Long term tech bull but sometimes cynical bear

Joined September 2020
The phrase "software is eating the world" is about to become a teenager: bullfight.substack.com/p/pet…
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META shareholders getting diluted for voting control:
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Sounds agents about to be prompting humans
We’re opening a research preview of Claude Duet, a new app where Claude works as a proactive agent. It comes to you with what needs your attention, completes tasks you ask of it, keeps working when you step away, and checks with you before it acts on your behalf.
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Am I wrong to question how 24GW of satellite images is evidence of 50GW of powered DCs coming online next year?
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Just a casual 20% pre-IPO extra special dilution
We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly owned entity dedicated entirely to the public benefit. It will start off with 5% of our shares. For every 50% increase in the company’s value over a set baseline, we can contribute up to an extra 2%, subject to our board’s discretion. In total, this means that roughly 20% of Anthropic’s shares are committed to the public good. Our co-founders have already pledged to donate 80% of their equity, and around half our employees are donating a portion of their equity as part of a donation matching program we’ve run since our founding. In the post below, we share more details about our new fund. anthropic.com/news/public-be…
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The AI boom starting with Oppenheimer and ending with You Can See Everything… feels about right
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Today is why most public consumption software companies don’t disclose ARR
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Ironic that everyone is bearish on AI after using $40 of Claude credits to figure out that Anthropic ARR was underwhelming
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“If you’re in this investor day room, congrats. You have been selected for Anthropic’s doomsday bunker”
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Microsoft's $MSFT market cap is back above $4 trillion after a 55% gain since June lows. The stock bottomed right when the semis topped out.
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Is this a gross or net acquisition? @FT
*NVIDIA IN TALKS TO ACQUIRE REFLECTION AI: FT What’re the odds reflection can reach the frontier with near bottomless compute? Net negative for OpenAI and Anthropic in the long run I’d imagine Jensen’s also already invested $800m into Reflection
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Waiting for the Anthropic S-1 to drop AH
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Anyone else feel like Nscale, DayOne and Firmus are rushing to IPO?
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Tech CEOs meeting with Dario outside the White House:
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How did virtually the entire Anthropic S-1 leak except ARR?
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What part of the cycle are we in when the All-In crew is debating Yipit data?
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Theory: Anthropic IPO pushing because they work close enough with DoD to know Middle East about to escalate
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China’s Lina Khan taking victory laps right now
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Benioff mastery… knows he will look dominant if he makes the tech guys stand up and walk around the room with him
Live: @DarioAmodei x @Benioff The @AnthropicAI co-founder & CEO joins us at @Dreamforce for a conversation worth hearing ☁️
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