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AI Is Normal Now - The Enterprise Is Not

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Posted by James.

Relative to your interests

Creature, skull, young woman on buildings (?)
The Slop Factory by Jf Lemay.

  • Anthropic raises $30 billion in Series G funding at $380 billion post-money valuation - “Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years.” Notably: “Claude Code’s run-rate revenue has grown to over $2.5 billion; this figure has more than doubled since the beginning of 2026.” Also: “The number of customers spending over $100,000 annually on Claude (as represented by run-rate revenue) has grown 7x in the past year.”

  • [I still think Amazon should buy Anthropic.]

  • Is Waymo Worth $126 Billion? - Yes: “Waymo was doing about 12,300 rides per day across three cities in 2024. By late 2025, that number was 57,100 rides per day across six cities.” But: “their annualized revenue run rate topped $350 million. That puts the valuation at 360 times revenue.” Also: “The company plans to get there by adding new vehicle models to its fleet and expanding into additional markets this year, including Washington, Detroit, Las Vegas, San Diego, and Denver.”

  • Enterprise AI use is and will be slow because of the integration, human, and governance bottlenecks. In other words: because it’s enterprise, not consumer. // “AI is transformative. It is not magic. The path from here to widespread transformation runs through infrastructure complexity, organizational change management, regulatory adaptation, and a workforce that needs to develop genuinely new skills – not just sign up for a $20/month subscription.”

  • Strong reco from the VP of Cables.

Now in high resolution version, just in time for 2026.

  • This was a good talk from Adam Jacob. Next level AI coding enthusiasm. The most interesting angle was that the much of the audience seemed new to the notions. Also, the part of taste, for example, the end of DRY.

  • Europe set to treble sovereign cloud investment - “European spending on sovereign cloud infrastructure services is forecast to more than triple from 2025 to 2027 as geopolitical tension drives investment in homegrown services, according to Gartner.” More context:

  • Sovereign Computing, panel - This was a great panel, very detailed on topics and actually trying to figure out what to do, talking through hurdles, etc.

  • The dark side of AI meeting notes and AI notetakers - Don’t say dumb shit at work.

  • 62% of enterprises now use Java to power AI apps - “62% of organizations polled now use Java to code AI functionality – up from 50% last year.”

  • Will AI kill Indian IT? The $300B billable hour reality check - “As of now, experts said, junior roles that execute repetitive, standardized tasks are most vulnerable. Mid-level jobs with low specialization could also become redundant in the next decade. Workers who upskill will likely continue to earn good salaries. ‘AI should not be viewed as an existential risk to Indian IT, but as a filter,’ Biswas said.”

  • Monopoly Round-Up: The $2 Trillion Collapse of Bitcoin and Terrible Software Companies - There’s very little pity for ERP software: “They charge junk fees, their products have bad looking interfaces, and their products are often crappy and extractive.” // These companies should be using AI to improve UX.

  • The $285 Billion ‘SaaSpocalypse’ Is the Wrong Panic - “Ask yourself: which lock-in would an enterprise CFO prefer: Being locked into a CRM that holds 15 years of customer data, process customizations, and institutional context that would take two years and $50 million to migrate? Or, being locked into a foundation model that could be swapped for a competitor by changing an API endpoint?”

  • Bafflement with Bezos - “The purpose of having f##k you money is to say f##k you, but it seems the purpose of f##k you money is to have more f##k you money.” // Unfolding vibe out there: sick of tech billionaires.

  • Governments Are Using AI To Draft Legislation. What Could Possibly Go Wrong?- Answer: not much if you read and check the output. Of course, that depends on humans. And we know how that goes.

  • Skills Are the Most Underrated Feature in Agentic AI - “the key insight: skills let you encode workflows that are too complex to type out on demand but too specific to be built into the model. Every team has these. Your deployment checklist. Your code review standards. Your data migration process. Your onboarding documentation generator. These are all skills waiting to be written. The portability angle is worth noting too. Because skills are an open standard, a skill you write for Claude Code works in Copilot, Cursor, and Codex. You’re not locked into one vendor’s plugin system. You’re writing portable procedural knowledge.”

  • Large Language Numbers - “knowing that Roblox has 350million monthly active users vs BlueSky’s ~30m is really useful when talking to Gen X and Millennials. As one has a big influence on culture), and the other is a text ghetto.”

The Banquet, René Magritte, 1958.

  • “Burnout is a complex beast. It could easily be triggered by all the (non-negligible) non-work stuff I have going on. It might also be a sign that I’m not investing my energies in things that fulfill me. Or I might just have too much to deal with.” Trish.

  • “The first signs of burnout are coming from the people who embrace AI the most - You had thought that maybe, oh, because you could be more productive with AI, then you save some time, you can work less. But then really, you don’t work less. You just work the same amount or even more."

  • “$/hr”

  • “I work two hours in the late morning, two in the early afternoon, followed by a walk along the river to think over the next day. Then at six, Scotch and soda, and oblivion.” J.G. Ballard.

  • Why it was a Boston vacation.

  • “It’s like watching a locomotive barrel headlong into a tornado.” Leo Laporte.

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Contessa Castiglione Print, 1865. Art Prints, Posters ...
Virginia Elisabetta Luisa Carlotta Antonietta Teresa Maria Oldoini Rapallini, also see bio.

I think this week went well. Yes, I keep to do lists and project records. But, I can still never tell if I’m missing something. I know I produced a lot of things, did a lot of stuff, but is there something I forgot?

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