a vicenarian, running & sharing what matters + DAU of books

Toronto
Joined June 2019
"one of the things I'm trying to get rid of is the word 'Should'. Whenever the word 'should' creeps up In your mind, it's guilt or Social programming. Doing something because you 'should' basically means you don't actually want to do it" -@naval
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october of this year will be by far the most memorable month of this year for me
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old way of investing in markets is dying
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Dhaval retweeted
Anthropic S1 just dropped Here is a 100 page deck that covers their entire S1 without any legalese and boilerplate jargon thewrapanthropic.tiiny.site/… Anthropic has over 12K customers that spend $100K a year
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team canada, we to step up & stand tall with the usa, shoulder to shoulder provide enough compute for domestic use today: anthropic, openai tomorrow: cohere
Anthropic already has $132bn of cash. Add a ~$140bn IPO, $77bn of committed funding from Google, Amazon and Broadcom and cash from a business growing 14x a year and it could be sitting on roughly $400bn by the end of 2027. That's more firepower than almost any company on earth, aimed at one thing and one thing only: compute. In a race where the winner is whoever can build the most, Anthropic is about to have the deepest pockets in AI outside of Big Tech itself.
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this words are from agi
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compute is new fresh water
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i highly encourage my friends in banglore to go outside(delhi/mumbai #1) for a month or two
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mukesh ambani holds stake in Josh's thrive holdings, we should expect something in open ai x jio. be it for energy, compute or something reliance is an energy behemoth
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this is just anthropic, open ai is next, time to build more data centres
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ANTHROPIC'S S-1 SHOWS COMPUTE COMMITMENTS RUNNING ALL THE WAY TO 2045: • Broadcom TPU leases: ~$161.2B in rent • SpaceXAI: up to $120.5B for Nvidia Chips • Google: at least ~$114.5B • Amazon: $110.0B • Microsoft: at least $44.9B • Nscale: up to ~$44.6B • Lambda: ~$41.3B • AMD: no fixed amount; >$20B if it takes the full first tranche Plus ~$245B of payments under new and amended deals signed after June 30.
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how many waterloo alums beneficiary of anthropic ipo? @trq212 if you need to deploy some benjamins in canada's ai infra, let's chat
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anthropic says the gap between what @claudeai can do and how widely it's used is one of its biggest growth opportunities. someone has to close that gap for dentists, landlords, and plumbers.
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“go do work for me era” has just began from chat onwards
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3 years ago anthropic has $41m revenue H1Y26 $16b who has that short of mental model to comprehend that curve? insane time to be alive
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👀
Kind of fascinating that old-line private equity firms like Apollo, Blackstone and KKR are underwriting the AI revolution.
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debt financing on gpus only started a few years ago
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ANT will eat everything
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.
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Dhaval retweeted
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.
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remember amazon losing billions on marketplace in early days, then printing good money on aws ai is in its infancy
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to all my friends who think this is a bubble
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