Christoph Janz 🕊

Thrilled to be back in the Bay Area for the next 6 months! “Let me know who I should meet”, as they say. :) PS: Still no shiny office on Sand Hill Road, but the temporary P9 US HQ is slowly taking shape.

RT @petesoder: Announcing @AICouncilConf 2027: March 23-24 at the Palace Hotel in SF! For 13 years, we've been bringing together the people who build production AI and data infrastructure. Past speakers include: 👉 @CompleteSkeptic, co-founder & CEO of @typesafeai 👉 @barrald, co-founder & CEO of @hexanalytics 👉 Hannes Mühleisen, co-creator of @duckdb 👉 @dzhulgakov, co-founder & CTO of @FireworksAI_HQ 👉 @alexmashrabov, co-founder & CEO of @higgsfield 👉 @bernhardsson, founder & CEO of @modal 👉 @cclark, co-founder & COO of @OpenRouter 👉 @denisyarats, co-founder & CTO of @perplexity_ai 👉 @vincentweisser, co-founder & CEO of @PrimeIntellect Every talk is hand-picked by our community track hosts for technical depth. You get the architectures and production lessons from the people who built them, and you won’t find this lineup anywhere else. The hallway matters as much as the stage. People have met co-founders at AI Council. They've met investors. One told me she closed the biggest deal of her year there. Speaker applications for ‘27 are also open now! If you’re building something the room should hear about, or know someone who should be on our stage, now’s the time to apply.

The new Wordle … Sortle! Sortle 28 Oct 2026 ⚖️ Weight 8/10 🏎️ Speed 8/10 💵 Price 9/10 Daily total: 25/30 1 day streak cc @linusjanz

RT @qui_rins: planning a china trip for the first week of december, visiting beijing, shanghai and shenzen, trying to get a better grasp on energy and robotics hardware production. any recommendations on whom to meet and what to see?

When you just can’t wait for the iPhone Duo…

RT @Shapr3D: Yes, it's coming 👀

RT @TuscherMarc: Still catching my breath from last week. New partnerships with @Teradyneinc, @Universal_Robot, @nebiusai, @nvidia, @cevalogistics, and @Zalando. On stage at @NVIDIAGTC and the Zürich Robotics Roundtable with @oier_mees, @andrei_danescu, @cpiechnick, @TheHumanoidAI and @Agile_Robots. Cortex handled shoebox returns for packed crowds at #GTCBerlin and BVL Supply Chain, and Sereact got a spot in Jensen's keynote. All while shipping more robots than ever.

RT @ralfgulde: No two returns look the same. That’s exactly why we built Cortex. Dual-arm picking, live at @Zalando x @cevalogistics

Excited for #sev0 #sev02026 SF!

RT @jack_newton: Clio’s new brand, larger than life in Times Square. A proud moment seeing it light up the @Nasdaq Tower! @goclio

So looking forward to it!!!

Get excited San Francisco 🔥 #sev0

This year, stock prices of app-layer SaaS and AI stocks have completely decoupled. In Q4/25, there was still a (mild) positive correlation (+0.25). In Q3/26 this has turned into a clearly NEGATIVE correlation (−0.51). 42/64 days, they went in opposite directions.

RT @jack_newton: So proud of our creative and marketing teams on this incredible new brand identity for Clio

RT @jasonlk: Anthropic's S-1 is out. 5 metrics that stand out: #1. 900% Net Revenue Retention Usage customers are spending 9x what they spent a year ago. ~250 customers now pay $10M+ a year. That's labor budget, not software budget. #2. Compute fell from 201% of revenue to 55% in a year (H1 '25 to H1 '26) This happened while they cut customer cost per task ~40% with Opus 5.5. #3. Sales, marketing & partnerships went from $120M to $3.2B, a 26x increase. It's now larger than total payroll The fastest-growing B2B company ever is still spending heavily on forward-deployed engineers, SIs and partners. #4. $6.6M in revenue per employee, up from $1.4M a year earlier The new normal? #5. Adjusted operating margin went from -159% to +10% (non-GAAP) $16.3B in revenue in H1 2026, up from $1.2B a year earlier. The $80.7B net loss is mostly paper. $72.4B of it is fair-value markups on convertibles. The operating loss was $693M.

RT @jack_newton: Today at ClioCon, I unveiled Clio's new brand that captures the scale of the company we’ve become and the future we’re shaping for the legal industry. Meet the new Clio.

RT @addyosmani:

RT @whoiskatrin: really excited for @OpenAI DevDay in Berlin tomorrow! i’ll be speaking alongside some brilliant people i get to work with every day. can’t wait to meet everyone, please come say hi!

Live blogging as they speed-read through the S1 :)

RT @AnthropicAI: Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

RT @jack_newton: So excited for what we’ll be launching and sharing at #ClioCon in just a few hours.