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Anthropic (private)

"Inflation is here to stay": former US Congressman on why spending won't be cut
12 arguments: why he says a real spending cut would bring riots, what he expects gold and bond yields to do when the dollar is dumped, and why he would…
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Anthropic went from $4B to $65B in annualized revenue in a year, Big Technology finds
12 takeaways: Why the AI doom wave may be marketing, what a $1.5T OpenAI round leaked to the Times signals, and the frontier's slide from 53% of tokens…
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Damped Spring CIO on bonds: "nobody wants to own real Treasuries at 3% yield"
16 arguments: Why he says inflation only falls when asset prices do, what the Fed can and cannot do to 10-year yields, and why Japan is finally…
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The Canadian Investor: the AI labs are racing to become too big to fail
15 takeaways: Why a rate hike can hand income to households, the gap between what an AI subscription costs and what it buys, and a -17% housing-starts…
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Software gets broader, semis get narrower next year, says Hedgeye portfolio manager
14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…
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"It's largely a convenient boogeyman": former DOJ antitrust chief on AI and China
16 arguments: why he says the labs want permission to stop spending, what "robot jail" for AI agents would mean, and why the Apple case is still live
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Cybersecurity is where the most startups now work with Mars, says its digital chief
13 takeaways: Why a bought CRM beat a built one at Royal Canin, the Work-Bench rule of buy to operate and build to differentiate, and the headache she…
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Goldman Sachs M&A co-head: this is the biggest M&A year in the history of the world
16 insights: why he says 2% of companies report AI in their earnings, who actually pays for the 2028 Los Angeles Games, and why he says there is no M…
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"I would never ever bet against Elon": Positron co-founder on data centers in space
17 arguments: Why he calls the anti-data-center turn a Chinese psyop, what cached tokens do to AI margins, and why he trusts Oracle's credit over the…
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Link Ventures founder: the AI labs asked the wrong administration for a waiver
16 takeaways: Why the panel calls the agreement a safety cartel, the one proposal they think China would accept, and what they say is really behind…
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US AI investment is 23x China's, and the capability gap is closing — The Prof G Pod
6 moments: Why a former Meta security chief says the cyber threat is open-weight models, what took the 10-year Treasury above 5%, and the home price at…
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The Real Eisman Playbook on rates: "500 billion in AI related debt has been raised"
12 arguments: Why the AI doomsday warnings are read as a play for regulatory moats, what broke FICO's monopoly, and the 14% of the S&P 500 that is…
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