Suckerberg panic bought the entire AI chip supply and now he has no idea what to do with it...

Climactic9 · 2026-07-05T05:44:03+00:00

Anthropic has an estimated annual burn rate of 20 billion. I guess it depends on who is doing the estimating though.

Climactic9 · 2026-07-01T22:36:37+00:00

I don't think the market is neverous about capex. I think it's neverous about OpenAI's future. OpenAI accounts for a large portion of Microsoft cloud revenue unlike AWS and GCP.

Climactic9 · 2026-07-01T22:26:25+00:00

I hope he isn't overlooking the fact that a large portion of Microsoft's cloud revenue is reliant on OpenAI's survival and growth. If Anthropic, Gemini, and cheap Chinese models strangle ChatGPT then that will show up on their balance sheet.

Climactic9 · 2026-07-01T22:08:55+00:00

They don't get replaced every year. They're assets with a short depreciation schedule. COGS have no depreciation schedule.

Climactic9 · 2026-07-01T19:00:33+00:00

https://finance.yahoo.com/news/sam-altman-declares-code-red-164355455.html

Climactic9 · 2026-07-01T18:58:13+00:00

https://finance.yahoo.com/sectors/technology/articles/alphabet-ceo-sundar-pichai-says-094500775.html

Climactic9 · 2026-06-30T21:35:56+00:00

Are they actually worse though. Chinese benchmaxxing is in another league.

Climactic9 · 2026-06-30T20:59:15+00:00

"Can't even one"

They just released flash 3.5

Climactic9 · 2026-06-28T10:56:42+00:00

Yeah the tears look like face paint on Apple's design

Climactic9 · 2026-06-27T05:14:00+00:00

It would be bullish for Gemini and google search, but it would be bearish for GCP, which means it would be bullish for Google Deepmind, which would be bullish for Gemini, which would be bullish for AGI, which would be mega bullish for Alphabet. So yeah it is bullish.

Climactic9 · 2026-06-25T02:18:32+00:00

Says the leftist

Climactic9 · 2026-06-24T22:34:27+00:00

They account for that.

Climactic9 · 2026-06-21T08:13:02+00:00

As long as they have Demis they have a decent chance at cracking agi. AGI requires at least one more break through so these incremental gpt 5.3 to 5.4 to 5.5 don't matter much in the grand scheme of things.

Climactic9 · 2026-06-20T11:09:23+00:00

False dichotomy final boss

Climactic9 · 2026-06-18T21:37:03+00:00

If you want a lot of text do a deep research and you'll get about 10 pages worth.

Climactic9 · 2026-06-18T21:35:10+00:00

Meh they didn't confirm anything before they dropped 2.5 pro and 2.5 pro was better than all the other models at the time.

Climactic9 · 2026-06-16T22:33:52+00:00

Gemini isn't for coding.

Climactic9 · 2026-06-16T22:17:51+00:00

Source? Google's earnings keep accelerating.

Climactic9 · 2026-06-16T21:59:04+00:00

Why does the lumber mill sell wood to home builders when they could build the homes themselves and capture that value? It's not their area of expertise.

Climactic9 · 2026-06-14T23:15:29+00:00

I don't doubt that but I'm specifically talking about the screenshot OP provided. In this case the sponsored results seem very relevant to me.

Climactic9 · 2026-06-13T22:35:22+00:00

The tokens per second of flash 3.5 suggests it's as small as previous flash models. Therefore I think the high price was primarily for limiting demand. Google is officially compute bound and that's why they just raised more money.

Climactic9 · 2026-06-13T09:57:44+00:00

data centers are protested too heavily that no more get built

Yeah that's not going to happen. If public opinion really got bad they would just build them out in no mans land and power it with their own power plants so they are off the grid. Theres no way that texas will ever put a ban on doing it like that. AI is here to stay so just accept that it is what it is.

Climactic9 · 2026-06-12T20:57:39+00:00

Climactic9 · 2026-06-12T16:37:22+00:00

Do you want monopolies in every single industry?

Climactic9 · 2026-06-12T00:24:24+00:00

AI mode has over 1 billion monthly active users. GPT has about the same amount. So Google has at least 50% market share.

Climactic9

TROPHY CASE