Loading activity…
@firstadopter
"Key Context" Substack covering AI & chips. Reached #1 new bestseller first 24 hrs Subscribe https://taekim.substack.com Tell the truth. Be accurate. Be right
Technology
Anthropic reportedly expects to raise $80 billion–$100 billion at a valuation of $1.25 trillion–$1.75 trillion.
World & Business
The wind-down forms part of a broader reassessment of billions of dollars in cloud partnerships.
AI
Two X users call the market reaction overblown, with one arguing the coverage likely concerns an older deal.
AI
Major investors reportedly doubt the expected valuation after a market selloff tied to the unwinding of AI-related bets.
AI
Texas developers seeking dozens of AI campuses already faced suspended approvals under Republican Governor Greg Abbott.
AI
Anthropic's $1.5 trillion IPO valuation reportedly faces investor doubts, with one suggesting it could be closer to $1 trillion.
World & Business
Qualcomm is betting on automotive growth and data centers as smartphone weakness weighs on its chip sales.
AI
Apple forecast 45% holiday-quarter gross margin, down from 48% in September; a post predicts slower Google search royalty growth.
Technology
ChatGPT counts questions that trigger web searches, while the Google volume source was not specified at the dinner.
AI
OpenAI counts ChatGPT queries that trigger web searches but gave no source for its Google search-volume comparison.
AI
Anthropic's projected capacity prompted an observer to call reliable power a lasting constraint on large-scale AI.
AI
A user says an OpenAI product lead advised long-pressing Dot's avatar to make it ChatGPT's start screen.
AI
ChatGPT's weekly voice and dictation users account for about 20% of its user base, OpenAI says.
AI
Sam Altman reportedly described 10,000 copies working together for roughly four days on a Millennium Prize problem.
World & Business
The holiday-quarter forecast will draw attention because the iPhone Duo arrived after the quarter being reported.
AI
A post quotes a rule allowing original games and games in a genre, but not renamed recreations.
AI
One October 29 post asked whether anyone would buy Anthropic at $2 trillion, amid valuation speculation on X.
Technology
The Wall Street Journal reports hyperscalers are bidding up flash prices after years of Apple pressing suppliers for discounts.
Technology
Techmeme, citing Bloomberg, says Lumentum’s market value was about $83 billion when it shared the report on October 28.
AI
Sundar Pichai reports nearly 32 billion tokens per minute through Google's first-party model APIs, up 40% quarter over quarter.
