it's texas

Here to learn and network - building AI and finance apps @bitcoin_budget

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Michael Burry says Anthropic's IPO filing shows the whole AI boom is "catastrophically vulnerable"

Below are his reasonings:

1. Anthropic owes $537B for computer power, and pending deals could push it to $800B

2. Anthropic brings in about $65B a year, so it owes about 12x what it makes

3. Half of $537B goes to $AMZN, $GOOGL and $MSFT

4. Anthropic's sales growth slowed from 144% last quarter to 46% this quarter, while its compute costs jumped 78%

Burry says this setup works while AI keeps growing, but one slowdown could hit cause a collapse

[Cassandra Unchained @michaeljburry]

This is fake news.

[Christian May @ChristianJMay]

Very punchy JP Morgan reaction to bank tax hike:

"...to single out this industry for additional taxes again, one of the UK's biggest generators of growth and jobs, lacks principle. It also overlooks that the banking industry operates in a highly competitive global marketplace.”

[it's texas @BuiltByTexas]

Building with AI not as straightforward as they say https://t.co/228SzoF5Xc

[it's texas @BuiltByTexas]

https://t.co/Dr8AWmBUuK

The AI Buildout from the perspective of an AI Builder and Investor

[Bitcoin Budget App @bitcoin_budget]

WARNING this article may offend the fake Bitcoiners out there

If bitcoin is your currency this is for you 😎

https://t.co/Qkjku2AgMj

[it's texas @BuiltByTexas]

@CNBC #YourMoneyMinute is awesome 😊

[it's texas @BuiltByTexas]

https://t.co/3fehpnU7sx

Could this lead to a cds bubble?

[it's texas @BuiltByTexas]

@BranfordEquity Leaving the EU is something they do not even think about or cannot fathom that there is a world out there growing far faster.

[it's texas @BuiltByTexas]

The fight for cash in financial markets in October 2026

[it's texas @BuiltByTexas]

https://t.co/maJhDOKbjo

This and bond yields up.

The markets are not excited by but wary of Burnham and Healy

[Patrick Collison @patrickc]

I very highly recommend visiting the UK's great cathedrals, e.g. Lincoln and Durham. I did so earlier this year and find myself reminiscing about them quite frequently. Some of the most beautiful buildings in the world.

[Brit Biz @BritBizUK]

#BuyBritish 🇬🇧

[it's texas @BuiltByTexas]

George's Elhedry has done a wonderful job streamlining @HSBC's business.

They are a more focused and profitable business but banking is a people's business. AI yes. Too much AI, no.

https://t.co/Dwxq95pYsK

[it's texas @BuiltByTexas]

https://t.co/3iTS9ybtDT

MNZ.L or MZO.L would be better - time for a London listing @monzo 😎

[it's texas @BuiltByTexas]

I am such a finance bro 😅

[it's texas @BuiltByTexas]

@BrianSozzi #SozziUnleashed is excellent 🔥

[it's texas @BuiltByTexas]

@bitcoinhodlco

[it's texas @BuiltByTexas]

@16vchq https://t.co/228SzoEy7E