Lawrence McDonald(@Convertbond):Important color from this week’s CIO level Ideas Dinner in NYC, special thanks to the Harvard Club for hosting a UMass guy. Software $IGV ETF off -5% today - After weaker (potentially disruptive) incoming data, many fortune 500 companies (like Goldman) are moving away from “frontier models” in favor of a portfolio of cheaper open source plays. Alert - Anthropic needs to juice their forward looking revenue - Pollyannish outlook - into the (expected) November IPO, software names have a target 🎯 on their back. cc @chamath @RealJimChanos @jimwpaulsen @nfergus @andrewrsorkin @RaoulGMI

Lawrence McDonald

@Convertbond

NY Times Bestselling Author, over 1 million copies sold, now published in 12 languages globally. Long-time @CNBC Contributor, founder of the @BearTrapsReport

加入 March 2009

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Lawrence McDonald@Convertbond

2026.10.16 18:35

Important color from this week’s CIO level Ideas Dinner in NYC, special thanks to the Harvard Club for hosting a UMass guy. Software $IGV ETF off -5% today - After weaker (potentially disruptive) incoming data, many fortune 500 companies (like Goldman) are moving away from “frontier models” in favor of a portfolio of cheaper open source plays. Alert - Anthropic needs to juice their forward looking revenue - Pollyannish outlook - into the (expected) November IPO, software names have a target 🎯 on their back. cc @chamath @RealJimChanos @jimwpaulsen @nfergus @andrewrsorkin @RaoulGMI

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