Markets Stratechery · 2h ago

Anthropic just became a heavyweight.

They're raising at a $900B valuation — the AI company NextOS runs on is now one of the biggest names in tech. Worth a read before the vendor call.

vendor-bet BYO-keys 12-18mo window

Read the 2-min take

Pricing The Information · 5h ago

How software gets priced is shifting.

GitHub now charges per-user plus usage, and Microsoft says every product will follow. Good context for the pricing call on the 15th.

pricing $50 floor 15 May call

Add to the 15 May notes

Weather BoM Northern Rivers · updated 06:00

Rain's coming for Sunday's games.

80mm forecast this weekend, and BBFC plays Sunday. Say the word and I'll warn Ros and prep the kiosk early.

BBFC wet-weather modal matchday

Give Ros a heads-up Not yet

Infrastructure AI Daily Brief · 06:00

AI running costs are climbing — and that's fine.

GPU prices are up 40%. It never hits your bill — NextOS clients bring their own keys. Nothing to do; just a tick on a call you already made.

BYO-keys infra economics

Good to know — next

Your Numbers Vera · live · 11:42am

Vera spotted something in the numbers.

Supplier costs jumped 18% last quarter — outside the usual range, and unseen so far. Vera can draft a renegotiation memo, ready when you are.

wow-card Vera P&L watch

Have Vera draft the memo Later