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Nica took a screenshot of the discussion · last month

Where will Nvidia’s $100 billion dealmaking juggernaut go next? (https://www.theinformation.com/articles/nvidias-100-billion-dealmaking-juggernaut-will-go-next?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&cio_link_id=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__50df910ef84479dc7611b659140b8612e21172cb9727fcf8caf0ff06d780c49b&utm_campaign=%5BClaude%5D+RTSU%3A+Where&utm_content=15517&utm_medium=email&utm_source=cio&utm_term=10660) Robot, self-driving car technology and local AI deals are possibilities. #Robotics Revolution 🦾🤖🦿 #Auto Future

It’s beginning to look like Anthropic waited too late to go public. Third-quarter revenue numbers disclosed to investors on Wednesday implied that its growth has slowed from the second quarter, which we reported is likely to put a ceiling on its IPO valuation. Anthropic might have been better off going public in June, when its growth was still spectacular. (Of course, a June IPO might have been impractical given that that’s when SpaceX went public.) As things stand now, Anthropic’s slowing growth may remind investors of a longstanding question surrounding the company: How much of a moat does it really have? Yes, its AI models are as good as they get, but increasingly, businesses don’t need really expensive frontier models. #(Cool) Dev are increasingly opting for other models that are good enough for most tasks. Anthropic’s aggressive pricing has prompted companies such as Microsoft to cut its spending on the former’s models, we reported 10 days ago. (This trend seems to be spreading). And there are lots of alternative models available, mostly open source. TrustedRouter—a storefront for businesses wanting to tap any AI model—lists 665. And in #🇨🇳 ChinA.I. 🤖🧠🦾🤖 , at least, more companies are developing their own models, including Xiaomi, a smartphone maker, and Meituan, a food-delivery firm. That could easily happen here. Another problem: Given the growing safety concerns about state-of-the-art models, Anthropic’s ability to even release its best models is diminishing, as my colleague Stephanie Palazzolo pointed out in August. Layer on the $500 billion–plus in commitments Anthropic has taken on to secure computing capacity over the next decade, and the risks in owning its stock begin to mount. Investors thought Anthropic’s IPO valuation should be closer to $1.5 trillion than the $2 trillion bankers had floated in the past. “This IPO will need to price to sell,” said Jared Carmel, managing partner of Manhattan Venture Partners. He expects the company to go public at a valuation of $1.4 trillion to $1.5 trillion. That’s still a big number for a company that is not quite six years old. It would make Anthropic the ninth-biggest tech company by market value, below Broadcom and above Tesla. But it may well turn out to be Anthropic’s peak.

Two Chinese DRAM ventures launched in 2016 with government backing. A decade later, ChangXin Memory Technologies (CXMT) and Fujian Jinhua (JHICC) offer sharply different stories about what it takes to build a memory chip business under U.S. technology restrictions. #Podcasts We ❤️ #🇨🇳 ChinA.I. 🤖🧠🦾🤖 #Artificial Intelligence #A Glance of China 行摄中国 https://voiceofcontext.substack.com/p/how-us-tech-restrictions-helped-build?utm_source=multiple-personal-recommendations-email&utm_medium=email&triedRedirect=true

Leading cryptographers are worried that AI’s improving math capabilities could hurt internet security (https://www.theinformation.com/articles/openais-math-breakthroughs-rattle-cryptography-leaders?offer=rtsu-engagement-25&cio_link_id=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__100fc46054f8ec27bb8d34b9d3dcf4f48dc33d5bb0100011a83f57c5af23a6d1&utm_campaign=%5BClaude%5D+%5BNL%5D+RTSU%3A&utm_content=15634&utm_medium=email&utm_source=cio&utm_term=10746).

Tesla showed off its new Roadster on Thursday night in a series of elaborate demonstrations. Tesla first announced plans for a next generation Roadster in 2017 and unveiled a vehicle at the time, but the car was never produced. On Thursday, Tesla debuted an entirely new version of the vehicle. #Auto Future Elon Musk said the company plans to begin production of the vehicle in 2028, but did not give any details about the vehicle’s price. On its website, Tesla said it will release two versions of the car. It will sell a “Rocket” version of the vehicle that will be invite-only and will have the capability to lift off the ground, but it is not approved for public roads. The company will also sell a “Thrust” version of the vehicle which will be street legal, according to the website. During the event, which took place at SpaceX’s rocket testing facility in McGregor, Texas, a version of the new Roadster drove up a ramp, hovered upside down and lowered itself to the ground using cold gas thrusters, a type of rocket engine. Tesla also showed the vehicle using the thrusters to leap over a line up of other vehicles. At the event, which was live streamed, the car was driven without a human in the vehicle due to the noise and vibrations from the cold gas thrusters. The vehicle was developed as part of a partnership between Tesla and #SpaceX 🚀 . https://www.tesla.com/roadster?utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124

Anthropic’s economists think we can maybe keep our jobs What happened:  Anthropic economists released a new interactive model (https://www.anthropic.com/institute/econ-scenarios?ref=platformer.news) of AI-based economic disruption. The model takes in predictions about the trajectory of AI capabilities and outputs scenarios about how the economy and jobs will fare in 2030 as a result. The researchers present a “moderate,” a “substantial,” and an “extreme” scenario. Interestingly, the team’s “extreme” scenario, which predicts GDP growth rising to a truly bonkers 15.4% per year in 2030, would lead to an 8.9% increase in unemployment from AI.  Meanwhile, their “substantial” scenario, which relies on AI predictions based on a recent survey of 10,000 Americans, predicts a still-high 5.4% growth rate in 2030, but only an 0.7% increase in unemployment from AI. The forecasts are substantially more conservative than the warnings CEO Dario Amodei has issued regarding AI-related unemployment. Last year, Amodei told Axios (https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic?ref=platformer.news) that he worries about a scenario where “Cancer is cured, the economy grows at 10% a year, the budget is balanced — and 20% of people don't have jobs.” Why we’re following: It’s interesting to see Anthropic’s economists being (relatively) optimistic here. One reason why: they expect AI-related economic growth to increase demand and wages for manual labor, offsetting losses in computer-based work like software engineering. One of the authors' main conclusions, though, is that, given a range of all seemingly reasonable parameters, “the range of outcomes is wide.” So we could see a scenario with substantial growth and modestly higher unemployment, or crazy growth and crazy unemployment.

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

D J took a screenshot of this post and discussion · last month

"After experiencing Cybercab for the past few days in Austin, I think the biggest thing people are missing is the zero-sum game built into Uber. #Auto Future You have two people sharing one environment, with different preferences. The driver likes the temperature at 66. I want 72. If I get more comfortable, he gets less comfortable. He likes his music. I want mine. He wants the windows open. I want them closed. I take a few extra minutes getting to the car, and those are minutes another human spends waiting for me. There’s this constant little tug of war. My comfort and convenience can come at the expense of his. And I don’t blame the driver. It’s his working environment. He’s in that car all day. Of course he has preferences. That’s why I just let him play whatever music he wants. I don’t want my comfort to come at his expense. We’ve gotten so accustomed to this that we barely notice the tension anymore. Then you take a Cybercab. I set the temperature to 72. Nobody gets less comfortable. I play my Spotify at the volume I want. Nobody has to give up their music. I grab my Starbucks and take a couple of minutes to walk over, within the pickup window. Nobody is sitting there getting irritated with me. The car has no competing preferences. That is a profound change in the experience. I can optimize the ride around what makes me comfortable without asking another person to sacrifice what makes them comfortable. And you feel it. You get in, lean back, and relax. There’s no negotiation. No wondering whether your request is going to annoy someone. That whole layer of social tension disappears. I think this is a huge part of Cybercab’s value. Removing that zero-sum dynamic changes what the service feels like at its core. Once people experience that, I think a lot of them are going to have a very hard time going back to Uber." https://x.com/davelee/status/2097809911635697767?s=20&_bhlid=2a318119323655c0bd0c50e5a407c04c1585a51d

Shares of Chinese online fashion giant Shein ended flat on its first day of trading on the Hong Kong stock exchange, capping off the company’s convoluted multiyear quest to go public. Shein’s shares opened at HK$48.56 on Tuesday, and dropped as much as 10% before shedding the losses and closing at HK$48.5, according to Hong Kong stock exchange data. By comparison, the benchmark Hang Seng Index dipped 0.93%. As of Tuesday market close, Shein had a market capitalization of $26 billion, a far cry from the height of $100 billion reached during a private funding round in 2022. The company raised HK$13.6 billion ($1.7 billion) in the initial public offering. Shein for years tried to downplay its China roots and position itself as a global company, as its fashionable, ultracheep clothing gained popularity among consumers in the West. The company tried to go public in both New York and London, but the attempts were thwarted by criticism against its labor and environment practices and China’s straining ties with the U.S. Wearing a white, Shein-branded T-shirt like other employees, Sky Xu, the company’s elusive founder and CEO, attended the listing ceremony in Hong Kong but stayed out of the limelight most of the time. He didn’t deliver a speech or participate in the iconic Hong Kong-style gong-striking ritual on stage to mark the beginning of trading. Shein’s employees struck the gong and CFO Leigh Gui delivered a short speech. https://www.reuters.com/legal/transactional/shein-set-lacklustre-debut-after-setbacks-cause-huge-drop-valuation-2026-08-31/

Why the SaaSpocalypse isn’t over for Workday (https://www.theinformation.com/articles/saaspocalypse-workday?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&cio_link_id=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__53507fa7df8fd54abe1fa51cdc25696836c214eb71d1d0ed346a64f7041df69f&utm_campaign=%5BClaude%5D+RTSU%3A+Why+t&utm_content=15492&utm_medium=email&utm_source=cio&utm_term=10643).