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LinkedIn is a weird, workaholic wasteland — and a total gold mine for Microsoft

The home of humble bragging is bagging billions for Microsoft and driving leads for smaller business owners.

LinkedIn may not be the first platform you think of when you think about our modern obsession with social media. But the site’s strange mix of job postings, constant spam, professional advice you didn’t ask for, humble and not-so-humble bragging, as well as the occasional actually useful bit of professional connection or networking has quietly turned itself into a gold mine for its owner, Microsoft.

Though spending too long on the site might have you reaching to submit a contribution to “r/LinkedInLunatics” — a Reddit forum where people post the most insane things they see on the platform — the truth of the matter is that more professionals are engaging on LinkedIn.

Last week, Microsoft revealed that the site is seeing record engagement, with comments on the platform up 37% year over year. Moreover, millions of people have now signed up for LinkedIn Premium; the company revealed that it’s earned more than $2 billion in revenue from its AI-laden premium service in the last 12 months. Indeed, LinkedIn more broadly contributes healthily to Microsoft’s bottom line — the division delivered $16 billion in revenue in 2024, more than The New York Times, Zoom, and Docusign put together.

LinkedIn Revenue
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LockedIn

The Microsoft-owned company has been adding a plethora of AI features aimed mainly at job seekers to its paid tier since 2023. Those include autogenerated messages and AI-powered judgments about where an applicant would be a good fit for a job posting. And the latest numbers suggest that the AI features are helping LinkedIn convince its more than 1 billion users to get their credit cards out, as the number of premium subscribers has grown around 50% in the last two years.

The platform has even tried to get in on the gaming boom, taking a leaf out of The New York Times’ playbook, launching four separate games last year. That fits with LinkedIn’s strategy of being all things to all people, which, somehow, seems to be working — even with the younger demographic.

LinkedIn Queens
A screenshot of LinkedIn’s “Queens” game (Sherwood News)

#OpenToWork 

Younger generations tend to reflexively reject spending time on the same online social media platforms as their parents (here’s looking at you, Facebook). But, unfortunately for the youth, you do tend to turn into your parents as you age, and LinkedIn is no exception. As Gen Z has entered the workforce, they seem to have no problem with the site, with the number of American Gen Z users on LinkedIn estimated to have risen 14% in 2024, per Insider Intelligence. But those younger users post on the site in a very different way.

Once upon a time, personal or honest takes were regarded as awkward and professionally desperate on LinkedIn. But being a so-called “thinkfluencer” in 2025 is increasingly a strategic way to boost your “personal brand” (should you desire to have such a thing). After a number of conversations with small business owners over the last few months, the reality is that posting every single day on LinkedIn, even if it feels uncomfortable at times, is a bona fide way of bringing in leads.

From CEOs crying about laying off employees to former colleagues reflecting on what a proposal taught them about B2B sales, a collection of the site’s worst, cringiest posts are well documented on Instagram and X (Twitter) pages. But those cringe-inducing moments haven’t put off top-level company executives from companies like Blackstone, Ralph Lauren, and Spotify talking about their businesses on the platform, with a 23% increase in LinkedIn posts by CEOs in September 2024 since the start of the year, many of whom are joining to create a narrative about the company in a relatable manner beyond the boring numbers.

And LinkedIn is going all in to cater to a generation that came of age posting about their lives everywhere: the job-hunting site has added tools like vertical video early last year, which soon became the fastest-growing content type on the site, with video uploads jumping 36% year over year.

Just how strong of a grip does the app have on the professional networking scene? Traffic data from Similarweb lends some insight. As you might expect, traffic drops off on the weekends — but perhaps not as much as you might expect.

LinkedIn Traffic
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Now, if we slice that same data by day of the week, we can see more clearly that LinkedIn’s main website is still getting 10 million to 11 million hits per day on Saturday and Sunday.

LinkedIn Traffic 2
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If nothing else, that data is further proof of the app’s grip on the professional networking scene, with a user base that skews more educated and wealthier than almost any other major social networking site, per data from Pew Research Center. Of course, the wealthier the user base, the more valuable it is to advertisers, which still make up the majority of LinkedIn’s revenue. Indeed, LinkedIn scraped almost half ($7 billion) of its total revenue by selling services, promotions, and software to corporate recruiters as of 2023.

LinkedIn Heatmap
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LinkedUp

With more and more people dipping their toes into remote working, definitions of what’s socially acceptable to share at work are also changing. It’s this interplay between generations and workforces (work-from-home vs. work-from-office), and the fact that some make serious money from the platform, that makes LinkedIn — for lack of a better word — weird.

Some people want to log on to find a job. Some want to find new clients. Some want to hire someone. Some want to sarcastically comment on a coworker’s promotion. Some want to snoop on their colleagues. Some just want to play “Queens” for 10 minutes on their lunch break. I have even been asked by friends to look people up on the platform before they go on a date, to see what their potential Romeo or Juliet does for a living.

But if weird is the first accusation that springs to mind for a social platform, Microsoft execs probably won’t mind too much as they count the $16 billion a year in revenue that the platform brings in.

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WSJ: Anduril’s weapons systems have failed during several tests

Autonomous drones by sea, land, and air. Futuristic AI-powered support fighter jets, and swarms of networked drones controlled by sophisticated software. These are some of the visions for the future of warfare pitched by defense tech startup Anduril. Cofounded by Oculus founder Palmer Luckey, the Peter Thiel-backed startup has landed some major national security contracts based on this futuristic outlook for battlefield AI.

But according to a report from The Wall Street Journal, the company’s tech is failing key tests in the real world, raising concerns about the viability and safety of Anduril’s systems within the military command.

Anduril’s Altius drones proved vulnerable to Russian jamming while deployed in Ukraine and have been pulled from the battlefield, per the report.

More than a dozen sea-based drone ships powered by Anduril’s Lattice command and control software recently shut down during a Navy test, creating a hazard for other vessels in the exercise.

And this summer, during a drone intercept test, Anduril’s counter-drone system crashed and caused a 22-acre fire at a California airport, the report found.

Anduril told the WSJ that the failures are just part of its rapid iterative development process:

“We recognize that our highly iterative model of technology development — moving fast, testing constantly, failing often, refining our work, and doing it all over again — can make the job of our critics easier. That is a risk we accept. We do fail… a lot.”

But according to a report from The Wall Street Journal, the company’s tech is failing key tests in the real world, raising concerns about the viability and safety of Anduril’s systems within the military command.

Anduril’s Altius drones proved vulnerable to Russian jamming while deployed in Ukraine and have been pulled from the battlefield, per the report.

More than a dozen sea-based drone ships powered by Anduril’s Lattice command and control software recently shut down during a Navy test, creating a hazard for other vessels in the exercise.

And this summer, during a drone intercept test, Anduril’s counter-drone system crashed and caused a 22-acre fire at a California airport, the report found.

Anduril told the WSJ that the failures are just part of its rapid iterative development process:

“We recognize that our highly iterative model of technology development — moving fast, testing constantly, failing often, refining our work, and doing it all over again — can make the job of our critics easier. That is a risk we accept. We do fail… a lot.”

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OpenAI’s partners shouldering $100 billion of debt, taking on all the risk

OpenAI’s ambitious plans for global AI infrastructure projects — like its series of massive Stargate AI data centers — will require tens of billions of dollars funded by debt, but you won’t find much of that on OpenAI’s balance sheet.

According to a new analysis by the Financial Times, OpenAI has somehow convinced its many partners to shoulder at least $100 billion in debt on its behalf, as well as the risks that come with it.

Partners Oracle, SoftBank, CoreWeave, Crusoe, and Blue Owl Capital are all taking on debt in the form of bonds, loans, and credit deals to meet their obligations with OpenAI for infrastructure and computing resources.

Having close ties with OpenAI has been an anchor for many publicly traded companies in recent weeks. The company’s cash burn and the rise of Gemini 3 have seemingly darkened its outlook and fostered guilt by association for many of its close partners and investors. Most notably, Oracle’s aggressive capital expenditure plans to support demand from OpenAI have sparked a sell-off in its stock while widening its credit default swap spreads.

A senior OpenAI executive told the FT: “That’s been kind of the strategy. How does [OpenAI] leverage other people’s balance sheets?”

Partners Oracle, SoftBank, CoreWeave, Crusoe, and Blue Owl Capital are all taking on debt in the form of bonds, loans, and credit deals to meet their obligations with OpenAI for infrastructure and computing resources.

Having close ties with OpenAI has been an anchor for many publicly traded companies in recent weeks. The company’s cash burn and the rise of Gemini 3 have seemingly darkened its outlook and fostered guilt by association for many of its close partners and investors. Most notably, Oracle’s aggressive capital expenditure plans to support demand from OpenAI have sparked a sell-off in its stock while widening its credit default swap spreads.

A senior OpenAI executive told the FT: “That’s been kind of the strategy. How does [OpenAI] leverage other people’s balance sheets?”

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Chinese tech giants are training their models offshore to sidestep US curbs on Nvidia’s chips

Nvidia can’t sell its best AI chips in the world’s second-largest economy. That’s an Nvidia problem. But it’s also a China problem — and it’s one that the region’s tech giants have resorted to solving by training their AI models overseas, according to a new report from the Financial Times.

Citing two people with direct knowledge of the matter, the FT reported that “Alibaba and ByteDance are among the tech groups training their latest large language models in data centers across south-east Asia.” Clusters of data centers have particularly boomed in Singapore and Malaysia, with many of the sites kitted out with Nvidia’s latest architecture.

One exception, per the FT, is DeepSeek, which continues to be trained domestically, having reportedly built up a stockpile of Nvidia chips before the US export ban came into effect.

Last week, Nvidia spiked on the news that the Trump administration was reportedly considering letting the tech giant sell its best Hopper chips — the generation of chips that preceded Blackwell — to China.

Citing two people with direct knowledge of the matter, the FT reported that “Alibaba and ByteDance are among the tech groups training their latest large language models in data centers across south-east Asia.” Clusters of data centers have particularly boomed in Singapore and Malaysia, with many of the sites kitted out with Nvidia’s latest architecture.

One exception, per the FT, is DeepSeek, which continues to be trained domestically, having reportedly built up a stockpile of Nvidia chips before the US export ban came into effect.

Last week, Nvidia spiked on the news that the Trump administration was reportedly considering letting the tech giant sell its best Hopper chips — the generation of chips that preceded Blackwell — to China.

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Millie Giles

Alibaba unveils its first AI glasses, taking on Meta directly in the wearables race

Retail and tech giant Alibaba launched its first consumer-ready, AI-powered smart glasses on Thursday, marking its entrance into the growing wearables market.

Announced back in July, the Quark AI glasses just went on sale in the Chinese retailer’s home market, with two versions currently available: the S1, starting at 3,799 Chinese yuan (~$536), and the G1, at 1,899 yuan (~$268) — a considerably lower price than Meta’s $799 Ray-Ban Display glasses, released in September.

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Jon Keegan

Musk: Tesla’s Austin Robotaxi fleet to “roughly double” next month, but falls well short of earlier goals

Yesterday, Elon Musk jumped onto a frustrated user’s post on X, who was complaining that they were unable to book a Robotaxi ride in Austin. Musk aimed to reassure the would-be customer that the company was expanding service in the city:

“The Tesla Robotaxi fleet in Austin should roughly double next month,” Musk wrote.

While that sounds impressive, there are reports that Austin has only 29 vehicles in service.

But last month, Musk said the Robotaxi goal was to have “probably 500 or more in the greater Austin area” by the end of the year.

Meanwhile, Google’s Waymo has more than 100 autonomous taxis running in Austin, and 1,000 more in the San Francisco Bay Area.

“The Tesla Robotaxi fleet in Austin should roughly double next month,” Musk wrote.

While that sounds impressive, there are reports that Austin has only 29 vehicles in service.

But last month, Musk said the Robotaxi goal was to have “probably 500 or more in the greater Austin area” by the end of the year.

Meanwhile, Google’s Waymo has more than 100 autonomous taxis running in Austin, and 1,000 more in the San Francisco Bay Area.

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Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, or Robinhood Money, LLC.