Investor with a primary focus on finance and technology. amateurish golfer
Joined March 2023
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Lol. Rofl, even
$ANT - ANTHROPIC PLANS EARLY SHARE SALES AFTER IPO
Anthropic is preparing an unconventional lock-up structure, allowing some early investors and employees to sell shares before the traditional 180-day restriction expires.
Planned release dates include:
🔸 Day 1: Some shares eligible for sale
🔸 Day 27: Additional shares unlocked
🔸 Day 48: Further shares released
The number of shares eligible for sale has not yet been disclosed.
The key takeaway: Staggered lock-ups could create selling pressure and volatility shortly after Anthropic's IPO.
Source: Anthropic S-1 Filing
Norway is one of the most beautiful places on Earth, with a thriving economy running a massive surplus and high standard of living for an overall healthy populace.
Can’t believe this bozo is our President
Just because he’s self serving doesn’t make him wrong here. 1H of 2027 going to be a rude wake up call that ai will have defined winners and losers and the losers will surface first as capital dries up
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.
Sowing Alpha retweeted
Texas Special teams are consistently bad in big moments. No idea why Sark hasn’t addressed this.
Watching all of retail eviscerate their last 100 dollars on ai names as we plunge back into war as soon as this weekend is truly going to be something
Taking a cut of each transaction (their stated plan for commercialization) makes no sense as to how they’d even implement this.
If my agent saves me X dollars by finding me a less convenient flight or worse health insurance that saves money, how do you even price out those “savings”?
I’m here for this iteration of AI btw
Ken Griffin says Anthropic could command extreme prices if its models become indispensable to curing cancer and other life-threatening diseases
“The question will come down to how much Anthropic can make their models a must-have.
“For example, in life sciences, will Anthropic truly reach the point where they will help unlock cures for cancer or other life-threatening diseases? Will they make themselves completely a necessity in every pharma company in the world?
“You’ll pay any price for their know-how and their tools because it will unlock the healthcare treatments of the next century.
“What we don’t know is, as these models become more intelligent, how much are they able to demand extremely high pricing because they help to actually solve the problems that have vexed humanity for centuries?”
Worth remembering over the next few weeks that Jane Street owns almost 20B in Anthropic stake and there’s very little they won’t do to juice markets and protect that exit.
Thinly traded tape and large after hours moves that are sus as hell will probably be the norm from here
Every day that begins with a blatant piece of market manipulation by Trump and team (deal headlines) feels at this point like it produces one strong counter trend rally then literally everybody trading real money sitting out the rest of the session
Sowing Alpha retweeted
One of the big issues with Muse? Retention.
The bearish side of these agents is that consumers don't have much incentive to stick to them. What is the switching cost? None.
I believe Muse will do great, but a major work in progress still. Retention matters.
$META
The demand is already there.
Now $META needs to make Muse sticky.
Day-one adoption isn't the problem. Retention is.
If the product improves, that gap could become the opportunity.
BTW, you can just buy a Muse account, very cheap too!!!
