Rittenhouse Research
@RHouseResearch
AI infrastructure, data centers, neoclouds, software, fintech.
加入 May 2025
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Polymarket and Kalshi say they’re prediction markets platforms and not sports betting apps if you take out the 50%+ of their total revenue coming from wagers on sporting events.
JUST IN: Anthropic says they’re highly profitable if you take out some of their biggest expenses.
