🌍 Batko OS - the World as a System 🤖 batko.substack.com/subscribe 👈 available now 🔥 My musings about systems: 👊 practical - inbox, meetings 🪂 high level - luck, work-life 🧠 strategic - brand, goals ++ featuring the best available startup operator right now! 👩‍💻

The plan? Release the Anthropic S1 and have everyone put it into Claude to summarize and generate charts from it to increase token spend leading to higher ARR, thereby improving the financial data

My quick takeaways on the Anthropic S-1: 1. This is a historical moment 2. $6.6M in revenue per employee!! Hard to even comprehend how good that is but Anthropic is AI native as it gets so makes sense. 3. I always thought OpenAI would drop their S-1 first 4. Customers spend about 9x more after a year. Net Revenue Retention is approximately 900% as of Sep 30, 2026. Good SaaS companies brag about 120%. 5. Cowork is growing faster than Claude Code did. Goes to show you the demand for consumer products. Duo will probably rip. 6. 3 years ago this company did $41M in revenue. In the first six months of 2026, it did $16.3 billion. I don't think anyone has a mental model for that curve yet, I sure don’t. 7. Nearly half of revenue comes through cloud marketplaces. About 48% comes from customers buying through them. Big companies buy where their budget already lives, and the lesson for founders selling to enterprises is to get listed where your buyers already spend. 8. Their run rate formula is published: the last 28 days of usage times 13, plus subscriptions times 12, which i guess is the new ARR math for founders? 9. It looks like They're merging Cowork into Claude dot au which tells you the chat box era is ending and the "go do the work for me" era is here. 10. Thousands of Anthropic employees are about to become liquid at once, so expect the biggest wave of new AI startups and angel checks San Francisco has ever seen. Reminds me when Facebook went public but this is way bigger. Let’s go! 11. Buried in the filing, Anthropic says the gap between what Claude can do and how widely it's used is one of its biggest growth opportunities, so the company itself is telling you the models are ahead of the market and someone has to close that gap for dentists, landlords, and plumbers. 12. Whatever happens, exciting times to be building in AI.

A company we work with spent three months trying to set up AI themselves. It stalled. Our co-founder @finlayekins on what changed when we came in:

Anyone with experience building a GPU tower for local inference, is this setup good? GPU: RTX PRO 6000 Blackwell Max-Q (96GB) CPU: Ryzen 9 9950X, 360mm AIO Board: ASUS ProArt X870E-Creator RAM: 128GB DDR5 (2x64GB) SSD: 4TB Samsung 990 Pro PSU: 1050W Platinum This is for running Qwen 3.8 30B for local inference

Services!

Tech Bros talking to a female-voiced AI that laughs at their jokes

PUMPED for this 🔥 virtual AI ROOMS for XYZ industry free but exclusive >> 10 people max >> candidly sharing with Peers in your industry (1) what AI worked (2) what didn't >> what can we all learn from each other? I'll be facilitating, the 60mins chats 10 people max, tbh might try to make it smaller can't find your industry or room? you can request one 👉 thehourglass.ai/events

We hit $100K in our third month as a company, all by selling outcomes, not software. Here's why I think productised service businesses are the lowest risk path to building a $50M+ company 👇

if you haven’t tried yet get Claude to give you feedback on weightlifting technique Below is a one shot simplest possible prompt “give me feedback, mark it up”

first time in my life running a real sales process (fundraising doesn't count) are these stats good or bad? >> best resources to learn sales / process / funnels? load me up with reading my read: referred lead is 10x more valuable than website lead

Most underrated AI account on X imo a must-follow: x.com/finlayekins

Claude consuming up and summarising my bookmarked articles so they actually get looked at.

The get rich quick schemes giving everyone FOMO in the AI goldrush: 1/ walking into SMBs redo their websites 2/ buy companies cut cost with AI 3/ create course with Claude sell it But - do you want that to be your life? Do you want to run a “boring” business? Do you want to create websites? The real Q imo is - what do you love doing? Stick with that. Ignore everything else.

ironically so as it’s the social media network that comes down on AI the hardest

Our builder Jeremy on OpenAI's new Dots, the agents that live in Slack and Teams: "An agent is only as good as what it already knows about your company."

The comments are killing me man 😭