- What’s a software CEO to do in the current climate? Here’s the urgent 2026 playbook - Playbook for software companies that are (forced to) switch from growth mode to normal company mode.
- Anthropic raises $30 billion in Series G funding at $380 billion post-money valuation \ Anthropic - “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.”
- 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.”
- “It’s like watching a locomotive barrel headlong into a tornado.” It’s so unsettling watching our … | And me? I’m Leo Laporte
- 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.
- 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.
- “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.
- “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
Check out more pictures of Virginia Oldoini Rapallini, Countess of Castiglione, and also some more about her.