69houdini

every catastrophe is an opportunity

[69houdini @69houdini1]

Remember this idiotic take when Anthropic IPO next month. How is narrative still going around?

Why are you so critical of 2025 numbers when the company historically 10X every year since inception

[Ben Norton @BenjaminNorton]

The AI bubble is so ridiculous.

Anthropic is a cash incinerator: it lost $42 billion in 2025, with just $4.6 billion in revenue.

But Anthropic is going full steam ahead with its IPO, and wants a ridiculous $2 TRILLION valuation. Insiders hope to cash out before the bubble pops.

Meanwhile, analysts say Anthropic should really only be worth $150 billion, calling this the "most ridiculous IPO of 2026" and an "unprecedented test of investor gullibility".

The AI bubble is so bonkers that the IPOs of Anthropic, OpenAI, and SpaceX are estimated to be worth $5.2 trillion, which is more than 45 years of past tech IPOs COMBINED, including the IPOs of Google, Microsoft, Amazon, Facebook, etc.

[69houdini @69houdini1]

It's actually flying holy fuck $TSLA

[Diligent Plane @DiligentPlane]

The Tesla Roadster reveal was the coolest thing I’ve ever seen

[69houdini @69houdini1]

@oguzerkan @altcap and @GavinSBaker were supposed to be the reasonable AI buildout bulls. @altcap a bitchass for this - I see why Sam said what he said, so again Bradass:

"Brad, if you want to sell your shares, I'll find you a buyer"

[69houdini @69houdini1]

@altcap @CNBCOvertime You a lil punk for dropping coreweave

[69houdini @69houdini1]

@DiligentPlane Repeat of July 29th. Hope everyone had dry power and bought the dip

[69houdini @69houdini1]

Daddy Jensen 🙏🫂

$CRWV $NBIS $NVDA

[CK Capital @CKCapitalxx]

Jensen is saving us.

“CoreWeave's cost of capital is actually decreasing”

$NVDA $CRWV $NBIS

[69houdini @69houdini1]

@Lazarus_Capital Haha it's funny Danny Jensen just confirmed it'll all be okay

[69houdini @69houdini1]

Let her rip $CRWV

You have to wonder who they shooked out this time though

[Nicholas Mugalli @RealNickMugalli]

*HUANG SAYS NVIDIA DOESN'T NEED TO BACKSTOP COREWEAVE

*HUANG: COREWEAVE'S COST OF CAPITAL IS `ACTUALLY DECREASING'

HUANG: COREWEAVE STRENGTH IS IMPROOVING EVERYDAY

$CRWV $NVDA🔥🔥

[69houdini @69houdini1]

It's like everyone forgot Sol and Astra took over for solid 2 months. When? Oh wait when it was flat. No chance Ant allows that again with Fable 5.5 ready and by the they release that, Opus 6

[M Wahdy @MRWahdy]

Assuming flat Q4 revenue, Anthropic is on track for $100bn+ ARR run rate by eoty. Looks pretty achievable, if you extrapolate general software trends (strong Q4 seasonality) and given Anthropic's product launch cadence. #Anthropic

[69houdini @69houdini1]

@IndependentEco Not sure who you mean by best engineers on the planet building Grok for Elon. The founding researchers all left already to start their own thing - when compared to the Google/Meta/OpenAI/Anthropic, SpaceX SI feels like they have no researcher left

[69houdini @69houdini1]

@ratednotes @jbrichman @chamath I remember him shilling $CLOV and then posts his abs online

[69houdini @69houdini1]

@KevinKhadavi You're a weird dude

[69houdini @69houdini1]

Knowing how to scale and it's within the States is key to success

$CRWV $SPCX

[Elon Musk @elonmusk]

It’s not that supercomputer data centers are not in high demand, as they definitely are. However, getting money to build complex hardware systems with massive power, cooling & networking is not the same as doing it.

SpaceX has a super cracked team that is outperforming the rest of the world by an order of magnitude in mass to orbit and even we find it very difficult!

[69houdini @69houdini1]

@branninmcbee @GavinSBaker First question: why so much insider selling

Second question: how will you control debts

[69houdini @69houdini1]

Suddenly US Govt will care. Honestly I was shitting on Dario but bro was not kidding when he gave us FUD

Time to step up @DavidSacks @elonmusk @JensenHuang Jay Clayton

Sovereign SI/AI and cloud more important than ever $CRWV $SPCX

[Iam_ @SPAC89]

💀 Jacob Coxon, who previously worked at OpenAI and Anthropic, said during an interview PBD Podcast that he was 90% sure China already had spies inside both companies, and honestly, with this latest news, it feels like he might have been right after all, He also warned that China could potentially hack into these companies at any moment, which is pretty concerning when you think about it, because even if the US manages to take the lead in AI, how much of an advantage would that really give us if China can break in, steal the progress we've made and catch up whenever it wants? That's what makes his warning so interesting, especially with everything we're seeing right now

[69houdini @69houdini1]

@reasonmachines looks like bootleg cursor

[69houdini @69houdini1]

@EdwardDiGi @firstadopter @GaoYuan86 @business it's classic bloomberg - not the first time. the last time they did was the Meta Compute headline. I'd buy the dips given today

[69houdini @69houdini1]

@jayair You're not giving Cursor enough credit

[69houdini @69houdini1]

Funny how we used to make fun of Dario for saying SWEs would be automated in 8-12 months. He wasn't wrong at all. These jobs have been completely shifted and Leetcode going out of style for interviews is a major signal

Compute compute where are you friends $CRWV $NBIS $SPCX

[Nikita Bier @nikitabier]

Technical moats are mostly over at this point. If you’re building something that is meant to be durable, the only moats now are:

• Proprietary data
• Network effects
• A physical component

[69houdini @69houdini1]

@elonmusk @mazemoore Elon my brother you truly are the best in knowing how to pick talent and entrepreneur venture but you are the absolute worst when it comes to picking women

[69houdini @69houdini1]

This is crazy cool and I know Elon will make his promise to get $SPCX to $10T market cap. It's not a matter of when but how..

He will like merge $TSLA + $SPCX along with Boring Company and Neuralink under one holding company

Highkey I don't like that as $SPCX investor...

[Kenneth Shock @Cyborg21]

10 years ago this might have sounded crazy but today I have a Neuralink N1 BCI in my head that allows me to talk without moving my mouth so who's to say anymore what's crazy about your ideas.