Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Joined August 2015
- Tweets72.1K
- Following618
- Followers60.3K
- Likes83.4K
Jerry Capital retweeted
Are you using $NFLX less?
If yes, is it because of the price, lack of content or short form video taking share?
Jerry Capital retweeted
I’ve said this before and I will say it again.
A token is analogous to a semiconductor transistor. Cost per a transistor (token) has been in free fall for decades yet revenue for the semiconductor industry has outgrown GDP relentlessly. People just consume proportionately more compute as it becomes cheaper. AI economics are no different. Token costs fall and token usage goes up by >1x. $ANT $SMH
Revenue per GPU can increase as token prices decline if per GPU token throughput increases enough.
So both Anthropic revenue *and* margins can go up as token prices go down *if* GPU prices go up less than the product of (token price decline * per GPU throughput increase).
But I have super enjoyed all the commentary to the contrary!
Jerry Capital retweeted
Had Home Alone (1990) on tonight
They get 10 pizzas delivered for $122.50
I can get 10 pizzas 🍕 delivered from Domino's today, 36yrs later, for almost the same price, £93.40 ($124.60)
What inflation?
Jerry Capital retweeted
I wonder if the the buyback tax as a revenue source is running a little dry nowadays?
Jerry Capital retweeted
$ANT - LEVERAGED ANTHROPIC ETFS FILED AHEAD OF IPO
Anthropic could see leveraged ETFs launch shortly after its Nasdaq debut.
🔸 $ANTT: 2x Long Anthropic ETF
🔸 $ANTZ: 2x Short Anthropic ETF
Both products aim to deliver twice the daily performance, in opposite directions.
The key takeaway: Traders are preparing for significant volatility around Anthropic's IPO. These ETFs are designed for short-term trading, not long-term holding.
Jerry Capital retweeted
Will the Anthropic $ANT IPO crash the entire market? Would be poetic tbh
Jerry Capital retweeted
I want to hate on Anthropic, but that S-1 is incredible.
Is it actually cash flow positive?
Not really, but close.
Is the governance fair?
No. You should vomit on it. Reject it with every bone in your body.
Do I trust them?
No.
THAT SAID, what an unbelievable business.
Jerry Capital retweeted
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Jerry Capital retweeted
In Cyberpunk AI becomes so powerful the Internet has to be ran on local networks cause the rogue AI’s mutated into dangerous entities so humanity has to trap them within The Blackwall.
Which is a AI barrier that protects our world from the old network. I guarantee you this will be the plot of the next game.
Seems like that’s where we’re headed tbh in real life too
