Anthropic has entered exponential growth in revenue AND valuation and is overtaking OpenAI as we speak.

(Bloomberg reported investor interest at 800bn today)

The new robber barons? Two-thirds of global computing now lies in the hands of 5 oligarchs.

[Much of the rest is in China]

⚠️ POLL: More Americans doubt vaccine safety than trust it!

Appreciate the poll is somewhat tendentious - but the results are shocking nevertheless . MAHA should be designated as domestic terrorism. It’ll kill more people than 9/11 and all wars combined.

Another “big win” - the U.S. has overtaken China, Vietnam, North Korea and Pakistan in terms of mortality due to malnutrition.

GDP growth and S&P500 returns are one thing. Distribution of prosperity is an entirely different story.

Germany still the country of incredible chances. Nowhere is the chance to be born a billionaire higher. 😂

What if Anthropic Might Have Found a Better Business Model than Selling Tokens? As the frontier lab creates ever more powerful models, soon every major company might be required to pay for model previews.

What if Anthropic Might Have Found a Better Business Model than Selling Tokens? - Will every major software company have to pay for security previews soon?
pipnet.substack.com/p/what-if-an...

A detailed look at OpenAI’s Leaked Cap Table (credits: Forbes/Sheel Mohnot/Claude rebrush):

→ Sound Venture (Ashton Kutcher) is up 43x on his $30m investment
→ Khosla Ventures (first VC) is up 30x
→ Early Angels up 140x
→ Employees own 20% of the $850bn company
→ Non-Profit own 25% - $MSFT 27%

Banks working on the SpaceX IPO reportedly have to subscribe to Grok They've already agreed to spend tens of millions of dollars on the chatbot.

To profit from the current SpaceX gold rush, investment banks, law firms, advisors and partners are essentially being required to subsidise xAI.

Currently, xAI’s annual recurring revenue (ARR) is negligible compared to industry leaders like OpenAI and Anthropic.

www.engadget.com/ai/banks-wor...

80% of SpaceX's valuation has been created in the last 12 months. Its revenue didn’t quintuple, but it grew in the low double digits. This IPO will be one of the biggest wealth redistributions (from bottom to top).

OpenAI makes changes to ‘opportunistic and sloppy’ Pentagon deal Sam Altman says company is working with defence department on provisions covering mass surveillance

"Sloppy Sam" tries to course-correct the infamous deal that he picked from the litter...
www.ft.com/content/653f...

Selling every single stock I own today. Market has reached "exit velocity". 🥸

Palantir CEO Alex Karp watching U.S. CENTCOM using the de facto-banned Anthropic Tech for the strike on Iran. Time to draft a new narrative?

The real danger of AI isn’t intelligence — it’s persuasion The biggest threat from AI might not be that it's smarter than us — it's that it can convince us of anything. Tech analyst Philipp Klöckner reveals how today’s AI quietly shapes opinions through…

My TED-Talk at #TEDAI #Vienna is now available to watch: "The real danger of AI isn’t intelligence — it’s persuasion"
www.ted.com/talks/philip...

Meta's Zuckerberg is full of 💩 . Just because you rebrand crack-cocaine to "meaningful interactions", it doesn't mean you've stopped getting people addicted.

«Hinter den massiven KI-Investitionen steckt rationales Kalkül» Im Interview erklärt Investor Philipp Klöckner, warum Google der klare KI-Gewinner ist und auch SAP von der KI profitieren kann. Ausserdem sagt er, welche Softwarefirmen bedroht sind und welche zu…

«Die massiven KI-Investitionen mögen kopflos wirken, doch dahinter steckt rationales Kalkül» themarket.ch/makro-maerkt... via @TheMarket_CH

An expansive way to master predictions, but buying a product that was vibe-coded in a weekend by @steipete is certainly making a point.

RobinHood $HOOD customers are over-indexing 7x on options trading. Another signal that this is a casino, not an investment app. It'll not be disrupted by another trading provider but by prediction markets.

Frank Thelen lügt im 'ungeskripted' Podcast mal wieder wie gedruckt:
Er behauptet als Investor "oft 1000x" gemacht zu haben. Führt an, dass er 100k Tickets in wunderlist, kaufda/bonial und mytaxi steckte. Keine der Firmen war so erfolgreich.

youtu.be/CjorndPBXd8?...

Zwei Vollblut-Unternehmer mit einem Herz für Publizistik sprechen über die Erbschaftsteuerreform. Eine Debatte mit Gabor Steingart und Mary Abdelaziz-Ditzow.
www.youtube.com/watch?v=NWRZ...

Meine Argumentation zur #Erbschaftssteuerreform: IQ-Test statt Neiddebatte - jetzt im Doppelgänger Newsletter lesen: doppelgaenger.beehiiv.com/p/kw4-erbsch...

From Airbus to Tesla: These are the biggest companies using the Netherlands as a tax haven The Netherlands may not be known as a tax haven – but its rules make it easy for big multinationals to avoid paying taxes in the European country.

From Airbus to Tesla: These are the biggest companies using the Netherlands as a tax haven www.ftm.eu/articles/top...

The Apprentice Season 11 will be 🔥

Privatisierung von Winterdienst führt zu Marktversagen. Prove me wrong.

Founder Mode Podcast zur Doppelgänger-Geschichte und vielen aktuellen Themen aus der Gründer- und KI-Szene. Viele Fragen, die uns so noch nie gestellt wurden: www.youtube.com/watch?v=__SL...

The so-called "Somali Fraud" explained in one cartoon.

The Trump Administration has officially built the largest "revolving door" in the history of the U.S. - 1.000 big tech employees will join the "US Tech Force" to modernize U.S. GovTech while partly being put on leave by their current BigTech employers. en.wikipedia.org/wiki/Revolvi...

Nobody knows when a bubble is about to burst. But you can tell how many people will be fu$%&d and how steep the decline will be by looking at money borrowed for stock speculation...

Quick heads-up to retail investors. YOU will have to fund Sam Altman's NVIDIA orders. The private markets will not have the money to support his vision.

PS: Remind me when the "dry powder" that everyone was speaking of for the last 3 years will be deployed.

🎯 Auf einen ist Verlass...

Klarna ($KLAR) once again applying for world championchip in PPT yoga.

Left: We're consistently growing slower than our competitor, but look at our US business.
Right: We might have cut y-axis without notice, but isn't that an incredible take rate development?