tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #1# new bestseller first 24 hrs
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Tell the truth. Be accurate. Be right
加入 October 2008
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In what universe is SpaceX investment grade but Anthropic isn't after the S-1 revealed its inference economics, limited cash burn alongside exponential growth, leadership in the most important market of this generation and net cash position? Are the rating agencies insane?
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The FT doing FT things. Has the FT ever run a positively framed AI headline at the top of its homepage?
