Wednesday, Nov 11, 2026 · Radar updated Nov 10 Edition 02 · Ten-year shelves, thirty-day tokens

Signal over noise, with the primary source attached.

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Ten-year shelves, thirty-day tokens

Edition No. 02 · November 9, 2026

The week in 3 numbers

  1. -94.3% Pudgy floor vs. Dec 2024 peak derived
  2. $3.89M Agility 6-mo robot delivery Agility Form 8-K Ex. 99.1
  3. $4,812M Anthropic 9-mo inference cost Anthropic Form S-1/A (SEC)

Also in this issue

Why NFT floors stay down 90% even after Walmart and Prime Video

Crypto November 9, 2026 6 min read

Pudgy Penguins sells toys across 3,100 Walmart and 1,800 Target stores. Chimpers signed a six-year global licensing deal. Claynosaurz streams to 90 million TV homes. Why real-world consumer wins do not lift secondary NFT prices.

Serving Claude is cheap. Training the next one is not

Tech & AI November 6, 2026 4 min read

Anthropic's IPO prospectus shows customer inference took just $4,812M of its $33,242M nine-month revenue, while R&D burned $19,240M. Inside Revolut, 2,000 engineers show why the lab cannot stop spending.

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