stephencoyner

I think it’s clear that most of their revenue is enterprise and enterprise demands zero data retention, which you can’t have with Fable currently. Non starter. This isn’t a price thing

If this ban remains in place, it could mean that Anthropic is forced to remove its non-US citizen employees from frontier research. How can you do work on a model if you’re not allowed to use it?

If we take this further, it could mean that every company that uses AI tools will put a premium on hiring US citizens, since they’re the only ones that can use the best models.

This would transform the tech industry. Then finance, bio-tech, legal, etc.

I doubt it survives in this form, though. The compliance burden of segregating half your engineering org by citizenship is enormous, and the competitive cost of complying is exactly what would generate pressure to carve out exceptions.

Coding agents are getting deployed wall to wall in most if not all of the major tech companies. Many have no token limits - spend as much as you want as long as you have a good story to tell.

Companies bake their workflows into these tools. Internal processes start to be written up around specific tools. Once something works, it gets pushed out at scale for all to copy.

Anthropic hit $30B in revenue and this is just the start of coding being deployed at scale. Hard to look past these numbers at this point

The labs team absolutely cooked with this. As a designer who's been using Claude Code a lot to make better prototypes, I still go back to mockups for comparing many iterations, collecting precise feedback with comments, and documenting decisions for decks or sharing with other departments like product marketing. This seems to solve for all of these use cases (or at least start to).

It's also just a beautiful product. The interaction model, styling and integrations via exporting is all super thoughtful

I’m sure most of their revenue is large enterprise customers who serve government with their products - this looks very bad

I saw Boris give a live demo today. He had a swarm of Claude agents one shot the most upvoted open issue on Excalidraw while he explained Claude code for about 20 minutes.

No lines of code written by him at all. The agent used Claude for chrome to test the fix in front of us all and it worked. I think he may be right or close to it.

>There’s an item in the personal consumer expenditure data called Financial services furnished without payment (107), on which Americans are going to spend roughly $600 billion this year, or $2k per person. That’s not a small amount, and it’s also growing very quickly. So what is this item? Basically, it’s “free” checking. When you keep your savings in a bank, and that bank pays you much less than the market rate of interest, that’s a cost you don’t necessarily see, but a cost nonetheless. The Bureau of Labor Statistics (BLS) assumes the $2k a year you send banks by receiving too little on your deposits is tallied as “buying” free check and banking apps. That’s considered more consumer spending, and more consumer spending means a happier consumer. Aka, BLS thinks you really like your banking app.

I had absolutely no idea. This makes a lot of sense now - “consumer spending” keeps going up, but anecdotally I don’t see or hear of people with more disposable income

I don't see a clean solution here. The price/craft distinction matters - companies competing on price (Amazon retail) have different incentives than those competing on quality and craft (Notion, Linear). If you're in the price business, replacing expensive US labor with cheaper global labor is rational. If you're in the craft business, it usually isn't.

But that framing is incomplete. Amazon isn't just retail - AWS, logistics tech, and AI enablement are craft-heavy. Cutting experienced people in those areas might be short-term thinking dressed up as strategy, not actual optimization. The policy question is where I get stuck. Regulate this, and US companies risk losing ground to foreign competitors who don't follow those rules. Do we want Alibaba as the default American retailer? But do nothing, and experienced workers keep getting squeezed while "efficiency" narratives provide cover.

What's the intervention that doesn't just shift the problem somewhere else?

Not just rideshare, but food delivery has been practically outlawed with all the taxes and fees. We have…

Sales tax: 10.25% on prepared delivery food.

Commission cap: Apps can only charge restaurants up to 15% per order, which leads to apps passing on fees to consumers

PayUp ordinance from 2024: delivery workers must be paid at least $0.44 per engaged minute + $0.74 per engaged mile, or a minimum of $5 per offer, whichever is greater. For 2025, those rates increase to $0.45/minute, $0.77/mile, or $5.20 per offer.

I tried to order 1 pad Thai and 1 curry the other night and it was going to be over $70. Insanity.