Today's free post is on the Layers of AI - a tech explainer into what is underlying this wave of Generative AI and LLMs. #AI#GenerativeAI#LLMs
https://t.co/U3sdkevLC4
Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.
Pending completion of SEC review, this gives us the option to pursue an initial public offering.
Read more: https://t.co/onGZAhRLvD
This week in premium: A look at Axon's Q4 results, expanding verticals, changing US drone/counterdrone regulations, hardware & software moves, and what came out of Axon Week this week (Axon Vision, Axon 911, expansion of Axon Assistant).
$AXON
@JonahLupton@BitcoinAIGuy the whole point of Coreweave's backlog is that it has the power runway lined up $CRWV
it secures the powershell at the point of signing the cust
The market feels so inefficient right now. All the "AI winners" trade in line as a group; same for those stocks supposedly disrupted by AI. It's indiscriminate buying and selling fueled by emotion and momentum. Reminds me of Covid when all the "stay at home" stocks traded as a group and all the "real world" stocks did the inverse. Once in a while, the market becomes susceptible to narratives (even crazy narratives) and people extrapolate too far; i.e. we won't need any physical stores, we won't need in person meetings; there will be no more need for human labor (2026 trumping 2020 by removing not just human meetings, but humans altogether). The market is very vulnerable to inefficiencies when these narratives are given even some credibility. They often occur at big inflection points, although I have no idea which direction the stock market will go next. But I am pretty convinced this is one of those times when it is ripe for inefficiency.
Fastly $FSLY continues to disappoint on completely ignoring its land motion. They added 31 net new customers over the last year.
Fun fact, Fastly added more large customers than it did overall customers in a year (+32 vs +31).
At least they are no longer shedding customers like in FY24. But you won't know, because they aren't going to report it anymore.