Anthropic's annual revenue run-rate has spiked to more than $30
billion. OpenAI's annual revenue run-rate is around $24 billion
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TLDR
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TLDR 2026-04-07
✂️ CUT YOUR QA CYCLES DOWN TO MINUTES WITH AUTOMATED TESTING
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📱
BIG TECH & STARTUPS
ANTHROPIC BOASTS REVENUE RUN RATE OF $30 BILLION AS THE CLAUDE
DEVELOPER EXPANDS ITS PARTNERSHIP WITH GOOGLE AND BROADCOM (1 MINUTE
READ) [9]
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 (2 MINUTE READ) [10]
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.
🚀
SCIENCE & FUTURISTIC TECHNOLOGY
ARTEMIS II ASTRONAUTS HEADING HOME AFTER HISTORIC MOON FLYBY (6
MINUTE READ) [11]
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 (4 MINUTE READ) [12]
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.
💻
PROGRAMMING, DESIGN & DATA SCIENCE
LLM OBSERVABILITY GUIDE BY DATADOG: MONITORING QUALITY, RELIABILITY,
AND SECURITY (SPONSOR) [13]
Multi-step LLM workflows break in unexpected places due to bad
retrievals, hallucinated tool calls, and prompt injections you didn't
see coming. Datadog's LLM Observability Best Practices Guide [13]
walks through how to trace, evaluate, and secure every step of the
chain - so you can improve output quality and reduce security risk.
Read the guide [13]
58% OF PRS IN OUR LARGEST MONOREPO MERGE WITHOUT HUMAN REVIEW (10
MINUTE READ) [14]
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 (9 MINUTE READ) [15]
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.
🎁
MISCELLANEOUS
CONFESSIONS OF A MILLENNIAL IN TECH (6 MINUTE READ) [16]
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 (17 MINUTE READ) [17]
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.
⚡
QUICK LINKS
💡WHY THE AZURE LABS DEPRECATION IS THE BEST THING TO HAPPEN TO
YOUR WORKFLOW. (SPONSOR) [18]
The end of Azure Labs is your chance to adopt a clean, powerful,
user-centric alternative designed to make cloud research completely
effortless. Click to learn more [19] 🚀
A CRYPTOGRAPHY ENGINEER'S PERSPECTIVE ON QUANTUM COMPUTING TIMELINES
(14 MINUTE READ) [20]
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 (5 MINUTE READ) [21]
Amazon and the US Postal Service have a tentative deal that will
result in a 20% reduction in packages Amazon ships through the
service.
GOOGLE AI EDGE GALLERY (1 MINUTE READ) [22]
Google AI Edge Gallery is Google's official app for running Gemma 4
models directly on an iPhone.
TLDR IS HIRING A SENIOR SOFTWARE ENGINEER, APPLIED AI ($250K-$350K,
FULLY REMOTE) [23]
TLDR's Applied AI team is tasked with making every process at TLDR
legible to code, runnable by anyone, and composable into larger
workflows. Join a small, fast moving team using the latest AI tools
with an unlimited token budget. Learn more [24].
AGENTIC CODING AND MICROSERVICES (2 MINUTE READ) [25]
AI enables developers to work more monolithically.
WHAT NEXT FOR THE COMPUTE CRUNCH? (9 MINUTE READ) [26]
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 (4 MINUTE READ) [27]
The internal complexity of the Rollable made it extremely expensive
to manufacture, and durability was a big concern.
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If you have any comments or feedback, just respond to this email!
Thanks for reading,
Dan Ni [34] & Stephen Flanders [35]
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[12]
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[16]
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[17]
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[26]
https://martinalderson.com/posts/what-next-for-the-compute-crunch/?utm_source=tldrnewsletter
[27]
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