Houdini.hl

anthropic is going after the $300B consulting sector with a new $1.5B consulting arm that seeks to put claude into every mid-size company this is exactly what deloitte, mckinsey, accenture do... but anthropic is cutting them out. ruthless but imo the economics make sense: > anthropic will send applied AI engineers to private equity portfolio companies to create custom-claude solutions... > its a genius model: blackstone alone owns 250+ companies generating $300B in rev, imagine if claude doubles that and takes a fee why? anthropic's biggest revenue earner is enterprise, their CFO: "Enterprise demand for Claude is significantly outpacing any single delivery model." > anthropic teamed up with blackstone, goldman sachs and hellman & friedman, each putting up $300M (ZERO consulting firms in the cap table lol) > private equity become anthropic's distribution model for enterprise. sound familiar...? > thats because openai announced a similar venture 5 months ago but the explicit difference is anthropic is a major stakeholder in this new venture brutal for consultants tbh

there was once a time when a single earner family could afford to live in this house

hyperliquid:native Long term, this is probably the best alt in the space. If the market does well, this stands to benefit the most from increased volume and users. Not just from crypto users, but retail who want to trade weekends. I've refrained from mentioning alts for 8 months and that will continue. This is the only one I've mentioned this year when we were around 28. Outside of this, for 95% of cases I dont see why you'd trade alts when stocks are doing 10-100x with far better risk/reward. But if I had to pick one with the best risk asymmetry. this would be it. Above $50 I think we see new ath's with haste

Elon Musk has said: "AI/Robotics will mean everyone can have a penthouse if they want. The output of goods & services will be several orders of magnitude higher than today’s economy."

life is generally about tradeoffs, but humans generally suck at understanding that the "fuck a 9-5" movement of the late 2010s and 2020s had the tradeoff of removing structure and order from life You get freedom, but freedom comes at the cost of every decision you make having to be a full battle, where you have to assess the opportunity cost of all other options, the fear of not knowing if it will lead to any future growth or not, the fear of missing out on the next big thing, and the general downsides you get from not having clear guiderails to work off of next few years are going to be the hyperonline society realising they didnt actually want that tradeoff and trying to revert back into that more structures system

Day 1 of outcome trading on Hyperliquid 👀

Michael Saylor says working hard is the worst advice you can get "You don't want to make money by being talented and working hard, the robots are going to work hard, the cars are gonna drive themselves" "Once you train the AI on a Shakespearean sonnet, the AI will spit back sonnets just as good as Shakespeare in his prime, if you studied for 20 years to learn how to compose, that’s becoming less valuable just like writing a 100-page legal document" "Now you're gonna say to the AI, compose an entire network of trusts and wills for my entire family and then optimize it for which tax jurisdiction and implement it. And it's only gonna cost you $10 bucks and it used to cost $10,000,000... human capital is getting demonetized"