It will be interesting to see their S-1, to me the revenue increase isn't so much of interest vs their prediction as to when they will achieve profit. The rise of the cheaper Chinese models (supported by the Chinese Governments push for domination in that area as well) and thus the pressure on Anthropic and OpenAI to lower their prices is what is worrying me. Anthropic has been able to get a large portion of the "coding" companies (unless you're deeply integrated with Microsoft) and has been able to switch over users from OpenAI. However, this comes at a cost, their loss with the subscription models is huge and they can't easily switch to API cost as that would lead to an exodus of their user base (those that are doing AI engineering at least). Beyond this use case nothing else has really

I'm running the GLM model 5.3 for adversarial agent duties like code reviews and to check the plans that Claude Code Opus 5 comes up with. I'm positively surprised about the quality of the models work and responses, in almost every review it finds flaws in Opus 5 plans (which is more a testament to low quality work that Claude's frontier model puts out regularly). Token usage is a bit on the higher side but response time is good, especially given the large repositories and complex infrastructure I run. The company seems like a valid competitor in the AI engineering landscape.

Stop this AI generated Bull Shit videos that are only produced to mislead people into buying overpriced stocks for a company that will still be unprofitable 10 years from now (read their own S3).

It just means the fall will be even steeper once the bubble bursts. All these investments in AI infrastructure and the companies around it cannot mask that AI so far hasn't even be remotely close to any profit making. There's no business case and with almost every week another cheap Chinese open source model getting up to par with the 20-100x more expansive US Frontier models it's also a war of attrition played by China that OpenAI and even Anthropic will loose!

The selloff didn't happen thanks to several factors: - massive buying by Musk's friends like ARK ainvest (we know their long-term performance sucks) - SpaceX employees at least seem to hold onto their shares, most of them are big fans anyways - Early investors like Kevin Paffrath (MeetKevin) are holding onto it, hoping that Joe Retail will fall for the usual Musk tricks and short squeeze game by his sycophants 

Ah, sounds like Mr. Musk "fixer" made a couple of phone calls and now the banks that were deeply involved in the IPO are coming to help him. Hmh, doing what they do best, giving wrong advice to their customer, only the best advice for their own good. People, turn your own brain on and stop listening to Wall Street analysts, banks that are deeply involved with money lending to Musk's empire and personal life. Stop listening to your favorite stock pumpers, Wall Street Bets etc. - do your own research! Grab a spreadsheet, build your own models for a companies future that you want to invest in (get help from AI in building it out and then apply human checks).

The performance of Joe Retail is well documented. Heck, even all of the professional traders can't compete with the performance of a AAA ETF like the mentioned S&P 500 one, at least on more than 10 years (with Warren Buffett being the only known exception). So take it how you like it, I still believe that SpaceX is the biggest scam that ever existed and it's run by the biggest scam artist ever known. Yes, not Mr. Ponzi but Elon Musk!

Well, most importantly you have the best search engine in the world and the attached ad business. Waymo is still unprofitable but if driverless taxis are ever going to become profitable, it's going to be at Waymo IMO. They have a great leadership team with thei Co-CEO's. I'm not worrying for top people leaving for a shitload of money. Happens all the time. A great company will use the opportunity to give room to grow for the next in line. Looking at you, Hassabis.

So much winning for the US and Trump. Man, 40 Billion of taco payer money wasted on an illegal war, new debt record, lowest rating for Trump ever and they are losing to the mighty super power called Iran. What a joke the US has become under Trump. I strongly suggest to diversify your portfolio and look outside of the US as that house of cards called Kleptocracy and Circle-Jerking will eventually come to an end. Inflation is already galloping and the Fed will need to raise interest rates in September. Which means all those Data Center spending is becoming even more costly, with very little profit as now the Chinese AI models will destroy the US companies like they did on EV's, batteries and many other industries they set their eyes on (oh Robotics is next BTW).

Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality. So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.

Didn't they already win on day 1? How many times more does he want to declare victory and total destruction of Iran? The only thing that is destroyed is the international view of the US as a superpower, countries are shifting their stance more and more towards China and against the US (like Europe does). This has implications for American companies (like Palantir and Microsoft), eg Europe developing their own local alternatives to the US products. In the same way that China has identified that relying on oil and gas isn't a good thing. America's influence will continue to shrink even if there's a change after Midterm or even when the next President will be a Democrat. The damage is done, the downfall of the US would have happened with or without Trump, all he did was rapidly accelerating i

Short him, 8th of August after earnings the real selling will start. This stock is a scam and stay away from believing any of Musk's promises that always never materialize at all (there's a website with thousands of broken promises by him and the NY Post analyzed over 600 promises by him, search for the article).

It is the biggest Ponzi scheme, so many people were unknowingly buying this scam stock via their 401k

It certainly was shared with a purpose and not accidentally. I wonder how Anthropic feels about this official "leak"

I might want to add that the destruction of civilian infrastructure (eg bridges in Iran as well as desalination facilities in Kuwait) are war crimes committed by both (!) parties. I know Iran does quid pro quo and the argument can be made that they didn't start this but still, both sides committing war crimes!

When Warren Buffet gives a lesson in investment, people better start listening. I totally agree with him that the market is based on the wrong analysis and decision making.

Haha, how many times more does he want to declare total victory over Iran? If you think it's like that then have the balls to start a ground invasion. Iran has enough drones, missiles etc left whereas US for sure has started to deplete their capacity again and is running out of money for a stupid and illegal war they shouldn't have started. 

They will eat into cable and mobile internet companies business as their second biggest growth (biggest one is their new ad business).

Small margin business on their overcapacity as they can't make revenue on their enormous Capex burned. All the while their NVIDIA assets are depreciating fast (some say in 2-3 years). The only one winning from this AI cycle is NVIDIA!