TMT Breakout
@TMTBreakout
Top 5 Fin Substack | 2x DaiIy Institutional-grade insights + recaps of Wall Street research, earnings, news, and alt data | 17yr Tech HF Manager | TMT Breakout
Joined May 2018
301 Following 18.4K Followers
Given all the 2nd derivative talk today: OpenAI + Anthropic ARR growth actually accelerated y/y in July.
