@boringbiz_
Nobody asks about your external rate of return
World & Business
A post argues that credit default spread charts overlook Nvidia’s CoreWeave commitments and lease guarantees from major cloud companies.
World & Business
Citing Matt Levine’s Money Stuff newsletter, a user argues that banking’s higher base salaries and more stable bonuses may compare favorably with uncertain private-equity payouts.
Technology
Business Insider describes the legal AI launch as a push into industry-specific tools and a bid to outpace Anthropic in the competition for legal work.
World & Business
Coin Bureau put hike odds at 94.5% on September 15. WOLF Financial quoted Fundstrat’s Mark Newton expecting a September 16 increase but opposing hikes to fight oil-driven inflation.
Technology
A post quotes the figure before accounting for revenue shared with distribution partners, including Amazon, and model training costs. Another post mocks the profitability framing.
AI
A post citing FT says Anthropic’s reported gross margin exceeded 80%, but excluded model-training costs and revenue shared with distributors including Amazon.
AI
PolymarketMoney says President Trump blamed concerns about AI development on “very negative forces.”