$ANTITHESISJane Street invests in Antithesis: verification bottleneck solution for AI-generated coderon minsky·Dwarkesh Patel·14 days agoshow more ▾
$ANTHROPICAnthropic turns profitable with revenue per megawatt hitting $50M, targeting $70-80M by 2027dylan patel·Dwarkesh Patel·last monthshow more ▾
$GOOGL···Google pays nearly $2B for Mechanize to acquire human expert dataryan greenblatt·Dwarkesh Patel·2 months agoshow more ▾
$ANTHROPICDwarkesh Patel: Continual learning will eliminate internal deployment gaps like Anthropic's four-month Mythos delaydwarkesh patel·Dwarkesh Patel·2 months agoshow more ▾
$ANTHROPICAnthropic revenue 10x'ing YoY while compute only 3x's, margins surging to 80%+dwarkesh patel·Dwarkesh Patel·2 months agoshow more ▾
$NVDA···H100 rental costs rising despite compute abundance: demand outpaces supplyalex imas·Dwarkesh Patel·4 months agoshow more ▾
$MATXDwarkesh discloses angel investment in MatX; CEO reveals splittable systolic array architecturedwarkesh patel·Dwarkesh Patel·4 months agoshow more ▾
$MATXMatX building custom AI chips targeting memory bandwidth bottleneckdwarkesh patel·Dwarkesh Patel·5 months agoshow more ▾
$NVDA···Huang: Electrons-to-tokens transformation is Nvidia's defensible moatjensen huang·Dwarkesh Patel·5 months agoshow more ▾
$META···Meta's lagged open models could accelerate broad AI diffusionleopold aschenbrenner·Dwarkesh Patel·2 years agoshow more ▾