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tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #
1
# new bestseller first 24 hrs Subscribe Tell the truth. Be accurate. Be right
Joined October 2008
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Following
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tae kim
@firstadopter
2026.11.06 05:42
Narrator: Anthropic BLEW OUT expectations for October ARR WSJ: "Anthropic’s run rate—a metric used to estimate annual revenue—topped $80 billion at the end of October, up from the prior month, according to a person familiar with the matter."
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