TBPN Sequoia's Leadership Shakeup, Anthropic's Road to Profitability, đ Timeline Reactions
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Nov 4, 2025 Sequoia's leadership shakeup highlights the new stewards taking charge amidst shifting strategies. Anthropicâs ambitions for profitability are boldly contrasted with OpenAIâs traditional model. A lively discussion ensues about the state of the AI race, particularly between the U.S. and China. Palantir's surprising investment in high schoolers sparks debates on hiring and productivity. Meanwhile, a note on innovative trends reveals AI-generated music reaching Billboard charts, showcasing the evolving landscape of creativity.
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Sequoia's Stewardship Transition
- Sequoia announced Alfred Linn and Pat Grady as new stewards, signaling an intergenerational leadership handoff.
- The move emphasizes stewardship, apprenticeship, and company-building over publicity.
Anthropic's Profit-First Forecast
- Anthropic projects rapid revenue growth and aims to be cash-flow positive by 2027.
- Their plan contrasts with runaway CapEx models by forecasting profitable API sales rather than perpetual unprofitable training runs.
Palantir's High School Fellowship
- Palantir reported strong Q3 growth, hitting record revenue and high margins.
- Alex Karp launched a meritocracy fellowship hiring high school graduates straight into the company.
