Anthropic CFO Krishna Rao talks about how his team uses Claude. Says Head of Tax is biggest power user working on tax policy engine. Finance team built 70 specific skills, including automating financial statements and monthly reviews (says they are 90% done, then human reviews).

Jensen called this “probably the single most important chart for the future of AI factories”. Y-axis is “Throughput” (total volume) while X-axis is “Token Speed” (more tokens per second = more interactivity for a user + more context + more reasoning). Cerebras IPO very much about the chart. Firms market and price token offerings on those two variables, which are in tension. A free tier typically is high throughput but lower token speed. Meanwhile, the priciest tier would have lower througput but high-value tokens (eg. research, coding) SemiAnalysis makes the analogy of a “bus vs a Ferrari: you can choose to serve lots of users slowly, a single user quickly, or anything in between.” Nvidia’s challenge is to build systems that lift the entire line up and to the right. Jensen says Vera Rubin architecture improves revenue opportunity 5x vs. Blackwell. Then, if you add Groq to Vera Rubin, that revenue opportunity is up 10x vs. Blackwell. Groq is Nvidia’s option for delivering the higher value tokens at speed, which is the same market that Cerebras is targeting. Cerebras is attacking the problem with a massive, single-wafer design. Meanwhile, Groq uses multiple, smaller, connected chips and a specialized processor architecture design (Language Processing Unit aka LPUs).

[NEW] Just updated OpenADE, our free open-source AI coding tool for easy collaboration and commenting in teams. Try it, now with faster diffs and new GPT-5.5 / Codex integration (also works with Claude, Code).

Still incredible that the DeepMind documentary has footage of exact moment Demis is told that AlphaFold can “easily” predict all known (1-2B) protein sequences “in a month” and he says to do it. Then, it shows the moment AlphaFold is released to the world.

Founder of Chicago-based prop trading firm DRW says compute will be world's top commodity in 10 years. People will spend more on GPUs than an oil, which means that there should be a futures financial market for GPUs.  Interesting implications for startups and cloud providers: