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Anthropic's IPO Puts ~$216 Billion in Employee Hands. Another $160 Billion Is Reserved for the Next Hires. Anthropic's employees hold ~$216B of equity at the IPO price. Another $160B is reserved for future hires. 5,300 employees. ~$41M each on average. Every B2B founder now competes for talent against liquid ANT stock. Anthropic's amended S-1 is out, and most of the coverage is about the deal size. 825 million shares at $70 to $78, ticker ANT, $64.4 billion at the top of the range, pricing next Wednesday night with trading on Thursday, Nov. 19. Add the $26 billion private placement from Google, Nvidia, AMD, Broadcom, Micron, Microsoft and TSMC and the greenshoe, and the raise tops $100 billion. #Data is beautiful #The Most Important Thing

Meet Nvidia’s interim CEO, Colette Kress, (https://www.theinformation.com/articles/interim-nvidia-ceo-colette-kress-tried-tame-nvidias-riskiest-bets?offer=rtsu-engagement-25&cio_link_id=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__401ee119232c746a17842714e7fa281169c69b93bbd998a7ba392024b7c81237&utm_campaign=%5BClaude%5D+RTSU%3A+Inter&utm_content=15987&utm_medium=email&utm_source=cio&utm_term=11017) who has tried to tame some of the company’s riskiest bets.

Waymo confirms it will split (https://techcrunch.com/2026/11/04/waymo-confirms-its-shaking-up-its-uber-relationship-in-january-2028/ ) with Uber in January 2028. #Auto Future

Spot on. Once you see it handle unmarked construction zones and unexpected detours in real-time, it's really hard to go back to basic lane-keep assist. #Auto Future https://medium.com/@joe_62117/buying-a-car-without-fsd-is-buying-a-flip-phone-4f83db16d6f0

In Apple’s first earnings under new chief executive John Ternus, the company reported sales growth slowed in its fiscal fourth quarter. Total revenue for the September quarter was $114.5 billion, up from 12% from the previous year, its slowest sales growth for the year. The iPhone business remained strong, advancing 17% to $57.6 billion. The iPad and wearables segments declined 10% and 8%, respectively. The services business continued to stagnate, growing slightly less than 10% to $32 billion in September sales. That was the slowest quarterly growth for services—which includes iCloud subscriptions, App Store and Apple TV, among others—in more than three years. Apple said it projects services growth of between 8% and 9% for the current quarter that ends in December. Apple said it expects total sales to grow between 7% and 10% for the current first quarter, showing a continued cooldown. Apple was trading down nearly 3% in after-hours trading. https://www.theinformation.com/briefings/apple-sales-cool?rc=gzsl71

Fireworks, a startup that helps developers run and train open-source models, in the last week has told some of its large customers including Harvey of a recent, more serious hack to its systems, according to two people with knowledge of the breach. The hack exposed data from some Fireworks customers, the company said Monday. Now some of Fireworks’ customers, who spend millions of dollars on its services per year, are considering switching to other providers, one of the people said. The incident highlights the increased security risks companies face, as AI-powered breaches become more common. https://www.theinformation.com/articles/new-fireworks-hack-threatens-1-billion-business?utm_campaign=%5BREBRAND%5D+RTSU+-+Aut&utm_content=1109&utm_medium=email&utm_source=cio&utm_term=129&rc=gzsl71