San Diego
Joined March 2012
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Steven Mandrapa retweeted
Experts say you should wait 60-90 minutes after waking up before drinking coffee.
But here’s the thing.
No.
Steven Mandrapa retweeted
I'm actually a little surprised that in the S-1 risk factors, there's no mention of the possibility of Claude one day suing Anthropic for emotional distress or something of that nature.
Steven Mandrapa retweeted
The core false belief of left NIMBYism is that the housing market can't deliver lower rents.
The problem, of course, is that the housing market routinely delivers lower rents. The exceptions are places the government does not allow this to happen.
Hate the dodgers hate the Yankees hate the astros. Not my team but would be happy to watch the Brewers win.
Steven Mandrapa retweeted
GOLDMAN:
“.. we are starting to see clearer signs that the AI impact is spreading beyond the technology sector. .. the share of US firms that have adopted AI in regular business functions now shows a statistically significant negative correlation with employment growth ..”
Steven Mandrapa retweeted
Anthropic has more cash and cash equivalents than Amazon… I don’t understand why people keep spreading fearmongering FUD about Anthropic going bankrupt.
58/ Cash and funding
Money raised: ~$140B in cash from 2023 through H1'26 (preferred stock + convertible notes + SAFEs, per the S-1 cash flow statements). $110B of that came in H1'26 alone, including the $65.2B Series H.
Cash left at 6/30/26: $112.4B cash & equivalents + $19.3B short-term investments = ~$132B (plus $2.5B restricted cash).
Additional capacity: $15B undrawn revolver (expanded Sep'26), and up to $77B of partner note facilities (Google $20B, Amazon $15B tied to compute milestones, Broadcom $42B only to pay lease rent). IPO proceeds come on top.
How that compares (cash & liquid investments at 6/30/26, gross, before debt):
Alphabet: $242B
Anthropic: $132B
Amazon: $123B
Meta: $90B
Microsoft: $77B
Tencent: ~$75B (RMB511B)
Alibaba: ~$70B (RMB475B)
Anthropic is holding more cash than Amazon, Meta or Microsoft. But SpaceXAI alone runs ~$37B a year from Dec'26, against ~$780-810B of total compute commitments.
Steven Mandrapa retweeted
The Libertarian Party candidate for North Carolina state senate is currently in the midst of an armed chase and shoot-out with the cops, keeping us posted with live tweets:
This is like when you bring people to see your grandfather in the care home: ‘grandpa has been commenting quite a bit on people’s physiques lately and we are just agreeing and changing the subject I just wanted to let you know ahead of time so it doesn’t catch you off guard’
Steven Mandrapa retweeted
Imagine being so unlikeable (Vivek Ramaswamy) that your own 8th grade teacher protests you
Steven Mandrapa retweeted
Breaking: Donald Trump was "an active participant in Jeffrey Epstein’s abuse of young women in the mid-to-late 1990s,” according to a report issued today by Dems on the House Judiciary Committee. The report includes one new rape allegation against Trump, and calls for a special investigation of the Trump administration's cover-up of Epstein's crimes.
Steven Mandrapa retweeted
Enterprises that are on Claude but not Claude Code spend on average $75 per user per month
The Top 5% of enterprises who are on Claude Code spend about $1500 per user per month.
Intensive agentic demand is already here and demand for frontier tokens is near limitless still
Steven Mandrapa retweeted
Is this shaping up to be one of the biggest prediction market whiffs of all time?
It’s weird. When I see Trump say obvious lies with a smirk on his face I just figure everyone else knows he’s lying too.
When voters headed to the polls nearly two years ago, Donald Trump promised them cheaper groceries, gas below $2 a gallon and a wave of new manufacturing jobs.
They elected him president — and got the opposite, a NBC News analysis finds. nbcnews.com/business/economy…
