mmxxi

[mmxxi @b_MMXXI]

🛫

[Visual Capitalist @VisualCap]

The World’s 25 Biggest Airlines by Revenue in 2026 ✈️ 

https://t.co/fiS7z0gZ0y

[mmxxi @b_MMXXI]

✍️

[zerohedge @zerohedge]

With hyperscaler DV01 supply in 2027 > USTs, this will be the most important reference chart of the year

[mmxxi @b_MMXXI]

@gerovich Without trust, there is no flywheel

[mmxxi @b_MMXXI]

Anthropic prospectus

[WOLF @WOLF_Financial]

Anthropic has filed for an IPO, with its prospectus seen by Reuters, potentially targeting a valuation above $2 trillion.

The listing is reportedly likely to come after the November U.S. midterm elections.

Some numbers behind that potential $2T valuation:

• FY25 revenue: $4.59B, up 1,088% YoY
• Operating loss: $8.06B
• Compute + infrastructure spend: $7.33B, up 190%
• Cash + short-term investments: $20.28B
• Future cloud, compute + infrastructure obligations: roughly $518B

At a $2T valuation, Anthropic would be valued at more than 400x its FY25 revenue.

The filing gives one of the clearest looks yet at what public markets may be asked to pay for frontier AI growth, and just how capital-intensive that race is becoming.

Source: Reuters

[mmxxi @b_MMXXI]

@HODL15Capital Of course not

Clever chess move by @nvk exposing them

[The New York Times @nytimes]

Marketers are sizing up the millennials http://t.co/QUKycFSyiS

[Tableau @tableau]

Data visualizations aren't only from the 21st century. See some from the 18th & 19th century: http://t.co/luP6mpYkHy

[Justin Wolfers @JustinWolfers]

My @UpshotNYT piece asks what economists can learn from marathons.
A lot: Goals work & distort http://t.co/ZD8X2ve3Iw

[The Wall Street Journal @WSJ]

Timeline of biggest acquisitions by tech giants Facebook, Amazon, Google and Apple: http://t.co/eYHL1csPE6

[Dennis K. Berman @dkberman]

Since 1990, 43 U.S. cable companies have been gobbled into 3 mega-companies. Watch how it happened: