Siddhartha 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.
Siddhartha retweeted
Reacting to the full Anthropic S-1 registration statement.
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.
The only metric that matters
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.
something similar happened with me in 2024. Just paid whatever he was asking and disputed the amount in the Uber app, raised a complaint about the driver too.
Replying to @Uber
@Uber @Uber_India @UberIN_Support @Uber_Support
i landed at delhi airport today and had one of the most terrifying experiences of my life with an uber driver. i'm still shaken.
i booked an uber to gurgaon for a 20-minute ride. the fare shown on my uber app was around ₹625. after the trip, the driver showed me a screenshot from rapido quoting ₹1,479 and demanded that i pay that amount instead. when i pointed out that this was a rapido screenshot and not an uber screenshot, he said, “iss route ka itna hi hota hai.”
i paid the ₹625 that was shown on my uber app. what followed was genuinely frightening.
he locked the car and refused to let me take my luggage out unless i paid ₹1,479. when i tried retrieving my belongings, he held my arm and shut the front-seat window where my luggage was, trying to stop me from taking it out.
i somehow managed to get my luggage and tried to enter my house. he followed me, forced the gate, abused me horribly and wouldn't let me go inside peacefully. i finally managed to get inside and lock the door. he then started climbing the gate while hurling abuses and threatening my life.
all of this happened around 4:45 am in gurgaon, when i'd just landed and was simply trying to get home safely.
and it gets worse. i'm trying to reach uber's safety support, and the safety support option isn't available to me. i'm dealing with a terrifying situation involving physical aggression and life threats, and i can't even get through to the platform's safety team.
this wasn't a fare dispute anymore. this was intimidation, physical aggression and a terrifying violation of my safety at my own doorstep.
@Uber_Support @Uber_India @UberIN_Support @Uber, i need an urgent human response, a proper investigation and concrete action. please preserve the trip and driver records and tell me how this is being addressed.
i've used cabs to get around in different countries and never imagined i'd feel this unsafe trying to get home in my own country. how am i supposed to trust a service that i booked specifically to get home safely?
driver name: JAMIL JAHID KHAN
Siddhartha retweeted
Replying to @Uber
@Uber @Uber_India @UberIN_Support @Uber_Support
i landed at delhi airport today and had one of the most terrifying experiences of my life with an uber driver. i'm still shaken.
i booked an uber to gurgaon for a 20-minute ride. the fare shown on my uber app was around ₹625. after the trip, the driver showed me a screenshot from rapido quoting ₹1,479 and demanded that i pay that amount instead. when i pointed out that this was a rapido screenshot and not an uber screenshot, he said, “iss route ka itna hi hota hai.”
i paid the ₹625 that was shown on my uber app. what followed was genuinely frightening.
he locked the car and refused to let me take my luggage out unless i paid ₹1,479. when i tried retrieving my belongings, he held my arm and shut the front-seat window where my luggage was, trying to stop me from taking it out.
i somehow managed to get my luggage and tried to enter my house. he followed me, forced the gate, abused me horribly and wouldn't let me go inside peacefully. i finally managed to get inside and lock the door. he then started climbing the gate while hurling abuses and threatening my life.
all of this happened around 4:45 am in gurgaon, when i'd just landed and was simply trying to get home safely.
and it gets worse. i'm trying to reach uber's safety support, and the safety support option isn't available to me. i'm dealing with a terrifying situation involving physical aggression and life threats, and i can't even get through to the platform's safety team.
this wasn't a fare dispute anymore. this was intimidation, physical aggression and a terrifying violation of my safety at my own doorstep.
@Uber_Support @Uber_India @UberIN_Support @Uber, i need an urgent human response, a proper investigation and concrete action. please preserve the trip and driver records and tell me how this is being addressed.
i've used cabs to get around in different countries and never imagined i'd feel this unsafe trying to get home in my own country. how am i supposed to trust a service that i booked specifically to get home safely?
driver name: JAMIL JAHID KHAN
Siddhartha retweeted
When Japanese filmmaker Yugo Sako wanted to adapt Ramayana, he spent a decade studying multiple translations. He was so genuinely moved by the text that he decided only animation as a reverent art form was capable of depicting the story with purity.
Meanwhile Indian filmmakers:
Siddhartha retweeted
What the fuck is happening in this country?
@khurpenchh Instagram account, with 300K followers, has been withheld in India just for exposing babus and corruption.
Siddhartha retweeted
Boarding on AI 882 AMD-DEL is delayed by 20 minutes because Supreme Court Judge Vipul Pancholi & wife had to be VIP boarded first. They walk in with a posse of 6 guards + 3 AI staffers. Is this the VIP culture that India’s judiciary advocates? @MLJ_GoI ?
#VIPculture 🚨#lalbatti
Here's why the eMudhra screwup is of colossal proportions..
Any embedded/IoT device that trusts their compromised roots and never checks revocation accepts forged signatures forever.
A permanent hole in every device.
Siddhartha retweeted
The dehatification of Indian cinema needs to be studied. We went from dil chahta hai & zindagi na milegi dobara to absolute gutter level slop of gaali galoch and jhopad patti.
The decision to move on from well dressed well spoken characters to absolute gawars is haunting India.
We believe voice is the most natural way to interact with intelligence, so we created Dessa, the most authentic full-duplex speech model ever built. Talking with it feels like talking with a person…full of emotion, nuance, pauses, and a natural cadence.
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What the f is happening
Several Linux Kernel Vulnerabilities Accidentally Posted To Public Kernel Mailing List
As high as CVSS 9.0. Whoops.
phoronix.com/news/LKML-New-T…
Siddhartha retweeted
So basically, today PHP got two critical bugs that let anyone run code on your server without even logging in, which is bad, and then the details leaked before the patch was even out, which is worse, and it works on WordPress and MediaWiki and Magento and Joomla and Laravel, and Censys says like 1.5 million servers are running a version with no fix, so the NSA was like "take your system offline," and the FBI was like "take your system offline," and CISA and the UK and CERT-EU were all like "take your system offline," and then the Prime Minister of Japan, the actual Prime Minister, posted at 5:55 in the morning telling 48.8 million people to take their system offline, so everyone took their system offline, like the Dutch cybersecurity agency took its own website offline, and the Dutch parliament went offline, and the Port of Rotterdam went offline, and Finland and France and Denmark started pulling government sites, and Wikipedia went down, and Archive.org went down, and Asana and GOG and Something Awful went down, and the University of Vienna's webmail went down for some reason, and that's just PHP. Because GitLab also dropped a CVSS 10.0, which is the highest score they give out, for a bug that's been there since 2014, so that's every self-hosted GitLab for twelve years, and then LiteLLM 1.107.0 got hijacked and shipped a credential stealer and a remote access trojan in every single wheel and the Docker images, including latest, and you didn't even have to import it, just installing it was enough, and it's the second time this year, and then Railway paused every deployment on the entire platform because someone got into the environment variables, so now everyone has to rotate every secret they've ever stored there, and TiDB Cloud said someone was walking around inside with stolen credentials for basically a month and an extortion group says they took 10.6 terabytes, and Zeabur got breached for the second time in two months and is just shutting down, like the whole company, and Node.js patched remote code execution and a TLS bypass, and CISA says Plex is being actively exploited, and someone took over 300 Tor exit relays to steal SSH passwords, and SafePay ransomware has hit over 600 critical infrastructure orgs, and India's biggest bank filed a data loss incident, and Japan has been in an official state of emergency in cyberspace since October 9, which honestly explains the 5:55 AM post. Oh, and eMudhra, a certificate authority that's issued over 60 million certificates, whose entire job is proving websites are who they say they are, was supposed to be using private keys that are random numbers over a hundred digits long, and one of them was 4. Just 4. And the others were like 66 and 237. Anyway, it's Wednesday.
NOOOOOO YOU FUCKERSSS
Introducing a new identity for Apple Music, physically shaped by an original composition from @fredagainagain1 and NEST Acoustics.





































