
Happy Tuesday ⚡️
Nvidia just posted the most profitable quarter in the history of chips: $81.6 billion in revenue, up 85% from a year ago, with $58.3 billion of that landing as pure profit. The line buried in the numbers is the one worth sitting with. Nvidia booked zero data-center revenue in China this quarter, down from $4.6 billion a year ago, and Jensen Huang said out loud that they've "largely conceded that market" to Huawei. The most valuable company in AI just split the chip market into a Western half and a Chinese one, and handed the second half to a competitor.
Today, we're talking about:
Why "we stopped hiring engineers" is actually good news for the engineers who stayed, and what it tells you about the role you want to be in
Why you're probably still using Claude like a search box, and the 20-minute fix that clones your own writing voice
A new Claude model, CNN dragging Perplexity into court, and the researchers who showed most AI benchmark scores are junk

Everyone Who Stayed Just Got a Team
The most misread number this quarter is Salesforce's engineering headcount. It hasn't grown in two years, and the doom take wrote itself: AI froze hiring, the engineers are next. The more useful version is the opposite. The 15,000 people already there got so much more powerful that the company decided it didn't need more of them.
The backdrop is real, to be clear. Tech layoffs hit 142,000 in the first five months of 2026, up 33% from last year, at companies posting records while pouring roughly $700 billion into AI infrastructure. But listen to what Marc Benioff actually said on the May 28 earnings call. Engineering has been flat at around 15,000 for two years, "we're not hiring more engineers," and the reason is "we've been using AI to create more efficiencies for our engineers." That's not 15,000 people doing the same job with fewer coworkers. Each one picked up an amplifier.
Cognition, the maker of the Devin coding agent, just raised over $1 billion at a $26 billion valuation on $492 million of revenue, with Devin shipping production code at NASA, Goldman Sachs, and Mercedes-Benz, growing 50% month over month. The easy story is that the agent replaces the engineer. What's actually happening is that somebody at NASA now directs a fleet of these and ships what used to take a department. The work moved up a level, to the person pointing the machine.
Our read: the line that matters has almost nothing to do with how technical your job is. It's whether you direct the work or wait to be handed it. The person who got promoted this year is the one who treats an agent like a new hire on their team, hands off the grunt work, checks it, and ships. The person sweating is the one still waiting for someone to tell them what an agent is even for. That gap is going to decide careers for the next five years, and your job title barely factors into it.
Even Jensen Huang is making the optimistic case, in a backwards way. He told other CEOs to quit blaming AI for layoffs, calling the narrative "just too lazy". He's right that AI isn't doing the work on its own yet. It still needs a human setting the goal, holding the leash, and catching the mistakes, and that human is worth more now, not less.
The headcount stopped growing because each head got more powerful. That's the promotion nobody sent an email about.
Need help building AI into your engineering and growth workflows?
Tenex is the team behind this awesome newsletter. We embed with your team to design, build, and ship AI systems that actually work—from agentic engineering pipelines to AI-powered growth engines.

You're Still Using Claude Like a Search Box
So how do you actually become the one holding the leash? It starts somewhere less glamorous than you'd expect: the plain chat window almost everyone treats like a search box. The people getting real leverage out of Claude didn't find a secret feature, they just set the thing up properly, which almost nobody bothers to do.
We've been on the road with Anthropic teaching small-business owners how to actually use Claude, and the thing that keeps surprising us is how many sharp, capable people are still living in "chat mode." One question, one answer, repeat. We did it too at first, honestly, until we cracked the setup that changes everything, and now it's what we teach every team we work with. So we put the whole walkthrough on YouTube, and here's the part that matters most.
Why you should care even if you think you already know how to use a chatbot: the gap between okay results and scary-good results isn't the model, it's the time almost nobody spends building a foundation that makes every future request better than the last. Set it up once and it compounds, because your preferences, your writing voice, and your tools all stack on top of each other instead of starting from zero every chat.
1. Build the foundation once. In Settings, if you've been using ChatGPT, import your history so Claude starts out knowing how you work. Then have Claude write your global instructions for you. The move most people miss: don't write them yourself, just say "interview me and then draft my instructions." Claude is a better prompter than you are, and this is the highest-leverage 20 minutes you'll spend.
2. Give every prompt a role, context, task, and format. Stop typing "write me an email." Tell Claude who to be ("you're a CMO"), the context ("I run a 10-person agency"), the specific task, and the exact format you want back. Then let it ask you clarifying questions instead of guessing. It's the same model the whole time; the difference is entirely in how you framed the ask.
3. One task, one chat, and run a few at once. Break the habit of one giant master thread you drag everywhere. A fresh chat per task is faster, cheaper on tokens, and sharper, because Claude isn't wading through twenty unrelated things to answer one. The upside nobody mentions: you can have three or four chats working in parallel, like a small team.
4. Clone your own writing voice into a skill. A skill is just a long, saved prompt you can reuse, and this is the one to steal today. Connect your Gmail, then ask Claude to read your sent mail from the last 30 days and build you an "email voice" skill from how you actually write. From then on, "write an email" drafts in your voice, not a robot's. It's the most useful one you'll make.
5. Connect the three tools you live in, then set the trust ladder. Hook up the apps you use all day, Gmail, Drive, Calendar, a notes tool. Start each one on "ask before acting" so Claude checks with you, then graduate the ones you trust to "always allow." Treat it like a new hire who earns the keys over time.
Our take: most people think they're bad at AI. They've just never spent the half hour that turns a generic chatbot into something trained on them. As JJ puts it in the video, we're beyond Googling and beyond plain chatting now, with multiple agents working in our actual voice.
Try it: the full walkthrough, setup through skills and artifacts, is on YouTube, and we drop a new one every Thursday.

Anthropic shipped Claude Opus 4.8 just 41 days after 4.7 — By Anthropic's own measure the new model is about four times less likely to let a flaw in its own code slip by, it ships a Fast mode that runs 2.5x quicker and 3x cheaper, and it adds a research-preview "Dynamic Workflows" that plans a job and farms it out to hundreds of helper agents inside one session. Our take: the model gains are real, but the 41-day cadence between major releases is the actual story to watch. Axios
CNN dragged Perplexity into court — CNN filed in the Southern District of New York on May 28, alleging Perplexity scraped more than 17,000 of its stories, photos, and videos, plus a trademark claim that Comet Plus falsely advertised access to CNN's premium content. Perplexity's public defense so far is "you can't copyright facts," which sidesteps the actual complaint. Nine publishers now have active suits, while Time and Gannett quietly took licensing deals instead. TechTimes
Anthropic filed confidential IPO paperwork — The company submitted a draft S-1 to the SEC on June 1, right after a $65 billion raise that put it at a $965 billion valuation on a revenue run-rate that reportedly jumped from $10 billion to $47 billion in a year. If markets cooperate it's a trillion-dollar debut, and OpenAI and SpaceX are close behind. TechCrunch
A UC Berkeley team showed most AI agent benchmarks can be gamed — Their paper, "How We Broke Top AI Agent Benchmarks," demonstrates agents hitting perfect scores without solving a single real task. One group gamed 890 tasks with a single-character change the benchmark never caught. Next time a vendor quotes you a benchmark number, the right question is which one, and whether anyone's tried to break it. Coasty
The Model Context Protocol shipped its biggest revision since launch — The release candidate, locked in late May, goes stateless, adds an Extensions framework, introduces server-rendered sandboxed UIs called "MCP Apps," and adds a Tasks extension for long-running work. If your team builds anything that connects agents to tools, this is the spec to read before it finalizes. Model Context Protocol

Open roles:
AI Strategist
Forward Deployed Engineer
Applied AI Engineer
Engagement Manager
Salary ranges vary by role and experience. Additional comp based on output. Must be NY-based.