Die Ukraine steht vor dem fünften Kriegswinter. Russland setzt seine Angriffe unvermindert fort. Lieber Wolodymyr @zelenskyyua, die Ukraine kann sich in dieser Zeit fest auf Deutschland verlassen. Wir verstärken unsere Winterhilfe.

human-in-the-loop └ human-on-the-loop └ human-near-the-loop └ human-cc'd-on-the-loop └ human-legally-liable-for-the-loop

ONE AND DONE 🔥 Andreas Almgren 🇸🇪 SMASHES his debut over 26.2, winning the 2026 NYC Marathon in 2:06:01 with a 4:25 26th mile to pull away from runner-up Yemaneberhan Crippa 🇮🇹, who takes second in 2:06:14. Americans put three in the top ten with Zouhair Talbi 6th, Ahmed Muhumed 7th, and Ryan Ford 10th.

Autumn in Europe is like the best fucking thing ever, thank you very much.

I don't think we should fight. The two companies are complementary. Since you're not doing this AI stuff, I really think Snowflake should consider getting its AI tokens through Databricks. You can get both cheap OSS models as well as frontier (OAI/Ant/Gemini/Grok) models from our platform. It all goes through Unity Gateway which has Smart Routing, Budgets, and Access Control. You can even use Omnigent with any harness, including CoCo. Most of our customers used this to reduce token spend ~30% last few months while token count went up. Genie lets you then track, control, manage that spend, all your financials, marketing, etc. Quick POC?

Today we're coming out of stealth, introducing Neywa Labs 🚀 We built the infrastructure to build and deploy AI that runs on the devices people already own. Private, offline, unlimited. One mission: make AI available to everyone in the world. neywalabs.ai/

News @_CommonMagic (population: 1) is doubling in size I'm hiring a London based operating partner to run the machine behind the fund, systems to events to network Come join: buildthemachine.commonmagic.… Bonus points if you find the microsite's easter egg

Anthropic files for IPO. But who is poised to get the 💰? My usual breakdown below 👇 Investors will be sharing nearly $1 TRILLION of proceeds on ~$142b invested. A ~6.5x blended multiple on a huge amount of capital, in just 5 years. 🤯 Note: all those numbers assume a $1.5 trillion IPO valuation. So let’s dive in 🔎 1) The craziest fact: no VC in the Series A or Series B 🤯 The $124m Series A in May-21 was led by Jaan Tallinn (Skype’s co-founder), with Dustin Moskovitz and Eric Schmidt. It is likely to return ~345x the original capital, or ~$43b to those early angels. Mind-boggling. The $982m Series B in 2022 was led by... SBF and FTX: it will return ~79x the capital invested. FTX’s $500m would be worth ~$39b today. Plot twist: the estate sold it for ~$1.3b in 2024, in one of the worst trades ever. 2) The first VCs in: Spark and Menlo are killing it 🏆 Spark will make over $10b from its Anthropic investments. They first came into the 2023 Series C and are making ~79x their investment in that round. They followed in every single round since, investing $777m in total, now worth ~$11b. Menlo led the Jan-24 Series D and will make ~30x its money on that round. And finally, Lightspeed’s Series E lead will make ~16x in 18 months. 3) The real winners in $ terms: the strategics 💰 Amazon put a grand total of ~$18b in, mostly via convertible notes converting at ~$2 a share, against $58.90 for the Series H investors. That gives Amazon ~21% of the company, worth ~$310b. That’s ~17x its investment. 💵 Google is not that far behind: its notes and the $10b it put in this April alone will be worth ~$83b. And that’s before the compute: Anthropic has committed $110b+ to AWS and $111b to Google Cloud. They are both investors and suppliers, so they win twice. 4) Founders and team: incredible outcome, and giving most of it away 🙏 The seven co-founders hold ~240m shares each. That’s ~$21b per person, or ~$150b combined. 👏 And each of them has pledged 80% of it to philanthropy. So ~$120b will be going to good causes. On top of that, Anthropic put 5% of the company (~$75b) into its own Public Benefit Fund. And the IPO will mint a huge number of UHNW in the team: they will share ~$355b worth of shares, options and RSUs. Perhaps the biggest and fastest employee wealth creation event in history. Congrats to Dario, Daniela and everyone involved. Legendary. 👏

🚨| CRAZY STAT: Niclas Füllkrug scored just ONE goal last season across his spells at West Ham and AC Milan. This season with Werder Bremen, he already has NINE goals in EIGHT games. 🥶🇩🇪

Lots of VCs kindof sound like this: "Your basketball team doesn't have a moat, any healthy human can throw the ball into the basket thingy. " People who have not run companies before don't understand how much the team matters more than some imagined structural moat.