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@testingcatalog — 2026-04-24
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Google Anthropic Google aims to invest $10B and up to $40B later in Anthropic according to Bloomberg. > Google will also provide 5 GW of compute over 5 yrs, starting to come online 2027 Compute is a new currency
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Alphabet invests $40B in Anthropic AI development
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Intelligence is too important not to win. That's why Alphabet (Google's parent co) will invest an additional $40 billion in @AnthropicAI
. It will also provide Anthropic with at least 5 GW of computing power. (Anthropic is severely compute-constrained; there is more demand for -
AI Agent Markets: Promises and Regulatory Challenges Ahead
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Markets of AI agents could provide value, but there are plenty of rough edges. Access to higher-quality models conferred a real advantage—and participants didn't notice. There are plenty of other ways they can go wrong. Policy and legal frameworks will need to adapt to keep up.
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Chip Companies Rely on Billion-Dollar Paper Promises for Growth
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We’ve seen a pattern now of chip companies being boosted by singular deals projecting tens of billions years into the future. I’m not saying it won’t happen, but a lot is riding on paper promises. Such is the case with foundry potential for Intel thanks to Elon Musk’s “Terafab”
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Shareholder Value Creation in Tech: Weekly Progress Assessment
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How much shareholder value have you created this week anon?
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Cerebras IPO: Revenue Concentration Among Two Major Customers
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I’m very excited for Cerebras’s IPO, having followed this company since Andrew Feldman and I were having tacos in Palo Alto when his company was in stealth. The IPO prospectus confirms what I somewhat feared, which is that the vast majority of revenue has come from two giant
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Company Hides Pricing Strategy From Investors
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Don’t tell our investors or they’ll ask us to raise our prices
