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…oftware companies myself I do believe that outfits like philanthropic will allow you to create rival products for a fraction of the cost. I've seen it my with my own eyes. No, I'm…

…talked about that on yesterday's daily recap, which is that anthropic it has a thriving enterprise business. And Daria was just like, "We don't really care about the consumer. We …

…t up and it's meant that China has caught up and meant that Anthropic has caught up and so that has also driven as you say it's a commodity that has driven the prices down. Um, wh…

…2026. But then there's also other ones, like Databricks and Anthropic. Kraken. There's a whole little universe of these mega IPOs. Bigger IPOs than we've ever seen before. And that…

…Grock doesn't even make uh uh the list over here. I've got Anthropic, OpenAI, Google, Meta, Coher, Mistrol, Quen, and Deepseek. And then, of course, they have they have other up a…

…이것은 14조 달러를 운용하는 Person의 경고입니다. 세계 최대 금융 기계의 수장이 우리 경제 시스템 All가 곧 무너질 것이라고 말합니다. 블랙록의 CEO이자 세계경제포럼 공동의장인 래리 핑크가 방금 섬뜩한 예언을 내놓았습니다. 인공지능이 화이트칼라 일자리를 노리고 있다는 것입니다. 그리고 자본Caution 자체를 바꾸지 않는다면 …

…ause if any of those companies tried to buy, let's just say anthropic, I think it's three years of antitrust minimum. It's worse than when Microsoft tried to buy Activision becaus…

…r frontier AI workloads. While its $8 billion investment in Anthropic gives Amazon both financial upside and deep integration of cloud models into AWS services. These are not specu…

…자, 이제 AI 이야기를 해보겠습니다. 지금 말 그대로 수조 달러가 이 기술에 쏟아지고 있습니다. 우리가 머리로 다 상상하기도 어려울 만큼 생산성이 높아질 미래를 약속하면서요. 그런데 여기서 큰 질문이 나옵니다. 이게 정말 진짜 혁 people일까요? Next 인터넷 같은 것일까요, 아니면 현대사에서 가장 큰 투기성 거품을 앞두고 있는…

…how business works. It's very interesting right now, right? Anthropic has come out, the Anthropic CEO has come out and literally has been dissing OpenAI's uh hyperscaling model ess…

…ed I think last week something called codeex replet uh and anthropics fantastic for for um programming and we'll say this is what I'm attempting to do in English language and and …

…. We run every model from OpenAI to This year, we announced Anthropic, and I'm very excited about that. Of course, we have the benefit of working with Elon and xAI. We've always b…

…s. Google has signed cloud contracts with OpenI, Meta, and Anthropic in the past few months alone. Mizuho now highlights TPUs clear cost and performance advantages. During last we…

…but but I think that's the like SpaceX, you you think about anthropic, you think about Open AI. Look, the reality is is that, you know, people talk about bubble, some of the best c…

…mps over them. We're talking about the big four. Open AAI, Anthropic, XAI, and Gemini. And it's this fierce competition that's fueling this insane pace of innovation. But here's t…

…lly, this commitment has taken many forms. Our personal philanthropic contributions over the years have exceeded billions of dollars, backing institutions that expand educational o…

…but I think that's the thing. Like Space X, you think about anthropic, you think about open air. I think the reality is, is that, you know, people talk about bubble. Some of the be…

…witter's Grock, you know, Elon's Grock or using Llama uh or Anthropics Claude, whatever. None of that will matter. They'll all give you probably within one percentage point the sam…

… the end a lot if you do not have businessto business hence anthropic and you're trying to figure out your perplexity whatever one point you thought Apple would pay you instead now…

…ta centers. This is used by companies like Google Meta and Anthropic. And then we have infrastructure software. The segment includes VMware, mainframe software and enterprise infr…

…n. So fascinating to see that Else has cut deals with both Anthropic and Open AI to sell its proprietary data to those to those agents. Um London Stock Exchange Group uh I should …

… a $10 billion order to sell the latest TPU Ironwood Rex to Anthropic. And in this quarter they received an additional 11 billion order from this same customer for delivery in late…

…, invest billions into an AI startup, for example OpenAI or Anthropic. That startup then spends a large portion of that cash, often from the very same investment, to buy cloud serv…

…trillion dollars? It's the same reason why it is, you know, anthropic or, you know, ultimately when when you look at open AI and others, I mean, we're hitting at a point where it's…

…h a trillion dollars it's the same reason why does you know anthropic or you know ultimately when when you look at open AI and others I mean we're hitting at a point where it's onl…

…ompetitors? Yes, as they interact with them in the sandbox, anthropic will be a major benefit. Look, Yasi works for Azamine. It was obvious that they had a lot of problems with co…

…trillion dollars. It's the same reason why it is, you know, Anthropic or, you know, ultimately when when you look at OpenAI and others. I mean, we're hitting at a point where it's …

…oe. Look, I think the answer is well, first of all, I'm philanthropic uh generally. Uh there is a taint associated with shortselling. Uh my experience with MBIA is every time we ta…

…loding demand and real revenue. We're seeing companies like Anthropic, whose coding product Claude Code went from 1 million in revenue in 2023 to 100 million in 2024. And it's expe…

… feeding right into the XPU business. We knew about the big Anthropic order from Q3. What's new? Okay, so first, Anthropic seems to have doubled down. Broadcom confirmed an additio…