Is the Fed about to pull the car over? 🚗 On Market Hang, @thewallstskinny, @juleshyman, @CoryTV, and Mark Malek debated whether a Fed chair who “has said very explicitly inflation is a choice” can back that up, when so much of today’s inflation comes from things the Fed can’t control: AI spending, tariffs, and high fuel prices. Malek compared the Fed’s silence to their dad threatening to pull the car over on family drives. “Did he ever actually pull the car over? But, you know, it quieted us down for a few minutes,” Malek said.

good job to the WSJ for getting the s-1 but i'm sorry - NOT including the actual compute/personnel/sales and marketing costs other than in this impossible-to-read chart is absolutely awful

SCOOP: Anthropic's latest draft S-1 documents show financials results for the first half of the year, gigantic spending plans for the future, and a laundry list of risk factors. - Anthropic recorded a net loss of $80.7 billion in the first half of the year, tied to accounting adjustments related to previous financings - Anthropic is set to spend >$600 billion on compute in the coming years, inclusive of cloud agreements and chip leases. More in @WSJ:

@Venturinglist @CoryTV