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graphbluff.hl
@graphbluff
GTM @ventuals | all tweets are my own opinion and are not financial advice.
hyperliquid Katılım Nisan 2024
807 Takip Edilen2.1K Takipçiler
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Someone's not picking favorites in private AI. 0xf777 just opened longs on SpaceX, OpenAI, and Anthropic — over $1.0M of exposure across all three.
SpaceX just leased its Colossus 1 supercomputer to Anthropic this week, while OpenAI shipped GPT-5.5 Instant and a wave of new ChatGPT features.

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people want the privates
Alvin Hsia@alvinhsia
Ventuals OI hit ATHs this week, with the highest share out of USDH deployers
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People want the privates
Which one should we list next?
Alvin Hsia@alvinhsia
ANTHROPIC-USDH open interest at ~$6m highest OI of any USDH denominated HIP-3 pair right now people want the privates
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The chart in the screenshot? you can actually trade it:
app.ventuals.com/trade/anthropic
Lisan al Gaib@scaling01
Anthropic now valued at above $1.05 trillion meanwhile OpenAI is still at $850B
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NEWS: Anthropic launched Claude Opus 4.7, its new flagship model, with upgraded coding, 3x image resolution up to 2,576px, and a new "ultrareview" command for automated senior-engineer-level code review.
Opus 4.7 is priced at $5 input / $25 output per million tokens and is available across Pro, Max, Team, Enterprise, API, Bedrock, Vertex AI, and Microsoft Foundry.
A new "xhigh" effort tier gives developers finer control over reasoning vs. latency tradeoffs. Anthropic said Opus 4.7 is "less broadly capable" than its restricted Mythos model, which remains gated to roughly 40 organizations.

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NEWS: OpenAI CRO Denise Dresser sent a shareholder memo accusing Anthropic of overstating its $30B run rate by $8B through gross cloud revenue accounting.
OpenAI reports its Microsoft revenue share on a net basis and argues Anthropic's comparable figure is closer to $22B. Ramp data shows OpenAI's enterprise share holding at 35% of American businesses, with Anthropic closing fast at 30.6%.

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