If you look at it from the perspective of the current US administration, they see that almost all GDP growth in the past year(?) has been related to data center growth. If all of a sudden that industry is gone, you're looking at GDP stagnation or drop that looks terrible for the current party, hence the potential for a bailout.
Personally I hold the opinion that the investment into data centers would shift into something else, so no real GDP drop, but I'm not sure that's a certainty the same as 'bailout keeps the current story going'
The likelihood that MSFT wouldn't have a specific deal for UE is super low. But even in that case, I would imagine that costs for hiring a team to maintain an engine for the minimal games using IDTech's engine (Wolfenstein & Doom), in which they probably plan to reduce development of those games with recent news, makes this a 'not unreasonable' decision.
I was arguing a 20x ARR valuation based on a simple 'potential' justification for $1T.
If I was to go further into that, I'd say that Anthropic has grown from $9B ARR Dec 2025, to $47B at their Series H.
I'd say that Anthropic is still a growth stock, so their $1T valuation is based on expected ARR/growth over the next year, and if we assume a double in ARR (justified by their supply constraints as proof of demand), that's 10x Valuation to revenue.
We could consider valuing by P/E, but they're in a growth stage so that's a waste of time, hence why investors focus on growth, and hence ARR growth is hugely important. If they managed $100B ARR, the same P/E as other top software companies by marketcap, they'd fit in that lineup.
If Anthropic was to hit $100B ARR, they be in similar ratios of ARR:Valuation to Meta, MSFT, Apple, etc. If you assume per token price reduces, and 'per intelligence' prices to reduce, which bullish investors would, you'd also assume a good margin over time, (which rumours appear to support for Anthropic).
The companies don't necessarily need to make back $1T, the investors do, and those investors don't require $1T in profit to do so, they need an asset worth $1T.
Considering leaks suggest Anthropic's ARR would be $47B, that'd be a 20x valuation, but it wouldn't shock me if Anthropic doubles their revenue in the next year or two, in which a 10x revenue could easily support a $1T valuation, and boom there's your ROI, but considering they've raised $135B total, and their ARR is 30% of that, I'd consider that a pretty good ROI, especially if growth continues.
This is where calisthenics comes into play. You can quite easily increase and decrease the leverage on the muscle to workup to the 'main exercise' and even past it. IE, for pull ups, you can hang under a table and do a 'horizontal' pull, you can 'cheat' up the movement (jumping), you can use resistance bands, etc. This is the same for almost every muscle group.
And those limitations don't mean people can't exercise as a whole. As the list they provided explains, the goal is to find something you can do relatively consistently that gets you active. Walking even 5 minutes more than normal is an improvement for many, and you can even reach the level of sports like wheelchair rugby.
I wonder how much of it is training data. We can very easily get training data of 'human tasks' because humans can wear tracking suits, and those suits track bipedal movement. Anything we train off that isn't bipedal (ie dogs) don't do human tasks, don't hold anything, so a different set of requirements.
On the aside, where's the difference between someone posting a Twitter link and an Economist link? Both are locked behind a wall, whether it account-wall or pay-wall.
I've easily gotten (low) hundreds of OpenAI youtube ads. More recently they've been pushing 'Free OpenAI Image generation' to me, in the past they pushed Codex more, but I have a sub for that now, so I guess it works.
Couple things. First, it was a all-stock deal, not cash, so it's closer to a merger than anything. Second, this deal was determined months ago, most likely at a equity stake defined then. That could mean that a 30B deal 3 months ago is now worth 60B.
I mean, 30 points in 30 minutes at the time of writing, seems like reason enough to be high up on the front-page, even if it's botted that's little time for admins to review
The monitor stand was always priced to avoid people buying it. I'm yet to see non-custom monitor stand at any of my workplaces, besides hyperspecific situations like a ultrawide monitor.
You're invested as much as you are in tesla already, palantir or any other unsavoury S&P500 company, you can't really pick political sides in a "all the top companies"
Personally I hold the opinion that the investment into data centers would shift into something else, so no real GDP drop, but I'm not sure that's a certainty the same as 'bailout keeps the current story going'