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The stack

4 picks · curated
01
Reuters 2h · exclusive

OpenAI seeks to accelerate fundraising ahead of Anthropic IPO

OpenAI is racing to lock in a roughly $30 billion round, at a valuation that could top $1.4 trillion, before Anthropic's expected mid-November IPO; SoftBank and MGX are in talks to join. It is pitching $50 billion in annualized revenue after GPT-6 Astra, heading to $70 billion by year-end, against Anthropic's roughly $65 billion as of July.

02
Stratechery txt 3 am · free weekly

Do you trust Apple?

Thompson starts from Jobs's 1999 AirPort demo (modern technology that is easy to use and private) and argues Apple's trust problem now is whether Siri AI justifies buying deeper into the ecosystem. With Siri's models coming from Google, he reads HomeView as shipped just in time and as a ledger of Tim Cook's services-first trade-offs against the Cook Doctrine of owning core technology.

04
Simon Willison txt 1h

My obituary for programming

Willison links Jeremy Scheff's elegy for programming as a craft: coding agents still reward people who like building working systems, but they take away the paid logic puzzles that drew many career programmers in. If solving those puzzles was the part you loved, Willison says, the loss is real.