High-multiple workflow software keeps getting marked down as AI agents do the work that used to mean more seats, and the most-exposed incumbent wears the repricing.
Yeah.
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tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
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Original videoTokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong, Citrini
TBPN / YOUTUBE / Jun 14
Published evidence reviewed
Yeah.
Public claims published
3 published market points linked to reviewed evidence.
Published market points
Anthropic's implied valuation keeps climbing as run rate triples to $30B and it locks multi-gigawatt TPU capacity; the distillation scare turns out to be a safety story, not a pricing collapse.
The rare collaboration underscores the severity of a concern raised by US AI companies that some users, especially in China, are creating imitation versions of their products that could undercut them on price and siphon away customers while posing a national security risk. And so I was trying to square this question of distillation and model commoditization with the news that Anthropic has reached $30 billion in run rate.
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TSMC keeps raising prices and capex into demand it can't fully meet while Intel still has no committed leading-edge customers, leaving the foundry at the center of AI compounding higher.
No, we've seen a few of those AI leader gatherings in DC where you see Tim Cook and Sundar and Sam Altman and Dario and all the leaders are together. And I was always hoping that at one of those dinners, they would say, okay, Okay, everyone's going to try and say the biggest number, but this time it's going to be how much you're committing to Intel and how much you'll, how much you'll buy from them if they come online with a competitive product.
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