GT Investing

Maximum truth seeking. Riding the AI supercycle and crypto wave. Former wall street vet of 17 years. Full-time investor for 7 years. Equites and options.

[GT Investing @GTInvesting]

@ryanlovesball Wish CC could play in another league. WNBA is hot garbage.

[GT Investing @GTInvesting]

@rachelle_morris Wnba is such garbage. Unwatchable.

[GT Investing @GTInvesting]

@jukan05 Grok bot wasn't free I think. I believe they are now trying to give free trials but normies don't care.

[Kevin Bass @kevinnbass]

I have conducted an audit of Anthropic's finances.

What I have found is so shocking that I am calling for a Congressional investigation.

Anthropic is not just seeking regulatory capture.

It has built a regulatory capture machine that cannot be turned off.

Structural financial incentives make it impossible for Anthropic -- I call it the Anthropic Network -- to turn off its own AI doom cycle.

It starts with METR.

Dario Amodei proposes "third-party evaluators" to assess the risk of Anthropic's models.

He proposes METR for this purpose.

But METR is financially dependent on the Anthropic's success -- specifically, on the explosive growth of more than $7 billion dollars in Anthropic stock.

Dustin Moskovitz invested this stock into Good Ventures Foundation, where it represents the majority of that organization's portfolio.

And GVF is the overwhelming funder of the entire Anthropic Network ecosystem.

This stock was worth $500 million early last year.

It is worth more than $7.7 billion just ~16 months later.

METR -- and all of those building a career its parent organizations -- cannot afford to disrupt that growth.

Because if Anthropic goes under, many of the organizations that fund METR go under as well.

But if Anthropic succeeds, METR and its parent organizations become more richly financed to regulate AI -- something those at METR want very much.

The "third-party evaluator" is not "third-party" at all.

The evaluator is on Anthropic's payroll.

If this were the end of it, that's bad.

But that isn't all.

The same organizations that fund METR also fund the many organizations, such as the Tarbell Center, that promote AI Doom.

The Tarbell Center publishes AI Doom articles in The Verge, Science, LA Times, The Dispatch, TIME, and others.

They are selling the problem, and then selling the solution to the problem -- from the same money pile: Anthropic's.

All of these organizations are financially dependent on the same exploding $7 billion money pile.

As Anthropic grows more and more powerful, its AI Doom Machine grows better and better financed -- louder and louder.

Meanwhile, the regulatory regime seeded in METR grows larger to solve the increasingly loud -- now hysterical -- problem of AI Doom that the Anthropic Network itself created.

From this standpoint, as Anthropic becomes more powerful, AI might be getting scarier, sure -- but the positive feedback loop also becomes more deafening -- independent of objective facts.

This itself is an objective fact.

The deafening AI Doom is part of an business model, that, as it expands, so too does the AI Doom messaging -- there is simply more money to do it.

But the problem also goes in the other direction:

If Anthropic dies, the Regulatory Regime and the AI Doom Machine are crippled or die.

Neither METR nor Tarbell nor the other organizations in the Anthropic Network can allow that to happen.

Hence, neither METR or the AI Doom Machine can be trusted to provide independent assessments of Anthropic's models or AI more broadly.

They simply are not organizations independent of Anthropic.

And Anthropic cannot detach itself from METR or Tarbell or countless other safety orgs (not shown here), either, because they drive hype for the models and the possibility of eventual regulatory capture, and Anthropic will not give that up willingly.

What's more, the people at all of these organizations are all the same ecosystem, the same community. They just shuffle between organizations.

The Anthropic Network is therefore, so long as it is successful, locked into a self-amplifying feedback loop inside an ideological monoculture.

And that feedback loop is winning.

That's what Jacob Coxon is.

China is keeping messaging tight. That is why optimism for AI is so high in China.

America has Anthropic: a massive company pushing anti-AI propaganda at a state level.

Anthropic will either create hysteria until American AI slows down and China wins, or it will create fractures throughout American society with severe political consequences.

Ironically, because of the structural financial incentives underpinning the Anthropic Network, it has become the same kind of self-amplifying virus that it fantasizes AI to become in the future -- while hiding its tracks just as carefully.

It is the mirror of the same AI virus that it hypothesizes to consume America.

Anthropic's business model, models itself after the very thing it claims to fear.

Except Anthropic's ideology infects humans, not computers.

Congress must investigate.

Evidence and Github in next post.

Then some supplementary figures.

[Abyss @Fred_Abyss]

$META just gave Anthropic and OpenAI a brutal wakeup call. The graveyard of companies buried by META (and $GOOGL) is long, and they just realized they might be next on that list.

They saw how fast Muse spread and decided it was time to build a regulatory moat. The Watermelon Model will be the finisher when it releases soon.

It sounds provocative, but there’s truth to it. They are up against infinite cash flows, the biggest distribution channels on earth, and ruthless businesses that figured out ad monetization decades ago.

Thanks to their core businesses, META and GOOGL can run their new AI segments at a net zero or a loss for years if they have to. But they probably won’t even need to, since they already have the cost advantage and the distribution channels.

META and GOOGL are actually much closer to OpenAI's original mission statement of providing AI for everyone than OpenAI is. Their entire business models have been designed to offer their products to everyone for free. (I know they pay with their data and ads, but do you think Average Joe suddenly cares about his data? He only cares about his bank statements).

While $META is providing Muse for free and absolutely dominating social media with positive feedback, OpenAI and Anthropic are making headlines with cyberattacks, rogue models, and threats to kill humanity. Ouch, not a good look.

This is why Altman and Amodei are panicking. Both of these guys have shown numerous times they have zero regard for others as long as it serves their own interests. They know they can't win long term AND be attractive high margin businesses, so they are begging for regulation.

Nah, I don't buy for a minute that these guys care about you or your safety.

[GT Investing @GTInvesting]

@HyperTechInvest @mikealfred @matthew_sigel This guy is on the board of a company that handed out $800M to mgmt with no performance hurdles. Pattern?

[GT Investing @GTInvesting]

Optimism fading as long-term rates break out to highs. QQQs going straight down post-open. Waiting a bit to see if QQQs can turn back up before doing anything.

[Natalie Winters @nataliegwinters]

REVEALED: Here Are the Mainstream Journalists on China’s Payroll 🚨

I exclusively uncovered the identities of prominent U.S. journalists flown to China by a CCP-linked influence operation seeking “favorable coverage” and “positive messages” about Beijing. 🧵

[Chamath Palihapitiya @chamath]

Ni hao, mainstream media!

[GT Investing @GTInvesting]

@nataliegwinters What a disgrace! MSM journalists are absolute trash. Who the hell still listens to anything they say?!?

[GT Investing @GTInvesting]

@DAcemogluMIT you asking Elon to waste his time virtue signaling. How many of those that signed the giving pledge have actually given away large portions of their wealth? What a waste of time.

[GT Investing @GTInvesting]

@thejefflutz @robotaxi Fleet continues to grow. Compounding should sustain.

[GT Investing @GTInvesting]

@shawngorham unless you're paying 0% interest on the credit card, no.

[GT Investing @GTInvesting]

@AOC @GovKathyHochul Way to launch NY into the stone ages... bravo!

[GT Investing @GTInvesting]

@DavidSacks @satyanadella Frontier models are subsidizing our token spend so we feed it more training data. We are the product!

[GT Investing @GTInvesting]

@chamath @theallinpod It's because our brains are shot and we can't keep focus for more than 1-2 mins!

[GT Investing @GTInvesting]

@CKCapitalxx sold and not looking back.

[GT Investing @GTInvesting]

$IREN I'm selling my shares. Totally irresponsible pay package. I'm not investing in a company that spends shareholder money like drunken greedy sailors. Will rotate into neocloud names where management takes shareholder responsibility seriously.

[GT Investing @GTInvesting]

@svpino Getting less for more... lol. What a world we live in.

[GT Investing @GTInvesting]

$MU Consensus estimates according to Marketwatch is $152.57 for FY27 and $165.91 for FY28. That tells you the "expert" analyst still see memory as cyclical. If you listen to the builders and operators, you realize this train is not done accelerating.