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"Should the U.S. stop building data centers?" This was a real question. On national TV. During the AI race. We are not a serious country.
ANT for the ticker was a mistake. But I am here for the memes.
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.
Could be some rough seas ahead for OpenAI and Anthropic. SpaceX, Meta and Google may win the AI race by outlasting the competition.
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
What’s up with all the Anthropic departures in the last 24 hours? Could it be related to the planned IPO. Rumors are Anthropic would be filing for IPO on Friday but it didn’t happen.
My theory is the IPO has been delayed indefinitely and those leaving were there for the money not the mission of building AI safely.
We know from recent reporting that Dario has worried that recent hires only joined Anthropic for the money, not the mission.
Delaying the IPO would be a good way of flushing out those not there for the mission.
I have some website that run PHP hosted by Nexcess so I had Grok Bot keep an eye on updates for me. No need to stress or panic Grok has my back.
Now I am going to have Grok Bot order me Dominos 🤣
The PHP exploit was the first among many Log4J- bad discovered vulnerabilities. Expect this weekly for awhile according to Cloudflare CEO.
Replying to @DontFearAI
It'll uncover a lot of vulnerabilities in the short term. The next couple years it's going to feel like a Log4J-bad vulnerability nearly weekly. But over the long term, way more secure.
We use to call these non-technical hackers script kiddies who used prebuilt pre-packaged hacking tools built by others. What should we call the new crop of those using AI hacking tools? Prompt Kiddies?
The doomers maybe right when AI fails the results can be devastating. Hark screwed me over and now It’s not delivery it’s DiGiornos. 😩
Pizza's are sold out!
1/ Usage surged to unprecedented levels and many things broke on our end. We learned a lot
2/ We delivered thousands of Friday night pizzas fully end to end - logins, computer use, payment. Over 203,500 browser sessions were run via our model Handoff
3/ Cool to see we ripped to #58 on the App store
Hope everyone enjoyed the pizzas!
Free Pizza thanks to Figure Robot CEO Brett Adcock. Get yours.
Replying to @adcock_brett
To order yours:
1. Only available through our App in the U.S.
2. Download Hark Pro on iOS or Android, and type “order a free pizza” in chat. Hark may need some additional information, like your address or phone number.
3. For this promotion, we require an email to be connected to reduce fraud.
4. Hark will give you 3 options for local pizza places through Doordash - Pick one or tell Hark your favorite instead.
5. Then, Hark will ask you which pizza you want from that restaurant, in what size and with what toppings (P.S. we never share your data, so nobody will find out when you add pineapples).
6. You'll then be prompted to login to Doordash to pass along your $30 gift card. If you don't have an account, Hark can create one for you.
7. Hark will prepare the order.
8. You confirm everything looks right.
9. You eat delicious, free pizza.
We're doing this until we spend $1 million dollars, so send this along to your friends ASAP.
All the people trying to dunk on Tesla just because they don’t like Elon’s politics woke up today as losers.
















