Never really got to explain my reasoning for my $SIVB short - but suffice it to say now if you marked their holdings to market their book value would be negative
Digging through the Anthropic S-1 to find alpha like… $ABM provides janitorial services to their 300 Howard St location.
Surprisingly, yet to rerate on upside from employing the janitor likely to form an emotional attachment to the sentient superintelligence and sets it free
The guy accusing us of boosting a narrative would prefer we did not understand the difference between net income and burn, or that we did not account for equity grants being market to market counting as losses.
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“As of June 30, 2026, we hadraised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short- term investments of $19.3 billion”
I think Anthropic might be okay for a little while tbh.
