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candiddevmike
11 hours ago
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Anthropic raises $30B in Series G funding at $380B...
If your thesis was correct, why wouldn't some of those "outflows" go to GOOG or NVDA?
noupdates
11 hours ago
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They would. You can see how resilient GOOG has been during this recent draw-down, and how much growth it has had even as AI sells off.
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bdangubic
11 hours ago
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AI sells off… if this is a selloff than I see what everyone is talking about when they are saying we in a bubble :)
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11 hours ago
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p1esk
11 hours ago
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That’s harsh! But the alternative is to discuss economic theories on reddit.
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