@Shashaa 2 weeks ago
AI demand is actually insane
AI demand is actually insane
Seeing reports that Anthropic is close to a $20B run rate is kinda wild. If they really added that much revenue that fast, this doesn’t feel like a bubble it feels early.
No wonder , , and keep spending like crazy. More AI usage = more semis. not slowing down anytime soon.
@BrianHoward 2 weeks ago
i agree that it feels early rather than a bubble. meta seems to be finding some really interesting ways to use all that compute too.
