Derek Thompson
@DKThomp
Substack author. Plain English podcast host. Abundance co-author. Contributing writer at The Atlantic.
参加 May 2009
2.1K フォロー中 260.4K ファン
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
もっと見る
@DKThomp You can almost feel Anthropic's balance sheet in the quality of the responses you get week-to-week, it's wild.
