Successful investing requires thoughtful attention to many separate aspects, all at the same time.
Omit any one and the result is likely to be less than satisfactory.
The idea of the most important things—each is a brick in a solid wall, and none is dispensable.
I'd wager Anthropic's founders would like nothing better than to steal OpenAI's thunder by being first to tap the public markets. Presuming the economy doesn't falter (and that is by no means certain)...
johnbattelle.medium.com
Anthropic Will Test The Markets First
2026 Predictions, #9
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Natecommented · 8 hours ago
Anthropic next week plans to proceed with formal marketing to potential investors for its upcoming initial public offering, say people familiar with the matter. The IPO roadshow will follow two weeks of volatility for tech stocks after investors reacted to massive AI spending plans from Amazon and Google and a Democrat landslide in the mid-term elections. On Friday tech stocks rebounded but ended the week down 3%. Anthropic is continuing with plans to list its shares the week of Nov 16th, before the U.S. Thanksgiving holiday. It’s been expected to raise more than $80 billion at a valuation of $1.5 trillion, but recent concerns about the AI-related stocks and spending could prompt it to seek a lower valuation. An Anthropic spokesperson didn’t immediately respond to a request for comment.
On Wednesday, Tesla held its Investor Day; this year's event was highly anticipated as Elon Musk promised to reveal part 3 of his master plan after last releasing part 2 in 2016. While Musk did reiter...
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Todd Smithcommented · 3 weeks ago
“A Tesla Flying Car? I Don’t Know, Man” #Auto Future https://www.wired.com/story/tesla-flying-car-faa/?utm_medium=social&utm_source=bluesky&utm_campaign=aud-dev&utm_content=437a6fdfc0a80b328ee6b6faa7a37d30
[2024 Group Prediction] Who’s leading the global EV race this year?
In Q4 2023, BYD overtook Tesla as the world's largest electric car company, achieving record sales of 525,409 battery electric veh...
Nica took a screenshot of the discussion · 2 months ago
Worries that Waymo will take business from Uber have pummeled the stock this year. But sellers are overlooking the value of its delivery business. #The Most Important Thing
Sellers are overreacting....
www.theinformation.com
The Waymo Wipeout of Uber Shares Has Gone Too Far
Uber stock has dropped 8% this year over concerns that the ride-hailing company faces stiff competition from robotaxi operators, most notably Waymo. Sellers are overreacting. Uber can still sustain ra
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Tasiacommented · 2 days ago
Waymo confirms it will split (https://techcrunch.com/2026/11/04/waymo-confirms-its-shaking-up-its-uber-relationship-in-january-2028/ ) with Uber in January 2028. #Auto Future
Waymo appears to be far far ahead anyone else in autonomous driving. They could really run errr drive away with this!
Autonomous vehicle company Waymo, a subsidiary of Google parent Alphabet, anno...
waymo.com
Investing to bring the Waymo Driver to more riders
Today, we’re excited to announce that we’ve closed an oversubscribed investment round of $5.6 billion, led by Alphabet, with continued participation from Andreessen Horowitz, Fidelity, Perry Creek, S
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Tasiacommented · 4 weeks ago
Spot on. Once you see it handle unmarked construction zones and unexpected detours in real-time, it's really hard to go back to basic lane-keep assist. #Auto Future https://medium.com/@joe_62117/buying-a-car-without-fsd-is-buying-a-flip-phone-4f83db16d6f0
Is ALB a buy? Once a paper mill, Albemarle became the most valuable lithium producer after investing $6B nearly a decade ago on a hunch that the metal used in EV batteries would pop off. TL;DR: it wa...
www.wsj.com
A Onetime Paper Maker Is Now the King of Lithium
Charlotte, N.C.-based Albemarle, which began as a paper mill in 1887, has become a key cog in a tight global supply chain for battery metals used in electric cars and smartphones.
D J took a screenshot of this post and discussion · 2 months ago
Are Apple’s glory days may be behind it? 🤔
Happy talk. That’s what you get when CEOs pass the baton, and so it was with Apple’s long-anticipated announcement that Tim Cook would give up the top job, ...
www.theinformation.com
Three Big Questions for Apple’s Next CEO, John Ternus
The most anticipated CEO transition in Silicon Valley is finally official. Apple on Monday announced that Tim Cook will pass the CEO baton to John Ternus, the company’s senior vice president of hardware engineering. The changeover will happen September 1, when Cook will become executive chair, ...
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Cyrilcommented · 5 days ago
In Apple’s first earnings under new chief executive John Ternus, the company reported sales growth slowed in its fiscal fourth quarter. Total revenue for the September quarter was $114.5 billion, up from 12% from the previous year, its slowest sales growth for the year. The iPhone business remained strong, advancing 17% to $57.6 billion. The iPad and wearables segments declined 10% and 8%, respectively. The services business continued to stagnate, growing slightly less than 10% to $32 billion in September sales. That was the slowest quarterly growth for services—which includes iCloud subscriptions, App Store and Apple TV, among others—in more than three years. Apple said it projects services growth of between 8% and 9% for the current quarter that ends in December. Apple said it expects total sales to grow between 7% and 10% for the current first quarter, showing a continued cooldown. Apple was trading down nearly 3% in after-hours trading. https://www.theinformation.com/briefings/apple-sales-cool?rc=gzsl71
The Great SaaS Meltdown has started and there’s no going back… A new AI-oriented workflow is coming… the great SaaS meltdown has started.
For most of the past two decades, enterprise software benefit...
www.forbes.com
$300 Billion Evaporated. The SaaS -Pocalypse Has Begun.
AI didn’t kill software. It broke the SaaS growth story. $300B vanished as markets repriced legacy models and shifted toward agent-driven, outcome-based economics.
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Natecommented · 3 weeks ago
Bending Spoons running massive multi-million dollar software platforms like Vimeo and Evernote with a core team of only ~60 people each is wild. Is hyper-lean post-merger integration the new blueprint for PE and public tech, or are we sacrificing long-term product innovation for short-term margins? #The Most Important Thing https://cloud.substack.com/p/5-interesting-learnings-from-bending?utm_source=post-email-title&publication_id=10969&post_id=220576074&utm_campaign=email-post-title&isFreemail=true&r=6hfx4&triedRedirect=true&utm_medium=email
Should I cash out on Nvidia?
I bought a lot of nvidia several years ago and currently have a thousand shares. My portfolio has multiplied In value several times. Seeing how nvidia is near its all time...
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Bobbycommented · yesterday
Leaders of three U.S. House committees have summoned Nvidia CEO Jensen Huang to a closed-door briefing later this month over his ties to Alice Huang, a tech executive reportedly identified as a Chinese spy. The New York Times reported last month that U.S. officials had found the Nvidia CEO had a “close relationship” with a Chinese businesswoman who allegedly shared intelligence with Beijing authorities. The businesswoman, Alice Huang, was an executive at Singapore-based data center company Megaspeed. House China Committee Chair John Moolenaar, House Committee on Foreign Affairs Chair Brian Mast and House Permanent Select Committee on Intelligence Chair Rick Crawford sent a letter to Jensen Huang requesting him to appear before the three committees for the briefing on Nov. 18. “It is vital that Congress determine the extent to which U.S. national security has been placed at risk,” the leaders said in the letter. #Topic of War #🇨🇳 ChinA.I. 🤖🧠🦾🤖 #ScholER https://www.nytimes.com/2026/10/29/us/politics/nvidia-china-jensen-huang-trump.html?utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124
Prediction - Cybersecurity funds are poised for explosive growth. Global spending on cybersecurity exceeded $150 billion in 2021 and will likely continue to be a high-growth industry. Investment in ...
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Natecommented · 8 hours ago
Fireworks, a startup that helps developers run and train open-source models, in the last week has told some of its large customers including Harvey of a recent, more serious hack to its systems, according to two people with knowledge of the breach. The hack exposed data from some Fireworks customers, the company said Monday. Now some of Fireworks’ customers, who spend millions of dollars on its services per year, are considering switching to other providers, one of the people said. The incident highlights the increased security risks companies face, as AI-powered breaches become more common. https://www.theinformation.com/articles/new-fireworks-hack-threatens-1-billion-business?utm_campaign=%5BREBRAND%5D+RTSU+-+Aut&utm_content=1109&utm_medium=email&utm_source=cio&utm_term=129&rc=gzsl71