Anthropic's S-1, Amazon's AI Memo to Engineers, De-Slopped Qwen & Claude Auto-Evals

Artificial Developer Intelligence · Oct 30, 2026 · 55m · transcript

Anthropic's S-1 shows an 85% gross margin, 900% net revenue retention, and an $80.7 billion net loss for the first half of 2026.

Also: Amazon's memo on measuring AI adoption, a Qwen3-4B with the slop trained out, and Shimin hill-climbing his own writing skill.

Hosts: Shimin Zhang and Dan Lasky. Rahul is out this week, but he sent in the S-1.

▸ News: Microsoft's 60,000 Buyouts — A Voluntary Exit Offer went to about 60,000 employees at level 70 and below, more than a quarter of Microsoft's 223,000 staff. AI productivity, or cost cover for AI capex?

▸ News: OpenAI Takes Training Off the Live…