Building @liveframe Watch me trade to fund my business I stream here and on Twitch: https://xitter.cf/t.co/yqZ3L9SUYP
Florida
Joined February 2018
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They’re getting a majority of their compute from Elon as per the S1
I knew what to do last night when Elon started his fud campaign
I like to bet on ruthless founders even if it’s a little money
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Here we go
Ironic they go public the same week as gta6 launch
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.
This app has gotten wayyyy too negative
These people didn’t even know about the issues with the internet or war or whatever until like 2 days ago
And now theyre talking about the world ending and the stock market.
Don’t let the algorithm dictate your emotions
let me just check the marke....OH MY GOD!
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.
Companies like this will either have to copy the playbook of higgsfield or get acquired by higgsfield
I think many YC founders will discover that distribution and getting many players for a game is way harder than most YC startups have ever endured
2 things can be true and both lead to me being long $SPCX
1. elon is lying to talk his book and then buy the contracts because he can
2. elon is not lying and you want to be in businesses that can support the buildout with multiple lines of growth and revenue.
so its a win
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.
made significant updates to the @liveframe platform this weekend and may do another pass through before end of month. just this last week:
-helped a vibe coding gaming startup
-sold a show to a brand cant say more
-building out marketing unit for a perps product
Good WK
Sold to make $600
Did my math
If I hold to 100m with my current supply I have 22-30k return
That’s ok at best for a main runner
If I sell now, wait for maybe one more big dump and then double my allo, then I will be happy with my position
If wrong it’s ok no big deal
This isn’t exactly bearish btw
Class c shares aren’t great but if muse continues to show growth and Prometheus becomes top 3 center AND ai trad is still on in 2027
A company spending money to build is usually bullish not bearish
The ai trade is just in a risky period
Trying again one more time
I literally live in gaming I don’t like the idea of missing out on maybe a gaming coin running
Until this is solved memecoins are completely capped and other forms of crypto games will overtake it.
Vamps seem impossible to solve.
In normal casino land, retention is created by chasing losses
Because there are established rules where you know someone will win
In memecoin casino
You can follow the rules and end up picking the correct coin
But you will still get slammed because nobody wants to buy a coin after a certain price so they make a vamp
So you can’t really chase losses because there are no rules or any real hope of winning if you’re a normal person
You can’t build the next great casino without rules
Until this is solved memecoins are completely capped and other forms of crypto games will overtake it.
Vamps seem impossible to solve.
In normal casino land, retention is created by chasing losses
Because there are established rules where you know someone will win
In memecoin casino
You can follow the rules and end up picking the correct coin
But you will still get slammed because nobody wants to buy a coin after a certain price so they make a vamp
So you can’t really chase losses because there are no rules or any real hope of winning if you’re a normal person
You can’t build the next great casino without rules
Seeing a lot of doom and gloom on the TL
Nothing is ever as good or bad as it seems
There is a lot to do and build in multiple emerging markets
There is money circulating and exciting things to do if you push yourself when it matters