Journalist. @CaOptNews. Dad x3. He/Him. Black Lives Matter. I podcast and write. Hey!
Providence
Joined July 2007
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Written words: Cautiousoptimism.news
Spoken words: @twistartups
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anyone think we won't get q3 #s in an S-1/A?
all you need to know: Anthropic ducked Q3 in its S-1.
that omission tells you all you need. demand has drop, economics havenโt gotten worse. and a company that is allegedly built around trust is trying to skirt the truth.
โ-
quote is from @zerohedge
here's my first read of the Anthropic S-1 filing: cautiousoptimism.news/anthroโฆ
alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
๐๏ธ Big Tech is building the data centers. Anthropic is signing the leases.
๐ธ Its IPO filing reveals $430B in computing deals it canโt cancel.
๐ค $AVGO leads the list, ahead of Google and Amazon.
๐ Public investors arenโt just buying an AI model. Theyโre picking up the rent.
Got a post cooking but am in charge of the kids again for a bit and ahhhhhhhhhhh
children are anti-productivity; cute tho
alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
Anthropic IPO S-1 Filing: $ANT
sec.gov/Archives/edgar/data/โฆ
K-shaped child outcomes along class lines post-iPad
We have already seen a defection from the traditional WASP elite idea that it was an elite duty to hold the population to high educational standards, for the betterment of the entirety of society. This has led to stupidity. AI will make it worse.
I predict that High IQ well off functional people will form communities to protect themselves from sloppification, while everyone degenerates into this numb, sterile mass of jellyfishness. A Snow Crash-like scenario.
And the "well intentioned" will clap like seals, supporting the lowering of standards, much like what we've seen for the last decades, which will affect the masses and not already privileged the most.
alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
I have just spoken by phone with the leaders of the Students' List @studentblokade, who won the elections in Serbia, to congratulate them on their victory. I assured them of Hungaryโs support. I was delighted to hear how much strength our victory in April had given them during this difficult struggle.
alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
Calls victims who fight because they donโt want to die helplessly "warmongers". How dare Ukraine refuse occupation and subjugation and disturb profitable deals with the genocidal Russian regime!
alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
Such important work!!!
alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
No, @elonmusk, the U.S. stopped funding Ukraine last year. In fact, U.S. companies make money on American weapons for which we Europeans pay.
The more you meddle in our politics and the more you play politics with your products, the more you damage your brand.
alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
The U.S. Department of Justice has notified at least six Democratic-friendly Georgia counties it intends to station monitors there on Election Day. #gapol
ajc.com/politics/2026/10/geoโฆ
alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
A wild story: the CEO of a US energy company whose plans were discussed during the Witkoff-Kushner-Putin negotiations resigns. Why? He learned that his company's main investor is a sanctioned Russian company, not the UAE
nytimes.com/2026/10/23/us/poโฆ
Why is a private citizen deciding our foreign policy
alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
Yes, exactly
Very useful insight from a portfolio founder: VCs are using Granola and feeding notes into a poorly prompted version of Claude to evaluate and pick apart what founders are saying mid-pitch. The frustrating thing is that AI tends toward groupthink...so "trends" on the internet (whether true or not) color how VCs respond even more today than historically. This founder is tracking those sometimes unfounded trends and turns of phrase and ensuring he rebuts them right out of the gate.
