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- Yesterday22 min
Why Elon Is Rationing Grok Bot: Anthropic's Compute and the $60B Cursor Bet
Over the weekend, Elon Musk told a Grok Bot user that "the cost of serving Grok Bot was unsustainably high relative to revenue," and usage limits tightened for hundreds of thousands of paying users. Three days earlier he'd pointed out that Grok Bot has no free tier, and two weeks before that he said he'd never seen anything grow as fast. Ejaaz breaks down what's actually going on: SpaceX can rent the same GPUs to Anthropic, which pays $1.25 billion a month today and about $3.1 billion a month from December, while Grok Bot's hardest tasks run on Anthropic's own Claude Opus 5.5.We also cover Grok Bot's rise to 600,000 daily users, the delays on Grok 4.8, the $60 billion Cursor acquisition, the trade-off between renting compute and running his own AI agent, the bear and bull case, and whether this is the first sign that AI is too expensive to sell at today's prices.==FOLLOW EJAAZ ON TWITTER:https://x.com/cryptopunk7213==Timestamps00:00 Elon's Grok Bot Problem01:51 What Grok Bot Is03:48 How Grok Bot Took Off04:47 Grok's Model Problem06:18 The Contradiction06:58 The Landlord and the Tenant08:35 The $60 Billion Cursor Bet09:53 Rent the Chips or Run the Bot?10:50 Why AI Agents Matter12:46 Limits, Not a Shutdown14:01 The Bear Case17:46 The Bull Case19:15 Final Thoughts#elonmusk #grok #spacex #anthropic #ai==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571
- 2 days ago24 min
Anthropic's Q3: The Profit Disappeared, the $895 Billion Compute Bill, and Why It's Still Bullish
Last week, Anthropic's S-1 showed a company that was finally making money. Today's amended filing adds the third quarter, and that profit is gone: revenue jumped to nearly $17 billion, up 47% in three months, but Anthropic swung to a $567 million operating loss, and it disclosed $895 billion in compute and infrastructure commitments, about $70 billion of it due in the next 12 months. Ejaaz breaks down why: demand outran the compute Anthropic had booked, so it paid up for $5 billion of short-term compute to keep serving customers.We also cover the $2 billion donation-matching charge, where the $895 billion is going (SpaceX, Google, Amazon, Broadcom and the neoclouds), whether Anthropic can pay for it, OpenAI's cut-down fundraise and the junk-rating worry, and the bull and bear case for the Anthropic IPO.==Timestamps00:00 Anthropic's Profit Is Gone01:50 Catching Up on the S-104:28 The Q3 Numbers05:24 Three Reasons for the Loss06:54 The Restaurant Analogy07:56 The $2 Billion Donation Match09:19 The $895 Billion Bill12:32 Where the Money Goes14:18 Can Anthropic Pay for It?16:38 Less Than 0.1% of Budgets17:48 Is the IPO a Buy or a Sell?22:14 Final Thoughts#anthropic #claude #ipo #ai #stocks==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571
- 3 days ago20 min
Is AI the Dot-Com Bubble Again? $1 Trillion Gone, Record Earnings, Bull vs Bear
AI stocks just had a brutal week. Google lost more than $500 billion in market value, Amazon fell 12% after hours on its earnings, and Intel had its worst day since 1974, all while the biggest tech companies reported record cloud revenue and promised to spend even more on AI next year. So is this the dot-com bubble all over again? Ejaaz walks through how the selloff started, why search and the open web are cracking, and who is really paying for the AI buildout.We also lay out the bear case (concentration, borrowing, VC-subsidized spending and the walls going up around Reddit and Amazon) and the bull case (real demand, cash-rich hyperscalers, labs with money in the bank, and what happened to the internet after 2000), and why this looks more like a correction than a collapse.==Timestamps00:00 Is the AI Bubble Popping?00:55 Big Tech Doubles Down02:14 How the Selloff Started03:11 Three Signals From Earnings04:07 Search Is Breaking04:59 Reddit Builds a Wall07:20 The Overbuild Question09:00 Who's Paying for It10:13 Walls Around the Web10:54 Amazon Blocks Meta's Muse12:34 The Bear Case13:46 The Bull Case17:23 The Internet Still Won18:51 Final Thoughts#ai #stocks #bubble #nvidia #google==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571
- 6 days ago21 min
Google Has the #1 AI Model but the Stock Just Fell 12%
Google now has the number one AI model in the world. Gemini 4 Carbon tops the Artificial Analysis Intelligence Index two weeks after Gemini 4 Argon, and Google Cloud revenue more than doubled to $30.7 billion. So why did Alphabet stock open down nearly 12%? Search, the business that pays for everything, grew just 12% and fell below half of Google's revenue for the first time as AI Mode answers more questions and earns less per query. Add a quiet change to how Google charges advertisers, the exits of Jeff Dean and Demis Hassabis, and a paper loss on SpaceX, and the market isn't buying the comeback. Ejaaz thinks it's wrong.We also cover Genie 4, Google's new world model, which uses the cheaper Gemini 3.8 Flash as its planner; Microsoft offering buyouts to 60,000 employees, its own AI teams included; SK Hynix selling out its memory through 2029; and China's STAR 50 tech index falling more than 40% since June.==Timestamps00:00 Google Has the #1 AI Model01:58 Gemini 4 Carbon03:51 Earnings: Cloud Doubles04:39 Why the Stock Fell 12%05:13 Search Drops Below 50%06:29 $200 Billion in Capex07:27 Can You Trust the Benchmarks?08:19 The Ad Auction Change09:42 Ads in AI Chat10:29 Google's TPU Customers11:55 Jeff Dean and Demis Hassabis12:42 The SpaceX Loss13:23 Genie 416:03 Microsoft's 60,000 Buyouts18:40 SK Hynix Sold Out Through 202919:41 China's Tech Stocks and Final Thoughts#ai #google #gemini #stocks #earnings==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571
- 1 weeks ago19 min
Anthropic Got Hacked Again: How Ex-DOGE Researchers Got Into Its Slack With AI Agents
Anthropic just got hacked again, and this time we know who did it. Cathedral, a start-up founded by former DOGE staffers and co-founded by the Pentagon's former chief data officer, ran AI agents against Anthropic under its bug bounty program. The front door held for days; the way in was business software Anthropic buys from other companies, and it led to meeting transcripts, salaries and Slack messages about its advanced models. Anthropic says it took several days, not 12 hours, and that nothing came near its model weights. Its own red-team lead says we may need to reinvent security every year.We also cover the Pentagon's feud with Anthropic, why Slack is where the AI labs keep their secrets, what last week's Black October has to do with it, and why older, cheaper models running 24/7 could put every company in the same spot.==Timestamps00:00 Anthropic Hacked Again01:08 Who Is Cathedral?02:03 Through the Back Door02:58 The Slack Warning03:36 Anthropic Pushes Back04:19 The Pentagon Grudge08:06 Underplaying the Breach10:05 Reinvent Security Every Year12:44 Castle Defense15:06 Final Thoughts: Third Parties16:52 Hackers That Never Sleep17:43 Nationalizing the Labs?18:25 China and Closing Thoughts#ai #anthropic #cybersecurity #claude #hacking==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571
- 1 weeks ago21 min
Three Billionaires Just Called the AI Top: Elon, Ken Griffin, Chamath and What Each Stands to Gain
In the space of a week, three of the richest men in the world called the top of the AI trade. Elon Musk says debt markets have shut for anyone without real revenue outside AI data centers and that 200+ neoclouds face "guppy-level death." Citadel's Ken Griffin says there are "almost certainly bubbles." Chamath Palihapitiya says most AI spending is subsidized by venture capital. CoreWeave, Nebius and IREN are down more than 30% in a month. But each of them has a reason to say it, so Ejaaz digs into what's true, what's talking their book, and what investors should actually worry about.We also cover GPUs collecting dust in Amazon's warehouses, the 11th-hour bank talks behind Anthropic's record debt deal, why data centers take so long to switch on, and the bull case hiding in Anthropic's S-1.==Timestamps00:00 Three Billionaires Call the Top01:43 Chamath's Neocloud Warning02:18 Elon Piles On03:29 Where the AI Money Comes From04:37 Neoclouds Take the Hit05:29 GPUs Collecting Dust07:20 Testing Chamath's Claims10:17 The Debt Window Closes14:10 Why Data Centers Take So Long15:47 Where Elon Is Right18:03 Where He's Talking His Book19:40 The Bull Case20:26 Final Thoughts#ai #elonmusk #spacex #aibubble #stockmarket==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571
- 1 weeks ago24 min
Anthropic's IPO Is Not What It Looks Like: Inside the S-1 and the $80 Billion "Loss"
Anthropic just filed its S-1 ahead of what could be the biggest IPO in history, and the whole market has been waiting on it. Chip stocks fell eight sessions in a row, the headline number is an $80.7 billion loss, and everyone wants to know: is Anthropic actually making money, and are we in an AI bubble? Ejaaz came in skeptical and went through the filing. It's not what it looks like.We break down revenue that went from $41 million in 2023 to $16.3 billion in the first half of 2026, why Anthropic now makes about $2 for every $1 it spends on compute, 900% net revenue retention, Claude Cowork outpacing Claude Code, the $120.5 billion going to SpaceX for GPUs, $132 billion in cash and short-term investments, and why $72.4 billion of that loss is an accounting charge, not cash out the door.==Timestamps00:00 The IPO Everything Hangs On01:14 They're Crushing It02:12 Revenue Finally Beats Compute03:11 Who Pays Anthropic05:11 900% Net Revenue Retention06:53 Where the Money Comes From08:45 Claude Cowork's Surprise11:24 Anthropic's Big Predictions13:56 The Bear Case14:10 Half a Trillion in Compute15:35 Elon's GPU Toll Booth17:26 $132 Billion in the Bank19:32 The $80 Billion Paper Loss20:25 Final Thoughts23:15 The Roko's Basilisk Meme#anthropic #ipo #claude #ai #aibubble==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571
- 1 weeks ago24 min
Claude Duet is Here: Anthropic's 24/7 AI Agent (48 Hour Test)
Anthropic finally has its answer to Meta Muse, OpenAI Dots and Grok Bot. Claude Duet is a 24/7 personal agent that works on its own computer in the cloud, carries over your Claude memory and connected apps, and comes to you with what needs your attention. Ejaaz has had early access for 48 hours: he maps a five-mile walk through streets he's never walked, prices a Shadowless Charizard with live eBay listings, and shows the Tasks tab it fills overnight. Then how it compares, what it costs, and whether you can trust it.We also cover the money behind the agent race: OpenAI's $30 billion round, DeepSeek's $15 billion raise, Meta's first negative free cash flow quarter since 2012, and why 2027 capex is shaping up to be enormous.==Timestamps00:00 Claude Duet Is Finally Here01:36 What Duet Actually Is04:13 Demo: A Walk Through Manhattan07:01 Demo: Pricing a Shadowless Charizard07:49 It Reads Your Mind09:08 The Tasks Tab10:22 Duet vs Grok Bot, Dots and Muse11:39 What It Costs13:18 Can You Trust It?14:29 The New Way to Use the Internet19:05 OpenAI and DeepSeek Raise Billions21:32 Meta Goes Cash-Flow Negative22:49 The AI Capex Bet24:17 Final Thoughts#ai #claude #anthropic #aiagents #claudeduet==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571
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