📰 2,050 ChatGPT memories studied. About half held "psychological insights." via @livemint: livemint.com/ai/artificial-i…
📰 Richard Borcherds, UC Berkeley, via @Inc: inc.com/kevin-haynes/berkele…
Not all tokens are the same in value…
Dario Amodei: some tokens Claude produces are worth a few cents, others could be worth tens of millions of dollars.
His examples:
1. Telling someone to restart their Mac: the model has said it 10 million times, worth a dollar or less
2. Telling a pharma company to move an aromatic ring to the other end of a molecule: potentially tens of millions
3. Expect pay-for-results pricing, or labor-like pricing by the hour
4. It's a new industry, so many models will be tried
Today pricing is simpler: per the S-1, usage-based pricing was 80% of H1 2026 revenue and subscriptions 20%.
Full breakdown here:
theaiopportunities.com/p/ant…
📰 Via @CNBC: that's about 27% of Microsoft's workforce. Eligible staff decide in early December and leave Dec 31. cnbc.com/2026/10/26/microsof…
From the @AnthropicAI S1: AI is one of the consequential technologies in Human History.
Did a competent editor go through the filing? or was that outsourced?
For example
"There are four things that we would like any investor in Anthropic to understand: the incredible potential of Al, the risks we must address, Anthropic's unique approach to building a company and operating in the world, and the ways in which our behavior may differ
from that of a purely profit-maximizing company."
the first sentence says "four things" and the list devolves into an elaboration that dilutes the message. I would not put that on the summary page.
The company definitely needs to grow up and fast.
Compare the summary to the section titles in [brackets]
"There are four things that we would like any investor in Anthropic to understand:
1. the incredible potential of Al [AI's potential],
2. the risks we must address [AI's risks],
3. Anthropic's unique approach to building a company and operating in the world, [Anthropic's unique approach] and
4. the ways in which our behavior may differ
from that of a purely profit-maximizing company[On investors expectations].



