7213Ejaaz

the chart everyone needs to see

this is the type of grind you want to see from a top AI lab on a saturday afternoonAnthropic is currently printing billions from claude codeand their models are queried 10Ms of times daily, used by every single important company out there…… and yet their head of growth still finds the time to email random people for product feedback to help them improve very bullish.

man you’ve got to give it to anthropic:
- zero founder exits (all 6 founders still there)
- projecting $70B ARR by 2028, first profitable major AI lab beating OpenAI
- doesn’t need to turn on ads, enterprise rev supports them
- $500M from microsoft just to access claude
- $1T+ IPO this year
- meticulous focus on building elite products (claude code, cowork) instead of spraying money everywhere
- Claude code absolute cash cow, aiming higher with cowork.
- maintained #1 coding model despite competitors spending more on theirs
- support from google (owns 14%) amazon (20%) and NVIDIA ($5B)
if ther

'twas a quiet slow Sunday afternoon... the city streets were empty, laughter from cocktail brunches: non-existent.. just silence... except for the faint clattering of keyboards prompting claude
"write me an X article that maximizes impressions, any topic, minimum 1000 words - make no mistakes"

if you want to understand just how big of a deal claude cowork is - look no further than claude code.
claude code went from $0 to $1B revenue in less than 6 months
if it were it's own startup it would've been the quickest startup to reach $1B revenue in history
but it didn't stop there - by the end of 2025 it had hit $9B in rev (9X in <12 months)
but then anthropic noticed a weird trend - developers were using claude code to do... non-coding work
"I noticed them using it to clean up their email, do vacation research, building slide decks, recovering wedding photos..." - Boris Cherny (claude

i know we're all glazing claude right now but google just had the mother-of-all launches and everyone's missing it
they just one-shotted Apple and openai in a single week
firstly, the apple deal - 2 billion apple devices will now run google , apple pays them $1B per year for the privilege but thats not even the most insane part - this is apple admitting google's the only company they *can use* for AI at scale. why? because google has the full stack (infra, models, distribution, data) and can scale to apples size.
openai and anthropic are small fish, thats why their apple partnerships died. t

did everyone just wake up and decide to drop banger launches today?
anthropic: claude cowork, claude health
apple/google: powered siri
1KX Neo: new robot world model contesting VLAs
openai: acquisition spree + health ai
Meta: launching Meta Compute 20GW+
i knew the pace of progress in 2026 was going to make 2025 look cringe but it’s only week 2 ffs this is unprecedented

you can just FEEL the stickiness of all this shit seeping into society.
ai tiktok’s with million of likes. search with google? nah i’ll chatgpt that. don’t understand that tweet? tap the grok button. hey clean up my gmail. oh you need help turning on the oven?!
- fuck it i’ll vibe code you up an app you can use on your phone!
this week it’s healthcare, next week it’s online shopping the week after it’s 50% of consulting roles the year after it’s all manual blue collar work
this shit is going to embed itself into every basic human instinct
i already find myself trusting chatgpt food recommend

best guess is claude for health is going to crush chatgpt health for one reason - extremely high-touch healthcare interfaces vibe-coded in seconds.
you can’t compete with a model that not only surfaces useful health information but creates tools, websites, apps on-the-fly to help you understand wtf is going on with your health
.@tobi shopify ceo demonstrated this perfectly yesterday when he gave claude his MRI scan to generate a visual explorer tool that illustrates what exactly was wrong with him and educated him which parts of his body needed attention.
real-time software is the race that a

2026 is consolidating into 3 really big bets where if one fails would result in a short term collapse of the bubble
1. data centers
anthropic, Xai scaling aggressively to 1M gpus. both plan to hit that target by Q2. the resulting models trained on this infrastructure needs to confirm compute scaling law is still effective. otherwise will indicate we need to explore a new model architecture. this is also dependent on energy infrastructure (power shell) being scaled though that’s going to be a problem for the next decade let alone this year.
2. memory
we only have enough memory this year to su

increasingly thinking robotics has its chatgpt moment in 2026. CES announcements confirm it
- nvidia launched a tesla self driving competitor throwing 7000 employees on the effort (20% workforce)
- boston dynamics launched new Atlas robot powered by google robot model+ hyundai deploying 30,000 of them
- qualcomm chips will power Figure robot brains, figure robots already automating BMW car factories
- tesla robotaxi service rolling out aggressively
- waymo scaling to 100k+ cars
- uber, Lucid and nuro launching robotaxi fleet.
the obvious trend is autonomous cars robotics first with humano

the only way for X to win is to prioritize video. they should be aggressively chucking billions at creators to post, build a corpus of video data to train grok.
been wrestling with this idea for a while now, whatever i do its always an uphill struggle to get anyone in my social circle that isn't conventionally a 'hobbyist' to sign-up.
but the more i think about it its obvious, people are too lazy to read. its less enticing the LEAST efficient way to feed our brain with information. our eyes can do so much more than scan left to right, a picture speaks a thousand words blah blah.
but theres ano

apparently that woman who divorced her husband to marry chatgpt ended up falling for a real guy she met on r/myboyfriendisAI and now she’s divorcing her ai husband to marry him.
never underestimate a good recommendation engine

2026 will be known as the Great American Manufacturing Revolution 2.0
DATA CENTERS
- colossus II (2GW) by elon
- Stargate clusters by sama
- fairwater by microsoft
- hyperion by meta
CHIP FABS:
- samsung (to build tesla ai5 chips, hbm and more)
- SK HYNIX (to build HBM and encroach on tsmc monopoly)
- tsmc ( their first site outside of taiwan)
- intel (for cpu and gpus)
HYPERSCALER CHIPS
- ai5 (tesla)
- openai custom asic
- google tpu
- amazon tranium
- nvidia blackwell, rubin, feynman
ENERGY
- nuclear sites foundations laid
- solar camps scale
- electric grid major expansion

happy sunday. sitting on my sofa hungover from too many post-christmas m&ms trying to digest everything going on in ai and tech
no matter how hard i try everything’s pointing to a crazy 2026.
models are now good enough to do a $250k/yr software engineers job (multiple if you run simultaneous agents)
spaceX is gonna ipo at $1 trillion+ and start training AI models in space
robots are finally good enough to go commercial starting with tesla / waymo autonomous robotaxis, tesla humanoid robots
turns out we’re in a ‘memory crisis’ in the wake of DRAM price 5X-ing, guess we were all wrong abt ai ca

openai hiring for a Head of Preparedness amidst expectation of self-improving ai
anthropic lead engineer tweeting about ai recursively improving itself (claude code)
robot company in china using its own robots to construct itself in the factory.
things about to get weird.
we’re accelerating towards a world where humans will have no idea how to do anything and become almost exclusively dependent on their ai.