Partnering with the money guys such as Apollo and Blackstone is an ominous turn for a crazed AI infrastructure market. So is the “huge” demand for Broadcom’s services by Google and others well in advance of actual deployment of chips. Not the end of the road, but a potential
INVESTMENT
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OpenAI vs. Anthropic IPO: Where would you invest 100k?
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if you had 100k to invest in OpenAI and/or Anthropic IPOs which would you go for?
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Supporting America’s future: $25M in computer credits for small businesses
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The future of America is small businesses that can build faster than ever before with agents. Glad to support this with up to $25m in Computer credits ahead of America’s 250th anniversary
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Rumor: $500M monthly Anthropic bill, possibly Amazon, unlikely staff caused it
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There was a rumor that a company spent $500M in a month on their Anthropic bill recently, and another rumor that it was Amazon Given they only just gave their staff access I think it's unlikely the staff ramped up to $0.5B that quickly!
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Trust not intelligence is the real problem with AI investing
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Everyone wants “smarter AI” in investing.
— Linus ✦ Ekenstam (@LinusEkenstam) 4 juin 2026
Cute.
The problem was never intelligence.
It was trust.
Because “mostly right” sounds acceptable until your $50M acquisition is built on one hallucinated number.
That’s the gotcha.
AI can be brilliant and still be unusable when the… https://t.co/mdeciHCkW0Everyone wants “smarter AI” in investing. Cute. The problem was never intelligence. It was trust. Because “mostly right” sounds acceptable until your $50M acquisition is built on one hallucinated number. That’s the gotcha. AI can be brilliant and still be unusable when the
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GenAI ROI positive but Bain report opaque on metrics
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There are lots of issues with GenAI implementations but surveys seem to suggest broad positive ROI. Data & stories about AI failures are real and useful but need to be clearer about what they are measuring. The Bain report is super odd & opaque about that. https://
bain.com/insights/your-
ai-budget-is-growing-your-returns-arent-heres-why/
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Prior ML data issues could hinder AI investment, citing fake MIT study
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I actually read this & it is super weird, it appears to be an argument that prior machine learning systems (not generative AI) did not generate savings due to data issues so that will lead to a lack of investment into current AI systems Also it cites the mostly fake “MIT study”
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Gary Marcus quotes Sam Altman on AI spending pullback, claims he’s blocked
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what part of what i quoted did you not understand? “ Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant restraints on spending to restrict costs.” blocked for doing what you accused me of
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Langchain guide on financial services agents from JPMorgan, Chime, Bridgewater
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In our new guide, we break down lessons from @jpmorgan
, @Chime
, + Bridgewater on what it takes to bring agents into production in financial services, and how leading teams are building the operational foundation to ship with more confidence. Learn more: https://
info.langchain.com/guide/definiti
ve-guide-to-financial-services-agents-in-production
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World’s first heterogeneous disaggregated inference cloud shown live at ComputeX
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The world's first heterogenous disaggregated inference cloud was just shown running live at ComputeX. VC2 — backed by a $3.5B compute commitment to SambaNova from @Vista_Equity & @cambiumcapital — brings three chips together in production for the first time:
– NVIDIA B200 GPUs