🚨 ELON MUSK SAYS TESLA WILL KEEP MAKING THE CYBERTRUCK THROUGH THE END OF SUMMER 2027
The reason is to work through more of the order backlog
$TSLA is up +3.4%🟢 today
🚨 $CRWV COREWEAVE CEO MICHAEL INTRATOR ON WHETHER STATES PUSHING BACK ON DATA CENTERS HAS HURT DEMAND:
"There has absolutely not been any reduction in orders"
His message:
"The regulations being brought out around data centers, all they are going to do is relocate the infrastructure. They are not going to in any way reduce the demand"
"The market is looking for more infrastructure. It's just a question of where you put it, nothing more than that"
You can now trade $CRWV perps, longs and shorts on Ondo Perps 👀
🚨 $ANT ANTHROPIC EXPECTS UP TO 20% OF ITS IPO SHARES TO GO TO RETAIL INVESTORS, PER BLOOMBERG
That's up to 165 million of the 825 million shares being offered
At the top of the $70 to $78 range, the retail slice alone would be worth about $12.9 BILLION
The deal is already oversubscribed
🚨 $ANT ANTHROPIC CEO DARIO AMODEI ON WHY SOME AI TOKENS COULD BE WORTH TENS OF MILLIONS OF DOLLARS:
"Not every token that's output by the model is worth the same amount"
"Someone calls them up and says, 'My Mac isn't working,' and the model's like, 'Restart it.' The model said that like 10 million times. Maybe that's worth like a dollar or a few cents"
The other end:
"The model goes to one of the pharmaceutical companies and says, 'This molecule you're developing, you should take the aromatic ring from that end of the molecule and put it on that end.' Those tokens could be worth tens of millions of dollars"
What comes next:
"At some point we're gonna see pay for results, or we may see forms of compensation that are like labor, that kind of work by the hour"
Sponsored by Alpha
🚨 $ANT ANTHROPIC CEO DARIO AMODEI ON WHY SOME AI TOKENS COULD BE WORTH TENS OF MILLIONS OF DOLLARS:
"Not every token that's output by the model is worth the same amount"
"Someone calls them up and says, 'My Mac isn't working,' and the model's like, 'Restart it.' The model said that like 10 million times. Maybe that's worth like a dollar or a few cents"
The other end:
"The model goes to one of the pharmaceutical companies and says, 'This molecule you're developing, you should take the aromatic ring from that end of the molecule and put it on that end.' Those tokens could be worth tens of millions of dollars"
What comes next:
"At some point we're gonna see pay for results, or we may see forms of compensation that are like labor, that kind of work by the hour"
Sponsored by Alpha
BREAKING: Anthropic $ANT sets its IPO range at $70-$78, targeting a starting valuation up to $1.4T, the largest AI IPO ever.
Pre-IPO markets have it priced at $1.85T.
🚨 $ANT ANTHROPIC'S IPO IS ALREADY MULTIPLE TIMES OVERSUBSCRIBED
Investors want several times more shares than are available, per Bloomberg
The Claude maker is looking to raise up to $90.4 BILLION at a $1.4 TRILLION fully diluted valuation
It could be the largest listing in history
🚨 TOM LEE:
"As long as the AI trade isn't extinguished, which we don't expect..."
"I think it's gonna come out of this correction, we've got a big rally into year end"
🇺🇸 @CHAIRMANSELIG ON WHETHER CONTROL OF CONGRESS CHANGES HIS APPROACH:
"We're operating in a nonpartisan way. We're trying to protect the markets."
His message on politics:
"I hope that politics doesn't get into our agency business."
"We're doing the right thing for the American people, and I plan to do the same regardless of who's in control of the Congress."
🚨 FORMER $GOOGL GOOGLE CEO @ERICSCHMIDT ON A STARTUP THAT SAYS 15 EMPLOYEES ARE ALL IT WILL EVER NEED:
"What do they do? ... They manage the agents."
Why not hire more?
"We can build everything else with agents."
What it still needs:
"A lot of money... because he's gonna use all these different computer systems to replicate humans."
His takeaway:
"This does not mean that there are no jobs... It means there'll be a lot of these 15-person startups."
"The most successful companies will have huge revenue per employee."