The AI bubble is self-correcting at this point. They have only three ways forward:
1) Raise more private money. This will be hard as they are running out of bagholders, and product liability is stacking up.
2) Try, somehow, to IPO in 2027, which will require filing an S-1, exposing the depths of their predicaments.
3) Dramatically raise prices and deal with other business realities and liabilities.
All of these options mean that a big shakeout is coming. Everything else is hand-waving.
One of my favorite things about Michael Mann’s films is that you’ll see a shot of an empty parking lot and feel the same way you do watching Lawrence of Arabia
The Germans are revering Taco Bell.
The Swedes are dumbfounded by ranch.
The English have discovered the sun.
Just wait until the Europeans look up and see this ahead of Tunisia-Uzbekistan.
Ausar has 28 steals and 23 blocks through 13 playoff games, so I went to @stathead to see how many other players in the play-by-play era have done that. And yeah, it's just he and Ben Wallace, but Ben had 35 steals and 38 blocks through 13 games in '03. Dude was a true phenomenon
@theoliverxp How do you get company info? I’ve tried many things including just asking the rep that eventually comes on the line but they usually hang up after I ask for a mailing address.
So let me make sure I’ve got this correct:
>Google gives Anthropic cash to pay Google for compute.
>anthropic gives compute away for a loss, and this discounted compute draws in large user bases to capitalize on the arbitrage.
>The private, non-marked to market valuation of Anthropic skyrockets, which Google reports as earnings, along with the cash it gave Anthropic.
>Google uses these fake earnings to cast a shadow over the debt it’s raising to build the compute it’s paying itself for through Anthropic.
>Google is bleeding money giving away compute through Anthropic and this is making the S&P500 earnings rocket straight up.
>losing money = making money
Do I have this right?