Anthropic’s IPO filing shows most of its compute goes to R&D, not customers

Anthropic’s IPO filing shows most of its compute goes to R&D, not customers

Anthropic’s IPO filing is revealing tons of juicy information

  • Claude income only covers what it costs to serve up the requests, it doesn’t touch the hardware costs
  • Only 1/3 of it’s $8.9 billion first-half compute bill was for customers, the rest went to research, trainging and internal Claude usage.
Geolocating people by audio clips

Geolocating people by audio clips

It’s long been known that people trying to remain anonymous have been betrayed by the silent hum of the electrical grid that gets unintentionally recorded in your audio and video clips. But now, there’s an even new one. You can be betrayed by planes going by – even if they are pretty much inaudible to you. The sound even travels through walls.

colsto shows us how anyone can isolate the sound of planes you have inaudibly recorded in your voice or video clips can reveal your location. He uses a filter to isolate the doppler curve of planes, uses open data sources to get flight paths and flight data, then examines the doppler curves of the plane passing to reconstruct enough of the plane’s probable path near you to find matches. And it’s shockingly accurate.

Even more frightening – you usually cannot even hear the planes in the recordings. Poor quality cell phone mics and data compression, running high pass and other filters usually doesn’t remove them either.

End of bug bounty programs

End of bug bounty programs

More people are ending their bug bounty programs. Most cite because there’s been a flood of AI generated bug reports.

  • Intel: Ended its paid bug bounty program (which offered up to $100,000) in September 2026, replacing it with a no-reward vulnerability disclosure program.
  • Google: Paused product vulnerability submissions for its Open Source Software Vulnerability Reward Program (OSS VRP) starting October 1, 2026, with a planned review/update by Q1 2027.
  • cURL: Terminated its bug bounty payouts at the end of January 2026
  • Nextcloud: Terminated its bug bounty program

Many early bug bounty programs cited a flood of worthless AI generated reports, but that is increasingly becoming less true. Curl originally stopped in January because of a flood of low-quality AI-generated submissions that was rarely a bug, but now the tide has turned and Curl’s Daniel Stenberg is now getting good quality bug reports. Everyone from Microsoft to the Linux have had dramatic 2x-10x increases in CVE fixes each release.

So, I suspect everyone is trying to absorb the mass of AI discovered bugs (Project Glasswing) and then we’ll likely return to a more normal bug bounty environment. That pre-supposes the number of bugs AI finds will actually decrease over the next few months…

Vibe coded Microsoft and Adobe apps

Vibe coded Microsoft and Adobe apps

We like it when we vibe-code your apps, but not when you do it.

It does leave people like Microsoft in a pinch. You want to push how amazing your AI is at generating code and apps; but suddenly realize now everyone can replace your apps with better ones without paying you much of anything.

Or worse, when you fire all your employees and they can all get AI tools like Claude for relatively cheap, or increasingly for free with local LLMs, perhaps your engineers will be the ones going off and making those new companies and ideas – and forget all about you.

Why do you have the worst schools in the country?

Why do you have the worst schools in the country?

Actual sign here in Portland. People wonder why Oregon schools are consistently ranked in the bottom 5 states. Portland Public Schools have had a history of wasted funds, underperformance, and will soon be closing up to 10 schools due to a net population decline for several of the last years as people move away from the widespread homeless problems as well as some of the highest taxes in the country.

I guess it really helps when your teachers are high too.