Where is the data from of talking about testing - have you submitted it to any peer reviewed Journals?
American Fusion (AMFN) doesn't have any Federal permit and the state of Texas permit is for Medical X-rays.
Where is the photos of a Texatron that can fit in the back of a Surban.
What about Nelson claiming to be able to produce 2000 100MW Texatrons per year - but Nelson was talking without thinking because that is 200GW per year or about one-third of the power the US consumed each year.
Why are you pumping Anthropic when the $17B is the Silicon Valley created Metric that is meaningless and not GAAP compliant.
"Anthropic holds a historic cash and short-term investment pile of $131.7 billion as of June 30, 2026"
That is not cash it is circular financing.
I I realized Bloomberg no long a a credible source whe they reported Apple was going to acquire Perplexity for $19B and Samsung was going to replace Gemini with Perplexity. Bloomberg just has article writers that parrot the company hype.
@dnapway Only in AI can you list $180B of liabilities and dilution under "cash we basically already have," ignore operational burn entirely, and end the tweet with "do the math."
The Anthropic honks are out of control.
Nothing screams "bulletproof business model" quite like having to borrow $80 billion and dream up a historic $100B IPO just to pay the electric bill.
“Doing the math” by adding hypothetical IPO proceeds and high-yield debt to cash on hand is like telling your landlord the rent is covered because you just applied for a credit card and bought a lottery ticket.
Counting future debt facilities and an unpriced IPO as "dry powder" is elite Silicon Valley voodoo. Capex isn’t an asset you sit on; it’s coal in a furnace that burns 24/7 just to keep the lights on. Having enough credit to order $300B of shovels doesn’t mean you’ve struck gold—it just means the bill arrives whether you find anything or not.
Very few understand the difference between software accounting and AI accounting as some still believe that circular financing is cash on hand.
More fantasyland nonsense such as a 50MW Aneutronic Fission Reactor will fit in the back of a Suburban according to Nelson but he has demonstrated he lacks any understanding of Plasma Physics.
A 1MW power source of any kind will provide power to 1000 phones.
So 2000 units per year at 100MW each - let's see one unit will power 100,000 homes so if they produce 2000 units that is enough power for 200M homes.
But let's take a closer look: Since 1 gigawatt equals 1,000 megawatts and 1 megawatt equals 0.001 gigawatts, 200,000 MW is equal to 200 GW.
One Nuclear reactor generates 1GW. This is hilarious as Nelson is such a goofball.
AGROCOM pumping another scam and FMN hasn't properly disclosed 17b.
Nuclear & Radiological Licensing (NRC & Agreement States) - AMFN doesn't have this license. The Nuclear Regulatory Commission (NRC) regulates commercial fusion systems under its byproduct material framework (10 CFR Part 30).
Radiation Protection Standards (10 CFR Part 20): Certification that occupational exposure and public boundary doses remain below statutory limits during normal operations and design-basis accidents.
Decommissioning Financial Assurance: Upfront surety bonding or escrow funding demonstrating adequate capital to safely decommission the vessel and manage activated components at end-of-life.
There is much more lacking in permits and certificate.
But how is AMFN getting the capital to purchase the equipment for Fusion question which for the basic will cost $3.5M?
@AGORACOM@FusionAMFN No permits to operate or even test the an aneutronic fusion reactor. No access to He3 plus AGORACOM is a penny pumping operator and it cost AMFN $125,000. Just more pumping.
@trentoncrofts@CNBC They don't have $112B in cash - the only thing they own is software and everything they have to buy they have to pay a premium.
Now they have lazy article writers at CNBC pumping this junk.
@jariwalaswapnil@CNBC Those aren't actual cash - it is actually debt but using Silicon Valley VooDoo accounting.
Much of what CNBC is calling cash is actually circular financing.
Read the footnotes.
This is the biggest scam ever pulled on the US.
@rohanpaul_ai That is H1 numbers using ARR which is meaningless as they aren't GAAP compliant and they aren't Audited.
Plus the off balance sheet accounting is hiding many sins such as the take or pay contracts.
Anthropic only owns is the code.
@HeidsterTrades@edzitron It is just Amodei who thinks he is the smart guy in the room but the facts are he has a God complex but the reality is he is just another conman.
@burrytracker So you believe in 2025 Anthropic had revenue of $4.59B - so you are disregarding where the CFO stated in Sworn testimony in court that he said the revenue from inception to March 2026 was around $5B - everyone seems to fall for a false metric ARR.
@skdh I analyzed aneutronic fusion reactors and I don't be any type of pulsed fusion reactor will ever be commercial viable option. As Helion needs to be operating at 25Hz or 25 cycles per second but they are testing at 0.1 to 1Hz. Plus they aren't using D-He3 but D-D fuel.
@beffjezos I have some plasma physics problems so let's let's have Mythos solve them. OpenAI are solving problems that don't advance science - it was a pre-IPO stunt that is meaningless to the physics community.
@negligible_cap Anyone who believes the ARR nonsense is not GAAP compliant and won't be in the S-1. ARR can be calculated using the best week or month and multiply it by either 52 or 12. Anthropic owns code and pays a premium for infrastructure, compute etc.
@John6724565122 Have you read their financials they are insolvent according to their balance sheet. No capital, and they only have pumping press releases.
@deedydas Who verified the benchmark -.ARK Invest who owns 4% of the company. The Preacher (Amodei) who left OpenAI to save humanity - says that Mythos is too unsafe to the unwashed - Amodei and 5 or 6 others left OpenAI for financial gain - a PBC with 7 Billionaires is accounting magic
@TellUsEmis88@PhysInHistory What controversy - I recieved my PhD in Plasma Physics from Caltech but was accepted as a grad student - the Freshman in Physics were all brilliant. Feynman told me that Fermi was the most brilliant Physicist he had ever worked with - it was on the Manhattan Project.
@djcoolgyal @PhysInHistory I took a class in QED that Feynman taught and he explained it so almost everyone understood a complex subject. He told the class if anyone explained something using technical jargon that was a tell that they didn't understand the subject.