TLDR 2026-04-07

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ANTHROPIC BOASTS REVENUE RUN RATE OF $30 BILLION AS THE CLAUDE DEVELOPER EXPANDS ITS PARTNERSHIP WITH GOOGLE AND BROADCOM

Anthropic's annual revenue run-rate has spiked from roughly $9 billion at the end of 2025 to more than $30 billion. Fewer than 135 S&P companies booked at least $30 billion in sales in the past 12 months. OpenAI's annual revenue run-rate is around $24 billion. Anthropic recently announced an expansion of its partnership with Google and Broadcom. Anthropic will access 3.5 gigawatts of TPU-based AI compute capacity beginning in 2027.

OPENAI'S LEADERSHIP REPORTEDLY DISAGREES ABOUT WHEN TO RAISE MONEY AND HOW TO SPEND IT

OpenAI's CFO, Sarah Friar, reportedly told colleagues earlier in the year that she didn't believe the company could be ready to go public in 2026. CEO Sam Altman wants to go public as soon as Q4. Friar has previously expressed doubts about whether OpenAI needed to pour so much money into obtaining AI servers, and whether the company's revenue growth would support the commitments. These frictions have led Altman to exclude Friar from some conversations related to the company's financial plans.

ARTEMIS II ASTRONAUTS HEADING HOME AFTER HISTORIC MOON FLYBY

The Artemis II mission is the first to send humans to the Moon in more than 50 years. The crew surpassed the Apollo 13 distance record of 248,655 statute miles from Earth, reaching a peak distance of 252,756 miles from Earth. It came within 4,067 miles of the lunar surface, looping around the far side of the moon before returning. The crew is set to splash down in the Pacific Ocean off San Diego, California, on Friday at 8:07 PM.

FROM FOLDING BOXES TO FIXING VACUUMS, GEN-1 ROBOTICS MODEL HITS 99% RELIABILITY

Robotic machine learning company Generalist's GEN-1 physical AI system reportedly crosses into production-level success rates on a broad range of physical skills. The model is also able to respond to disruptions by improvising new moves. The company collected over half a million hours and petabytes of physical interaction data to help train the model. A video of a robot powered by the model taking money out of a wallet and replacing it is available in the article.

see coming. Datadog's LLM Observability Best Practices Guide

walks through how to trace, evaluate, and secure every step of the chain - so you can improve output quality and reduce security risk.

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58% OF PRS IN OUR LARGEST MONOREPO MERGE WITHOUT HUMAN REVIEW

One of Vercel's oldest and largest Next.js apps is a monorepo that contains multiple critical properties. The repository sees over 400 pull requests per week on average. Until recently, this required human approval before merging, but now, an agent reviews and merges 58% of those pull requests without a human reviewer. This has dropped the average merge time by 62%.

HOW META USED AI TO MAP TRIBAL KNOWLEDGE IN LARGE-SCALE DATA PIPELINES

Meta's AI agents weren't making useful edits quickly enough when pointed at one of the company's large-scale data processing pipelines. The company fixed this by building a pre-compute engine consisting of a swarm of over 50 specialized AI agents that systematically read every file to produce context files that encode the tribal knowledge that previously lived only in engineers' heads. As a result, its AI agents now have structured navigation guides for 100% of the company's code modules. The system works with most leading models because the knowledge layer is model-agnostic.

CONFESSIONS OF A MILLENNIAL IN TECH

Millennials may be the last generation that builds their careers around software as a medium. They drove the digital transformation, but unfortunately, they are the sandwich generation that has to explain software to their parents and AI to their kids. It is unknown what will happen to the people whose edge was being good at creating software when software started getting built, configured, and operated by AI. However, it is clear that the advantage is shifting.

SOCIAL MEDIA HAS BECOME A FREAK SHOW

Today's social media ecosystem is particularly unhealthy. It is small and continuing to get smaller. When there's a lack of competition in an isolated environment, strange things start to happen. All sorts of things that might not be survivable in a more competitive environment can actually become fitness advantages in these scenarios.

A CRYPTOGRAPHY ENGINEER'S PERSPECTIVE ON QUANTUM COMPUTING TIMELINES

Current predictions about quantum computing timelines could turn out to be wrong, but the risk that they could be right is unacceptable, and people need to start acting now.

AMAZON AND US POSTAL SERVICE REACH DELIVERY DEAL

GOOGLE AI EDGE GALLERY

Google AI Edge Gallery is Google's official app for running Gemma 4 models directly on an iPhone.

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AGENTIC CODING AND MICROSERVICES

AI enables developers to work more monolithically.

WHAT NEXT FOR THE COMPUTE CRUNCH?

The next 18 to 24 months are going to be defined by compute shortages.

TEARDOWN OF UNRELEASED LG ROLLABLE SHOWS WHY ROLLABLE PHONES AREN'T A THING

The internal complexity of the Rollable made it extremely expensive to manufacture, and durability was a big concern.