Building sovereign AI infrastructure; previously worked on open source AI (OpenFold/AlphaFold); based in UK; focuses on AI for government and longevity applications.
Nvidia's RTX 5070-class laptop GPU can run 3B parameter models locally; combined with Cosmos/Nemotron open source alliances, Nvidia aims to own edge intelligence and block AMD.
Anthropic's current ~$50-60B revenue growing at extreme rates justifies a $1T+ valuation at 20x revenue, with potential to double revenue within a year given utility.
Microsoft has specialized for office productivity rather than AGI, lacks the compute scale for massive MoE models, and its Maia chips aren't designed for frontier training.