Revenue per employee up 75% for the top decile of AI/software companies in 2025. Probably doesn’t slow down in 2026 given the December revolution in AI coding agents. Nothing to see here, move along. No evidence of AI productivity anywhere.

Delighted that @Atreidesmgmt is an investor in @maticrobots Seeing is believing. Everyone who doesn’t enjoy vacuuming and mopping should buy one. I am buying one for everyone in my family and everyone at Atreides. Truly crazy customer love here.

Claude in Excel. For Microsoft, the beatings will evidently continue until morale improves. Also fascinating window into AI native vs. software: Claude evidently only uses Excel as a presentation layer whereas the Microsoft implementation uses Claude to run Excel functions.