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USA
Joined February 2015
3/ Think you are diversified in VOO, SPY, QQQ, or VTI? 37% of the S&P 500 and 48% of the Nasdaq-100 sit in these 8 interconnected AI balance sheets (plus TSMC, ASML, and SK Hynix in VXUS). Full breakdown + Architecture Diagrams: codingcat.dev/post/anthropic…
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2/ In public, Meta, Google, Apple, Microsoft, xAI, and Anthropic are rivals. Under the hood: • Meta trains Llama on 1M+ NVIDIA GPUs while using Google Cloud & Gemini Search grounding. • Apple routes Apple Intelligence to Gemini, OpenAI, and Claude. • All chips -> TSMC.
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1/ Look at how "AI round-tripping" works in the S-1: • Google commits up to $40B -> Anthropic signs $114.5B in Google Cloud TPU commitments through 2033. • Amazon commits up to $33B -> Anthropic signs $110B in AWS Trainium2 commitments. • Plus ~16% marketplace fees!
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Anthropic just filed its Form S-1 for a Nasdaq IPO ($ANT), and the footnotes read like the ultimate Big Tech infinite money glitch. $16.3B H1 2026 revenue. -$80.7B H1 GAAP net loss. $518B in take-or-pay cloud commitments. How 7 CEOs built a circular AI economy: 🧵👇
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Stop Wasting Tokens: Give AI Agents a Dataset Outline. Keep AI agents accurate and token-efficient by replacing broad similarity searches with a lightweight dataset outline and direct entry-path retrieval. Start with a clear purpose and a narrow Groq proj
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