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$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
NewsroomShortsPortfolioConvergence

Convergence

2+ signal voices · 14d

48 live signals
tap a row for the argument · shifts first, then most voices
the argument
$ANTHROPICAnthropic

6 voices · first 13 days ago · 2 bullish · 1 neutral · 3 bearish

↗ narrative shift The window opened bearish with david sacks. Since then 2 voices have gone bullish — the most recent 11 days ago.

every voice, oldest first

  • david sacks·All-In Podcast·high·13 days agoAnthropic quiet period violated by safety lead's viral endorsement of extinction claims
  • chamath palihapitiya·All-In Podcast·high·13 days agoChamath: Anthropic leadership trapped between rational business and doomer employee base
  • jensen huang·All-In Podcast·medium·11 days agoHuang: Anthropic scaling up on Nvidia platform alongside other frontier labs
  • gavin baker·TBPN·medium·11 days agoGavin Baker: Anthropic's pacing proposal likely benefits its business long-term
  • john·TBPN·medium·10 days agoAnthropic loses enterprise ground to OpenAI amid data retention concerns
  • tomas·TBPN·medium·9 days agoTheory Ventures: Anthropic partners with Meter for third-party evaluation; firm uses Chinese open models on US neoclouds