My views are a personal "special arrangement sanctioned by history" Postwar Germany antitrust saga https://xitter.cf/t.co/jMcfOfPfgz Work @econliberties
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Joined October 2023
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Laurel retweeted
Exclusive: DoorDash is in advanced talks to buy food-delivery rival Instacart on.wsj.com/4eAGdmT
Laurel retweeted
SEC filings should be PDFs. If not pdfs, ensure printing to pdf matches document page breaks. Come on guys.
Laurel retweeted
we're all trying to find the guy who enabled big tech's destruction of the open web
Laurel retweeted
Reading thru an ex-Google exec's deposition unsealed last night, these excerpts stopped me cold. Brings questions of IAB's independence, especially given its silence on Google's antitrust violations.
And little hope it'll speak up about Meta's sweeping new commercial terms.
Laurel retweeted
The film @elonmusk would rather you didn't see is now on Apple TV. It earned three Critics' Choice nominations and a 97% on Rotten Tomatoes before TikTok permanently suspended the film's ad account. Elon and his billionaire friends are trying their best to bury this film. See it for yourself now.
tv.apple.com/us/movie/musk/u…
Laurel retweeted
$MSFT offers 60,000 employees a voluntary exit.
60K Y’all!!
First time this has ever been offered at Microsoft and it will affect employees in India, The United States, Canada, and the UK at level 70 or below…
Employees find out in a few hours if they are being targeted for this.
This just makes me think that H127 layoffs sound intense. Is this a pre-layoff round?
Also makes me wonder if they changed some scheduled layoffs due to be called out by @VP. Peace offering? 🤔 Timing is just interesting.
More to come.
$MSFT Microsoft's job cuts aren't done, and Xbox is where to watch next.
Asha Sharma is reportedly planning three more rounds: this month, November and January. 1,868 jobs are gone against a 3,200 target, so roughly 1,300 more are coming.
Spreading cuts across a whole year is a choice. It keeps the margin story moving and leaves everyone who's left waiting. I'm watching for the October round.
Laurel retweeted
“She said, be open to working on a case you might think is morally reprehensible for some reasons, you might turn out to have a different perspective on them... It was the first time someone presented it that way.” nytimes.com/2026/10/25/busin… @noamscheiber
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-1 here. sec.gov/Archives/edgar/data/…
