett: 🔗 twitter.com/i/status/211147...

The plan? Live with a disgraced startup founder to make a secret film that will have the biggest opening weekend for a documentary in 20+ years, so we can improve popcorn sales

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The week ahead... Monday: • Earnings: Fifth Third Bancorp, Steel Dynamics Tuesday: • NBA season tips off • Earnings: GE Aerospace, GM, SpaceX, Netflix, RTX, 3M, Northrop Grumman Wednesday: • Earnings: Tesla, Meta, IBM, Lam Research, Texas Instruments, Abbott Laboratories, AT&T Thursday: • iP...

There's old money and then there's canals money 🔗 twitter.com/i/status/211189...

What a chart (via Financial Times)

You used to be able to get a job because someone liked the cut of your jib

September 18: President Trump signs the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 October 16: President Trump signs order waiving parts of the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026

In FY 2026, the US government: > Had $5.403 trillion in revenue > Spent $7.396 trillion That means, the US federal budget deficit was: > About $1.992 trillion > Around 6% of US GDP > ⬆️ 12% from 2025 The gross US national debt is now around $40.3 trillion (per the US Treasury Department)

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A Delaware jury found on Tuesday that Chip technology supplier Arm Holdings breached a licensing agreement with Qualcomm For the damages, Qualcomm was awarded: 2 dollars