Google front-runs the AI IPO wave with a vertically integrated, Berkshire-blessed version of the AI trade
I'll tell you where the money is coming from: clueless 401ks, pensions, and retirees invested in ETFs who will be forced to buy a dog with fleas like SpaceX. Plus, private capital already has huge exposure to the upcoming CapEx nightmare.
Excellent analysis! The first mover advantage is both brilliant and evil from financially strong Google!
Liquidity does not appear out of thin air. Anthropic & Co may face a few hurdles when it’s their turn to raise capital.
I'll tell you where the money is coming from: clueless 401ks, pensions, and retirees invested in ETFs who will be forced to buy a dog with fleas like SpaceX. Plus, private capital already has huge exposure to the upcoming CapEx nightmare.
Excellent analysis! The first mover advantage is both brilliant and evil from financially strong Google!
Liquidity does not appear out of thin air. Anthropic & Co may face a few hurdles when it’s their turn to raise capital.