Head of Research @Silicon_Data. @UMICH/@ETH_en/@UVA alum. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya)
The Ultimate List of Artificial Intelligence Neolabs now has 100+ companies!
A Neolab is a usually pre-revenue startup with elite researchers buying a lot of compute, often with a $1B+ valuation.
The list is now public and open for everyone to explore:
debarghyadas.com/neolabs/
Ant S1: "These forecasts for future compute usage are inherently uncertain... In the past, we have significantly underestimated our compute requirements, which left us capacity constrained and impacted both product development and deployment.
Further, the timing of compute
This section lays out exactly the challenge Dario had spelled out in an interview with @dwarkesh_sp. Dwarkesh asked Dario why Anthropic wouldn't just commit to way more compute if they are building "countries of geniuses".
Dario replied that the challenge was uncertainty with
ANTHROPIC JUST PUBLISHED ITS S-1 FOR A U.S. IPO
Here's everything you need to know:
The Listing:
• Nasdaq Global Select Market, ticker $ANT
• Leads: Goldman Sachs, Morgan Stanley, J.P. Morgan
• Price range and share count: not disclosed yet
The Growth:
• H1'26 revenue:
