Discussion

• @howardlindzon Howard Lindzon on x

  $goog about to be the most valuable company in world and that makes sense to me little else does long.

• @edzitron Ed Zitron on x

  The fact that this is seen as a bullish sign for Google is a sign our markets are controlled by people without object permanence. Anthropic *cannot afford to pay these bills* - Google just gave them $10 billion! - which means it's ultimately VC or Google feeding itself money

• @jessicalessin Jessica Lessin on x

  Good lord. Half-ish of the cloud backlog at Microsoft, Oracle, Google and Amazon is OpenAI and Anthropic???? [image]

• @cnbcfastmoney @cnbcfastmoney on x

  $GOOGL overtaking $NVDA is the most valuable company in the world after hours on reports that Anthropic will commit to spending $200B on cloud and chips @TimSeymour, @grassosteve , Julie Biel, and Empower Investments Chief Investment Strategist Marta Norton break down what it

• @shanumathew93 Shanu Mathew on x

  News tonight with Anthropic and Google's deal announced is that it's 40% of Google's backlog and now The Information is saying those two frontier labs account for 50% of the backlog at all the major CSPs.  Surely someone has done the math to compare estimates?  Comparing apples t…

• @sudoraohacker Arun Rao on x

  My prediction is Anthropic is making a big mistake by using Google's TPUs and not doing more with NVIDIA or Amazon. Why? 1. Google has 3 other massive internal customers fighting for these same TPUs: search, Youtube, and Gemini, which directly competes against Anthropic. [image]

• @yuchenj_uw Yuchen Jin on x

  Google DeepMind researchers who are training the Gemini coding model just fell to their knees. [image]

• @stockmarketnerd @stockmarketnerd on x

  Anthropic telling everyone how they're going to fund yet another massive cloud deal with $GOOGL [image]

• @amitisinvesting Amit on x

  ANTHROPIC COMMITS TO SPENDING $200B ON GOOGLE CLOUD AND CHIPS OVER THE NEXT 5 YEAR — THE INFORMATION Google $GOOGL is now the most valuable company on Planet Earth, overtaking $NVDA Nvidia. [image]

• @amir Amir Efrati on x

  new: Anthropic and OpenAI spending commitments make up half of the $2 trillion revenue backlogs reported by Microsoft, Amazon, Google and Oracle. [image]

• @dorialexander Alexander Doria on x

  Google? You mean the new Nvidia?

• @edzitron.com Ed Zitron on bluesky

  Well well well, if it isn't what I've been literally saying  —  www.theinformation.com/articles/ ant...  [embedded post]

• @traceyryniec Tracey Ryniec on x

  Round and round we go.

• @zerohedge @zerohedge on x

  And most of their clients are the same people they will make unemployed

• @garymarcus Gary Marcus on x

  nothing risky about that, right?

• @edzitron Ed Zitron on x

  Yeah and like 70%+ of their AI revenue (and 70%-80% of their capacity) too. https://www.wheresyoured.at/ ... [image]

• @rwang07 Ray Wang on x

  The Information: “But as part of the deal, which begins next year, Anthropic plans to spend about $200 billion with Google over five years, according to a person with knowledge of it. The commitment means Anthropic represents more than 40% of the “revenue backlog” Google

• @ross__hendricks Ross Hendricks on x

  I repeat, the bubble is in the “e” not the “p” in today's PE ratios. The hucksters and talking heads will, as always, fail to realize until it's too late. But it's a very simple set up. Hyperscalers give OpenAI/Anthropic cash to pay for hyperscaler computing capacity. That

• @krispatel99 Kris Patel on x

  What are the chances that OpenAI and Anthropic turning on the hyperscalers and launching their own clouds? As Bezos said “Your margin is my oppurtunity”

• @markoinny Marko Kolanovic on x

  OpenAI may turn out to be scam of the century. Or will that title go to crypto. Most of us in genX will not live long enough to see. https://x.com/...

• @govstocktracker @govstocktracker on x

  You thought there's a dozen AI companies?

• @negligible_cap @negligible_cap on x

  *ANTHROPIC TO SPEND ~$200B W/ GOOGLE OVER 5 YEARS: INFORMATION $GOOGL up 2%. You don't own enough Alphabet https://www.theinformation.com/ ...

• @garymarcus Gary Marcus on x

  We wanted the singularity; we got the circularity.

• @yellowcatcap @yellowcatcap on x

  What did you guys think it was? Mistral?

• @pmddomingos Pedro Domingos on x

  Vaporware used to be software, but now it's hardware as well.

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