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🔥A loud shout of “Awesome!” catches Zhang Jike off guard and costs him the point. #ZhangJike# #TableTennis# #SportsMoments# #PingPong# #SportHighlights#
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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It’s not that Zhangjiajie is out of reach, but Xia‑Tian‑Xia Gorge in Guangdong offers better value‑for‑money. Only a 2‑hour‑drive from Guangzhou, you get to witness nature’s magnificent craftsmanship.
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@zhangjiachen123 1. 访问 修改密码。 2. 访问 检查可疑应用。 3. 访问 终止不认识的会话。 4. 访问 检查账号访问历史。
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😍"His hands can do magic!" — Foreign tourists in Zhangjiajie, China captivated by a local artist's ink painting with poetic inscriptions. @salahzhang @consulat_de @zhang_heqing @pan_xuesong @xuejianosaka @YDunhai @CG_WangBaodong #art# #painting# #ChinaTravel# #culture# #reels#
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Zhangjiajie National Forest Park unfolds breathtaking vistas, otherworldly peaks pierce through swirling mist, and the ethereal charm of Wulingyuan paints a dreamlike fairyland you simply have to behold in person.
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Steep stone pillars pierce soft mist in Zhangjiajie National Forest Park. Wulingyuan unfolds like a scroll of ethereal fairyland, where jagged peaks emerge amid drifting clouds, painting an otherworldly scenic view that captivates every visitor.
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Clouds swirl around jagged stone summits in Zhangjiajie’s Wulingyuan district. These sculpted sandstone formations, rising amid lush woodland, paint an unforgettable picture of raw natural wonder waiting to be explored.
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Zhangjiajie, Hunan. So breathtaking it feels like a fairyland on earth.
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