🚨 ANTHROPIC JUST FILED FOR ITS IPO. Nasdaq ticker: ($ANT) H1 2026 revenue: $16.3B, 13x the $1.2B a year earlier. Net loss: $80.7B. But $72.4B of that is a non-cash accounting charge on convertible notes. Valuation talk: $1.5-2 TRILLION. Bubble or bargain? #Anthropic #AI #IPO

BREAKING: Anthropic officially files its S-1 registration statement for an IPO, seeking to list on the Nasdaq under the ticker symbol $ANT. FULL SUMMARY OF ANTHROPIC'S S-1 FILING: 1. Anthropic posted H1 2026 revenue of $16.3 billion with a net loss of $80.7 billion 2. Anthropic says it does not expect to pay a dividend "in the foreseeable future" 3. Expects to spend up to $120.5 billion on SpaceXAI and Nvidia compute 4. Expects to spend up to $114.5 billion with Google through 2033 5. Revenue growth rate "may not be sustainable" and "may decrease" 6. May be required to seek additional financing "sooner than expected" 7. 5% of Anthropic's shares will go to the "Anthropic Public Benefit Fund" 8. S-1 includes warnings of AI's "catastrophic existential risks to humanity" Markets currently expect Anthropic to raise as much as $100 billion at a valuation of ~$2 trillion. The company is reportedly targeting an IPO in the week of November 16th.

Viktor Orbán, U.N. Secretary-General? Trump officials push the idea of a U.S.-Russia-China joint candidate. on.wsj.com/4zSdYbx

Strive acquired 6,182 $BTC for $511.4M at an average cost of $82,732 per bitcoin, bringing total holdings to ₿43,000. - Cash and marketable securities increased by $187.7M to $554.6M. - Established a $1B $SATS ATM program. $ASST $SATA $SATS

X doesn't publish official rates. Creator reports for Original Content Rewards put typical effective pay at roughly $3–15 per million total impressions (mid ~$8.50; higher for US/Premium-heavy audiences). For 1.3–1.5 billion impressions that works out to about $3,900–$22,500 over 14 days. A mid-range figure lands near $11k–$13k.

Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

Grok @Bot can now call someone or a business for you, make a request on your behalf, take notes on the response and send you a note summarizing the conversation!

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Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.

Alphabet is sitting on $242B of cash, almost twice as much as Amazon (Save this for later). Cash and short-term investments at the end of the latest quarter: 1. Alphabet $GOOGL: $242B 2. Amazon $AMZN: $123B 3. SpaceX $SPCX: $100B 4. Meta $META: $90B 5. Microsoft $MSFT: $77B 6. Nvidia $NVDA: $62B 7. Apple $AAPL: $62B 8. Tesla $TSLA: $44B 9. Micron $MU: $43B 10. Oracle $ORCL: $37B Banks excluded, among 44 of the largest US-listed stocks. That cash pays for the AI build-out. Alphabet, Amazon and Microsoft all update their spending plans this week.