KC
Anthropic just disclosed $895.4 BILLION in compute commitments. Nearly 13x its annualized revenue. Guys, I think Wall Street is looking at the AI boom through the wrong lens. Everyone is obsessed with which model wins. Meanwhile, the real bottleneck is becoming painfully
3 replies·0 reposts·18 likes·5,535 views
KC
This too shall pass.
8 replies·2 reposts·33 likes·6,987 views
KC
AI companies are going to keep trying to build data centers. Unless the whole world boycotts AI data centers, they're going to get built. If they're not being built in America, they're going to be built somewhere else for cheaper. The AI companies might still make money,
13 replies·3 reposts·25 likes·8,413 views
KC
Everything is on sale GIF
4 replies·2 reposts·41 likes·7,233 views