$AMD will become a pure data center play (UBS modeling)

Good one on $AMZN Trainium4 x $NVDA NVLink linkedin.com/pulse/intercon…

These funds have the best scout programs for angel investors: • Sequoia • Greylock • Accel • a16z • Index Ventures • Lightspeed

Ali Ansari (Ali Ansari) runs the current fastest growing company in the world (for all nine figure run rate companies). $200 million ARR growing 30% month-over-month. This new industry of human data pipelines will shock you.

$NVDA should see 40-50% of the ~$700 Billion in Mag 7 committed AI Capex. Hard to bet against that. 🚀

Proud Mom 👏👏

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The Commoditization of Venture Capital used to be scarce. Today, capital is a commodity. What is not a commodity: - Courage. - Long term conviction. - Emotional endurance. - The willingness to sit in discomfort. - The ability to say “no” thoughtfully. - The ability to say “yes”

We’ve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research, continue to innovate in products, and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are.

Less than 5 years ago, Anthropic raised ~$124M in its Series A at a ~$500M valuation. Today, it’s raising $30B at a $380B valuation with ~$14B in ARR. Absolutely nuts.

These numbers are staggering: Samsung and SK Hynix are projected to become the most profitable companies in the world by 2027. Their projections exceed $APPL and $GOOGL, both ~$4T companies in operating profit. For reference, Samsung is valued at ~$820B and SK Hynix is valued

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I just watched the most important 2 hour AI podcast of 2026. Dario Amodei (Anthropic CEO) sat down & revealed AGI timelines, and blockers that will change the future. 1. ANTHROPIC'S REVENUE GROWTH IS ABSOLUTELY BONKERS: → 2023: $0 → $100M → 2024: $100M → $1B → 2025: $1B

I just finished listening at 1.3x speed Dario Amodei and Dwarkesh Patel interview Here are my thoughts some cool some scary: I feel like we are at another exponential inflection point with the new GPUs training the better models with Opus 4.6 and Codex 5.3. The outside world has

BREAKING: AI can now build business plans like a McKinsey consultant (for free). Here are 10 insane Grok prompts that replace $50K strategy consultations: (Save for later):

UPDATED MAG 7 MULTIPLES ON 2026 EXPECTATIONS • $NVDA 26x P/E | 53% rev | 56% EPS • $META 21x P/E | 25% rev | 26% EPS • $GOOGL 27x P/E | 17% rev | 6% EPS • $MSFT 23x P/E | 15% rev | 11% EPS • $AMZN 26x P/E | 12% rev | 8% EPS • $TSLA 203x P/E | 9% rev | 32% EPS • $AAPL 30x

Top 30 Most Valuable Industries 💰 1. 👨‍💻 Tech - $42.334 Trillion 2. 🇺🇸 Dow Jones - $21.568 Trillion 3. 💳 Financial Services - $20.215 Trillion 4. 🤖 AI - $19.450 Trillion 5. 💻 Tech Hardware - $17.942 Trillion 6. 🧑‍💻 Software - $15.577 Trillion 7. 🏦 Banks - $14.532 Trillion 8.

Instead of watching Netflix, watch this interview of Anthropic’s CEO

The $645B question: Who REALLY wins the AI race? While everyone's watching the Big 4 pour three-quarters of a trillion into AI infrastructure by 2026, the real story is happening one layer down. Amazon: $200B Google: $180B Microsoft: $140B Meta: $125B But here's what nobody's

The Chip War Isn’t Ending, It’s Getting Distributed This isn’t deglobalization. It’s redistribution. Governments are pouring money into the stack, $39B from the US CHIPS Act while companies like $INTC, $TSM, $MU, $TXN, $AMAT, and $LRCX expand capacity globally. We’re looking at