anthony batt | CO/AI

anthony batt

anthony batt

You're Not In The Hamburger Business

You're Not In The Hamburger Business

Anthropic took the enterprise crown today, then raised the meter on the agents using it. Mintlify killed seat-based pricing the same morning. Claude Opus 4.7 scored 90.9% on Harvey's BigLaw Bench while Harvey itself got wrapped inside Claude. This isn't a model war. It's a real estate play.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Sully

Three frontier labs killed the prompt box this week. Theory Ventures' Tomasz Tunguz killed the inbox the same morning. Jason Lemkin posted a job for a senior demand-gen director reporting to an AI VP. *The unoptimized layer in the loop is the only one that can land the plane.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

I Am Iron Man

Mira Murati shipped 200 milliseconds today. Tomasz Tunguz named the same number at the other end of the stack on Sunday. Sam Altman, on a witness stand in Oakland, was asked Steve Rogers' question — and answered like Bill Clinton.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Lucy

At Ascend, one COO grew ARR 38 percent in six months with zero growth hires and a stack of Claude Code slash commands. Microsoft just published the data showing why most companies can't. The Musk–Altman trial just made clear why their boards won't.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Groundhog Day

Eight days separated two Linux root exploits — and the second was deliberately built on the first. AlphaEvolve doubled Klarna's training speed using its own models. Sean Frank says only two company shapes are working anymore — and there's no hybrid. Most of the economy is stuck in February 2nd.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

What Would You Say... You Do Here?

What Would You Say... You Do Here?

OpenAI's first enterprise data shows AI-native firms are now 3.5x more productive per worker than their peers, up from 2x a year ago. The Q3 earnings-call question is no longer "who uses Claude?" It's "which of your engineers are pulling away from the average, and how fast is that count growing?"

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Elon Musk: "No One Set Off My Evil Detector"

Elon Musk: "No One Set Off My Evil Detector"

Three months ago Elon Musk said Anthropic hates Western Civilization. This morning he leased them 220,000 GPUs and said the senior team didn't trip his moral alarm. Number Two has a new face. The orbital data center is the moonbase. The casino is open.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Anthropic, OpenAi And The Name Of The Game

Anthropic, OpenAi And The Name Of The Game

Anthropic is trading at $1T in the aftermarket. To make money buying it there, you need it to become twice as valuable as the most valuable company in human history. That's the bet. Mark Hanna would have ordered another martini.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

I Drink Your Milkshake

I Drink Your Milkshake

For three years the labs were selling picks and shovels. This morning Anthropic started selling **the miners** — engineers trained on the model, embedded inside your operations, paid for by Wall Street. The labs did not just walk into the consulting industry today. They walked into the part of your own company where the analysts you laid off used to sit. *Phase one was you firing them.* Phase two is them coming back through the front door, on Anthropic's payroll instead of yours.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Karpathy Says Agents Are A Decade Out. Good — Your Data Isn't Ready Either. The Ferrari Is In The Garage

Karpathy Says Agents Are A Decade Out. Good — Your Data Isn't Ready Either. The Ferrari Is In The Garage

The architects keep telling us the architecture isn't there yet. They're right. They also just bought every operator a window. The buyers panicking about AGI in two years are the buyers who got handed Cameron Frye's father's Ferrari and are afraid to take it out of the garage.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Heat

Last night the hyperscalers committed three-quarters of a trillion dollars to scaling LLMs. Yesterday, the man who built AlphaGo raised a billion to bet against scaling — with checks from the same investors funding the hyperscalers. The smart money is hedged. The retail money is paying full sticker.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

AI Beats and Backlogs: A Tale of Four Companies

AI Beats and Backlogs: A Tale of Four Companies

How Wall Street went from grading AI CAPEX to demanding AI receipts — in a single quarter.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Whose Side Is Sam Altman On?

Whose Side Is Sam Altman On?

The trial in San Francisco isn't about Elon Musk. It's about whether you can trust the people offering to replace the workers you cannot rehire.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Speed Eats Scale: How AI Just Made Capitalism Faster

Speed Eats Scale: How AI Just Made Capitalism Faster

OpenAI is paying Microsoft now. A regional bank just hired OpenAI engineers to take commercial loans from JPMorgan. And bots are quietly running airline-style yield management on every transaction. Three deals from one cycle confirm capitalism's oldest rule — efficiency always wins — is now running at machine speed. Big, slow incumbents have a problem.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

OH SNAP! Spiegel Said the Quiet Part Out Loud: Distribution Is The Only Moat Left

OH SNAP! Spiegel Said the Quiet Part Out Loud: Distribution Is The Only Moat Left

Snap's CEO told Lenny on Sunday morning what your VC has been pretending isn't true since 2021. Capital is commoditized. Pattern recognition is post-hoc. The only thing that compounds through the AI fog is whoever already owns the pipe.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

GPT-5.5 Released. Brooklyn Tiki Bar Reports Normal Operations.

GPT-5.5 Released. Brooklyn Tiki Bar Reports Normal Operations.

Inside Barnum's tent today, ten thousand newsletters declared a step change. At Sunken Harbor Club in downtown Brooklyn, Martin Cate poured Denizen Rum for thirty-five strangers who took trains in from three states. Mai Tais were stirred. Cancer remained uncured. Microsoft will outspend the NIH on data centers by two-to-one this year. Pufferfish lamps are still 100 percent operational.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Brutalist

Google's ugly, engineer-first products don't win because they're better. They win because they're the substrate everyone else builds on — including Apple's iPhone, which Google pays more than twenty billion dollars a year to rent. This week Google wrote the biggest cybersecurity check in history, closed a billion-dollar deal with Merck, and pulled Sergey Brin out of retirement to fix the one place the brutalist strategy keeps tripping.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Back In the Game

Back In the Game

SpaceX just bought twelve months of exclusivity on Cursor for $10 billion. OpenAI swept the image leaderboard by 242 points. And the lab that's spent six months lecturing Washington on AI safety just lost control of its most dangerous model. The coronation is off.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Mind The Gap

Cursor raises at $50B this week. Box trades at $3.3B on $1B+ ARR. Only one is being marked to the truth.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

The Nail Factory

The Nail Factory

Three-person companies are shipping $300K ARR businesses on Replit. Jack Dorsey just cut 4,000 Block roles on the same thesis. One of these is working. The other is a production error we won't see in the numbers for a year.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Warp Speed, Fast, and Slow

Warp Speed, Fast, and Slow

Seven major AI product launches hit in a single day. An AI model broke into systems faster than any human hacker alive. And the reason you're not 50x more productive is a 4-minute CI pipeline nobody's fixing.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Anthropic at $800 Billion. OpenAI Beaten by China. The Most Expensive Liquidation in History.

Anthropic at $800 Billion. OpenAI Beaten by China. The Most Expensive Liquidation in History.

The AI race has three lanes right now: a company whose model beats its own researchers, a company whose investors are getting nervous, and a guy in a federal prison watching $62 billion evaporate.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

The Revolution Eats Its Children

The Revolution Eats Its Children

Open source just did to the AI industry what the AI industry did to everyone else. And it happened so fast that an $11 billion company might not survive the year.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Anthropic Is Winning the Product War.

Anthropic Is Winning the Product War.

The $575 Billion Question Is Whether Anyone Can Afford to Keep Fighting.

anthony batt

Harry DeMott

anthony batt, Harry DeMott

The Public Internet Is Dead. Your Job Is Next. Here's the Play.

The Public Internet Is Dead. Your Job Is Next. Here's the Play.

Mollick called it. Karpathy scored it. The question now is whether you cut or expand.

anthony batt

Harry DeMott

anthony batt, Harry DeMott