This is NOT investment advice. May The Odds Be Ever in Your Favor

Joined March 2018
541 Photos and videos
Cope and more cope. Amateur hour by Anthropic. This is business with US government. You take the call, you smooth talk, you tell them they are the most important and then you take next flight out for shaking hands and eating a meal.
Between Politico and Axios we get a pretty clear picture that this was another case of 'the vibes are off and when we say jump they ask for an explanation rather than how high, so let's blow everything up.' Plus more whining about not getting Dario on the phone fast enough.
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no matter your business, you shouldn't piss off US government for any reason
Axios is reporting that senior staff members of Anthropic AI have flown to Washington this morning to meet with members of the Trump administration in an attempt to resolve the Fable embargo.
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this exact principle is why Tim Apple was such a great ceo
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Walnut Ave Value retweeted
NEW: Amazon researchers are reportedly behind the jailbreak report that led to the U.S. crackdown on Anthropic’s top models.
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Walnut Ave Value retweeted
hey! just checking in to make sure you're using the new model safely
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Walnut Ave Value retweeted
Is Dario the true villain? We love to go after Bezos, Elon, even Sam, but the consistent drum beat of exaggerations, doomerism, anti-open source has me leaning “yes”. I’m open to changing my mind if I see new evidence to the contrary.
If you were wondering what the "pause" was all about, Ben Thompson @stratechery has an interesting theory: "Late last week the Anthropic Institute released a new safety report warning about the danger of recursive self-improvement... I don’t think the timing is a coincidence. This is a company and leadership that has been honing safety-and-scaremongering-as-marketing-tactic ever since Amodei led the charge to close source OpenAI models because GPT-2 was too dangerous; it’s always fun to see the evolution of tactics, capabilities, and goals, and in this case publishing a widely-discussed report the week before you cite it to silently degrade your offering for potential competitors is impressive."
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Not often that you see an almost 10-bagger in <15 years in real estate
Fun fact: this building was a 4 unit that sold for 975k in 2012.
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$ksi.to STOP THE STEAL This is too low a price and Thoma Bravo are known cheapos. Suggest shareholders vote down this deal
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Walnut Ave Value retweeted
This Man decided the cops aren’t doing enough so now he's launching desserts at speeding cars 😭

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We don’t have enough compute, so let’s all, uh, slow down please for safety sakes Also, we know Opus 4.8 sucks, but good things coming with Mythos
Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor. It’s happening faster than we thought, and the implications deserve greater attention. anthropic.com/institute/recu…
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Opus 4.8 has some wild hallucinations (Seems regressed from 4.7)
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Walnut Ave Value retweeted
6. The future is likely "different models for different use cases" with the lower end of the market being highly competitive.
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Token budgets are now set at Uber
*UBER SETS $1,500 MONTHLY CAP ON SOME AI CODING TOOLS FOR STAFF $UBER officially reeling in the Claude budget after blowing their AI budget earlier this year. Undoubtedly more companies to follow
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$lnsr had acquisition offer for $14, FTC opposed due it being #2 and gaining share on Alcon #1. Can be bought below $6 today.
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Interesting take here. Did goog and spacex suck up liquidity before Ant / ooenAI IPOs?
Replying to @Jack_Raines
yes. No accident that 2 of the 3 to 4 most sophisticated long term investors on earth have positioned to suck up public liquidity first (Google and Elon) I’d be very nervous if I was the lab thats raising last
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Walnut Ave Value retweeted
This is an excellent interview btw Nicolai (Norwegian Sovereign Wealth Fund CEO) asks the IBM CEO if AI a bubble Listen very very carefully to his answer
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GitHub copilot moving to usage based pricing & shows the real token costs
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Walnut Ave Value retweeted
Consumer Staples relative to the S&P 500 ... lowest since 2000
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Walnut Ave Value retweeted
Compete with the MacBook Pro?! With a single thread perf worse than even the MacBook Neo? Heck, even $QCOM with the X2 will fare much better in the CPU dept. What is it about $NVDA that is making everyone lose even basic analytical skills? arstechnica.com/gadgets/2026…
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Walnut Ave Value retweeted
Exxon is saying that oil prices will rise to $150 to $160 in coming weeks
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