Ross Hendricks
@Ross__Hendricks
Actionable investment ideas at the
Joined June 2018
1.3K Following 34.3K Followers
Friendly reminder... this chart below is why Anthropic's ARR disappointed, and why they're rushing to dump the IPO onto retail bagholders
It's also why Jensen Huang is backstopping $500B in bagholder loans to new GPU buyers
The great AI Commodification is officially here
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