Gohar

5.4K posts

Gohar

@ItsGoharr

la/nyc

Los Angeles, CA Katılım Temmuz 2017

10.5K Takip Edilen10.4K Takipçiler

Gohar@ItsGoharr·6h

when you realize that there was never an AI bubble. this is as real as it gets. openAI and anthropic are both aiming to deploy AI in businesses at scale.

Paul Smith@realpaulsmith

We just launched a new company with Blackstone, H&F, Goldman, others. $1.5B to bring Claude to mid-size businesses at scale. The demand I see across the economy is outrunning everyone's ability to deploy — ours, our partners', all of it. This is one piece of a very big puzzle.

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U.S. Global Investors@USFunds·20h

Big momentum out of SanDisk last week! Management called the results “unprecedented,” driven by surging demand for enterprise SSDs powering AI infrastructure. That demand is so strong it’s creating supply constraints — and pushing margins to record levels. Key highlights: Revenue: $5.95B (+251%, YoY, +97% QoQ) EPS: $23.41 (+963% YoY, +111% QoQ) Raised next-quarter guidance to $7.75–$8.25B The CEO emphasized this is just the early stage of a multi-year AI-driven infrastructure refresh cycle, which is a powerful tailwind for long-term growth. AI is reshaping the entire data stack, and SanDisk is right at the center of it. Learn more at usfunds.com.

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Cosmic Insights 🌻@Awakenthyself33·3d

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Evan@StockMKTNewz·4d

Anthropic just confirmed they are now at a $30 Billion annual recurring revenue run rate up from $9B at the end of 2025

KraneShares@KraneShares

Anthropic just revised their annual recurring revenue forecast AGAIN. At the end of 2025, Anthropic announced that they were on track to generate 9 billion in annual revenue. Now, just 4 months later, Anthropic has revised their annual revenue expectations to 30 billion. What a difference a few months can make for a foundational model AI company. What do you think their next revenue update will land at?

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Digi (Delusional)@digiii·11 Nis

x.com/i/article/2042…

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Anthropic@AnthropicAI·4d

How do people seek guidance from Claude? We looked at 1M conversations to understand what questions people ask, how Claude responds, and where it slips into sycophancy. We used what we found to improve how we trained Opus 4.7 and Mythos Preview. anthropic.com/research/claud…

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Gohar@ItsGoharr·5d

baguette with french butter and double shot of espresso type of mornings lately

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BOSS@thebeautyofsaas·6d

what it takes to increase your luck (luckmaxxing) exposure (groups, activities, environments) + risk taking + energy + right place + right time + removing any negative associations with yourself (no more unlucky jokes)+ recognizing how fortunate you are to live your life = luck

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The Kobeissi Letter@KobeissiLetter·27 Nis

BREAKING: Nvidia stock, $NVDA, officially hits a new record high, now worth $5.2 trillion. Nvidia has now added +$4.9 TRILLION in market cap since 2022.

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Gohar@ItsGoharr·27 Nis

go outside and have fun. its that simple to live a better life

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Gohar@ItsGoharr·24 Nis

@WestsideLAGuy or just live in venice

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Westside L.A. Guy@WestsideLAGuy·24 Nis

7 things every son needs to hear from his dad: 1) be lean & fit 2) go to the best college you get into 3) lose your virginity before 18 4) sleep with as many women as possible before marriage 5) don’t be a nice guy 6) maximize your $ potential 7) get cool hobbies

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OpenAI@OpenAI·23 Nis

Introducing GPT-5.5 A new class of intelligence for real work and powering agents, built to understand complex goals, use tools, check its work, and carry more tasks through to completion. It marks a new way of getting computer work done. Now available in ChatGPT and Codex.

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Gohar@ItsGoharr·24 Nis

double shot of espresso and a plain croissant with french butter

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The Kobeissi Letter@KobeissiLetter·23 Nis

Taiwan's stock market just made history: The total market cap of Taiwan's stock market is up to $4.14 trillion, surpassing the UK's $4.09 trillion for the first time. Taiwan's market cap has TRIPLED since 2020, driven almost entirely by the AI-fueled surge in semiconductor stocks. Over this period, Taiwan Semiconductor, $TSM, which makes up more than 40% of Taiwan's total market value, has surged +680% and is trading near its all-time high. By comparison, the UK's market remains roughly in-line with its 2013 peak and pre-Financial Crisis highs. Meanwhile, foreign investors purchased +$8.9 billion of Taiwanese shares so far in April, on track for the largest monthly inflow on record. AI is reshaping the global stock market.