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VOICE ARCHIVE

Austin Rief

@austin_rief
33 posts
2026-03-04
Anthropic just hit $19B in revenue. That's up $5B in the last few weeks. As a reference point, the median revenue for the 2025 Fortune 500 is $16.64 billion. Anthropic is massive. [image]
2026-03-04 View on X
Bloomberg

Sources: Anthropic recently passed $19B in run-rate revenue, up from $9B at the end of 2025 and ~$14B a few weeks ago, as its clash with the US DOD casts doubt

Anthropic PBC is on track to generate annual revenue of almost $20 billion, a projection based on current performance, more than doubling its run rate from late last year …

Anthropic just hit $19B in revenue. That's up $5B in the last few weeks. As a reference point, the median revenue for the 2025 Fortune 500 is $16.64 billion. Anthropic is massive. [image]
2026-03-04 View on X
Reuters

Sources: some investors push Anthropic to de-escalate its DOD dispute and avoid the “supply-chain risk” designation; source: some Anthropic-DOD talks continue

2026-03-03
Twitter: Cursor is dead Cursor: [image]
2026-03-03 View on X
Bloomberg

Source: Cursor's annualized revenue topped $2B in February, doubling from three months earlier, with ~60% coming from new and existing corporate customers

Cursor's annualized revenue topped $2 billion in February, according to a person familiar with the matter …

2026-01-24
There is great irony in Ramp's biggest competitor (Brex) selling to Capital One — the company the Ramp founders sold their first company to, and where they decided to launch Ramp to compete with them.
2026-01-24 View on X
Wall Street Journal

Capital One agrees to acquire Brex, which specializes in tech to administer corporate credit cards, expenses, and rewards, for $5.15B in cash and stock

That's what you call going out with a whimper.Hugh Son /CNBC:Capital One is buying startup Brex for $5.15 billion in credit card firm's latest deal

There is great irony in Ramp's biggest competitor (Brex) selling to Capital One — the company the Ramp founders sold their first company to, and where they decided to launch Ramp to compete with them.
2026-01-24 View on X
The Information

Source: Greenoaks, one of Brex's top investors, will return twice its investment after Capital One's Brex acquisition for $5.15B in a half-cash, half-stock deal

Brex's $5.15 billion agreement to sell to Capital One isn't the kind of exit employees or investors would have dreamed of four years ago …

2026-01-23
There is great irony in Ramp's biggest competitor (Brex) selling to Capital One — the company the Ramp founders sold their first company to, and where they decided to launch Ramp to compete with them.
2026-01-23 View on X
The Information

Source: Greenoaks, one of Brex's top investors, will return twice its investment after Capital One's Brex acquisition for $5.15B in a half-cash, half-stock deal

Brex's $5.15 billion agreement to sell to Capital One isn't the kind of exit employees or investors would have dreamed of four years ago …

There is great irony in Ramp's biggest competitor (Brex) selling to Capital One — the company the Ramp founders sold their first company to, and where they decided to launch Ramp to compete with them.
2026-01-23 View on X
Wall Street Journal

Capital One agrees to acquire Brex, which specializes in tech to administer corporate credit cards, expenses, and rewards, for $5.15B in cash and stock

Deal would give credit-card issuer access to technology used by thousands of companies for corporate credit cards

2026-01-22
There is great irony in Ramp's biggest competitor (Brex) selling to Capital One — the company the Ramp founders sold their first company to, and where they decided to launch Ramp to compete with them.
2026-01-22 View on X
Wall Street Journal

Capital One agrees to acquire Brex, which specializes in tech to administer corporate credit cards, expenses, and rewards, for $5.15B in cash and stock

Deal would give credit-card issuer access to technology used by thousands of companies for corporate credit cards

2026-01-10
A16Z raised 18% of all VC dollars in 2025. That is wild.
2026-01-10 View on X
Axios

a16z raises $15B+ across five new funds, including $6.75B for its fifth growth fund, the largest sum, and $3B for unspecified “other venture strategies”

Venture capital firm Andreessen Horowitz, whose past investments included Airbnb and Coinbase, on Friday announced …

A16Z raised 18% of all VC dollars in 2025. That is wild.
2026-01-10 View on X
Forbes

a16z captured 18%+ of all venture capital allocated in the US in 2025 and now manages $90B in assets, vs. Sequoia Capital's $56B and General Catalyst's $43B

Andreessen Horowitz has raised $15 billion for five new growth and venture funds in one of the largest-ever raises for a venture capital fund.

2026-01-09
A16Z raised 18% of all VC dollars in 2025. That is wild.
2026-01-09 View on X
Axios

a16z raises $15B+ across five new funds, including $6.75B for its fifth growth fund, the largest sum, and $3B for unspecified “other venture strategies”

Venture capital firm Andreessen Horowitz, whose past investments included Airbnb and Coinbase, on Friday announced that it raised over $15 billion for a group of new funds.

2025-03-29
If Elon pulls this off and builds a true competitor to OpenAI, it may be his most impressive feat yet.
2025-03-29 View on X
CNBC

Elon Musk says xAI acquired X in an all-stock deal valuing xAI at $80B and X at $33B; xAI was reportedly in talks to raise funds in February at a $75B valuation

Elon Musk said on Friday that his startup xAI has merged with X, his social network, in an all-stock transaction that values …

2024-12-12
YouTube TV is now $82.99/month. $1,000/year for live TV feels like a ripoff. [image]
2024-12-12 View on X
Awful Announcing

YouTube tells customers that the monthly price for YouTube TV's base plan will jump from $73 to $83 in January 2025, after raising it from $65 to $73 in 2023

YouTube TV logo  —  Streaming services became a popular alternative to cable and satellite television because they were available …

2024-10-28
You can now bet on the election on Robinhood. The stock market, betting markets, and crypto are all converging. The degenerate economy is taking over. [image]
2024-10-28 View on X
CNBC

Robinhood says US users that meet a certain criteria can trade a Kamala Harris or Donald Trump contract via its Robinhood Derivatives unit and ForecastEx

WATCH NOW  —  Upstart broker Robinhood is jumping into the prediction betting game, announcing on Monday that users can begin trading …

2024-09-26
I'm sure it's a complete coincidence that OpenAI's CTO stepped down the same day as it removed its non-profit status. [image]
2024-09-26 View on X
CNBC

OpenAI CTO Mira Murati says she is leaving the company after 6.5 years “because I want to create the time and space to do my own exploration”

- OpenAI's board is considering plans to restructure the firm to a for-profit business … OpenAI's board is considering plans …

2024-07-15
Trump's chances to win the 2024 Election are up 8% in the last 30 minutes on Polymarket.
2024-07-15 View on X
Wall Street Journal

A look at Polymarket, a crypto-based prediction market with a focus on elections that has raised $70M+ and traded $350M+ in predictions on the US election

2024-07-14
Trump's chances to win the 2024 Election are up 8% in the last 30 minutes on Polymarket.
2024-07-14 View on X
Wall Street Journal

A look at Polymarket, a crypto-based prediction market with a focus on elections that has raised $70M+ and traded $350M+ in predictions on the US election

Prediction markets can provide a clear signal through even the most deafening noise.  That's why Americans are obsessively refreshing this one.

2024-03-06
The first punch in the Sam Altman v. Elon battle has been thrown. [image]
2024-03-06 View on X
Bloomberg

OpenAI fires back at Elon Musk's lawsuit, accusing Musk of suing when the company “started making meaningful progress towards OpenAI's mission without him”

Musk filed the lawsuit last week against OpenAI, Chief Executive Officer Sam Altman and President Greg Brockman …

2023-12-27
Amazon is already one of the largest ad businesses in the world at a $40b run-rate. Now, Prime Video will show you ads unless you pay $2.99/month. This will add many billions to Amazon's bottom line. [image]
2023-12-27 View on X
The Verge

Amazon Prime Video plans to start showing ads starting on January 29, with an option for customers to pay an additional $2.99 per month to avoid the ads

Earlier this year, Amazon announced plans to start incorporating ads into movies and TV shows streamed from its Prime Video service …

2023-07-04
There's never been a better time to compete with twitter. If I'm Zuck, I'm launching my Twitter competitor today. https://twitter.com/...
2023-07-04 View on X
TechCrunch

Elon Musk says Twitter has temporarily limited verified accounts to reading 10K posts/day, unverified 1K, and new unverified 500, due to “extreme” data scraping

well, I've been around. https://twitter.com/... Luke Zaleski / @zaleskiluke : On the one hand, same. But also she's saying it all with her silence right now. Elon is twitter. And T...