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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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Anthropic launches “Claude Design,” sending shares of Figma and Adobe down

Anthropic has been slowly and steadily gaining a leading share in the enterprise AI market by focusing on coding, spreadsheets, and other common productivity and workplace apps.

Now it’s going after design apps.

Today Anthropic launched Claude Design, a dedicated app powered by its latest model, Claude Opus 4.7, that lets users use text prompts to build website designs, user interface prototypes, presentations, and marketing materials.

Shares of Figma and Adobe sank on the news.

While Claude has previously had the ability to create designs and user interfaces, breaking it out into a dedicated app signals a major new piece of its enterprise strategy alongside its popular Claude Code product.

Today Anthropic launched Claude Design, a dedicated app powered by its latest model, Claude Opus 4.7, that lets users use text prompts to build website designs, user interface prototypes, presentations, and marketing materials.

Shares of Figma and Adobe sank on the news.

While Claude has previously had the ability to create designs and user interfaces, breaking it out into a dedicated app signals a major new piece of its enterprise strategy alongside its popular Claude Code product.

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Apple’s China iPhone shipments surged 20% in Q1 even as overall smartphone shipments fell

Apple’s iPhone shipments in China jumped 20% last quarter, even as the country’s overall smartphone market fell 4%, according to new data from Counterpoint Research. Rising memory costs have pushed prices higher across the industry, weighing on demand.

Apple appears poised to ride out the broader smartphone slump. Its strength at the less price-sensitive high end of the market and its unusual leverage over suppliers, which helps keep costs in check, give it an edge over rivals.

Greater China remains a critical region for Apple, making up about 18% of its total revenue in the fourth quarter. The company accounted for 19% of China’s smartphone market in the first quarter, up from 15% a year earlier, per Counterpoint.

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Rani Molla

Anthropic has surged past OpenAI in capturing business spending on generative-AI software

Last quarter, Anthropic attracted the lion’s share of trackable business spending on generative-AI software, according to new data from Ramp, a fintech company that provides corporate cards and expense management software for small firms and Fortune 500 companies alike.

The data showed that in the first quarter, Anthropic saw 37% of spending, its biggest share yet, versus 33% for OpenAI. Notably, the dataset doesn’t capture spending by Google or Microsoft.

OpenAI, which makes ChatGPT, still leads in overall adoption at 81% of AI buyers, but Anthropic is catching up, at nearly 63% in March. Overall, more than half of Ramp’s customers currently pay for AI, up from just 18% two years ago.

Anthropic’s enterprise tools, including Claude Code and Cowork, have been making waves among the business class, sending its revenue soaring.

Anthropic’s revenue share is even higher among companies spending on AI for the first time.

“Anthropic has definitely been on a tear,” Ara Kharazian, Ramp’s economist, told Sherwood News. “Its increase in adoption rates has been driven by its ability to sell to less technical users and smaller contracts than it typically has.”

It’s notable that midway through the first quarter, Anthropic had a falling-out with one of its biggest customers, the US government, which near the end of February decided to shun Anthropic’s products and lean into working with OpenAI.

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Jon Keegan

Report: Google ditches its objection to defense work, pitches Gemini to Pentagon

In 2018, Google employees protested against the company’s tech being used for the US military’s Project Maven — a drone targeting program — reminding the company of its “don’t be evil” motto.

After the controversy, the company declined to renew the contract with the Pentagon, drawing a bright line between Big Tech and the national security establishment.

What a difference a few years makes.

Google is now actively working to get its Gemini AI model to be used in classified national security settings, according to a new report from The Information. Seeking a similar deal to the one OpenAI hashed out with the Pentagon, Google reportedly wants a contract that allows use of Gemini in classified work, but with a prohibition on mass domestic surveillance and autonomous lethal weapons.

But Google is playing catch-up in a major way. Amazon and Microsoft both have been widely used for classified defense work, and contractors are already experienced in working with their cloud systems, while Google’s services have never been used in classified work.

What a difference a few years makes.

Google is now actively working to get its Gemini AI model to be used in classified national security settings, according to a new report from The Information. Seeking a similar deal to the one OpenAI hashed out with the Pentagon, Google reportedly wants a contract that allows use of Gemini in classified work, but with a prohibition on mass domestic surveillance and autonomous lethal weapons.

But Google is playing catch-up in a major way. Amazon and Microsoft both have been widely used for classified defense work, and contractors are already experienced in working with their cloud systems, while Google’s services have never been used in classified work.

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