Thread

1. damowangcy · 1790860542 · focus · HN ↗

   remind me in a few years when the same CEO is writing long post on Linkedin explaining why they need to let go half of the company.

   1. bwfan123 · 1790863720 · focus · HN ↗

      Anthropic is expected to spend 500B of money it doesnt have. Based on these commitments, data-centers have ordered equipment which includes memory. So, a lot of demand for memory is built on a speculative foundation.

      1. mschuster91 · 1790864885 · focus · HN ↗

         > Anthropic is expected to spend 500B of money it doesnt have.

         ... yet.

         That is why the big AI corps all went public this year or are trying to do so. They are valued large enough that they will be included in the popular indices (NASDAQ, S&P 500, ...) from the start, which means an awful lot of money will flow into them each month automatically from all the retirement savings.

         And that unfortunately completely prevents the core function that stock markets should offer - that bad actors get punished. Can't get punished when there is so, so much "dumb money" floating around and entering the fray every month.

         1. [deleted] · 1790870275 · focus · HN ↗

            [deleted]

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