neo26000

    • neo26000neo26000
      ·08:48
      Anthropic is good. But 30 trillion is subjective. [Glance]  

      Anthropic Expected to Tell Investors it Sees over $30 Trillion in Potential Revenue, WSJ Reports

      Anthropic expected to tell investors it sees over $30 trillion in potential revenue, WSJ reportsAug 25 -Anthropic is likely to tell investors that it sees its total addressable market exceeding $30 trillion, ahead of the $28.5 trillion estimate from SpaceXSPCX.O, the Wall Street Journal reported on Tuesday.TAM is the annual revenue opportunity available if a product or service achieved 100% market share in its relevant market.Here are a few details:To quantify its TAM, Anthropic is looking at the full scope of work that could be completed with AI models, WSJ said.Anthropic did not immediately respond to a Reuters request for comment.A large TAM would justify Anthropic's valuation and heavy infrastructure spending, guide product priorities, frame its rivalry with OpenAI and Google, and anchor the growth story behind its planned IPO.SpaceX, in its May IPO filing, said it has identified the "largest actionable TAM in human history," attributing most of it to AI technology.The Claude chat
      Anthropic Expected to Tell Investors it Sees over $30 Trillion in Potential Revenue, WSJ Reports
      38Comment
      Report
    • neo26000neo26000
      ·08-24 17:45
      Boom then doom [Grin]  

      Nvidia Is the Beating Heart of the AI Boom and the Stock Market — Which Sets up a Big Test

      Nvidia is due to report earnings on Wednesday, and ‘a very broad universe of companies’ is tied to the themes that the chip giant represents.
      Nvidia Is the Beating Heart of the AI Boom and the Stock Market — Which Sets up a Big Test
      71Comment
      Report
    • neo26000neo26000
      ·08-21
      Yes...as big as 40 trillion...it seems [Happy]  

      Bessent Suggests Treasury Could Intervene Again in Bond Market: "We Have a Big Tool Kit"

      U.S. Treasury Secretary Scott Bessent has made waves this week with his plan to at least double his department's buybacks of longer-dated Treasury bonds.U.S. Treasury Secretary Scott Bessent on Thursday indicated that his department could make additional moves in the wake of its announcement that it would at least double the size of its buybacks of longer-dated Treasury bonds."We have a big tool kit, so we'll see," Bessent said in a CNBC interview, after being asked how much more he's willing to do."Part of it is signaling here, and to show that we believe that the yields don't reflect the underlying fundamentals. This Iran conflict, we will get on the other side of this," the Treasury secretary added.Bessent's remarks are an effort to address the Treasury Department's announcement on Wednesday aimed at longer-dated Treasury bonds. The department framed its move as driven by "a desire to provide greater liquidity support" but the step has been widely viewed as a push to stop yields fro
      Bessent Suggests Treasury Could Intervene Again in Bond Market: "We Have a Big Tool Kit"
      106Comment
      Report
    • neo26000neo26000
      ·08-20
      How to isolate a totally isolated country? Sure, let’s tariff its friends too — because apparently the goal is to make loneliness a global export.

      Trump Announces the Toughest-Ever Economic Sanctions on Iran

      U.S. President Trump announced the toughest-ever economic sanctions on Iran, saying the measures amount to unprecedented economic warfare and isolation.
      Trump Announces the Toughest-Ever Economic Sanctions on Iran
      214Comment
      Report
    • neo26000neo26000
      ·08-20
      Dang… that’s a lightning‑bolt epiphany.

      Fed Minutes Reveal Growing Support for Rate Hikes

      Report says ‘many’ officials think tighter policy would likely be needed if inflation does not decline.
      Fed Minutes Reveal Growing Support for Rate Hikes
      100Comment
      Report
    • neo26000neo26000
      ·08-19
      TACO to the power of infinity [Happy]  

      Trump Says US and Canada Strike Deal, Temporarily Pauses Tariffs

      Trump ‌said on Tuesday ​he ​had paused 50% tariffs ⁠on ​goods from ​Canada that were scheduled to ​start ​Wednesday for a ‌three ⁠day period.
      Trump Says US and Canada Strike Deal, Temporarily Pauses Tariffs
      182Comment
      Report
    • neo26000neo26000
      ·08-19
      Now oni u know? Already said money needs to come from somewhere. [Smug]  

      OpenAI’s Second-Quarter Sales Show Tepid Growth Compared With Anthropic, WSJ Reports

      The ChatGPT-maker’s revenue disappointed some investors, although the company told them its growth accelerated in the third quarter.
      OpenAI’s Second-Quarter Sales Show Tepid Growth Compared With Anthropic, WSJ Reports
      264Comment
      Report
    • neo26000neo26000
      ·08-19
      Maybe, maybe not. Probably not.
      316Comment
      Report
    • neo26000neo26000
      ·08-19
      $Baidu(BIDU)$  I’ve been saying it forever: high capital expenditure and soaring revenue don’t automatically translate into high profits. The math doesn’t magically balance itself.”
      616Comment
      Report
    • neo26000neo26000
      ·08-18
      $ProShares UltraPro QQQ(TQQQ)$  So everyone is waiting for Taco Tuesday? Taco has not failed so far....yet.
      321Comment
      Report
       
       
       
       

      Most Discussed