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Introducing Blueprint from NBA Inside the Game powered by @awscloud 📊 From the basics to the advanced, use Blueprint to take a deep dive into the numbers of EVERY game this season! Go inside the Blueprint from Wednesday’s Cavs-Knicks thriller before both teams return to action tonight!
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What we shipped this week @google Monday: Two new 8th-gen TPUs Tuesday: Gemini 4 Carbon - AlphaProof Code verified Signal protocol - Gemini Robotics 2.5 Wednesday: AlphaGenome 2 for disease research - Gemini Decisions API in AI Studio Thursday: Gemini 4 Hydrogen - intelligent eyewear pre-orders Friday: U2 new album (ok not us but exciting!) onwards!
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You can now reveal your $PREDICT airdrop allocation for Season 1. 🗓️ Claims open Wednesday, November 18 at 09:00 UTC. Review your allocation and choose between two claim options: ⚡ Instant Unlock: 35% of your allocation ⌛ Vesting (Updated): 100% of your allocation, now distributed monthly over 12 months Important: You must confirm your selection before TGE to be eligible for Instant Unlock. Check your allocation:🔮 Full details below 🧵
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BREAKING: 📰 Calvin Ridley says took truck keys back at Nashville’s airport after showing ID and photo proving ownership, Says valet accused him breaking finger. Ridley told reporters doesn’t know what happened and hadn’t heard from law enforcement as of Wednesday. What happens next? 🏈 #MHXbeyond# #NFL#
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🏀 WEDNESDAY'S FINAL SCORES 🏀 James Harden records his 345th career 30+ PT game, tying Allen Iverson for 11th most all-time as the @cavs pick up the win on the road! Donovan Mitchell: 23 PTS, 7 REB, 6 AST, 2 STL Jarrett Allen: 11 PTS, 14 REB
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10-GAME WEDNESDAY SLATE! 🏀 Brunson, NYK seek 5th straight vs. CLE 🏀 Steph, GSW (8-3) vs. KD, HOU (8-3) 🏀 GSW seeks 9th straight W 🏀 #2# in West (9-2) SAS aims for 10 in a row 🏀 #1# in West LAL seeks 7 straight 🏀 #1# in East BOS eyes 5 straight 🏀 Dame (25p last game), POR run it back vs. OKC
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:¨·.·¨: `·.💛🍂🍂💛🍂🍂💛🍂🍂💛☀️💯💯 Life is what you have Today and that you should not leave for Tomorrow .... Your Happiness Happy Wednesday!!! 🍂🍂💛🍂🍂🍂♥️🇰🇷🇰🇷♥️𓂃 𓈒✍︎
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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
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At the start of Wednesday’s practice, there is no sign of Lamar Jackson (ankle). The two QBs warming up are Tyler Huntley and Joe Fagnano.
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WEDNESDAY’S 5-GAME PRESEASON SLATE! 🏀 Haliburton, Pacers host Wolves in Iowa 🏀 Suns, Bulls face off in Chicago 🏀 Magic, Grizzlies clash in Memphis 🏀 Bucks take on Thunder in OKC 🏀 Warriors battle new-look Blazers in PDX Action tips off at 7pm/et on NBA TV and NBA League Pass.
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