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gomeze

@futboleri

Football and Politics

 Gdansk, Poland
Joined July 2012
  • Tweets29.3K
  • Following667
  • Followers967
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Photo by gomeze (@futboleri)Photo by gomeze (@futboleri)Photo by gomeze (@futboleri)Photo by gomeze (@futboleri)Photo by gomeze (@futboleri)Photo by gomeze (@futboleri)Photo by gomeze (@futboleri)Photo by gomeze (@futboleri)Photo by gomeze (@futboleri)
Módlmy się za Jakuba i Artura, dwóch dzielnych bohaterów, dziś w Krakowie 🇵🇱🇵🇱
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The problem with long term holding these companies is that their pure play is renting GPU compute concentrated to hyperscalers clients, business model seems to not be sustainable in a long run, is this correct @grok
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🧵 Anthropic, la empresa de Claude, está a punto de salir a bolsa. Podría ser la mayor salida a bolsa de la historia, por encima de los $86.000M que recaudó SpaceX. Qué esperar, qué dicen sus números y dónde están los riesgos 👇
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Otros riesgos:
• 2 clientes generaron ~25% de los ingresos de 2025
• Calificación crediticia BB+, por debajo del grado de inversión
• $26.600M en acciones para empleados tras la salida a bolsa
• El fundador controla el 50,1% del voto Además es una PBC (corporación de beneficio público): no solo busca maximizar beneficios.
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Conclusión: comprar ANT es apostar a que la demanda de IA crezca entre un 25% y un 50% al año hasta 2030. Si pasa, esos $895.000M son una ventaja enorme. Si se frena, son un lastre. Anthropic es el termómetro de toda la industria de IA.
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Consternado por el ataque en Cracovia. Hoy España está con Polonia y con las víctimas. Deseo una pronta recuperación a los heridos.
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🚨🇵🇱 BREAKING: First video of full police intervention on the Kraków attacker from a street camera. The attacker is in the black car seen crashing into the white car.
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gomeze retweeted
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NEXTA
@nexta_tv11h
🚨 Krakow's Main Market Square after the mass shooting — live webcam footage The webcam feed shows emergency services continuing their work at the scene of the tragedy.
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We were lucky the attacker didn’t strike when the area was packed with people dancing and walking around as it is common in Krakow Rynek. There could have been far more casualties.
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gomeze retweeted
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gomeze
@futboleri12h
This is allegedly the man that perpetrated the attack in Krakow, @Grok search for more information about this.
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This is allegedly the man that perpetrated the attack in Krakow, @Grok search for more information about this.
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Impressive. I never thought I would witness something like this in Kraków. Mass slaughter, chaos, destruction, and panic. My heart goes out to all the families affected by this tragedy.
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