Yiannis Zourmpanos(@yianisz):Call me cynical: “slow AI” is strategically convenient. $MSFT and $NVDA have committed to invest up to $5B and $10B in @AnthropicAI respectively, while Anthropic has committed $30B back to Azure. Amazon has invested $13B with potentially $20B more tied to milestones while Anthropic has pledged $100B+ to AWS over ten years. Then comes regulation smaller rivals can BARELY afford. Meanwhile safety testing and inference still burn compute. Slow AI or protect the moat?

Yiannis Zourmpanos

@yianisz

Investing in Winners Before They Break Out 📈 Featured on Forbes & Nasdaq | ex-Big4 | Top 0.1% Rank $PLTR@$7 $SOFI@$4 $NBIS@$19 $AAOI@$25 $AEHR@$30 & more..

가입 December 2021

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Yiannis Zourmpanos@yianisz

2026.09.15 13:36

Call me cynical: “slow AI” is strategically convenient. $MSFT and $NVDA have committed to invest up to $5B and $10B in @AnthropicAI respectively, while Anthropic has committed $30B back to Azure. Amazon has invested $13B with potentially $20B more tied to milestones while Anthropic has pledged $100B+ to AWS over ten years. Then comes regulation smaller rivals can BARELY afford. Meanwhile safety testing and inference still burn compute. Slow AI or protect the moat?