Woah wtf? This post is waaaay underrated, amazing job! was looking for DD on SKM because I thought anthropic was mogging everyone else, did not disappoint my friend :)
Why thank you very much. I write, and then I push to those whom I dragooned into enduring being on my mailing list, 90% of which I know to not have any idea what I am talking about, but are pleased that I seem to be doing so with gusto!
I’ve done a lot of research myself on the company and just wanted to ask one thing if that’s ok: Are you confident on the 0.5% or so stake? I did research myself and the 0.3% I’m convinced is wrong because it’s FD shares, and my math says it’s around 0.5% because the investments portion on their balance sheet jumped up in Q4 reports as Anthropic valuation round came to 380 billion.
Also, I listened to conference call and they said GPU service business is close in profitability to their Telecom business, which is good news. They do on demand unlike NBIS and CREV is my understanding, right?
Woah wtf? This post is waaaay underrated, amazing job! was looking for DD on SKM because I thought anthropic was mogging everyone else, did not disappoint my friend :)
Why thank you very much. I write, and then I push to those whom I dragooned into enduring being on my mailing list, 90% of which I know to not have any idea what I am talking about, but are pleased that I seem to be doing so with gusto!
Oh and one other thing - Jason’s chips wrote a fantastic article on Anthropic I highly recommend it. He also credited your piece :)
Much appreciate the quality writing :)
I’ve done a lot of research myself on the company and just wanted to ask one thing if that’s ok: Are you confident on the 0.5% or so stake? I did research myself and the 0.3% I’m convinced is wrong because it’s FD shares, and my math says it’s around 0.5% because the investments portion on their balance sheet jumped up in Q4 reports as Anthropic valuation round came to 380 billion.
Also, I listened to conference call and they said GPU service business is close in profitability to their Telecom business, which is good news. They do on demand unlike NBIS and CREV is my understanding, right?