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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

213,193 просмотров • 1 месяц назад

🚨 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 просмотров • 1 месяц назад

🚨 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 просмотров • 1 месяц назад

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 просмотров • 1 месяц назад

🚨 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 просмотров • 1 месяц назад

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

944,705 просмотров • 5 месяцев назад

🚨 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

21,304 просмотров • 1 месяц назад

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 просмотров • 4 месяцев назад

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.

56,695 просмотров • 1 месяц назад

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

85,386 просмотров • 3 месяцев назад

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

1,248,493 просмотров • 1 месяц назад

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

1,615,983 просмотров • 6 месяцев назад

Google just got executed by a Nobel Prize winner, the inventor of modern AI, and Donald Trump. They literally LOST the AI race in the most brutal way possible. Here is what happened: 5 days ago, Trump told Axios that Anthropic was a national security threat and warned that "people get put in prison immediately" for what the company had been doing with its frontier model exports. 4 days ago, Trump met Dario Amodei at the G7 AI Summit and walked out telling reporters Dario was a "nice guy, smart guy" who had "responded very responsibly." 3 days ago, Noam Shazeer, the co-author of "Attention Is All You Need" (the paper that invented the transformer architecture powering EVERY modern AI model on Earth), walked out of Google to join OpenAI. Yesterday, John Jumper, the 2024 Nobel Prize winner who co-created AlphaFold and ran Google DeepMind's protein structure team for nearly a decade, announced he was leaving to join Anthropic. And this is NOT a coincidence or a normal talent shuffle... Demis Hassabis, who shared the Nobel Prize with Jumper just 18 months ago, had to publicly THANK his own co-laureate for defecting to a rival lab. The man who shared the highest scientific honor in the world with you is now going to work for the people trying to put you out of business. This is what the end of a war looks like. The AI race was never going to be decided by chips, capital, or compute. There are only about 50 people on Earth who can actually build a frontier model from scratch. Google invented the field and trained most of them. They had the largest concentration of them anywhere on the planet. But in one week, two of the most important AI researchers alive betrayed them. And the actual reason is what's terrifying here: For nine months, the consensus take has been that Google's compute advantage would eventually win because talent is replaceable and compute is not. This week proved the opposite. Anthropic just secured a Nobel Prize winner whose work on AlphaFold opened the entire field of AI for biology. That is the same field every pharma company on Earth is desperately trying to enter. Anthropic now literally owns the most credentialed scientist in it. Meanwhile OpenAI just secured the actual inventor of the transformer. The man whose paper underpins every product Google has shipped in the last three years, including Gemini itself. Google has the compute but Google does not have the people who know what to do with it anymore. And the crazy part is that five days ago, Anthropic was effectively under siege. The administration was threatening PRISON, and the Mythos export crisis had triggered a federal block. Their largest investor was reportedly working against them while the company was hours from an existential national security designation that would have frozen them out of federal contracts. But four days later, Trump cleared them in public, they secured the most decorated AI researcher of the decade, and the entire frontier AI duopoly locked in with Anthropic in pole position. The fastest reversal of fortune in modern corporate history. "It's a two-horse race at the frontier. Google is effectively out." Wall Street wakes up to this in six months and starts downgrading Alphabet. But the smart money already knows. Anthropic is being whispered at a $2 trillion valuation. OpenAI is approaching $500 billion in the private market. Gemini 3.5 Pro has been delayed with no public timeline. The AI race literally ended this week. What do you think?

Google just got executed by a Nobel Prize winner, the inventor of modern AI, and Donald Trump. They literally LOST the AI race in the most brutal way possible. Here is what happened: 5 days ago, Trump told Axios that Anthropic was a national security threat and warned that "people get put in prison immediately" for what the company had been doing with its frontier model exports. 4 days ago, Trump met Dario Amodei at the G7 AI Summit and walked out telling reporters Dario was a "nice guy, smart guy" who had "responded very responsibly." 3 days ago, Noam Shazeer, the co-author of "Attention Is All You Need" (the paper that invented the transformer architecture powering EVERY modern AI model on Earth), walked out of Google to join OpenAI. Yesterday, John Jumper, the 2024 Nobel Prize winner who co-created AlphaFold and ran Google DeepMind's protein structure team for nearly a decade, announced he was leaving to join Anthropic. And this is NOT a coincidence or a normal talent shuffle... Demis Hassabis, who shared the Nobel Prize with Jumper just 18 months ago, had to publicly THANK his own co-laureate for defecting to a rival lab. The man who shared the highest scientific honor in the world with you is now going to work for the people trying to put you out of business. This is what the end of a war looks like. The AI race was never going to be decided by chips, capital, or compute. There are only about 50 people on Earth who can actually build a frontier model from scratch. Google invented the field and trained most of them. They had the largest concentration of them anywhere on the planet. But in one week, two of the most important AI researchers alive betrayed them. And the actual reason is what's terrifying here: For nine months, the consensus take has been that Google's compute advantage would eventually win because talent is replaceable and compute is not. This week proved the opposite. Anthropic just secured a Nobel Prize winner whose work on AlphaFold opened the entire field of AI for biology. That is the same field every pharma company on Earth is desperately trying to enter. Anthropic now literally owns the most credentialed scientist in it. Meanwhile OpenAI just secured the actual inventor of the transformer. The man whose paper underpins every product Google has shipped in the last three years, including Gemini itself. Google has the compute but Google does not have the people who know what to do with it anymore. And the crazy part is that five days ago, Anthropic was effectively under siege. The administration was threatening PRISON, and the Mythos export crisis had triggered a federal block. Their largest investor was reportedly working against them while the company was hours from an existential national security designation that would have frozen them out of federal contracts. But four days later, Trump cleared them in public, they secured the most decorated AI researcher of the decade, and the entire frontier AI duopoly locked in with Anthropic in pole position. The fastest reversal of fortune in modern corporate history. "It's a two-horse race at the frontier. Google is effectively out." Wall Street wakes up to this in six months and starts downgrading Alphabet. But the smart money already knows. Anthropic is being whispered at a $2 trillion valuation. OpenAI is approaching $500 billion in the private market. Gemini 3.5 Pro has been delayed with no public timeline. The AI race literally ended this week. What do you think?

Ricardo

90,617 просмотров • 23 дней назад

Google is making $62 billion a quarter destroying the websites it NEEDS to survive. This is literally a death spiral that ends with Google killing itself. Let me explain what's going on... Google added AI summaries to the top of every search result in 2024. When you Google something now, the answer sits right there on Google's page. You never have to click anywhere. Google took the information from someone else's website, summarized it, and kept you inside Google's ecosystem. The result: 60% of all Google searches now end without a single click to any website. Small publishers lost 60% of their traffic in one year. Medium publishers lost 47%. Even the biggest names in media, the New York Times, the Washington Post, Business Insider, all saw traffic fall between 22% and 55%. The Axios CEO called it "a referral extinction event for the ad-supported web." Google's response to all of this was to tell publishers they can "opt out" of having their content summarized. But opting out also REMOVES your description from normal search results. So the choice Google gives you is let us steal your content for free, or become invisible on the internet. That's extortion. The Washington Post laid off another round of journalists this year because of it. Stereogum, one of the most respected music publications on the internet, had to BEG readers for donations. Business Insider cut 21% of its staff. Dozens of smaller publishers have shut down entirely. The people who actually CREATE the information Google summarizes are going bankrupt while Google posts record revenue. But here's where this gets interesting and where everyone stops thinking: Google's AI summaries are only as good as the content they summarize. If the publishers who write the original articles, run the original investigations, and create the original data go out of business, there is nothing left for Google to summarize. The AI starts recycling old information, the answers get stale, the quality drops, and users start noticing that Google's summaries are increasingly wrong, outdated, or useless. Google is essentially strip-mining the internet for short-term revenue. They are extracting all the value from content creators without paying for it, driving those creators out of business, and then wondering why the quality of their own product is declining. This is exactly what Napster did to the music industry in the early 2000s: Made content free, creators went broke, and quality collapsed. It took a decade to rebuild. Google is doing the same thing to the entire internet at 100x the scale. Rolling Stone, Variety, Deadline, The Hollywood Reporter, and Billboard are now suing Google for antitrust violations. Chegg, the education platform, lost 49% of its traffic and is suing too. The UK's competition authority just ordered Google to let publishers opt out without being punished. The DOJ already ruled Google is an illegal monopoly. And Google's defense in court is genuinely unbelievable. They argue that publishers CHOOSE to let Google index their content and can leave anytime they want. That's like saying you choose to pay protection money to the mob because technically you could close your business and move to another city. Google controls 90% of search. Leaving Google means leaving the internet. Meanwhile Google is investing billions in custom AI chips to make these summaries cheaper at scale. Every quarter the problem gets worse. The internet as we've known it for 25 years ran on a simple deal: Publishers make content. Google sends traffic. Advertisers pay for the traffic. Everyone wins. But Google just BROKE that deal and kept all the money.

Google is making $62 billion a quarter destroying the websites it NEEDS to survive. This is literally a death spiral that ends with Google killing itself. Let me explain what's going on... Google added AI summaries to the top of every search result in 2024. When you Google something now, the answer sits right there on Google's page. You never have to click anywhere. Google took the information from someone else's website, summarized it, and kept you inside Google's ecosystem. The result: 60% of all Google searches now end without a single click to any website. Small publishers lost 60% of their traffic in one year. Medium publishers lost 47%. Even the biggest names in media, the New York Times, the Washington Post, Business Insider, all saw traffic fall between 22% and 55%. The Axios CEO called it "a referral extinction event for the ad-supported web." Google's response to all of this was to tell publishers they can "opt out" of having their content summarized. But opting out also REMOVES your description from normal search results. So the choice Google gives you is let us steal your content for free, or become invisible on the internet. That's extortion. The Washington Post laid off another round of journalists this year because of it. Stereogum, one of the most respected music publications on the internet, had to BEG readers for donations. Business Insider cut 21% of its staff. Dozens of smaller publishers have shut down entirely. The people who actually CREATE the information Google summarizes are going bankrupt while Google posts record revenue. But here's where this gets interesting and where everyone stops thinking: Google's AI summaries are only as good as the content they summarize. If the publishers who write the original articles, run the original investigations, and create the original data go out of business, there is nothing left for Google to summarize. The AI starts recycling old information, the answers get stale, the quality drops, and users start noticing that Google's summaries are increasingly wrong, outdated, or useless. Google is essentially strip-mining the internet for short-term revenue. They are extracting all the value from content creators without paying for it, driving those creators out of business, and then wondering why the quality of their own product is declining. This is exactly what Napster did to the music industry in the early 2000s: Made content free, creators went broke, and quality collapsed. It took a decade to rebuild. Google is doing the same thing to the entire internet at 100x the scale. Rolling Stone, Variety, Deadline, The Hollywood Reporter, and Billboard are now suing Google for antitrust violations. Chegg, the education platform, lost 49% of its traffic and is suing too. The UK's competition authority just ordered Google to let publishers opt out without being punished. The DOJ already ruled Google is an illegal monopoly. And Google's defense in court is genuinely unbelievable. They argue that publishers CHOOSE to let Google index their content and can leave anytime they want. That's like saying you choose to pay protection money to the mob because technically you could close your business and move to another city. Google controls 90% of search. Leaving Google means leaving the internet. Meanwhile Google is investing billions in custom AI chips to make these summaries cheaper at scale. Every quarter the problem gets worse. The internet as we've known it for 25 years ran on a simple deal: Publishers make content. Google sends traffic. Advertisers pay for the traffic. Everyone wins. But Google just BROKE that deal and kept all the money.

Ricardo

249,221 просмотров • 2 месяцев назад

🚨 98% OF PEOPLE READING THIS WILL BECOME MILLIONAIRES!! 🇺🇸 Anthropic IPO will be the biggest retail opportunity of this cycle. In 2004, $GOOGL went public and PUMP 18,200% in 10 years. $10,000 🡢 $1.83 MILLION Now, Anthropic could become the next Google. If it follows the same 10-year trend, you will become a millionaire. One of the BIGGEST events in modern stock market history... Most people will forget about it. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 98% OF PEOPLE READING THIS WILL BECOME MILLIONAIRES!! 🇺🇸 Anthropic IPO will be the biggest retail opportunity of this cycle. In 2004, $GOOGL went public and PUMP 18,200% in 10 years. $10,000 🡢 $1.83 MILLION Now, Anthropic could become the next Google. If it follows the same 10-year trend, you will become a millionaire. One of the BIGGEST events in modern stock market history... Most people will forget about it. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

DANNY

403,708 просмотров • 1 месяц назад

🚨 Anthropic CEO Dario Amodei just said the thing most people aren't ready to hear: "AI revenue could hit a trillion dollars before 2030" Read that again. A trillion. Before 2030. And here is the part everyone misses We are not late. We are early. Painfully early. The "country of geniuses in a datacenter" he describes has not even shown up yet. Look at Anthropic itself. Revenue grew roughly 10x every year. 2023: $0 to $100M 2024: $100M to $1B 2025: $1B to $10B That is not one lucky company. That is the signal for everyone. So the real question is not "did I miss it" It is whether you learn this now while it is free, or pay $5,000 for it in 2027 The best move is simple. Understand AI and start using it for real work. This year, not someday. Bookmark this and read my breakdown of 23 free courses from Anthropic, Google and OpenAI below What is the first thing you would automate if you knew how?

🚨 Anthropic CEO Dario Amodei just said the thing most people aren't ready to hear: "AI revenue could hit a trillion dollars before 2030" Read that again. A trillion. Before 2030. And here is the part everyone misses We are not late. We are early. Painfully early. The "country of geniuses in a datacenter" he describes has not even shown up yet. Look at Anthropic itself. Revenue grew roughly 10x every year. 2023: $0 to $100M 2024: $100M to $1B 2025: $1B to $10B That is not one lucky company. That is the signal for everyone. So the real question is not "did I miss it" It is whether you learn this now while it is free, or pay $5,000 for it in 2027 The best move is simple. Understand AI and start using it for real work. This year, not someday. Bookmark this and read my breakdown of 23 free courses from Anthropic, Google and OpenAI below What is the first thing you would automate if you knew how?

spect

14,410 просмотров • 27 дней назад

Gavin Baker: “I think Anthropic is worth $3 trillion today.” Gavin laid out the case on the most recent All-In Podcast: – They will end 2026 with over $100B in revenue – They will likely end 2028 with $200-$300B in revenue – At that scale, Anthropic will be very profitable because compute will be inference-dominated – Anthropic reportedly has 85% gross margins on inference – The market has already absorbed Anthropic’s valuation, it will just shift from private to public @jason: “I'm sorry, did you say Anthropic is worth $3 trillion?” Gavin: “Yeah, I think that is roughly where it would probably trade as a public company.” Travis Kalanick: “Wow. Oh man. Holy sh*t.” Gavin: “They're going to end this year with well over $100 billion (in revenue). So what's the '28 number? Is it $200 billion? Is it $300 billion?” “It's probably not going to trade at 10 times that number, and it will be very profitable at that scale because it'll be inference-dominated and people are reporting they have 85% gross margins on inference.” “But in terms of the market absorbing this, like the market's already absorbed it. It's just shifting from private to public.” “And so in the scale of global capital markets, these seem like really big numbers, but you're just moving from the private markets to the public markets, which are even bigger.”

Gavin Baker: “I think Anthropic is worth $3 trillion today.” Gavin laid out the case on the most recent All-In Podcast: – They will end 2026 with over $100B in revenue – They will likely end 2028 with $200-$300B in revenue – At that scale, Anthropic will be very profitable because compute will be inference-dominated – Anthropic reportedly has 85% gross margins on inference – The market has already absorbed Anthropic’s valuation, it will just shift from private to public @jason: “I'm sorry, did you say Anthropic is worth $3 trillion?” Gavin: “Yeah, I think that is roughly where it would probably trade as a public company.” Travis Kalanick: “Wow. Oh man. Holy sh*t.” Gavin: “They're going to end this year with well over $100 billion (in revenue). So what's the '28 number? Is it $200 billion? Is it $300 billion?” “It's probably not going to trade at 10 times that number, and it will be very profitable at that scale because it'll be inference-dominated and people are reporting they have 85% gross margins on inference.” “But in terms of the market absorbing this, like the market's already absorbed it. It's just shifting from private to public.” “And so in the scale of global capital markets, these seem like really big numbers, but you're just moving from the private markets to the public markets, which are even bigger.”

The All-In Podcast

84,353 просмотров • 15 дней назад

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Patrick OShaughnessy

295,086 просмотров • 2 месяцев назад

🚨 WARNING: SOMETHING EXTREMELY BAD IS COMING!! Everyone thought the biggest risk was $SPCX IPO day. WRONG. This is NOT just about SpaceX. → SpaceX valuation: around $2.3 TRILLION → Anthropic valuation: around $965 BILLION → OpenAI valuation: around $1 TRILLION That's almost $4 TRILLION of private market hype trying to enter public markets near the same cycle top. And if you think everything is over and we are going higher, YOU ARE COMPLETELY WRONG. Because after the IPO, everyone finally sees the same thing: SpaceX demand is massive. Retail wants more. Funds want more. Institutions want more. But money does NOT appear from nowhere. To buy more $SPCX, they need cash. And to get cash, they sell what they already own. → Stocks → Crypto → AI names → High beta tech Everything retail is already holding. This is NOT just an IPO. This is a liquidity black hole. Every IPO needs buyers. Every buyer needs cash. And cash does NOT appear from nowhere. Everyone who did NOT get enough allocation will chase $SPCX on Monday. Funds want exposure. Retail wants exposure. Institutions want exposure. But everyone needs dollars first. And when everyone needs dollars at the same time, markets do NOT rotate calmly. They dump what is liquid first. Bitcoin is liquid. Tech is liquid. AI stocks are liquid. That is the real danger. There are only a few ways this goes from here, and they are NOT equal. → LIGHT SHOCK: people sell small positions on Monday, stocks get hit first, crypto follows, then markets try to stabilize. → HEAVIER SCENARIO: funds raise cash after the $SPCX IPO, high beta tech dumps, Bitcoin loses support, and retail gets trapped. → WORST CASE: everyone rushes into $SPCX on Monday at the same time, liquidity disappears from crowded trades, stocks dump HARD, crypto gets hit first, and people get liquidated. But the worst part is simple. This is only the first one. Anthropic and OpenAI are still ahead. Markets are NOT pricing this liquidity drain yet. But they will. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨 WARNING: SOMETHING EXTREMELY BAD IS COMING!! Everyone thought the biggest risk was $SPCX IPO day. WRONG. This is NOT just about SpaceX. → SpaceX valuation: around $2.3 TRILLION → Anthropic valuation: around $965 BILLION → OpenAI valuation: around $1 TRILLION That's almost $4 TRILLION of private market hype trying to enter public markets near the same cycle top. And if you think everything is over and we are going higher, YOU ARE COMPLETELY WRONG. Because after the IPO, everyone finally sees the same thing: SpaceX demand is massive. Retail wants more. Funds want more. Institutions want more. But money does NOT appear from nowhere. To buy more $SPCX, they need cash. And to get cash, they sell what they already own. → Stocks → Crypto → AI names → High beta tech Everything retail is already holding. This is NOT just an IPO. This is a liquidity black hole. Every IPO needs buyers. Every buyer needs cash. And cash does NOT appear from nowhere. Everyone who did NOT get enough allocation will chase $SPCX on Monday. Funds want exposure. Retail wants exposure. Institutions want exposure. But everyone needs dollars first. And when everyone needs dollars at the same time, markets do NOT rotate calmly. They dump what is liquid first. Bitcoin is liquid. Tech is liquid. AI stocks are liquid. That is the real danger. There are only a few ways this goes from here, and they are NOT equal. → LIGHT SHOCK: people sell small positions on Monday, stocks get hit first, crypto follows, then markets try to stabilize. → HEAVIER SCENARIO: funds raise cash after the $SPCX IPO, high beta tech dumps, Bitcoin loses support, and retail gets trapped. → WORST CASE: everyone rushes into $SPCX on Monday at the same time, liquidity disappears from crowded trades, stocks dump HARD, crypto gets hit first, and people get liquidated. But the worst part is simple. This is only the first one. Anthropic and OpenAI are still ahead. Markets are NOT pricing this liquidity drain yet. But they will. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

51,838 просмотров • 29 дней назад

“It’s a massive vacuum. Every single investment bank on Wall Street is out there marketing the anthropic deal, the open AI deal, Google deal the Spacex deal. Everybody has to come up with $400 billion of cash.” - Michael Michael Saylor Capital is chasing the IPO frenzy. It will revert back to pristine, scarce collateral as technology breakthroughs fuel access and expose moats. The network that doesn’t need a moat wins at the end. #MSTR #BTC From TradePMR event.

“It’s a massive vacuum. Every single investment bank on Wall Street is out there marketing the anthropic deal, the open AI deal, Google deal the Spacex deal. Everybody has to come up with $400 billion of cash.” - Michael Michael Saylor Capital is chasing the IPO frenzy. It will revert back to pristine, scarce collateral as technology breakthroughs fuel access and expose moats. The network that doesn’t need a moat wins at the end. #MSTR #BTC From TradePMR event.

J64 - SignalStation.app

156,298 просмотров • 1 месяц назад