IA; Economía; Energía; Derechos Trans; she/her
Chile
Joined August 2018
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María Josefa GK 🏳️⚧️ retweeted
this doesn't look that cyclical
KOREAN MEDIA: MAJOR CHINESE CLOUD SERVICE PROVIDERS (CSPS), INCLUDING ALIBABA, TENCENT, AND BYTEDANCE, HAVE REQUESTED LONG-TERM SUPPLY AGREEMENTS (LTAS) FOR SERVER MEMORY FROM SAMSUNG ELECTRONICS AND SK HYNIX.
BEYOND THE TYPICAL THREE-TO-FIVE-YEAR TERM, SOME CUSTOMERS ARE SEEKING ULTRA-LONG-TERM CONTRACTS SECURING MEMORY SUPPLIES FOR 10 YEARS THROUGH 2035. THE REQUESTED LTAS COVER DDR5 AND LPDDR5.
María Josefa GK 🏳️⚧️ retweeted
SHARES OF NEOCLOUD COMPANIES EXTEND GAINS
NEBIUS UP 11.1%
COREWEAVE RISES 6.7%
IREN GAINS 7.7%
María Josefa GK 🏳️⚧️ retweeted
Capstone to invest $3B in Chile to double copper production mining.com/capstone-to-inves…
María Josefa GK 🏳️⚧️ retweeted
Primeiro presidente Tsundere da história
Trump diz que eleição do Brasil pareceu fraudada, mas que gosta de Lula cnnbr.app/short/c2201952823/
María Josefa GK 🏳️⚧️ retweeted
Mbappé le ha hecho a LaLiga en China lo mismo que Tebas hace cada jornada a las tiendas y negocios españoles que usan Cloudflare.
#ÚLTIMAHORA | La televisión estatal china suspende las emisiones de LaLiga tras la polémica con Mbappé.
María Josefa GK 🏳️⚧️ retweeted
Será una nueva forma de colapso pocas veces vistas en la historia...
Una economía en "K", donde el PIB y las empresas de IA suben mientras los salarios y el consumo caen. Solo ha sucedido antes en la revolución industrial.
María Josefa GK 🏳️⚧️ retweeted
My friends. The Anthropic $80 billion headline loss is from liability net due to employees/others after their recent raises/valuation.
Please don't make a rookie mistake and attribute this to machine burn.
María Josefa GK 🏳️⚧️ retweeted
Announcing three major scientific discoveries, one each in mathematics (harmonic analysis), computer science (complexity theory), and physics (quantum field theory).
AI starting to help us improve our understanding of the universe! openai.com/index/building-sc…
María Josefa GK 🏳️⚧️ retweeted
Ya se sabe que las terfs son ignorantes, pero nunca me va a dejar de sorprender su capacidad para hablar con tanta soltura de weás que no tienen idea. Butch y femme son identidades sociopolíticas/de género para muchas personas, no son una estética y no se basan en roles sexuales.
María Josefa GK 🏳️⚧️ retweeted
una mujer trans jamas sera un hombre
un hombre trans jamas sera una mujer
María Josefa GK 🏳️⚧️ retweeted
They don't know $72B of Anthropic's $80B loss is non-cash accounting. It's just Amazon's convertible notes getting repriced because the company got more valuable and those notes convert at IPO anyway.
María Josefa GK 🏳️⚧️ retweeted
so anthropic is basically breakeven, revenue growing 10x per year and the headline about $80B losses is just bc they owe investors stock (and their stock has gone up so much it is a like short position from an accounting perspective)
and they are sitting on fable 5.5
María Josefa GK 🏳️⚧️ retweeted
i can't wait for people to unironically say Anthropic is cooking the books on the most scrutinized IPO of our lifetimes
faking the numbers on this would get your ass sent to the secret blacksite underneath Guantanamo
María Josefa GK 🏳️⚧️ retweeted
People seem to forget how unprecedented this is
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.
María Josefa GK 🏳️⚧️ retweeted
Anthropic $ANT quarterly revenue and operating income:
ALT Bar chart of Anthropic’s quarterly revenue and operating income from Q1 2025 to Q2 2026. Revenue rises from $0.4B to $11.6B. Operating income goes from losses of $0.9B, $1.2B, $3.1B, $2.8B and $1.7B to a $1.0B profit in Q2 2026.