My views are a personal "special arrangement sanctioned by history" Postwar Germany antitrust saga https://xitter.cf/t.co/jMcfOfPfgz Work @econliberties
USA
Joined October 2023
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Laurel retweeted
Lula victory speech:
"We had to overcome foreign interference through digital platforms, which we will have to regulate.
We cannot have monstrously huge corporations earning millions & billions, paying no taxes to this country & trying to steer this country's election results."
Laurel retweeted
The fact that Brazilian markets panicked and crashed the three times Lula was previously elected (and are doing so a fourth time now), only to boom during his terms in office, poses a real challenge to the efficient market hypothesis.
Laurel retweeted
Perhaps the most important story from the Anthropic S-1 is the company's concession that it isn't really independent, but is basically a joint venture of Google, Microsoft, and Amazon.
Laurel retweeted
Half of Anthropic's sales are coming through hyperscalers. And that's increasing over time.
"During the years ended December 31, 2023, 2024, and 2025 and the six months ended June 30, 2026, revenue generated from sales to customers through CSP marketplaces represented approximately 11%, 32%, 47%, and 48%, respectively, of total revenue."
Laurel retweeted
The most important risk factor for Anthropic is the rule of law actually being applied.
"Any determination that we are liable under such theories, or any judicial or regulatory expansion of tort, product liability, or consumer protection law, or criminal liability, as applied to AI models, could result in significant liability and require us to change how we design and offer our models, platform, and applications."
Laurel retweeted
Anthropic's risk factor:
School shooters and teenagers who kill themselves both use Claude!
Laurel retweeted
Anthropic's S-1 explicitly makes clear that the founders' commitment to donate 80% of their personal equity is revocable / non-binding.
Laurel retweeted
BREAKING: Anthropic officially files its S-1 registration statement for an IPO, seeking to list on the Nasdaq under the ticker symbol $ANT.
FULL SUMMARY OF ANTHROPIC'S S-1 FILING:
1. Anthropic posted H1 2026 revenue of $16.3 billion with a net loss of $80.7 billion
2. Anthropic says it does not expect to pay a dividend "in the foreseeable future"
3. Expects to spend up to $120.5 billion on SpaceXAI and Nvidia compute
4. Expects to spend up to $114.5 billion with Google through 2033
5. Revenue growth rate "may not be sustainable" and "may decrease"
6. May be required to seek additional financing "sooner than expected"
7. 5% of Anthropic's shares will go to the "Anthropic Public Benefit Fund"
8. S-1 includes warnings of AI's "catastrophic existential risks to humanity"
Markets currently expect Anthropic to raise as much as $100 billion at a valuation of ~$2 trillion.
The company is reportedly targeting an IPO in the week of November 16th.
Laurel retweeted
all you need to know: Anthropic ducked Q3 in its S-1.
that omission tells you all you need. demand has drop, economics haven’t gotten worse. and a company that is allegedly built around trust is trying to skirt the truth.
—-
quote is from @zerohedge
Anthropic's S-1 Is Out: A $974 Million Operating Profit, An $800 Billion Compute Bill, And Elon Musk As Landlord zerohedge.com/ai/anthropics-…
Laurel retweeted
Anthropic's IPO filing notes FTC has demanded info about its consumer protection, privacy, safety & security practices & that probe "could result in significant costs, require changes to how we design, test, or deploy our models" or otherwise "adversely affect" its business
Laurel retweeted
Someone either likes it *a lot* that we made this available, or does NOT like it *at all*.
A bot sent 226,000 requests per hour earlier today and crashed the website. It should be back up again now.
Can't emphasize enough that this project relies on your feedback to fix bugs.
After almost 10 years of work corporateownershipdata.com now makes available all publicly available ownership records of 7,156 publicly traded firms, not just the S&P 500, including dual-class shares.
Laurel retweeted
Important piece by @noamscheiber on lawyer Beth Wilkinson and her career defending corporate interests and monopolies — from Paramount to Nexstar, and more.
While Democrats might be inclined to defend Wilkinson for her defense of ABC, as @nhegde says, that doesn’t wash away a career spent helping monopolists consolidate markets. If Democrats are serious about being a party for working people, they have to take seriously what lawyers like her facilitate.
Laurel retweeted
Everyone needs to know what actually happened in Serbia.
Instead of students just protest against their government, the students organized themselves into a student list and ran in elections against their government—and they have just won.
Dear Serbia, congratulations on your victory; you have just opened a new door in protesting. This is history
Laurel retweeted
Celebrations have erupted in the streets of Serbia's capital Belgrade, after long-standing leader Aleksandar Vučić admitted defeat to a student-led protest movement in snap parliamentary elections. Read more: bbc.in/4BwV5ga
Laurel retweeted
We gave the Times the chance to do the right thing yesterday.
Instead, they’re going with an argument that basically boils down to:
*We randomly produced our first ever plume model about the exact same incident that Hunterbrook exposed with a plume model
*We randomly took a lead photo of the exact same home on the exact same street
*We randomly interviewed the same expert
Etc.
They wrote a great story. Obviously, we care about the subject deeply. It’s just a huge bummer for our team and the reporters who worked relentlessly on these stories.
Breaking: Several sections of @NYTimes front page story today mirror two earlier Hunterbrook investigations — without attribution.
Images. Methods. Sources.
Imitation is the sincerest form of flattery?
Laurel retweeted
“Just as a private equity firm buys out a corporation and strips it for parts, the consultant class installs friendly operatives, charges fees, raids the party’s long-term assets, and gives strategic advice that ultimately serves itself over the long-term health of the party.”
