@unpopularvc Ant raised money through convertible notes. As its valuation soared, those notes became more valuable, and accounting rules required Anthropic to record that increase as a loss. So most of its $80B loss wasn't actual cash spent.↗

Google personal assistant is geared at families, called CC Great name! labs.google.com/cc/↗

Muse will be the top installed app for a while thanks to Meta’s distribution might.. But they are starting to have a retention issue: most people still don’t know what to do with a personal agent, so they lose interest after a while. I bet Muse will get much more proactive rat…↗

Wow. Jeff Bezos is raising a $100B fund to buy manufacturing companies and automate with AI. wsj.com/tech/jeff-bezo…↗