@bgurley / appears on all-in, all-in, bg2, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, bg2, all-in, all-in, all-in, all-in, all-in, all-in, all-in, bg2, all-in, all-in, all-in, all-in, all-in, all-in, bg2, all-in, all-in, all-in, all-in
Anthropic is a mystery to me. I've never ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do.
Claude for Excel is better than co-pilot by not by a little, by a lot.
Yale has announced that they're in the market looking to sell $6 billion of private equity. The fact that Yale is the one doing it is super important
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
when Deepseek hit and took off... Alibaba made Qwen open source. Xiaomi has a model out now... And Robin Li at Baidu had kept his model proprietary and he said in June it's going to be open source.
There's a really interesting post by Hester Peirce... this post called A Creative and Cooperative Balancing Act argues that maybe blockchain is the path to fix the IPO market, which is provocative.
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