ANTHROPIC · Anthropic

Own These Stocks. Own Anthropic. The fastest growing company in history plans to go public soon. Here’s the playbook for how retail investors can get ride its coat tails. Last year, Michael made a video most people scoffed at. Yet another stock influencer hyping a satelite st...

...baseline (corrected p = .0006) and the highest domain specificity (4.77/5.0; p = 2e-6). The coverage advantage over baseline and retrieval-augmented prompting was not robust after Bonferroni correction. Cross-validation across three LLM families (Claude Sonnet 4, Qwen 2.5 72B, Gemma 4 26B; 5,400 total scenarios) replicated the persona-versus-ontology pattern. The results establish ontology-grounded scenario generation as a credible complement to persona-based test suites for regulatory-intens

Why Anthropic Is a $100T Company And how you can play it right now (ultra-long-form article) And how you can play it right now (ultra-long-form article) The source only contains a title (“Why Anthropic Is a $100T Company”) and a teaser line (“And how you can...

...d. The lesson transfers cleanly: robotics has already had its long 1960-to-2010 era, and it is about to have its 2023. beep boop The Big Three Labs Robotics is so AI-coded that even the big three labs are the same. You know the AI labs, OpenAI, Anthropic, and Google. But what about the robotics labs? …FigureAI, Apptronik, and Tesla! They match one for one, do you see the resemblance? …no? Figure is (early) OpenAI. The “posterchild” pure-play private that has the highest valuation ($39b) and i

...f software (Triton) that NVIDIA and others rely on for this job. It did the same job from scratch and it matched Triton’s performance on certain benchmarks. K3 also designed a chip layout for a small version of its own architecture in 48 hours. Anthropic and OpenAI don’t have a disclosed capacity like this, and it puts self-optimization question at the center of everything below. Why Markets Are Scared Whole AI trade, covering the semiconductor boom, the neocloud rerating, and the power and d

...is TeraWulf and Cipher. Direct Peers Even inside this clean peer set, the three aren't identical. WULF and CIFR are further along with financing and construction already in motion and deliveries starting sooner. Along with having named tenants (Anthropic, AWS) or carry explicit credit backstops (Google behind Fluidstack). CleanSpark signed its first definitive lease two days ago, its tenant is confidential, and its ~$2B build is not yet funded. The broader valuation context: AI-cloud / comput

...FERENT PLACES. I AM ARGUING THERE IS MANY DIFFERENT WAYS TO PRODUCE AI. YOU DO NOT NEED TO UNLOCK THE BENEFITS OF AI THROUGH A CORROSIVE APPROACH. SO, WHY ARE WE NOT HOLDING THESE COMPANIES TO THOSE HIGHER STANDARDS? >> I AM CONSCIOUS THAT BOTH ANTHROPIC AND OPENAI ARE HEADING TOWARD PUBLIC OFFERINGS OF THEIR SHARES. IS THAT A MOMENT THAT YOU THINK COULD BRING GREATER ACCOUNTABILITY, THAT ONCE A COMPANY IS PUBLIC AND IT HAS ALL KINDS OF INVESTORS AND GENERAL MEETINGS THAT A LEVEL OF SCRUTINY

...om have um about the AI native company. I fully understand and I think everyone understood because of your presentation. However, how can you actually practically start and building the structure to build that AI native company? Like do you go on claude code and tell him exactly everything that you told us? Because we understand the idea, the concept, but in terms of how do you actually do it? Um, so thank you. >> Thanks. [snorts] Um, I'd pick a single loop basically. So I' presumably your co

...+ months. In this case, cass: github.com/Dicklesworthst… Letta @Letta_AI Jul 24 Article Trajectory: A Standard Format for Agent Experience Data Introducing trajectory, an open-source package that normalizes coding-agent sessions from @AnthropicAI Claude Code, @OpenAI Codex, @pidotdev, @LangChain deepagents, @openclaw, Letta Code, and other... 1 27 Jeffrey Emanuel @doodlestein 23s Crazy to see projects getting so much attention that basically do the same thing as my own projects that have been

...39m I reaffirm these comments. Boring_Business @BoringBiz_ 13h Chamath just said the quiet part out loud, and explained why all the value from the trillions of capex will sit at the application and infrastructure layers The model layer, led by Anthropic and OpenAI, is now getting commoditized faster than ever before Open source has caught Show more 01:48 19 8 150 40K Chamath Palihapitiya @chamath 39m I reaffirm these comments. Boring_Business @BoringBiz_ 13h Chamath just said the quiet part o

...laude 1 101 Andrew Carr 🤸 @andrew_n_carr 11m On Claude bro, on Claude - no cap man I swear to Claude 1 101 Andrew Carr 🤸 @andrew_n_carr 11m On Claude bro, on Claude - no cap man I swear to Claude 1 101 A tweet repeating a phrase about "Claude" (Anthropic’s AI assistant). No market-relevant data, catalyst, or actionable information is provided beyond a vague cultural reference to the Claude brand.

Jukan @jukan05 45s • Anthropic CEO: “We’ve signed supply agreements with Samsung Electronics and SK hynix.” 1 10 1.6K Jukan @jukan05 45s • Anthropic CEO: “We’ve signed supply agreements with Samsung Electronics and SK hynix.” 1 10 1.6K Jukan @jukan05 45s • Anthropic CEO: “We...