My free Substack is up now! wisemanc.substack.com

Ah the pump is ON!

Claude is literally unusable with usage limits!

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true: — As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable. — Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.) — A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused. — In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.” — In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety. — In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community. — The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority. — Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

Hilarious these politicians are mad at Elon. He went from almost going bankrupt to where he is today!

FYI 13.1B shares is the actual float for $SPCX and only 555M was sold in the market. Meaning private investors will dump in your face all year long!

Now that $SPCX listed, can we now focus on other compelling stocks?

$SPCX Indicated To Open At $168.75 Each

$SPCX Now Indicated To Open At $175

While SpaceX IPO is launched with all the promises, we are still waiting for Spam and Search to be fixed in X!

$SPCX Wolfe Research Starts at Outperform We are initiating coverage of Space Exploration Technologies Corp with an Outperform and a $175 YE27 PT in the context of a Market Weight rating on the Space subsector of our Aerospace & Defense coverage universe. We expect this stock to be in large part driven by a compelling thematic/story line where if investors believe the disruptive long-term potential then near-in valuation will be less important. That said, a number of milestones should serve as catalysts to build confidence in the long term including checking off important test points on the Starship test program, sharp AI revenue growth and higher model adoption following the Cursor acquisition, and material growth in the subscriber base of the current earnings engine of the company in the Starlink business. Shares are being offered at $135, which reflects sales multiples of 22X sales and 12X sales on our 2027 and 2028 estimates, respectively. The stock's N12M and N24M averages for the two years leading into the IPO (in the private market) averaged 28X and 16X (adjusted for xAI acquisition). Our price target reflects an assumed 16X 2028 sales, which embeds our assumption that progress on the Starship in particular will occur through the end of the year to begin payload launches, which we see as the largest catalyst to unlock value. Risks to our price target and rating include significant delays in the company's Starship development program, launch vehicle accidents, lack of traction of subscriber uptake in the Starlink Service, lack of returns on outsized capital expenditures of AI build out, physical constraints including power access and regulatory restrictions hinder the compute build out, delays in the potential for orbital data centers and/or cost-effectiveness of the approach.

$SPCX Nasdaq: IPO Of SpaceX To Be Eligible For Trading At 10am ET

Do you plan to trade the $SPCX IPO?

lol $ADBE numbers and guide are good and it sells off

U.S.-Iran MOU likely to be signed next week - CBS

🤣🤣🤣

😂