The blog
The blog
Shorter pieces, published on weekdays, that sit alongside the weekly Founder File.
2026
- Anthropic's IPO: the founders sell about 1.4% of their shares and keep the votesEach of Anthropic's seven co-founders plans to sell 3,378,378 shares in the IPO, about $250m at the $74 midpoint. A Class F share carries a fixed 50.1% of the votes; the filing says the co-founders will collectively hold about 61.3% of voting power after the offering including that share, or about 11.2% excluding it, based on beneficial ownership as of 30 September 2026.
- OpenAI has bought Odessia, the AI travel agent Francis Davidson built in under a yearFrancis Davidson says OpenAI has acquired Odessia, the AI travel agent he founded less than a year ago. Terms are undisclosed and the service has shut.