VikingCompounder

Hook Em

[VikingCompounder @VikingCompound]

@HiCagr Look at the debt markets mate

You shouldn't be bullish

[VikingCompounder @VikingCompound]

@benjamin_horne @dwarkesh_sp Growth decel
$30B Oracle paper hung
CDS exploding on neos
Canceled AI IPO last week
CLO capped data center exposure

But you guys keep pumping this trash

[VikingCompounder @VikingCompound]

@TMTLongShort - CDS ripping on CRWV and ORCL
- CLO's capping data center exposure
- CRWV 15% paper
- Stalled AI IPO's
- Anthro decel

Debt markets have spoken

Turn out the lights on this party

[Pythia Cap: Partially Conductive @PythiaR]

OH MY GOD THAT ANTHROPIC NUMBER

[Citrini @citrini]

Oh it’s over over

[Ed Zitron @edzitron]

@VikingCompound That’s right

[VikingCompounder @VikingCompound]

@FAmmiranteTFJ Payton at home will clean it up
Seahawks didn't look so tough last week

[VikingCompounder @VikingCompound]

@NegativeAlp and profits -- my ass

only if you ignore many real costs

[Negative Alpha @NegativeAlp]

$16.8B in Q3 implies Aug/Sep were ~flat (likely incl. of distillation). Do your own math but $100B+ by YE is pipe dream.

GGWP all, that's the ball game.

[VikingCompounder @VikingCompound]

@PythiaR It's because there are no great use cases delivering value to customers!

[Pythia Cap: Partially Conductive @PythiaR]

In all seriousness, it is kind of hilarious everyone is fixating on the ARR metric of a share loser to gauge the health of the AI trade.

[VikingCompounder @VikingCompound]

@DMTCapital bullseye

[DMT Capital @DMTCapital]

Anthropic "topped" 65bn ARR at end of July per Reuters. 16.8bn 3Q revenue per the FT implies a crazy sharp Aug/Sep decel to flat m/m growth.

It's over.

[VikingCompounder @VikingCompound]

@Klaudnin3 1 - no ARR update means it slowed
2 - profitability my ass, only if you exclude a shit ton of costs

[VikingCompounder @VikingCompound]

@edzitron And they are "profitable" lol

Sure, only if you ignore a fuck ton of costs

Clownshow

[Ed Zitron @edzitron]

The absolute best thing about this story is that boosters are furious Anthropic didn’t give a new magical made up run rate number

[VikingCompounder @VikingCompound]

@unusual_whales Sure, they are profitable if you don't count costs. What a joke.

[VikingCompounder @VikingCompound]

@zerohedge lol

Wasn't ARR to be $80B?

[Roger @rdd147]

$CRWV down almost 3% after hours. Promising.

[Roger @rdd147]

$CRWV -4% AH

Looking more and more like a “credit event” happened