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$NVDA · OpenAI Just Shipped The Best AI In The World (Better Than Mythos)
now playing · $NVDA
$NVDA···bullish· medium· posunknown
Co-host holds Nvidia but flags Google TPU threat to closed-source moat
Speaker discloses holding NVDA and believes in the accelerated computing stack, but acknowledges Google's vertical TPU integration (8T/8I) and Anthropic's 1.5M TPU usage could ero…
$AMZN···bullish· high· posunknown
Co-host bullish on Amazon: largest Anthropic shareholder with circular AWS compute advantage
Amazon owns ~20% of Anthropic after $5B investment; the compute spend flows back to AWS, creating a circular economy where Amazon benefits from both the AI lab's success and the i…
$FIG···bearish· highjosh kale
Figma down 20% in a week after Anthropic launches Claude Design competitor
Anthropic's new Claude Design suite directly targets Figma's core design/prototyping workflow; a former Anthropic exec left Figma's board to build this competitor, and the market…
$GOOGL···bullish· mediumunknown
Google's vertical TPU stack positions it as only MAG7 with full AI layer control
Google is the only vertically integrated mega-cap with frontier capability at every AI layer; TPU 8T (training) and 8I (inference) are taped out, Anthropic runs 1.5M TPUs, and pro…