And just like that... we're off! So are the markets 😃 $NVDA and $CRWD leading the charge — two of my faves lighting up the tape today. Told ya the AI trade wasn't done. 💯 #SixthWave#

$PLTR's AIP Bootcamps are now routinely delivering production use cases in 5 days. Sovereignty Bootcamps just pulled in nearly 200 organizations in under 30 days. Defense primes and enterprises are no longer piloting for months — they’re embedding AI at the acquisition and architecture stage. The demand signal is unmistakable: decision velocity commands a premium. Faster proof-of-concept → broader buy-in → platform lock-in → margin expansion as usage scales. We're seeing the Sixth Wave in action. Software accelerating the world — and the firms that move first are pricing decades of institutional advantage into a single fiscal year. And we're still in early innings.

The consensus for some time has been that we are getting a new Anthropic model ahead of the IPO (and that's not all), so I think we can safely say this is 100%. There were some new developments today from @synthwavedd though, who says that new Sonnet, Opus, and Fable are all in stealth testing. In fact, if you are using Claude, it's possible that you are in an early test flight and using one of them right now. So we may be getting a triple release from Anthropic, not just one new model.