Pinned
Shreyas
Shreyas reposted
Anthropic has filed for IPO, AI industry’s gigantic debts are making investors increasingly nervous • America's AI-related firms have borrowed around US$850bn this year, or four times the 2023 amount • Together their balance-sheets carry more than US$3trn of debt www.economist.com/business/202...
Shreyas reposted
No rise in productivity due to AI, according to that great Luddite institute, Apollo Global Management. www.apollo.com/wealth/insig...
Anthropic Consumption vs subscription revenues @natashabernal.bsky.social @marisakabas.bsky.social @willguyatt.rocks @parismarx.com
Shreyas reposted
Shreyas reposted
AI ad revenues fluctuating. Infrastructure revenues had been previous notified during IPO Anthropic - 4.5B Reflection - 450m Next quarter google too If these and internal are removed very less revenues from others. Spacex www.reuters.com/business/ant... www.cnbc.com/2026/06/22/s...
Shreyas reposted
Anthropic logged net loss of over $80 billion in first half of 2026, WSJ reports reut.rs/4z2Zi9J
Shreyas reposted
Shreyas reposted
Shreyas reposted
Shreyas reposted
Rest in peace, Margaret Hamilton (1936–2026). Humanity walked on the Moon because extraordinary minds like hers made the impossible possible. www.theguardian.com/science/2026...
Shreyas reposted
Artificial intelligence is capitalism’s final destination -- Arundhati Roy www.equator.org/articles/aru... 🧵
@economist.com Significant % of net profit of google nvidia amazon is income from non-marketable equity and debt Ghost profit from valuation changes of other unlisted companies(AI) What seems like shinny profit on surface is full of dirt Paper value on paper value Kind of like leverage on leverage
@france24.com Significant % of net profit of google nvidia amazon is income from non-marketable equity and debt Ghost profit from valuation changes of other unlisted companies(AI ) What seems like shinny profit on surface is full of dirt Dirt value on dirt value Kind of like leverage on leverage
@lemonde.fr Significant % of net profit of google nvidia amazon is income from non-marketable equity and debt Ghost profit from valuation changes of other unlisted companies(AI firms) What seems like shinny profit on surface is full of dirt Dirt value on dirt value Kind of like leverage on leverage
Shreyas reposted
“.. as Volta’s bankers at JPMorgan and Goldman Sachs went out to sell it, some investors pushed back, saying they’re full up on data-center debt and demanding .. a higher interest rate. The deal is expected to price later this week with a rate of at least 11% ..” www.semafor.com/article/10/1...
Shreyas reposted
“The Firmus withdrawal is a clear signal that public markets are repricing AI infrastructure.” www.bloomberg.com/news/article...
Shreyas reposted