Derek Thompson
@DKThomp
Substack author. Plain English podcast host. Abundance co-author. Contributing writer at The Atlantic.
Joined May 2009
2.1K Following 260.4K Followers
this is such a funny way of putting it. and it's so true of the models.
it's rare that a product's quality oscillates in such a way that the underlying financial/capex health of the company is visible to the consumer. like if you could guess chipotle's YTD stock movement by just watching how much chicken they put in your burrito
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@DKThomp You can almost feel Anthropic's balance sheet in the quality of the responses you get week-to-week, it's wild.
