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First @tedlieu. Now @RepGraceMeng. Both Taiwanese American Democrats. The racial cover isn't even subtle. Rep. Grace Meng calls the @nvidia chip sales a "five alarm fire" and demands full transparency. Fine. Let's start with her. Let voters see how the Washington machine really works. The checks: Three @AnthropicAI employees gave her $17,000 this cycle. The PAC of Americans for Responsible Innovation (@americans4ri) added $2,000. The same donors: Those same three Anthropic employees also funded ARI's PAC—$85,000 in total. One gave Meng $3,000, then nearly $1M to Public First, an AI super PAC network. The same operative: ARI and Public First share a founder: former Democratic congressman Brad Carson (@bradrcarson). Anthropic gave Public First Action $20M, and Dario Amodei (@DarioAmodei) added $1M of his own. The same agenda: Two days after the midterms, ARI led 52 groups urging Democrats to hand out committee chairs based on AI safety positions. The seat and power: With Democrats taking the House, ARI is pushing hard for Grace Meng to chair the Commerce, Justice, Science (CJS) Appropriations subcommittee— the panel that funds the Department of Commerce (@CommerceGov). Commerce runs AI chip export controls and @NIST's AI safety work: Anthropic's top two priorities in Washington. Now she's going after NVIDIA—Anthropic's fiercest rival on export controls—and Commerce, the very agency she'll fund. Same donors. Same operative. Same agenda. Same subcommittee. No law needs to be broken. Interests find power. Power finds interests. That's the five-alarm fire. The real one. Congresswoman, you asked for full transparency. Here it is.

Anthropic IPO Consensus Views: - Overvalued at $1.5T - Revenue is flattening - Token are commoditized due to open source - Token prices falling faster than demand - Anthropic shouldn't go public b/c robbing general public of upside and passing on risk. - Anthropic is Twilio but for intelligence. Contrarian - Anthropic is still a 10x from here and has venture upside. - $80B ARR reported by WSJ is just primarily coding agents and will re-accel with Fable / Mythos - Finance, legal, life sciences, Ode are all super early ... - Agents = still early and most businesses think of AI = ChatGPT / Claude app. - Anthropic will zoom past $100B ARR EOY with release of Fable 5.2 / Mythos 5.2 - Retail is starving for direct exposure to frontier labs and will ape in and drive Anthropic to $3T marketcap. - Anthropic is easily a $500B revenue business in 2030 with simple assumption Fortune 500 spent 0.1% of OPEX today ... Stripe spends 1% and not crazy Fortune 500 replace labor with tokens in 2030. 1% of OPEX would imply 10x of the $75b revenue Q3'26 so $750B revenue in 2030. Full thesis + model coming out Wednesday H/T @zhengjielimm

有人问经历过昨晚现在怎么看当下市场、跟4号这篇推文的没变化仍然是“AI中场和棒球第三局”。再看昨晚的抛售半导体是重灾区，大云、软件和应用则没那么严重。如之前聊到的，很多人形成了“AI=半导体=存储”的定式思维，一说AI就是半导体、一说半导体就是存储。其实AI也分上中下游，越往后中游的大云厂，下游的应用、agent会更受益以及各种应用场景。 要去拥抱AI主线迁移，每一阶段 AI 的主线都会迁移。今年一季度、二季度，Memory 是最强的；到 8、9 月以后，Optical 开始变强，同时一批之前被砸得很惨的软件、SaaS 也开始走出来。为什么？因为模型商品化、Token Price 下来以后，受益的不只上游 硬件。Token 越便宜，部署越容易，Cloud、Software、Enterprise Integration、Agent 反而会越来越受益。再下一阶段可能就是 AI for Science、Bio、更广泛的应用层。”这也是之前很早就聊到的。 但并不代表我之前没看到风险、引用的推文有我9月前后和10月初认为中期选举前美股要大动荡和调整的过往推文链接。如果说有失误、确实没有预期到民主党激进左翼的一个大概率落不了地的法案能给市场带来这么大的冲击。昨晚这里 为什么认为是AI中场而非尾声，核心好是这里 这种情境下我很难认为AI就完结了，但受益的主线和板块会迁移这个要承认。 也可以认为昨晚市场是在给民主党的激进政策作悲观的定价，市场情绪到了一个悲观的极值，其实可以慢慢捞货了。 正好做个调研，大家现在都是什么看法？捞哪些？怎么抄？如何止盈止损。还是说继续在加码做空呢？

Artemis II update! We just dropped 814GB of observations — including nearly 1,000 new images and 521 minutes of crew audio — in our Artemis II Preliminary Lunar Science Report:

🚨 JUST IN: President Trump takes huge VICTORY LAP after the climate change "experts" at the United Nations announce they were WRONG "GOOD RIDDANCE! After 15 years of Dumocrats promising that “Climate Change” is going to destroy the Planet, the United Nations TOP Climate Committee just admitted that its own projections (RCP8.5) were WRONG! WRONG! WRONG!" "For far too long Climate Activism has been used by Dumocrats to scare Americans, push horrible Energy Polices, and fund BILLIONS into their bogus research programs." "Unlike the Dumocrats, who use Climate Alarmism nonsense to push their GREEN NEW SCAM, my Administration will always be based on TRUTH, SCIENCE, and FACT! President DONALD J. TRUMP" This was one huge FRAUD. Never fund the green scams again! 🔥

Selamat atas kemenangan Timnas Indonesia pada ajang FIFA ASEAN Cup 2026! Kemenangan ini tentu menjadi kebanggaan sekaligus penyemangat bagi para #SobatBelajar# untuk berani bermimpi, bekerja sama, dan terus memberikan yang terbaik. Sejalan dengan pendekatan STEAMS (Science, Technology, Engineering, Arts, Mathematics, and Sports), olahraga menjadi bagian penting untuk mendukung tumbuh kembang murid dan mengoptimalkan potensi mereka. Yuk, jadikan semangat kemenangan ini sebagai motivasi untuk gemar berolahraga! Mulai dari bergerak aktif, bermain, berlatih, hingga menjaga kebugaran setiap hari. Dengan berolahraga, tubuh menjadi sehat, siap meraih prestasi! ---- Congratulations to Indonesia’s National Team on their victory at the FIFA ASEAN Cup 2026! 🇮🇩🏆 This win is a proud moment and an inspiration for #SobatBelajar# to dream big, work together, and always give their best. As part of the STEAMS approach (Science, Technology, Engineering, Arts, Mathematics, and Sports), sports play an important role in supporting students’ growth and helping them reach their full potential. Let’s take this winning spirit as motivation to stay active and make exercise a habit! Whether it’s playing, practicing, or simply moving more and staying fit, every little bit counts. Stay active, stay healthy, and get ready to achieve your goals! #PendidikanBermutuuntukSemua# #KemendikdasmenRAMAH#