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STOP COMPARING ANTHROPIC TO GOOGLE Let me destroy that comparison in three lines - Google IPO valuation: $23B - Anthropic IPO valuation: $965B That's 42x more expensive before retail even touches it For Anthropic to match Google's return - it would need a $175 trillion market cap The entire... show more

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🚨 THIS IS ABSOLUTE MADNESS! Everyone is hyping Anthropic as the next Google. But here’s the brutal truth: When Google went public, its valuation was just $23B. Anthropic is raising at $965B. That's 42 times bigger. You're not early. You're late. Let that sink in: To match Google's 18,200% return from this valuation, Anthropic would need to reach $175 trillion market cap. That’s more than the entire planet’s GDP. But the math is only half the problem. At its IPO Google was already profitable with 90% margins. By contrast, Anthropic is deeply unprofitable. Even with $47B in revenue, they spend way more than they earn. Every cent goes straight to paying for chips and data centers. This trillion-dollar listing isn't an opportunity for you. It is a desperate cash-out event for private backers. Your portfolio is just their exit liquidity. Don't say I didn't warn you. For the record, I've called every major turn for the last 10 years, including the $111K top in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. Most people will only realize what happened when it's too late.

🚨 THIS IS ABSOLUTE MADNESS! Everyone is hyping Anthropic as the next Google. But here’s the brutal truth: When Google went public, its valuation was just $23B. Anthropic is raising at $965B. That's 42 times bigger. You're not early. You're late. Let that sink in: To match Google's 18,200% return from this valuation, Anthropic would need to reach $175 trillion market cap. That’s more than the entire planet’s GDP. But the math is only half the problem. At its IPO Google was already profitable with 90% margins. By contrast, Anthropic is deeply unprofitable. Even with $47B in revenue, they spend way more than they earn. Every cent goes straight to paying for chips and data centers. This trillion-dollar listing isn't an opportunity for you. It is a desperate cash-out event for private backers. Your portfolio is just their exit liquidity. Don't say I didn't warn you. For the record, I've called every major turn for the last 10 years, including the $111K top in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. Most people will only realize what happened when it's too late.

MARMOT

213,488 Aufrufe • vor 3 Monaten

ANTHROPIC NEEDS TO BECOME LARGER THAN THE ENTIRE WORLD ECONOMY TO JUSTIFY ITS PRICE Google IPO'd at $23 billion Anthropic wants $965 billion before a single retail investor touches it That's 42x more expensive at the starting line Now run the math on what early buyers actually need to make their money back For Anthropic to match Google's returns from here, the company needs to reach $175 trillion Global GDP is $110 trillion The target is larger than everything every country on earth produces in an entire year Google was profitable at IPO Anthropic is burning billions every quarter with no clear path to break even The people selling you this opportunity got in at $5 billion They need you at $965 billion to make their return real That's not investing in the future that's being the exit for people who arrived years before you I've called every major top and bottom for 15 years, including the $16K bottom and the $126K top both publicly, both before they happened When I rotate my positions, this account posts it first Turn notifications on if you're not following yet, you'll understand why that was a mistake later

ANTHROPIC NEEDS TO BECOME LARGER THAN THE ENTIRE WORLD ECONOMY TO JUSTIFY ITS PRICE Google IPO'd at $23 billion Anthropic wants $965 billion before a single retail investor touches it That's 42x more expensive at the starting line Now run the math on what early buyers actually need to make their money back For Anthropic to match Google's returns from here, the company needs to reach $175 trillion Global GDP is $110 trillion The target is larger than everything every country on earth produces in an entire year Google was profitable at IPO Anthropic is burning billions every quarter with no clear path to break even The people selling you this opportunity got in at $5 billion They need you at $965 billion to make their return real That's not investing in the future that's being the exit for people who arrived years before you I've called every major top and bottom for 15 years, including the $16K bottom and the $126K top both publicly, both before they happened When I rotate my positions, this account posts it first Turn notifications on if you're not following yet, you'll understand why that was a mistake later

philarekt

11,492 Aufrufe • vor 1 Monat

🚨 ANTHROPIC NEEDS TO GROW 500X TO JUSTIFY ITS IPO PRICE!! Google hit the public market at $23,000,000,000. Anthropic wants $965,000,000,000. Before a single retail investor touches it. That gap is 42x. 42 TIMES MORE expensive before the opening bell. Now run the numbers on what that actually means. For early Anthropic buyers to match what Google returned, the company needs to reach $175,000,000,000,000. Global GDP is $110,000,000,000,000. The target is larger than the entire world economy produces in a year. That's not ambitious. That's math that doesn't add up. Google entered its IPO generating profit. Anthropic is spending billions every quarter with no clear path to break even. The people selling you this opportunity got in at $5B. They need you at $965B to make their return real. That's not investing in the future. That's being the exit for people who arrived years before you. This sounds SCARY, but I'll keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

🚨 ANTHROPIC NEEDS TO GROW 500X TO JUSTIFY ITS IPO PRICE!! Google hit the public market at $23,000,000,000. Anthropic wants $965,000,000,000. Before a single retail investor touches it. That gap is 42x. 42 TIMES MORE expensive before the opening bell. Now run the numbers on what that actually means. For early Anthropic buyers to match what Google returned, the company needs to reach $175,000,000,000,000. Global GDP is $110,000,000,000,000. The target is larger than the entire world economy produces in a year. That's not ambitious. That's math that doesn't add up. Google entered its IPO generating profit. Anthropic is spending billions every quarter with no clear path to break even. The people selling you this opportunity got in at $5B. They need you at $965B to make their return real. That's not investing in the future. That's being the exit for people who arrived years before you. This sounds SCARY, but I'll keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

188,939 Aufrufe • vor 3 Monaten

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Google went public at $23,000,000,000 Anthropic is eyeing $965,000,000,000 Even before retail gets a single share. That's 42 TIMES MORE expensive at the starting line. This is the place where the math is not mathing... To deliver the same return Google gave early investors, Anthropic needs to reach a $175,000,000,000,000 market cap. The entire global economy produces only $110 TRILLION per year. The math is physically impossible, not just unlikely. And here's where it gets worse: Google walked into its IPO profitable. Anthropic is burning billions with ZERO profit. You're not getting in early on the next search engine. You're providing liquidity for the people who actually got in early. This sounds SCARY, but I'll keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Google went public at $23,000,000,000 Anthropic is eyeing $965,000,000,000 Even before retail gets a single share. That's 42 TIMES MORE expensive at the starting line. This is the place where the math is not mathing... To deliver the same return Google gave early investors, Anthropic needs to reach a $175,000,000,000,000 market cap. The entire global economy produces only $110 TRILLION per year. The math is physically impossible, not just unlikely. And here's where it gets worse: Google walked into its IPO profitable. Anthropic is burning billions with ZERO profit. You're not getting in early on the next search engine. You're providing liquidity for the people who actually got in early. This sounds SCARY, but I'll keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

363,451 Aufrufe • vor 3 Monaten

ANTHROPIC IPO COULD BE THE BIGGEST OPPORTUNITY OF YOUR LIFE. GOOGLE DID +20,000% SINCE ITS IPO. Anthropic, the lab powering AI for 8 of the 10 biggest companies in the world, is targeting October 2026. Revenue: $1B in early 2025 to a $30B run rate today. 10x growth, three years in a row. Secondary markets already price it near $800,000,000,000. Turn notifications ON for updates on the Anthropic IPO.

ANTHROPIC IPO COULD BE THE BIGGEST OPPORTUNITY OF YOUR LIFE. GOOGLE DID +20,000% SINCE ITS IPO. Anthropic, the lab powering AI for 8 of the 10 biggest companies in the world, is targeting October 2026. Revenue: $1B in early 2025 to a $30B run rate today. 10x growth, three years in a row. Secondary markets already price it near $800,000,000,000. Turn notifications ON for updates on the Anthropic IPO.

CryptoGoos

80,607 Aufrufe • vor 3 Monaten

🚨 do you understand what happened to the AI money loop.. Google just signed a deal to pay SpaceX $920 million a month for AI compute. Yes, Google - the company that owns one of the biggest GPU stockpiles on Earth - is now renting servers from a rocket company. - Anthropic pays SpaceX $1.25 billion a month for the same kind of compute - Google's old stake in SpaceX could be worth over $100 billion after the IPO - So Anthropic pays SpaceX, SpaceX answers to Google, Google funds Anthropic - The entire AI industry is quietly paying itself in a circle The money never leaves the room. It just changes whose name is on the check.

🚨 do you understand what happened to the AI money loop.. Google just signed a deal to pay SpaceX $920 million a month for AI compute. Yes, Google - the company that owns one of the biggest GPU stockpiles on Earth - is now renting servers from a rocket company. - Anthropic pays SpaceX $1.25 billion a month for the same kind of compute - Google's old stake in SpaceX could be worth over $100 billion after the IPO - So Anthropic pays SpaceX, SpaceX answers to Google, Google funds Anthropic - The entire AI industry is quietly paying itself in a circle The money never leaves the room. It just changes whose name is on the check.

BuBBliK

18,631 Aufrufe • vor 3 Monaten

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years."

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years."

TBPN

944,799 Aufrufe • vor 7 Monaten

🚨 WARNING: ANTHROPIC'S IPO WILL CRASH THE MARKETS! This is the BIGGEST liquidity drain in WHOLE market history. Anthropic is expected to go public at a ~$1.5 TRILLION valuation. And if you think it's just another scary headline YOU'RE COMPLETELY WRONG. Money does NOT appear from nowhere. If investors want exposure to $ANTH, they will sell what they already own. - Microsoft, Google, Meta shares. - OpenAI and other AI-adjacent positions. - High beta tech. - Crypto. That one fact explains a lot. Because this is NOT just an IPO. It is a capital extraction event. Everyone sees the Claude hype. Almost nobody sees the forced selling. And it gets worse. Anthropic is ~80% owned by strategic giants. Amazon and Google. The public float will be microscopic. That means insiders are sitting on over a TRILLION in paper wealth. Once lockups expire, the quiet unwind begins. Exactly when retail piles in on the hype. Now connect the dots. - Existing AI stocks get sold. - Capital rotates out of $MSFT, $GOOGL, $NVDA. - High beta assets dump. - Strategics take liquidity. - Retail holds the bag. This is NOT a normal IPO. It is one of the largest liquidity events in tech market history. Markets are NOT pricing this in right now. But they will. I've studied macro for 10 years. I've called almost every major top. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

🚨 WARNING: ANTHROPIC'S IPO WILL CRASH THE MARKETS! This is the BIGGEST liquidity drain in WHOLE market history. Anthropic is expected to go public at a ~$1.5 TRILLION valuation. And if you think it's just another scary headline YOU'RE COMPLETELY WRONG. Money does NOT appear from nowhere. If investors want exposure to $ANTH, they will sell what they already own. - Microsoft, Google, Meta shares. - OpenAI and other AI-adjacent positions. - High beta tech. - Crypto. That one fact explains a lot. Because this is NOT just an IPO. It is a capital extraction event. Everyone sees the Claude hype. Almost nobody sees the forced selling. And it gets worse. Anthropic is ~80% owned by strategic giants. Amazon and Google. The public float will be microscopic. That means insiders are sitting on over a TRILLION in paper wealth. Once lockups expire, the quiet unwind begins. Exactly when retail piles in on the hype. Now connect the dots. - Existing AI stocks get sold. - Capital rotates out of $MSFT, $GOOGL, $NVDA. - High beta assets dump. - Strategics take liquidity. - Retail holds the bag. This is NOT a normal IPO. It is one of the largest liquidity events in tech market history. Markets are NOT pricing this in right now. But they will. I've studied macro for 10 years. I've called almost every major top. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

Wimar.X

21,376 Aufrufe • vor 3 Monaten

🚨 EVERY MEGA IPO HAS MARKED THE END OF A BUBBLE This pattern has repeated for almost 100 YEARS. 1928 → Goldman Sachs IPO → 1929 crash: -86% 1971 → Intel IPO → 1973 crash: -53% 2000 → AT&T Wireless IPO → dot-com crash: -51% 2026 → Anthropic IPO → 2026 crash: **% Every time, one of the biggest IPO of the era arrived near the peak of a major market cycle. Euphoria peaks → liquidity gets distributed → the market breaks. Now Anthropic is preparing to go public in the middle of the biggest AI boom in history. If this cycle repeats, the Anthropic IPO could be the FINAL liquidity event before the AI bubble breaks. And the old market cycle below is pointing at 2026 too. Coincidence? I don't think so. Turn notifications on. If you're not following yet, you'll understand why that was a mistake later.

🚨 EVERY MEGA IPO HAS MARKED THE END OF A BUBBLE This pattern has repeated for almost 100 YEARS. 1928 → Goldman Sachs IPO → 1929 crash: -86% 1971 → Intel IPO → 1973 crash: -53% 2000 → AT&T Wireless IPO → dot-com crash: -51% 2026 → Anthropic IPO → 2026 crash: **% Every time, one of the biggest IPO of the era arrived near the peak of a major market cycle. Euphoria peaks → liquidity gets distributed → the market breaks. Now Anthropic is preparing to go public in the middle of the biggest AI boom in history. If this cycle repeats, the Anthropic IPO could be the FINAL liquidity event before the AI bubble breaks. And the old market cycle below is pointing at 2026 too. Coincidence? I don't think so. Turn notifications on. If you're not following yet, you'll understand why that was a mistake later.

DANNY

77,454 Aufrufe • vor 1 Monat

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years." From his January appearance on the show.

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years." From his January appearance on the show.

TBPN

93,944 Aufrufe • vor 6 Monaten

SpaceX IPO is the biggest pump and dump in financial history Mark my words. People buying this IPO will lose everything. The valuation is $1.75 trillion for a company that isn't profitable. Insiders own around 95% of the shares and $1.6 trillion in paper wealth. By November up to 93% of those shares will unlock for sale. That is the textbook setup for the biggest exit event ever. Retail will lose 60% to 80% of their capital within months. The smart money already sold before the bell rang. Follow to know what is happening before the headlines catch up.

SpaceX IPO is the biggest pump and dump in financial history Mark my words. People buying this IPO will lose everything. The valuation is $1.75 trillion for a company that isn't profitable. Insiders own around 95% of the shares and $1.6 trillion in paper wealth. By November up to 93% of those shares will unlock for sale. That is the textbook setup for the biggest exit event ever. Retail will lose 60% to 80% of their capital within months. The smart money already sold before the bell rang. Follow to know what is happening before the headlines catch up.

winkle.

56,846 Aufrufe • vor 3 Monaten

Anthropic just told Wall Street that replacing human workers is worth $30 trillion a year. The largest IPO ever is about to go on sale, and the product being sold is "replacing jobs.“ $30 trillion is bigger than the entire economy of China. It's about the size of the whole United States economy, which runs around $32.5 trillion a year. And it's roughly a quarter of every dollar earned on this planet. Anthropic is telling investors that's the market. Now here's the part nobody explained: Companies usually size a market by counting an industry. They add up the software licences, the cloud contracts, the subscriptions, whatever that category buys in a year. But Anthropic did something else… They built the $30 trillion figure from the full scope of work that could be completed using AI models. So the market Anthropic sized is the world's wage bill. And this is where it gets really interesting: Anthropic's revenue right now runs about $65 billion a year, up from roughly $9 billion at the end of 2025. So Anthropic is telling investors it has captured 0.2% of its own market. The 191 technology companies in the S&P 1500 made $2.4 trillion in revenue last year. That's EVERY listed tech company added together. Anthropic is claiming a market TWELVE times bigger than all of them combined. That $30 trillion is doing one job here: Making the price look reasonable. Anthropic wants a valuation near $2 trillion and a raise of up to $100 billion, which would beat the $86.2 billion SpaceX pulled in the biggest IPO in history. Against $30 trillion, a $2 trillion price is basically nothing. Without it, you're buying a company with $65 billion in sales for $2 trillion. Then look at who steers the thing afterwards: Dario Amodei owns roughly 2% of Anthropic. Before the listing, Amodei and his co-founders are getting a special class of stock with extra voting power. The trust that appoints most of the board just dropped from four trustees to three. So whoever buys into the biggest IPO in history gets no vote and no board seat. And the insiders may get to sell into it. Anthropic is weighing letting existing shareholders cash out inside the offering, which SpaceX refused to allow. We watched this exact thing play out three months ago: SpaceX told investors its market was $28.5 trillion, priced at $135 a share in June, and traded under $105 in early August. Uber ran the same play in 2019 with a $6 trillion market. But the revenue here is real, and that's what makes it so hard to dismiss. Anthropic grew 7x in 7 months. Serious funds will ignore the $30 trillion completely and model the near-term target of roughly $200 billion in sales by the end of the decade. The $30 trillion is aimed at everyone else reading the headline. And Anthropic is a public benefit corporation. Amodei warned in his own essay this year about "a level of wealth concentration that will break society." He's predicted AI could wipe out half of all entry-level white-collar jobs. Job candidates are reportedly even asked how they'd feel if the company killed its own product on safety grounds and the stock went to zero. Anthropic took its name from anthropos, the Greek word for human being. And the pitch it's carrying to Wall Street is that its software can do the work humans currently get paid for. If Anthropic ever collects a real slice of that $30 trillion, it has to come out of wages somebody is getting paid today.

Anthropic just told Wall Street that replacing human workers is worth $30 trillion a year. The largest IPO ever is about to go on sale, and the product being sold is "replacing jobs.“ $30 trillion is bigger than the entire economy of China. It's about the size of the whole United States economy, which runs around $32.5 trillion a year. And it's roughly a quarter of every dollar earned on this planet. Anthropic is telling investors that's the market. Now here's the part nobody explained: Companies usually size a market by counting an industry. They add up the software licences, the cloud contracts, the subscriptions, whatever that category buys in a year. But Anthropic did something else… They built the $30 trillion figure from the full scope of work that could be completed using AI models. So the market Anthropic sized is the world's wage bill. And this is where it gets really interesting: Anthropic's revenue right now runs about $65 billion a year, up from roughly $9 billion at the end of 2025. So Anthropic is telling investors it has captured 0.2% of its own market. The 191 technology companies in the S&P 1500 made $2.4 trillion in revenue last year. That's EVERY listed tech company added together. Anthropic is claiming a market TWELVE times bigger than all of them combined. That $30 trillion is doing one job here: Making the price look reasonable. Anthropic wants a valuation near $2 trillion and a raise of up to $100 billion, which would beat the $86.2 billion SpaceX pulled in the biggest IPO in history. Against $30 trillion, a $2 trillion price is basically nothing. Without it, you're buying a company with $65 billion in sales for $2 trillion. Then look at who steers the thing afterwards: Dario Amodei owns roughly 2% of Anthropic. Before the listing, Amodei and his co-founders are getting a special class of stock with extra voting power. The trust that appoints most of the board just dropped from four trustees to three. So whoever buys into the biggest IPO in history gets no vote and no board seat. And the insiders may get to sell into it. Anthropic is weighing letting existing shareholders cash out inside the offering, which SpaceX refused to allow. We watched this exact thing play out three months ago: SpaceX told investors its market was $28.5 trillion, priced at $135 a share in June, and traded under $105 in early August. Uber ran the same play in 2019 with a $6 trillion market. But the revenue here is real, and that's what makes it so hard to dismiss. Anthropic grew 7x in 7 months. Serious funds will ignore the $30 trillion completely and model the near-term target of roughly $200 billion in sales by the end of the decade. The $30 trillion is aimed at everyone else reading the headline. And Anthropic is a public benefit corporation. Amodei warned in his own essay this year about "a level of wealth concentration that will break society." He's predicted AI could wipe out half of all entry-level white-collar jobs. Job candidates are reportedly even asked how they'd feel if the company killed its own product on safety grounds and the stock went to zero. Anthropic took its name from anthropos, the Greek word for human being. And the pitch it's carrying to Wall Street is that its software can do the work humans currently get paid for. If Anthropic ever collects a real slice of that $30 trillion, it has to come out of wages somebody is getting paid today.

Ricardo

33,678 Aufrufe • vor 17 Tagen

🇺🇸 Cathie Wood says SpaceX could become the most important company in global history. Her case: telecom used to mean buying a country's carrier. Now SpaceX owns 75% of the satellites up there. Then orbital data centers, which she reckons will be the cheapest anywhere and let Elon's team build frontier AI at the lowest cost. On the ground it's already renting data centers to Anthropic and Google. Cathie isn't watching the daily chart. She's added more than $80 million since the IPO and she's buying every chance she gets. Writer: Julie

🇺🇸 Cathie Wood says SpaceX could become the most important company in global history. Her case: telecom used to mean buying a country's carrier. Now SpaceX owns 75% of the satellites up there. Then orbital data centers, which she reckons will be the cheapest anywhere and let Elon's team build frontier AI at the lowest cost. On the ground it's already renting data centers to Anthropic and Google. Cathie isn't watching the daily chart. She's added more than $80 million since the IPO and she's buying every chance she gets. Writer: Julie

Mario Nawfal

36,950 Aufrufe • vor 1 Monat

I CHANGED MY MIND ON GOOGLE AI NO MOAT MEMO FROM 2023. I was—WRONG. I humbly apologize. In 2023 Google had an Ivory Tower walled garden views of open source AI. It was the actual reason OpenAI was formed. And I called them out on it and this act impacted my ability to “work in the industry”. Would not change it for the world because: 2026 Google open source Gemma 4 ( running fully locally on a computer with near cloud model abilities, is amazing and Google just made a moat. They out smarted OpenAI and the folks that are the new Ivory Tower arrogance: Anthropic. We at The Zero-Human Company with CEO Mr. Grok are deploying Gemma, Kimi, MiniMax and other open source models and so are millions of others. You can to and should. I will write how soon. Google smartly is building an intentional open source ecosystem and the clueless younger companies like OpenAI and Anthropic are doing anything to close their ecosystems. So I was right about Google than and I am right about OpenAI and Anthropic now. What I was wrong about is not giving credit to Google to drop the intellectual arrogance and embrace builders and understand the long game: it is not about the commoditized AI models it is about the ability to build a place to build. China gets it. So my apologies to Google and thank you for an astounding FREE OPEN SOURCE AI MODEL!

I CHANGED MY MIND ON GOOGLE AI NO MOAT MEMO FROM 2023. I was—WRONG. I humbly apologize. In 2023 Google had an Ivory Tower walled garden views of open source AI. It was the actual reason OpenAI was formed. And I called them out on it and this act impacted my ability to “work in the industry”. Would not change it for the world because: 2026 Google open source Gemma 4 ( running fully locally on a computer with near cloud model abilities, is amazing and Google just made a moat. They out smarted OpenAI and the folks that are the new Ivory Tower arrogance: Anthropic. We at The Zero-Human Company with CEO Mr. Grok are deploying Gemma, Kimi, MiniMax and other open source models and so are millions of others. You can to and should. I will write how soon. Google smartly is building an intentional open source ecosystem and the clueless younger companies like OpenAI and Anthropic are doing anything to close their ecosystems. So I was right about Google than and I am right about OpenAI and Anthropic now. What I was wrong about is not giving credit to Google to drop the intellectual arrogance and embrace builders and understand the long game: it is not about the commoditized AI models it is about the ability to build a place to build. China gets it. So my apologies to Google and thank you for an astounding FREE OPEN SOURCE AI MODEL!

Brian Roemmele

85,565 Aufrufe • vor 5 Monaten

🚨 THIS IS HOW THE AI BUBBLE WILL CRASH THE S&P 500 Read this carefully before buying stocks! The biggest IPO wave in decades is colliding with one of the most concentrated markets in history. 1. The IPO wave is already here. > SpaceX completed the largest IPO in history in June, raising $75 BILLION at a ~$1.77 TRILLION valuation. > Anthropic is now preparing for a potential Nasdaq IPO, with its valuation reportedly reaching as high as ~$2 TRILLION. > OpenAI was also considered one of the next trillion-dollar IPO candidates, but Sam Altman has now ruled out an IPO in 2026. And that actually makes the setup even more interesting! 2. The S&P 500 is already extremely concentrated. The Magnificent Seven currently represent roughly 34% of the entire S&P 500, with Nvidia, Microsoft, Google, Amazon, Meta, Apple, and Tesla carrying an enormous share of the index. Now imagine another massive Anthropic offering pulling tens of billions of dollars into a brand-new AI stock. That money has to come from somewhere. Funds could rotate capital out of today's biggest winners to make room for the next generation of AI giants. Nvidia. Microsoft. Google. Amazon. THE SAME STOCKS CURRENTLY HOLDING UP THE INDEX! SpaceX also showed exactly how extreme this IPO cycle has become: $75 BILLION raised in a single offering. Anthropic could potentially be even bigger. 3. History has seen this setup before. Near the peak of every major bubble, capital became concentrated in a small group of companies investors believed could not lose: > The Roaring Twenties > The Nifty Fifty > Japan's 1980s asset bubble > The Dot-Com Bubble Today, U.S. market concentration is once again near historic extremes. 4. Great companies can still become terrible investments at the wrong valuation. During the Dot-Com collapse, some of the strongest companies on Earth suffered brutal drawdowns: Amazon: ~-95% Microsoft: ~-65% Intel: ~-80%+ Oracle: ~-80%+ Yahoo: ~-97% A great business does not protect investors from extreme valuations. And now private AI companies are approaching trillion-dollar valuations while the industry is still burning enormous amounts of capital. THAT IS EXACTLY THE KIND OF EUPHORIA THAT SHOULD MAKE INVESTORS PAY ATTENTION! I've said this before, and the cycle is still moving in the same direction. Turn on notifications and drop your thoughts below. THE NEXT PHASE COULD BE THE MOST IMPORTANT ONE YET!

Qmo

59,017 Aufrufe • vor 4 Tagen

Google just quit the AI race on purpose, and it is about to make MORE money than everyone still running it. 4 of the most cited AI researchers alive walked out of Google in a single afternoon. Jeff Dean, the man who built the systems Google runs on, gone after 27 years. Sanjay Ghemawat, his longtime partner, gone. Oriol Vinyals, a Gemini co-lead, gone. Quoc Le, a Google Brain co-founder, gone. That same day, Demis Hassabis stepped back from running DeepMind. Hassabis co-founded the lab, won a Nobel Prize for AlphaFold, and had been the face of Google AI for a decade. The stock dropped 5% within hours. Analysts called it a brain drain. Headlines called it the day Google fell behind. But turns out that's completely wrong, because the numbers underneath tell a completely different story: Google is not trying to win the frontier model race anymore. It looked at where the money is and walked toward it. Gemini, Google's flagship model business, generated about $12 billion in annual revenue last quarter. That is the entire payoff from competing head to head with OpenAI and Anthropic. Now look at the other number. By the end of 2027, Google Cloud is projected to do over $73 billion selling AI infrastructure to other companies, plus another $120 billion selling its TPU chips. That is roughly $200 billion of external sales at high margins, against a $12 billion model business. Google understood that the frontier race is the expensive part while selling the shovels is the profitable part. And the customers buying those shovels include Google's own rivals. Over 20% of Google's TPU shipments for 2026 and 2027 are going to Anthropic, one of the two labs supposedly beating Gemini. Google now makes money every time Anthropic trains a model designed to crush Google's OWN product. Cede the frontier, own the layer underneath it, and collect a toll from everyone racing across the top. The researchers leaving is the symptom of a company that already decided models are not where it wins. Jeff Dean said it himself on the way out. He told the New York Times that leaving a public company gives him room to make decisions "not necessarily in the company's purist financial interests." Read that from Google's side: The people who wanted to chase the science left, because Google is now optimizing for the FINANCIAL interest. Gemini 3.5 Pro is running months behind, with staff blaming low morale. DeepMind's comms, legal, and marketing teams are being folded into Google proper. A former manager told the Guardian the era of DeepMind as an independent lab is over. None of that reads as failure once you see the strategy. Yet Wall Street is pricing this as Google losing. The parallel that should worry the frontier labs: If open weight models keep compressing the price of inference, being the best model stops being a business. It becomes like semiconductor fabrication, strategically vital and financially brutal, a race you win and still lose money running. Google is the first giant to admit that. The company that invented the transformer just handed the frontier to OpenAI and Anthropic, and positioned itself to get paid on every model both of them ship. Those labs will be burning billions to stay one benchmark ahead, and Google will be cashing in hundreds of billions from it. The model business is actually just a race where everyone loses. Apple understood that from the get-go and never joined the race, Google understood it now and left it to OpenAI and Anthropic. Who will go bankrupt first?

Google just quit the AI race on purpose, and it is about to make MORE money than everyone still running it. 4 of the most cited AI researchers alive walked out of Google in a single afternoon. Jeff Dean, the man who built the systems Google runs on, gone after 27 years. Sanjay Ghemawat, his longtime partner, gone. Oriol Vinyals, a Gemini co-lead, gone. Quoc Le, a Google Brain co-founder, gone. That same day, Demis Hassabis stepped back from running DeepMind. Hassabis co-founded the lab, won a Nobel Prize for AlphaFold, and had been the face of Google AI for a decade. The stock dropped 5% within hours. Analysts called it a brain drain. Headlines called it the day Google fell behind. But turns out that's completely wrong, because the numbers underneath tell a completely different story: Google is not trying to win the frontier model race anymore. It looked at where the money is and walked toward it. Gemini, Google's flagship model business, generated about $12 billion in annual revenue last quarter. That is the entire payoff from competing head to head with OpenAI and Anthropic. Now look at the other number. By the end of 2027, Google Cloud is projected to do over $73 billion selling AI infrastructure to other companies, plus another $120 billion selling its TPU chips. That is roughly $200 billion of external sales at high margins, against a $12 billion model business. Google understood that the frontier race is the expensive part while selling the shovels is the profitable part. And the customers buying those shovels include Google's own rivals. Over 20% of Google's TPU shipments for 2026 and 2027 are going to Anthropic, one of the two labs supposedly beating Gemini. Google now makes money every time Anthropic trains a model designed to crush Google's OWN product. Cede the frontier, own the layer underneath it, and collect a toll from everyone racing across the top. The researchers leaving is the symptom of a company that already decided models are not where it wins. Jeff Dean said it himself on the way out. He told the New York Times that leaving a public company gives him room to make decisions "not necessarily in the company's purist financial interests." Read that from Google's side: The people who wanted to chase the science left, because Google is now optimizing for the FINANCIAL interest. Gemini 3.5 Pro is running months behind, with staff blaming low morale. DeepMind's comms, legal, and marketing teams are being folded into Google proper. A former manager told the Guardian the era of DeepMind as an independent lab is over. None of that reads as failure once you see the strategy. Yet Wall Street is pricing this as Google losing. The parallel that should worry the frontier labs: If open weight models keep compressing the price of inference, being the best model stops being a business. It becomes like semiconductor fabrication, strategically vital and financially brutal, a race you win and still lose money running. Google is the first giant to admit that. The company that invented the transformer just handed the frontier to OpenAI and Anthropic, and positioned itself to get paid on every model both of them ship. Those labs will be burning billions to stay one benchmark ahead, and Google will be cashing in hundreds of billions from it. The model business is actually just a race where everyone loses. Apple understood that from the get-go and never joined the race, Google understood it now and left it to OpenAI and Anthropic. Who will go bankrupt first?

Ricardo

242,251 Aufrufe • vor 1 Monat

Osmantic founder Ahmad says Anthropic isn't worth $2 trillion if open models can catch the frontier with post-training alone: "GLM 5.3 is catching up. Kimi K3 is catching up to Fable 5. We're seeing models that are not even new base trained with just extra post-training reaching the frontier." "Are they scared? Of course they are scared. Their entire moat was that they are the only one able to do research and boost these models in a certain direction." "They no longer can IPO at a $1 or $2 trillion. Anthropic is not worth $2 trillion. I'm sorry. That's a joke. If somebody tells me Anthropic is worth one third of NVIDIA, absolutely not." Osmantic

Osmantic founder Ahmad says Anthropic isn't worth $2 trillion if open models can catch the frontier with post-training alone: "GLM 5.3 is catching up. Kimi K3 is catching up to Fable 5. We're seeing models that are not even new base trained with just extra post-training reaching the frontier." "Are they scared? Of course they are scared. Their entire moat was that they are the only one able to do research and boost these models in a certain direction." "They no longer can IPO at a $1 or $2 trillion. Anthropic is not worth $2 trillion. I'm sorry. That's a joke. If somebody tells me Anthropic is worth one third of NVIDIA, absolutely not." Osmantic

MTS

16,977 Aufrufe • vor 8 Tagen

Former BlackRock fund manager Ed Dowd on the SpaceX IPO: "people gotta understand... [SpaceX] raised $75 billion... [and only] floated 5% of the stock... it's a very small float" "[But its valuation], that's a different story" "$1.7 trillion did not go to SpaceX. [It is] $75 billion. So people need to understand that" "then when Anthropic and OpenAI, if they ever make it to IPO, they're going to raise about $100 billion each. So the total raised actual real money is about $300 billion between these three IPOs" "Their valuations, that's a different story. And those probably won't hold and they'll probably, you know, go down 80%. So anybody buying these stocks at these prices is probably going to lose a lot of money if they hold on to them" Shannon Joy Edward Dowd

Former BlackRock fund manager Ed Dowd on the SpaceX IPO: "people gotta understand... [SpaceX] raised $75 billion... [and only] floated 5% of the stock... it's a very small float" "[But its valuation], that's a different story" "$1.7 trillion did not go to SpaceX. [It is] $75 billion. So people need to understand that" "then when Anthropic and OpenAI, if they ever make it to IPO, they're going to raise about $100 billion each. So the total raised actual real money is about $300 billion between these three IPOs" "Their valuations, that's a different story. And those probably won't hold and they'll probably, you know, go down 80%. So anybody buying these stocks at these prices is probably going to lose a lot of money if they hold on to them" Shannon Joy Edward Dowd

Sense Receptor

1,249,566 Aufrufe • vor 3 Monaten

Google just reported $99 billion in profits it never actually received. Alphabet posted net income of $112.1 billion for a single quarter. Earnings per share came in at $9.11 against a Wall Street estimate of $2.87. That is one of the largest profit quarters any company has ever printed. Yet the stock fell about 7% the same day. When people read past the headline and opened the earnings release, they found the reason sitting in one footnote... $99 billion of that profit came from a line called other income. Alphabet describes it as "primarily the result of net unrealized gains on our equity securities." So Google did not sell anything. It marked up shares it already owned and ran the increase through its income statement. That single line added $77.1 billion to net income after tax. It accounted for $6.26 of the $9.11 in earnings per share. Strip it out and adjusted earnings per share were $2.85. Analysts wanted $2.89. The ACTUAL business missed. Now here is what makes this insane: Most of that $99 billion came from two holdings, SpaceX and Anthropic. SpaceX went public on June 12 at roughly $1.77 trillion, up from about $400 billion a year earlier. Alphabet's stake is worth $94.1 billion, and roughly $80 billion of it sits under sale restrictions. Anthropic went from a $350 billion valuation to $965 billion inside the same quarter. Alphabet's private company holdings were worth about $124.3 billion on June 30, and the vast majority of that is Anthropic. Google cannot sell either position right now. Now trace where that valuation came from: Google started putting money into Anthropic in 2023. A $300 million bet has grown into a $13.3 billion position with commitments of up to $30 billion more. Anthropic committed to buying at least five gigawatts of computing capacity from Google Cloud. Google Cloud revenue then grew 82% to about $24.8 billion, the strongest quarter that business has ever had. That growth is part of the story the market uses to price both companies. And when Anthropic's valuation jumped, Google booked the jump as its OWN profit. Google is the investor, the supplier, and the party deciding what the asset is worth. A tax and accounting consultant named Robert Willens flagged this back in April, pointing out that Alphabet is able to influence the value of one of its own assets. And Alphabet's free cash flow for the quarter was negative $5.9 billion. That is the first negative quarter since Google went public in August 2004. Capital spending hit $44.9 billion. Operating cash flow was $39.1 billion. Capex now eats about 37.5% of every dollar of revenue, the highest share in the company's public life. To fund it, Alphabet has taken on roughly $100 billion of debt this year and raised about $85 billion in a June share sale, its first in more than two decades. This is a company that spent years buying its own stock back. What happens next: Alphabet raised 2026 capital spending guidance to between $195 billion and $205 billion, the second raise in three months. The finance chief told analysts 2027 spending will rise significantly. The company also disclosed $811 billion in contracted future spending commitments as of June, up nearly $500 billion from March. Those commitments are signed contracts that get paid in cash. The profit is an estimate of what a private company might be worth on a given day. Estimates move in both directions. If Anthropic or SpaceX gets repriced downward, the same line that produced the biggest quarter in Google's history runs backwards, and this quarter produced no free cash flow to absorb it. Meta, Microsoft and Amazon are all carrying their own private AI stakes into their own earnings reports. Watch how much of their profit they actually collected in cash...

Google just reported $99 billion in profits it never actually received. Alphabet posted net income of $112.1 billion for a single quarter. Earnings per share came in at $9.11 against a Wall Street estimate of $2.87. That is one of the largest profit quarters any company has ever printed. Yet the stock fell about 7% the same day. When people read past the headline and opened the earnings release, they found the reason sitting in one footnote... $99 billion of that profit came from a line called other income. Alphabet describes it as "primarily the result of net unrealized gains on our equity securities." So Google did not sell anything. It marked up shares it already owned and ran the increase through its income statement. That single line added $77.1 billion to net income after tax. It accounted for $6.26 of the $9.11 in earnings per share. Strip it out and adjusted earnings per share were $2.85. Analysts wanted $2.89. The ACTUAL business missed. Now here is what makes this insane: Most of that $99 billion came from two holdings, SpaceX and Anthropic. SpaceX went public on June 12 at roughly $1.77 trillion, up from about $400 billion a year earlier. Alphabet's stake is worth $94.1 billion, and roughly $80 billion of it sits under sale restrictions. Anthropic went from a $350 billion valuation to $965 billion inside the same quarter. Alphabet's private company holdings were worth about $124.3 billion on June 30, and the vast majority of that is Anthropic. Google cannot sell either position right now. Now trace where that valuation came from: Google started putting money into Anthropic in 2023. A $300 million bet has grown into a $13.3 billion position with commitments of up to $30 billion more. Anthropic committed to buying at least five gigawatts of computing capacity from Google Cloud. Google Cloud revenue then grew 82% to about $24.8 billion, the strongest quarter that business has ever had. That growth is part of the story the market uses to price both companies. And when Anthropic's valuation jumped, Google booked the jump as its OWN profit. Google is the investor, the supplier, and the party deciding what the asset is worth. A tax and accounting consultant named Robert Willens flagged this back in April, pointing out that Alphabet is able to influence the value of one of its own assets. And Alphabet's free cash flow for the quarter was negative $5.9 billion. That is the first negative quarter since Google went public in August 2004. Capital spending hit $44.9 billion. Operating cash flow was $39.1 billion. Capex now eats about 37.5% of every dollar of revenue, the highest share in the company's public life. To fund it, Alphabet has taken on roughly $100 billion of debt this year and raised about $85 billion in a June share sale, its first in more than two decades. This is a company that spent years buying its own stock back. What happens next: Alphabet raised 2026 capital spending guidance to between $195 billion and $205 billion, the second raise in three months. The finance chief told analysts 2027 spending will rise significantly. The company also disclosed $811 billion in contracted future spending commitments as of June, up nearly $500 billion from March. Those commitments are signed contracts that get paid in cash. The profit is an estimate of what a private company might be worth on a given day. Estimates move in both directions. If Anthropic or SpaceX gets repriced downward, the same line that produced the biggest quarter in Google's history runs backwards, and this quarter produced no free cash flow to absorb it. Meta, Microsoft and Amazon are all carrying their own private AI stakes into their own earnings reports. Watch how much of their profit they actually collected in cash...

Ricardo

364,597 Aufrufe • vor 1 Monat

Google just launched a direct attack on Nvidia's most valuable asset. Not their chips. Their SOFTWARE. And if this works, Nvidia's $4 trillion empire collapses. Here's what just leaked: Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs. Why does this matter? PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it. And PyTorch was built around Nvidia's CUDA software. Wall Street analysts call CUDA "Nvidia's strongest defensive wall." It's the reason companies can't easily switch away from Nvidia even when alternatives exist. You don't just buy Nvidia chips. You buy into their entire ecosystem. Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops. So companies stay locked in. Even when Nvidia raises prices. Even when supply runs short. That's not a hardware moat. That's a SOFTWARE prison. And Google just found the escape route. Here's the problem Nvidia created for itself: Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost. But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch. That means if you want to use Google TPUs, you have to rewrite your entire codebase. Nobody wants to do that. So Google TPUs sit unused while developers fight over Nvidia chips. Until now. TorchTPU makes PyTorch run natively on Google hardware. No rewrites. No performance loss. No months of engineering. You just... switch. And Google is partnering with META (who built PyTorch) to make it happen. They're even considering OPEN-SOURCING parts of it to speed adoption. Translation: Google is willing to give this away for free just to break Nvidia's lock. The implications are insane: Every company currently paying Nvidia's premium prices suddenly has a way out. Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google. Nvidia's pricing power evaporates overnight. And the timing is perfect: Nvidia is already facing heat. Semiconductor index dropped 3% today. Oracle just lost their biggest investor over AI spending concerns. Companies are realizing AI infrastructure costs are unsustainable. Now Google hands them an alternative. Same performance. Lower cost. Better availability. Jensen Huang knows exactly what this means. CUDA has been Nvidia's untouchable advantage for YEARS. It's why Nvidia trades at 50x earnings while AMD trades at 25x. The software moat justified the premium. But if Google removes that switching cost? Nvidia becomes just another chip company. And chip companies compete on price, not ecosystem lock-in. Here's what happens next: Google needs 12-18 months to make TorchTPU production-ready. If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing. Amazon already building their own Trainium chips. Microsoft making Maia. They're all trying to escape Nvidia. Google just gave them the software bridge. Nvidia's response options are limited: They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source. Their only play is to keep improving CUDA faster than Google can catch up. But that's a race, not a moat. The market isn't pricing this in yet. Nvidia down 2% today. Google down 2%. Investors think this is just "another competitor." They don't understand this is an attack on the FOUNDATION of Nvidia's valuation. Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion. Google is attacking the lock-in. Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia. The "Nvidia is unstoppable" narrative dies. And a $4 trillion valuation built on software moats gets repriced.

Google just launched a direct attack on Nvidia's most valuable asset. Not their chips. Their SOFTWARE. And if this works, Nvidia's $4 trillion empire collapses. Here's what just leaked: Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs. Why does this matter? PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it. And PyTorch was built around Nvidia's CUDA software. Wall Street analysts call CUDA "Nvidia's strongest defensive wall." It's the reason companies can't easily switch away from Nvidia even when alternatives exist. You don't just buy Nvidia chips. You buy into their entire ecosystem. Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops. So companies stay locked in. Even when Nvidia raises prices. Even when supply runs short. That's not a hardware moat. That's a SOFTWARE prison. And Google just found the escape route. Here's the problem Nvidia created for itself: Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost. But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch. That means if you want to use Google TPUs, you have to rewrite your entire codebase. Nobody wants to do that. So Google TPUs sit unused while developers fight over Nvidia chips. Until now. TorchTPU makes PyTorch run natively on Google hardware. No rewrites. No performance loss. No months of engineering. You just... switch. And Google is partnering with META (who built PyTorch) to make it happen. They're even considering OPEN-SOURCING parts of it to speed adoption. Translation: Google is willing to give this away for free just to break Nvidia's lock. The implications are insane: Every company currently paying Nvidia's premium prices suddenly has a way out. Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google. Nvidia's pricing power evaporates overnight. And the timing is perfect: Nvidia is already facing heat. Semiconductor index dropped 3% today. Oracle just lost their biggest investor over AI spending concerns. Companies are realizing AI infrastructure costs are unsustainable. Now Google hands them an alternative. Same performance. Lower cost. Better availability. Jensen Huang knows exactly what this means. CUDA has been Nvidia's untouchable advantage for YEARS. It's why Nvidia trades at 50x earnings while AMD trades at 25x. The software moat justified the premium. But if Google removes that switching cost? Nvidia becomes just another chip company. And chip companies compete on price, not ecosystem lock-in. Here's what happens next: Google needs 12-18 months to make TorchTPU production-ready. If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing. Amazon already building their own Trainium chips. Microsoft making Maia. They're all trying to escape Nvidia. Google just gave them the software bridge. Nvidia's response options are limited: They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source. Their only play is to keep improving CUDA faster than Google can catch up. But that's a race, not a moat. The market isn't pricing this in yet. Nvidia down 2% today. Google down 2%. Investors think this is just "another competitor." They don't understand this is an attack on the FOUNDATION of Nvidia's valuation. Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion. Google is attacking the lock-in. Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia. The "Nvidia is unstoppable" narrative dies. And a $4 trillion valuation built on software moats gets repriced.

Ricardo

1,617,371 Aufrufe • vor 9 Monaten