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Turning complexity into clarity; read our latest think-piece below:

ID: 1113940167507808257

linkhttps://openfieldbook.substack.com/p/the-power-paradox-ais-trillion-dollar calendar_today04-04-2019 23:03:26

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2 days ago

$ANTHROPIC revenue run rate: - $9B at end of 2025. - $30B+ today. Four months. If they had more compute, they'd grow even faster. Demand is outpacing supply.

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2 days ago

$AVGO $GOOGL deal is a vote of confidence in TPU architecture at scale. Broadcom is the design and networking layer powering Google's AI stack.

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2 days ago

$TSLA open.substack.com/pub/openfieldbโ€ฆ

$TSLA open.substack.com/pub/openfieldbโ€ฆ
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a day ago

Leadership stability is a moat. $TTD

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a day ago

The equity risk premium is sitting less than 1 percentage point away from levels consistent with the 2008 financial crisis and the 1970s stagflation era. 22V Research says this could presage a 5-10% S&P drawdown from current levels.