Not interested in the "Magnificent Seven"
EVs, iPhones, Paid Search, Ads, Hyperscalers and AI.
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The People Vs Big AI
AI just turned political.
💬New Philochat
Sent out Central Bank of Nvidia, Part #3 this week to share updated thoughts on the AI Cycle and how it has already started to unravel. Markets still very complacent. Read the piece. Anthropic is expected to file its S-1 asap, and we will be on standby to read
The Central Bank of Nvidia, Part #3
RIP Data Center.
Anthropic Investor Day
Flash Philo on Anthropic (and some Neoclouds)