Ya no one can recover from a Q3 where growth slowed...and imagine if it happened again in Q4 after that! No business could re-accelerate aft...

Guys, cmon. This was all startups analyzed, not just those who had exits. You think there were over 4,000 startups exits per year on avera...

The ability of bears and bulls to take new information and automatically place it in the puzzle they’ve already created is wild. A S-1 dro...

Me: Opus 5.5 had a good launch! Here’s data on how much token volumes rose. Comments: oh so you think Anthropic won? And it’s worth 2T? Yo...

New from OpenRouter: 7-day average token volume for Anthropic models is up 3.6x since the launch of Opus 5.5 Sonnet 5.5 and Haiku 5.5 have ...

Users on OpenRouter still do something like 4.5 million requests a day on Sonnet 4.6 and Sonnet 5. Who can say why? 🤷 https://twitter.com...

Founding is super hard and an unlikely path to money. But not sure why a founder departing before an M&A event or IPO would result in them...

Blended effective price per token can keep falling for a long time even if the list prices of new models remain flat or even increase a bit....

Over the last 7 days, Opus 5.5 is the top model in spending on OpenRouter for 20 of the 29 task categories we track

1) meme of astronauts with guns, cmon now. 2) there are way more VCs today than 10 years ago so…ya. 3) blame LPs? 4) most VCs who don’t...

Open-weight models: - 72% of tokens last week - 27% of spend So a ~50pct pt jump in share of tokens has resulted in a ~17pct pt increase i...

Open-weight models now take 73% of tokens processed on OpenRouter. (fresh rankings chart now live on site for you to explore yourself) ht...

tech posters waiting for somebody to leak something about Anthropic revenue today

Really silly advice. Those $5K checks can be worth far more than the dollars they contribute. Also if you get annoyed at someone sending a...

New from OpenRouter: Anthropic's Opus 5.5 has propelled them back above OpenAI in recent weeks. It's the top model in share of spend (right...

Abstract the details of the Valar thing away - one obvious lesson is founders should be more discerning in giving out pro rata. Can't tell ...

For no reason whatsoever, some thoughts for emerging managers: - Own as much as possible upfront - Reserve a very small % of the fund for ...

Does anyone know why the time estimates from Claude and other models are so ridiculously, hilariously, inexplicably wrong?

2026 is the year when all the backroom venture stuff that used to be whispered about gets put on blast on X. Not 100% why this is the year ...

AI infra is indeed better served with many, many players competing to create more tokens https://x.com/PeterJ_Walker/status/2108602120253702...