What is going on with $ZM and $SKM. They seem to each hold a significant chunk of Anthropic vs their overall market cap and are publicly traded. Has anyone come up with a clear thesis surrounding this?
@emkara What a wild series of events. I feel like this substack part also had a different, much more cynical and less level headed tone to it. Interesting to hear a response directly from you
“AI pivot” is quickly becoming the go-to framing for layoffs in tech. https://t.co/R1iTEcPoml’s 12% cut is a clear example. Labeling them as AI turns a cost move into a forward-looking strategy.
Watch the narrative as much as the numbers. #AI#Tech#Layoffs#Crypto#Startups
If you haven't seen this yet, check out the English to Linkedin Speak translation service. Absolutely hilarious.
https://t.co/gXHfdG1ZGm
#LinkedIn#AI#Startup $NVDA $GOOG
I’m opening up the playbook.
After co-founding a venture-backed startup and now diving deep into the LLM/AI space, I’m shifting my focus to sharing everything I’ve learned from the wins, the architectural headaches, and the legal/sales scars. What should I write about first?
BREAKING: Meta has acquired Manus for an undisclosed sum. This is Meta's biggest acquisition since Scale AI was bought at a valuation of $29 billion earlier this year.