Just the Facts

@BoBrainerd I’m no slouch either. But sales bro + non-tech girly at anthropic = weird dynamic. Those engineers scare me!

@AnyhooAnyone Hahah NOTHING you hit jackpot!

head of legal counsel at Anthropic: “are you single?” me: “yes sadly” Janel: “have you tried dating one of our engineers??” girl yes 😂😂😂

@thenanyu @kchoudhu @buccocapital Except it’s 5-8 million at 6-7%

@kchoudhu @buccocapital at the implied rate of 6.5-7% it's about 2.2M at 40

People never mention age in these conversations. $1M at 30? Thats 10 at retirement if you never save another penny, inflation adjusted. You’re rich (or are going to be) and should feel rich $1M at 40? Not rich

The Knicks winning was like if New Year's Eve was actually fun

I just want to be successful thats all..

@DatingByMHG @MurrayHillGuy1 Missed opportunity

My boy in NYC matched with a beautiful mid on Hinge yesterday. Initial convo was fire. Flirting and Banter off the charts. He gets her number quickly. They're texting all day yesterday. Today, she asks HIM out for drinks...tonight at 8 PM. He says no-- it's Game 3 of Finals for the Knicks. She goes "Oh, I don't watch Sports..is that Baseball?" He unmatched & blocked her number right after. Right call??

@gabrieljbaker @unfoldedbeagle @edzitron Spacex has a profitable component (not xai though). Anthropic’s road to profit requires something that isn’t going to happen anytime soon - costs to come down. Anthropic and OpenAI will both force into indexes, guaranteed. I do think Musk combines with Anthropic

@AnyhooAnyone @unfoldedbeagle @edzitron I don’t relish that aspect of it either but am more concerned about the SpaceX IPO dumpster fire than Anthropic’s.

Went on Bloomberg - Anthropic and OpenAI are dangerous and unsustainable companies that shouldn’t IPO. The AI bubble is a con and retail investors are the marks. AI doesn’t have ROI, it’s nothing like AWS/Uber, and it’s got no post-bubble recovery story. youtube.com/watch?v=zbKDmk…

@gabrieljbaker @unfoldedbeagle @edzitron While I don’t necessarily agree, his argument is that retail investors are being forced into investing in them through indexes. I see a point to it.

@AnyhooAnyone @unfoldedbeagle @edzitron You are welcome not to invest. Ed is making the outrageous claim that they should not be “allowed” to IPO.

@gabrieljbaker @unfoldedbeagle @edzitron Right - but that profit isn’t scalable. It’s because of accounting tricks. It’s punting marking its costs to next quarter while also taking contracts that should be amortized and weighting entirely to this quarter. It makes a nice sound bite/sharable story but not sustainable

@AnyhooAnyone @unfoldedbeagle @edzitron WSJ reported just a few days ago that Anthropic expects June to be profitable for the first time. And many publicly traded companies are still not profitable after decades of being publicly traded. You definitely know this.

@gabrieljbaker @unfoldedbeagle @edzitron Growing revenue != Growing profit. You definitely know this

@unfoldedbeagle @edzitron I mean, for starters the fact that Anthropic is growing revenue faster than any company in history might suggest to you that they could in fact be “sustainable”. But you keep believing Ed’s wishcasting if it makes you feel better.

@zampulu92728 @edzitron He literally speaks to this in the interview: it’s financial engineering as a PR story. Discounted compute being marked as a later expense accounts for this.

@edzitron Anthropic announced it will achieve profitability this quarter. Ed presents himself as a sharp, critical, mind. He’s clueless. This probably represents a crucial segment of public opinion. Highly concerning. Major comms problem for the labs, investors and entire supply chain

@zoigDev @edzitron There isn’t enough money to sustain these companies for five years.

@edzitron I agree with you on everything except on post-bubble recovery story. You claimed that it is impossible for OpenAI to proceed with IPO because of mandatory financial reports. To me it looks like all of them will have IPO and that means at least 5 years of additional hype.

@King_AntG @deusendonts @John_Fanta DELUSIONAL KNICKS FAN. I bet you thought Marbury was gonna win a championship too

@AnyhooAnyone @deusendonts @John_Fanta What a goal post move lmfao

The Knicks are an offensive juggernaut. Mike Brown deserves credit where it’s due. Role guys look as comfortable as they’ve ever been, Jalen Brunson is making plays with ease and the off-ball movement is consistent. Nobody in the East has had any semblance of an answer for it.

@King_AntG @deusendonts @John_Fanta lol win a championship and we can talk. I’ve watched a lot of basketball and I know a fraud when I see it

@AnyhooAnyone @deusendonts @John_Fanta Yea all of these teams just “don’t care” lmao Whatever you have to convince yourself to not give the Knicks credit

@King_AntG @deusendonts @John_Fanta Delusional Knicks fans

@deusendonts @John_Fanta Great offense tends to demoralize even good defensive teams

@John_Fanta Shooting 50% from three is not a sustainable recipe to winning a championship. The Cavs are pathetic

Yaaaa, these these #letemknow Cavs are cooked. Pathetic whimper of an end to the season

@frankmikesmith GeoSports · May 25th 🟢🟢🟢🟢🟢 965 / 1,000 geosports.app Beat ya for once!

Thank you to all the brave men and women who paid the ultimate price while serving this country 🇺🇸 GeoSports · May 25th 🟢🟢🟢🟢🟢 958 / 1,000 geosports.app

Cleveland I love yall ❤️ Wouldn’t be here without yall!!

@Garlicoyal @FlorioGina Ironically that’s exactly the opposite REAL message of SatC. If you watch it with open eyes, you realize these women want a man who loves them more than ANYTHING (maybe not Samantha).

@FlorioGina Before Alex Cooper, there was Sex And The City, offering the same message. It had a huge cultural impact....Be a hoe. Be wild and free and love will come when you're ready. 40-50yo American women have to be the most depressed, miserable lot of people on earth

The common response to this news is that Alex Cooper is somehow leading her audience down a path that she herself is not choosing. But what’s happening here is actually the exact feminist dream. A woman participates in hookup culture as much as she wants when she’s in her prime. She sleeps around, has casual sex, gets the ick, dumps men, gets dumped, has summer flings, gets abortions if needed. She’s hot. She has pretty privilege and isn’t afraid to use it. But when she feels like the time is right, she settles down with a high value man — only because it’s her choice, not because she feels pressured by societal standards or a ticking biological clock. This man does not care about her past because he wouldn’t dare judge a woman for expressing herself sexually. They have a beautiful wedding and her dress is stunning. She gets pregnant when she feels like she’s ready to take on motherhood. She trades in her promiscuous days only when she wants to, on her own terms. And the perfect man she finds is more than happy to go along with her timeline because he respects her and her desires. And he doesn’t want to lose her. Alex has quite literally lived out the perfect feminist blueprint thus far. You see, the only problem is, this modern feminist blueprint usually only works for exceptionally successful, gorgeous women with influence (with exception of course, but we’re talking about the rule here). Models, actresses, wealthy bachelorettes and entrepreneurs. It doesn’t quite translate for the everyday mid who works a boring corporate job. By the time she’s well into her 30s, the everyday mid with the promiscuous past generally doesn’t have the same allure and magnetism as a famous rich blonde who regularly rubs shoulders with elite celebrities. The men that she wants to try and settle down with have far less interest in her and would much rather marry a woman much younger, much less seasoned, and much more fertile. This is why we are seeing such high rates of childless unmarried women. They followed the early years of the blueprint, spending their 20s and even most of their 30s dating casually, believing that they too could find a high value man when they’re older and eventually sick of the dating scene—why wouldn’t they be able to? They look at famous, rich celebs and influencers and think, hey I can do that too. If they can postpone marriage and kids until they are “ready,” so can I! But everyday women simply aren’t on the same playing field as women like Alex Cooper. Few will fully understand this. Many will try to make excuses as to why this isn’t true (brace yourself for the outliers’ stories). Even if you don’t see anything morally wrong with the hookup culture that Alex Cooper praises on her show, young women would be smart to understand the real world, and that you have a much greater chance at locking down a high value man when you’re younger and a bit more austere. Sorry I don’t make the rules.