Fireside Alpha
@firesidealpha · 17 окт. 2026 г.
Chamath says Anthropic should sacrifice valuation to raise at least $200 billion, because even that barely buys the compute needed to survive a correction
“Here’s my very specific thing about why I think they should price it to clear the market for $200 billion—and I’m specific
Fireside Alpha@firesidealpha· 17 окт. 2026 г.Ben Horowitz reveals Amazon CEO Andy Jassy told him its AI compute is sold out beyond 2028, and says that shortage makes this fundamentally different from the dot-com bubble
“This shortage is so bad. You know, I was speaking with Andy Jassy, who runs Amazon, yesterday. And I
Elon Musk
@elonmusk
Sometimes I wonder how many dollars there are in the world, because super intelligence seems to want them all
04:32 · 17 октября 2026 г. · 75,9 тыс. просмотров
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