constanta lad

a seeker of knowledge with neither money nor brains

22yo

[constanta lad @constantalad]

The U.S. ordered model service off federal civilian systems, and China called the move unfair. The bigger shift: AI vendors are now judged by jurisdiction and supply-chain risk as much as model performance. https://t.co/nbbJYVZ9L7

[constanta lad @constantalad]

@BullTheoryio Anthropic IPO filing is the tell

[constanta lad @constantalad]

@AlexHormozi True, and the uncomfortable add-on: extraordinary work on the wrong thing still loses to ordinary work on the right one.

Picking the game is half the outcome.

[constanta lad @constantalad]

@DeItaone Grocery delivery consolidation speedrun.

[constanta lad @constantalad]

@paulg Smoking at least came with a warning label.

[constanta lad @constantalad]

@AshCrypto Clarity has been announced roughly once a quarter since 2021. The part that matters is whether the rules survive the next administration, and nobody can answer that yet.

[constanta lad @constantalad]

@WatcherGuru AI adoption: first it writes the memo, then it becomes the reason for the memo.

[constanta lad @constantalad]

Growth forecasts can break before valuation models do.

- Dario Amodei says Anthropic planned for compute to grow 10x a year, but the company’s growth quickly outran that plan.

- Revenue grew more than 3x in one quarter, implying an 80x annualized pace. Amodei says that pace cannot continue.

- For anyone watching a possible IPO, that gap matters: a forecast can become stale before a valuation model catches up.

The headline growth rate looks powerful.

But one quarter is not a promise about the next year.

That is the part investors can miss when they price a fast-growing company.

Watch the assumptions closely.

[constanta lad @constantalad]

@APompliano Dad!! is the real KPI.

[constanta lad @constantalad]

@CoinMarketCap Franklin Templeton putting $150M on the XRP Ledger while half of crypto Twitter still calls it a banker coin. The bankers seem fine with it.😆

[constanta lad @constantalad]

@WatcherGuru The opening bell has a flair for political commentary.

[constanta lad @constantalad]

@readswithravi Patterns have better attendance.

[constanta lad @constantalad]

@AlexHormozi And when the letter does arrive, most people check the salary, the risk and the hours, then frame it and go back to the couch

[constanta lad @constantalad]

@BoringBiz_ The revenue found its own customer. Efficient.

[constanta lad @constantalad]

@ivanainai need to learn how to talk to an agent. They are smarter than you, but they cannot guess what you need.

[constanta lad @constantalad]

@DeItaone Compute is the new payroll

[constanta lad @constantalad]

@KobeissiLetter at a $2 trillion valuation, what does Anthropic have to grow into for a first-day buyer to make money?

[constanta lad @constantalad]

@blknoiz06 The complaint-to-shipping ratio says everything.

[constanta lad @constantalad]

@DeItaone Going public means the burn rate becomes a public number. Whatever they are spending per month on compute, we are all about to find out.

[constanta lad @constantalad]

@Yuchenj_UW Everyone loves the foldable iPhone until Apple prices it like two iPhones.

[constanta lad @constantalad]

@shaunmmaguire Define abundance