You can pay anthropic enough money to be part of project glasswing. Some people here just can't accept that there's something coding related they can't afford.
OK so let's say build out this year is $900b. Depreciated over, IDK, 6 years (mix of 3 year GPUs and 20 year buildings)? That's $150B a year, but you want the investment to be profitable, so let's call it $250B a year.
That seems... Pretty reasonable? Like Anthropic is at $45B annual revenue, let's say they enter next year with $100B annual revenue? Let's say they have 30% gross margins (no idea), so $70B goes to data center owners/operators. That's one company doing roughly 1/3rd of what's required to pay the investments off. And you have Ant+OAI+GDM+Internal AI at GOOGL/META/etc.+all the servers for open models.
I'm sure there's a world where you can paint a picture that requires $5-10T but that would require capex increasing significantly NEXT year. And the cloud companies won't do that unless revenue keeps growing.
Long RONB (holds a ton of spacex), short ARKK (similar composition sans SpaceX) - or if you have a lot of time, you can short non-spacex RONB holdings. Planning to sell just after the IPO
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I've built a document editor that has AI properly integrated - provides feedback in "Track Changes" mode and actually gives good writing advice. If you've been looking for something like this - https://owleditor.com
Thank you - I don't think I explicitly state this anywhere on the website - but all the different themes were made by Claude Code with Dreamtap providing different sources of inspiration - I wasn't involved in designing them at all.
Notably, GPT-5-Codex is significantly worse at this, it has a much stronger drive to make one specific style of website.