subtlesoftware

This piece was published in mid-October based on rumored numbers.

Anthropic released their Q3 numbers today which show:

- $16.96B in revenue Q3

- Up 47% quarter over quarter (Q2 was $11.6B)

- Up >1000% year over year

I wouldn't say their growth "flattened"? Their price drops in September dramatically increased Claude token consumption per OpenRouter

Sources: https://www.anthropic.com/news/s1-sec; https://openrouter.ai/anthropic

Turning on asteroids is a jump scare

Who among us hasn't been spurned by a man named Dario

"Compared to switches and LED's, a video terminal can dis- play vast amounts of information simultaneously."

The beginning of the end.

Team of agents

Small issue: it changed the h1 text value which is the name of the product in our case

I'm actually looking forward to a bigger library on Netflix. Happy to pay a few more dollars per month for Netflix instead of managing ephemeral subscriptions to various streaming services.

Little Ben

Great question. It depends on the product. For niche SaaS products, I’d say in the next few years. For like Amazon.com, on the order of decades.

True for now because models are mainly used to implement features / build small MVPs, which they’re quite good at.

The next step would be to have a model running continuously on a project with inputs from monitoring services, test coverage, product analytics, etc. Such an agent, powered by a sufficient model, could be considered an effective software engineer.

We’re not there today, but it doesn’t seem that far off.

An operating system UI solves a specific problem: presenting all of your files and applications in a GUI that's flexible enough to support a wide range of fundamental activities.

A company landing page basically has two jobs: (1) sell the product and (2) let existing users access the product.

Applying the OS UI to a company landing page applies the wrong tool to the wrong problem.

The author writes:

> You can multitask, open a few articles simultaneously, and move them around as you please.

> You can be reading the latest newsletter from Product for Engineers while watching a demo video in the corner and also playing Hedgehog Mode, the game.

My browser has tabs – I can open multiple blog posts and read them separately. I don't want to read them while playing a random novelty video game on a SaaS company website.

I commend the author of this website because it is cool and well-designed, but this is not an effective product.

The caveat to this is that the design is thought-provoking. So maybe Posthog gets some buzz and leads because of the discussion among technical people about its new website.

The 69.1 column has the same height as the 30.8 column. My guess is they just duplicated the 30.8 column and forgot to adjust the height to the number, which passed a cursory check because it was simply lower than the new model.

This doesn't explain the 50.0 column height though.

The author focuses too much on the strawman of 10x engineer. If an engineer is even 2x more productive overall, that's a huge deal.

Link to the full script is broken?

If you default on your Klarna loan, you could pay them back in support hours:

> The pilot has started small, with two of the new breed of customer-service agents live now, but the ambition is to tap into candidates such as students or rural populations. “We also know there are tons of Klarna users that are very passionate about our company and would enjoy working for us,” he added.

[from the bloomberg article: https://www.bloomberg.com/news/articles/2025-05-08/klarna-tu...]