A cursory glance does make it appear like either a prolific individual, or a bot. The fact that the novel bears little relation to the analytics posts, which seem to bear the style of LLM prose, makes the whole thing fishy. Ironic given the subject matter of TFA
Revenue recognition for private companies generally is less precise than for public companies, which in the US are obligated to report under GAAP, which uses a different indicator than annualised revenue so public companies are comparable.
It makes sense to scrutinise Anthropic’s revenue in the lead up to IPO on those grounds; their AR figure simply isn’t comparable to revenue numbers from other firms.
However it doesn’t make sense to be sensational about this - iirc reporting GAAP revenue is a necessary condition of going public so the chickens will come home to roost one way or another.
Yep agree it looks like it’s taking the existing generated artefact, parameterising it within an inch of its life, exposing a pseudo WYSIWYG for the parameters and calling it a day with a few export options. Not a huge leap from what they’ve got already but it’s a clever adjacent step for sure. Same product new chrome.
You’re illustrating one of the points of TFA - a team that is equipped with the right tools to measure feature usage (or reliably correlate it to overall userbase growth, or retention) and hold that against sane guardrail metrics (product and technical) is going to outperform the team that relies on a wizardly individual PM or analyst over the long term making promises over the wall to engineering.
Without commenting about the frequency of negligence myself, I suspect at least that you and GP are in agreement.
I doubt GP is suggesting ‘go ahead and be negligent to feedback and guardrails that let you course correct early.’
Plugging the Cynefin framework as a useful technique for practitioners here. It doesn’t have to be hard to choose whether or not rigorous planning is appropriate for the task at hand, versus probe-test-backtrack with tight iteration loops.
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