Long term tech bull but sometimes cynical bear
Joined September 2020
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The phrase "software is eating the world" is about to become a teenager: bullfight.substack.com/p/pet…
They’re not deliveristas… they’re independent contractistas
Just last month, DoorDash couldn’t seem to find the money to pay their deliveristas — until our administration forced them to give back $131M+ in stolen wages and penalties.
This week, they’ve managed to find $17 billion to acquire one of their main competitors.
Corporate consolidation means higher prices, harsher exploitation, and greater economic inequality for New Yorkers.
We’ve stood up to these giants before. That doesn’t stop now.
On brand to choose a release time where p(chaos) is highest
ANTHROPIC IPO REPORTEDLY ON TRACK FOR NOVEMBER
Anthropic is reportedly preparing to file its S-1 registration at 9 a.m. ET Monday, with an IPO potentially taking place November 19–20, according to Fox Business.
Semiconductor stocks moved higher following the report, reflecting improved sentiment toward AI-related equities.
The key takeaway: A successful Anthropic IPO could provide a major test of investor appetite for AI valuations amid growing concerns over infrastructure spending and financing costs.
76ers putting Bloom Energy on their jersey after signing LeBron a pretty bearish indicator for AI… thanks Josh Harris
Airgapping models until deemed ready for the "real internet" doesnt convey the safety assurance its authors intended
Am I wrong to question how 24GW of satellite images is evidence of 50GW of powered DCs coming online next year?
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…
Ironic that everyone is bearish on AI after using $40 of Claude credits to figure out that Anthropic ARR was underwhelming
“If you’re in this investor day room, congrats. You have been selected for Anthropic’s doomsday bunker”
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.
Is this a gross or net acquisition? @FT
