Anthropic run rate topped $80 billion at the end of October, up from the prior month. Metric used to estimate annual revenue.
Key points
Run rate: $80 billion at end of October
Increase: up from the prior month
Sources
DoorDash AI agents generate several hundred orders, ~0.0001% share
DoorDash CEO Tony Xu says third-party AI agents are generating several hundred orders since launch. DoorDash processes about 330 million orders per month, making the AI-generated share roughly 0.0001%.
Key points
AI agents are generating several hundred orders across the time they have been up and running.
DoorDash handles ~330M orders/month, so AI-generated orders represent about 0.0001% of total.
Sources
Airbnb AI agents consumer behavior details 500k bookings daily
Airbnb AI agents discussion notes ~500k bookings a day and high user browsing activity. Users view dozens of listings and over 25 photos each, with 90% of users engaging.
Key points
Bookings per day: ~500k
User browsing: average looks at dozens of listings and 25+ photos, 90% of users
Sources
AI engineer redesigns data centre cooling and turbine blade, open-sources simulation agent
AI engineer turned physics simulations into better designs, redesigning a data centre’s cooling system to use less electricity and finding a turbine blade that beat a leading published design. The simulation agent behind these results is now open-sourced.
Key points
Redesign of a data centre cooling system uses less electricity.
Turbine blade design beats a leading published design.
Simulation agent is open-sourced.
Sources
Boom prioritizes energy first, then supersonic, with 165 staff
Boom says it is focusing on energy projects before building its supersonic airliner, noting a staff of ~165 with ~5 on the airplane. It reports United's CEO gave a 50/50 odds endorsement for the supersonic effort and expects Overture to be delayed by one or two years.
Key points
Staff count is ~165 total, with ~5 on the airplane.
United's CEO gave a 50/50 odds endorsement for the supersonic airliner.
Sources
Result iOS agent launches with on-device cards, passwords, Apple Pay
Result is an iOS agent that keeps cards and passwords on-device and supports native Apple Pay. It can run openweight models locally or in the cloud and works in the background even when the device is locked.
Key points
Cards & passwords stay on-device
Native Apple Pay & Passwords
Run openweight models on your compute or cloud
Sources
Canos launches liquid biopsy for dogs, 1 in 4 cancer
Canos launches a liquid biopsy test for dogs, aiming to catch cancer earlier. 1 in 4 dogs are diagnosed with cancer, most found late. The company is YC F26.
Key points
1 in 4 dogs are diagnosed with cancer.
Canos is YC F26.
Sources
Boom expansion into gas turbines for data centers announced
Boom will discuss its new expansion into making gas turbines for data centers on an upcoming Social Radars episode with Blake Scholl. The episode is scheduled to publish in a few hours.
Key points
Episode: Social Radars with Blake Scholl about Boom’s gas turbine expansion
Timeline: publishing in a few hours
