alex 🏴‍☠️🇺🇸🇺🇦

Journalist. @CaOptNews. Dad x3. He/Him. Black Lives Matter. I podcast and write. Hey!

[alex 🏴‍☠️🇺🇸🇺🇦 @alex]

Written words: https://t.co/Ciz1wLTlJy
Spoken words: @twistartups
Favorite person: you!

[SemiAnalysis @SemiAnalysis_]

The most mind blowing stat we've seen so far is this:

"As of June 30, 2026, we had raised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short-term investments of $19.3 billion."

That means to date, they have burned 9.7b, they are growing at a rapid pace, and are profitable on an operating income basis as of the June quarter! This is likely the most efficient scaling of a business in the history of capitalism.
https://t.co/bWYbqKOMDN

[alex 🏴‍☠️🇺🇸🇺🇦 @alex]

@GaryMarcus hard agree

[alex 🏴‍☠️🇺🇸🇺🇦 @alex]

anyone think we won't get q3 #s in an S-1/A?

[Gary Marcus @GaryMarcus]

all you need to know: Anthropic ducked Q3 in its S-1.

that omission tells you all you need. demand has drop, economics haven’t gotten worse. and a company that is allegedly built around trust is trying to skirt the truth.

—-
quote is from @zerohedge

[alex 🏴‍☠️🇺🇸🇺🇦 @alex]

here's my first read of the Anthropic S-1 filing: https://t.co/2ZfYGLLICz

[alex 🏴‍☠️🇺🇸🇺🇦 @alex]

our nanny is out and backup childcare failed so ....

fml

[LiveSquawk @LiveSquawk]

Anthropic To Release S-1 At 9AM EST – Fox Business

[jaredblikre.ai @SPYJared]

🏗️ Big Tech is building the data centers. Anthropic is signing the leases.

💸 Its IPO filing reveals $430B in computing deals it can’t cancel.

🤝 $AVGO leads the list, ahead of Google and Amazon.

👀 Public investors aren’t just buying an AI model. They’re picking up the rent.

[alex 🏴‍☠️🇺🇸🇺🇦 @alex]

Still reading but looks clean af

[alex 🏴‍☠️🇺🇸🇺🇦 @alex]

Got a post cooking but am in charge of the kids again for a bit and ahhhhhhhhhhh

children are anti-productivity; cute tho

[rami @ramiabih]

Opus 5.5 cut cost per task by ~40% against Opus 5. The bet is that cheaper intelligence drives more usage, not less revenue.

[Craig Stephens | Access IPOs @AccessIPOs]

Anthropic IPO S-1 Filing: $ANT
https://t.co/dfARX6sgg7

[alex 🏴‍☠️🇺🇸🇺🇦 @alex]

@danprimack Wasted????

[alex 🏴‍☠️🇺🇸🇺🇦 @alex]

K-shaped child outcomes along class lines post-iPad

[Ruxandra Teslo 🧬 @RuxandraTeslo]

We have already seen a defection from the traditional WASP elite idea that it was an elite duty to hold the population to high educational standards, for the betterment of the entirety of society. This has led to stupidity. AI will make it worse.

I predict that High IQ well off functional people will form communities to protect themselves from sloppification, while everyone degenerates into this numb, sterile mass of jellyfishness. A Snow Crash-like scenario.

And the "well intentioned" will clap like seals, supporting the lowering of standards, much like what we've seen for the last decades, which will affect the masses and not already privileged the most.

[alex 🏴‍☠️🇺🇸🇺🇦 @alex]

@loobah_l Yes

[Magyar Péter (Ne féljetek) @magyarpeterMP]

I have just spoken by phone with the leaders of the Students' List @studentblokade, who won the elections in Serbia, to congratulate them on their victory. I assured them of Hungary’s support. I was delighted to hear how much strength our victory in April had given them during this difficult struggle.

[Garry Kasparov @Kasparov63]

Calls victims who fight because they don’t want to die helplessly "warmongers". How dare Ukraine refuse occupation and subjugation and disturb profitable deals with the genocidal Russian regime!

[Shoshana Weissmann, Sloth Committee Chair 🦥 @senatorshoshana]

Such important work!!!

[alex 🏴‍☠️🇺🇸🇺🇦 @alex]

@spenserskates @chendavid Was happy to see some recent sc2 matches (vods) with six-figure views

[Radosław Sikorski 🇵🇱🇪🇺 @sikorskiradek]

No, @elonmusk, the U.S. stopped funding Ukraine last year. In fact, U.S. companies make money on American weapons for which we Europeans pay.
The more you meddle in our politics and the more you play politics with your products, the more you damage your brand.

[Greg Bluestein @bluestein]

The U.S. Department of Justice has notified at least six Democratic-friendly Georgia counties it intends to station monitors there on Election Day. #gapol

https://t.co/G8mOsscIVp

[Anne Applebaum @anneapplebaum]

A wild story: the CEO of a US energy company whose plans were discussed during the Witkoff-Kushner-Putin negotiations resigns. Why? He learned that his company's main investor is a sanctioned Russian company, not the UAE
https://t.co/rO3P7aJa8h