Agree with @insane_analyst it’s very likely Anthropic is losing lots of market share to OpenAI right now. Doesn’t concern me much regarding capex but should be negative for the smaller neoclouds now.
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just read @insane_analyst last memo lol
goated
and yes - labs must go public bc private markets/ masa tapped out, and so game has become luring smooth brained pms in buying their bs (also VCs and employees want to get rid of their tulips before they rot)
will be fun
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