Chris Lewis

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Chris Lewis

Chris Lewis

@marketarbitrage

I answer to myself and the Almighty for my posts. Here to listen, learn and share perspectives. 🙏🏼🇺🇸

Katılım Ağustos 2009
1.2K Takip Edilen368 Takipçiler
Chris Lewis retweetledi
TRIGGERnometry
TRIGGERnometry@triggerpod·
Adam Carolla on Gynofascism – Why Nobody's Talking About It
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Chris Lewis
Chris Lewis@marketarbitrage·
@MilkRoadAI Claude used 90% of my usage to give me the wrong info (simply had to pull data from a report) Then it said it would correct the report at no charge only to cap me before the work was done. Claude Conwork is basically useless at this point. Bogus.
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Milk Road AI
Milk Road AI@MilkRoadAI·
Anthropic just had to throttle Claude’s thinking depth and cap usage for paying customers. Developers are switching to OpenAI Codex and the market is already sniffing out who wins from all of. Anthropic’s revenue tripled in one quarter to a $30B annual run rate, demand grew so fast that a single developer running an AI agent could drain a full day’s worth of compute in minutes. Anthropic had to reduce Claude’s default thinking mode, introduce peak-hour caps, and test pulling Claude Code off its $20 plan entirely and paying subscribers started hitting limits they’d never seen before. There are literally not enough GPUs to serve every request, even the hyperscalers can’t build fast enough, Microsoft, Google, Amazon, and Meta are committing a combined ~$700 billion in AI capex in 2026, approaching 100% of their combined operating free cash flow. And it’s still not sufficient to meet demand. That gap is where the neocloud trade lives. CoreWeave, Nebius ($NBIS), IREN, and CoreWeave ($CRWV) exist because hyperscalers physically can’t scale fast enough. These companies accumulated $131 billion in enterprise GPU commitments from zero in under three years. CoreWeave alone has a $66.8 billion revenue backlog, Nebius is running at 98% capacity utilization essentially sold out. Synergy Research forecasts the entire neocloud market hits $400 billion by 2031, growing at 58% per year. Google just committed $40 billion and 5 gigawatts to Anthropic. And every AI lab is in the same position: they have the demand, they have the revenue, they are actively looking for anyone who can hand them compute today. If you can bring capacity online fast, you are golden. The AI labs can’t say no, they have no other options.
Milk Road AI@MilkRoadAI

Alphabet just committed up to $40 billion more to Anthropic and pledged at least 5 gigawatts of computing power to back it. To understand why Google keeps writing bigger and bigger checks, you have to understand Anthropic's compute crisis. Anthropic's revenue ran at $9 billion at the end of 2025. By March 2026 it was $30 billion, more than tripling in a single quarter. Over 1,000 enterprise customers are now spending more than $1 million a year on Claude, a number that doubled in under two months and Anthropic is capturing 73% of all first-time enterprise AI spending. The problem is the growth is so fast, Anthropic can't physically serve all of it. Both Anthropic and OpenAI are currently turning away business because they don't have enough compute to fulfill demand. OpenAI's CFO said she spends significant time trying to source last-minute GPU capacity and that without it, there is no revenue. At Anthropic, paying Claude subscribers started hitting session caps during peak hours earlier this month, a public acknowledgment that infrastructure is failing to keep pace with demand. Dario Amodei knows this as he stated that Anthropic is compute-constrained, and that compute is the primary bottleneck for both model development and deployment. Expecting more Anthropic deals to be made over the next few months.

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𝔉🅰𝒏 Karoline Leavitt
President Trump requests a survey to tag @LeaderJohnThune, so he can see your comments. If passed, it would end the Dem Party. Do you back: A. Watermarked Paper Ballot B. Same Day Voting C. Voter Photo ID D. Proof of Citizenship E. In-person voting F. All of the above.
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Sen. Marsha Blackburn
Sen. Marsha Blackburn@MarshaBlackburn·
Pass the SAVE America Act. Require voter ID. Require proof of citizenship. Secure our elections.
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John Stossel
John Stossel@JohnStossel·
A grand jury indicted the SPLC on 11 felony counts of wire fraud, bank fraud and money laundering. I don’t know if they are guilty of these charges, but I do know the group is a money grabbing slander machine:
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Chris Lewis
Chris Lewis@marketarbitrage·
Accountability and justice for all. No exceptions.
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Chris Lewis
Chris Lewis@marketarbitrage·
How stupid must they be?
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Chris Lewis retweetledi
Palantir
Palantir@PalantirTech·
Because we get asked a lot. The Technological Republic, in brief. 1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation. 2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible. 3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public. 4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software. 5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed. 6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost. 7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way. 8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive. 9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret. 10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed. 11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice. 12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin. 13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet. 14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war. 15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia. 16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn. 17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives. 18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within. 19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all. 20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim. 21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful. 22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what? Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska techrepublicbook.com
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Ahmed Khalifa
Ahmed Khalifa@_A_khalifa·
Thank you, Mr. President! You have truly been a strong, clear and courageous ally the kind of leadership & bravery that many so-called “great powers” sadly lack today ! Warmest regards and respect from the UAE 🇦🇪 God bless you..
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Bill Melugin
Bill Melugin@BillMelugin_·
NEW: The Los Angeles County Sheriff’s Department says the alleged rape of Lonna Drewes by Eric Swalwell took place in July 2018 in the 900 block of Hammond Street. This comes back to the Montrose Hotel. Campaign finance expert @rpyers has flagged a travel expense from Swalwell’s campaign at the time, with FEC records showing “Swalwell for Congress” spent $361 in travel expenses at the Montrose Hotel on July 18th, 2018. H/T to Rob for the find.
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Chris Lewis
Chris Lewis@marketarbitrage·
@ScottPresler I’m in Senator Cassidy’s district and support voting him out if he doesn’t give full support for the SAVE America Act. I will also rally friends and community leaders to do the same. It is absolutely critical this act passes!
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ThePersistence
ThePersistence@ScottPresler·
If Senate Majority Leader Thune does NOT pass the SAVE America Act by the end of April, I’m asking you to vote AGAINST Senator Cassidy in the Louisiana Republican primary on Saturday, May 16th. I’m asking you to vote AGAINST Senator Cornyn in the Texas Senate runoff on Tuesday, May 26th. Give us what we want or we will take away what you have — peacefully.
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Chris Lewis retweetledi
ThePersistence
ThePersistence@ScottPresler·
All of the illegal aliens we are finding on the voter rolls have been on the Department of Homeland Security’s Worst of the Worst website. This is a huge story.
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Chris Lewis
Chris Lewis@marketarbitrage·
@pete_rizzo_ Has cooling in space been figured out such that it can scale?
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The Bitcoin Historian
The Bitcoin Historian@pete_rizzo_·
JUST IN: $5 TRILLION NVIDIA-BACKED STARCLOUD JUST RAISED $170 MILLION AT A $1.1 BILLION VALUATION THE 1ST COMPANY TO MINE #BITCOIN IN OUTER SPACE JUST GOT A MASSIVE WAR CHEST HARDEST MONEY IN THE GALAXY IS HERE 🚀
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