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Stunning stat: "Anthropic’s investors are expecting the company to reach a valuation of $2tn when it goes public in the coming weeks. Add in SpaceX, which began trading at $2tn after its IPO in June, and OpenAI, which is considering raising money privately at $1.2tn ahead of a public listing next year, and these companies alone could be worth well north of $5tn. Now compare that with the entire history of IPOs from 1980 to 2025. The 3,365 tech companies that went public in that period were worth a combined $4.1tn when they started trading." While I've written much about AI's transformative potential across sectors, I've always been dubious about how much value hyperscalers can seize enabling that transformation. As I dissect in my recent report on "The AI Trade" ( it's not about user acquisition. OpenAI claims to have over one billion active users across its services and two million businesses using its AI models. Anthropic has claimed to have more than 300,000 business customers. The question is not whether they can bring users to their services, but rather how much average revenue they can generate per customer relative to the price of building and maintaining their models. The cost of compute is inflating at the same time competition is depressing token pricing power. That's a precarious dynamic when so much hinges on the success of two companies. To again quote the report: "It’s hard to overstate how much hinges on these IPOs. As mentioned in the Executive Summary, OpenAI and Anthropic will account for 13% of AWS revenue and 27% of Google Cloud revenue this year. As for Microsoft, OpenAI alone accounts for roughly 70% of its AI-specific revenue ($24.1 billion out of an estimated $34 billion total for the fiscal year ending in June 2026). OpenAI has committed to tens of billions of spending on chips from the likes of Nvidia and Broadcom. Deepening circularity concerns, tech giant earnings growth has been increasingly driven by paper gains in the private-market valuations of Anthropic and OpenAI. In Q2, Amazon, Alphabet, Nvidia, Meta, and Microsoft reported $160 billion in cumulative “other income”, trouncing the $69 billion in “other income” reported in Q1. To quote the FT: “These one-off valuation boosts, derived in large part from enthusiasm around AI, risk distorting the financial picture at a time when investors are closely scrutinizing tech earnings.” If either Anthropic or OpenAI stumble in their IPOs, it’ll hit tech giants on multiple balance-sheet fronts and likely ripple through the US and global economy. A pin-prick popping of the AI bubble may not be our base case, but if a pin is out there, it’s likely the revenue versus spending trajectories of Anthropic and OpenAI." FT link:

Does anyone remember this amazing story? On July 2, 1982, a truck driver from California flew 16,000 feet into the sky in a lawn chair. Larry Walters, 33, from San Pedro, had dreamed of flying his whole life. He bought 42 eight-foot helium weather balloons, tied them to a regular Sears lawn chair, strapped on a parachute, packed a BB gun to pop balloons to descend, a CB radio, sandwiches, and a six-pack of beer. He expected to float a few hundred feet above his backyard. He cut the rope and shot up like a rocket — to 16,000 feet. He drifted directly into the main approach path for LAX. Two airline pilots radioed the tower: they had just passed a man in a lawn chair holding a gun at 16,000 feet. For 45 minutes, he floated over Los Angeles, freezing cold, too scared to shoot balloons because he might fall. Finally, he started popping balloons one by one and slowly descended. He landed tangled in power lines in Long Beach, California, causing a blackout. When police arrested him, they asked why he did it. He said, "A man can't just sit around." The FAA fined him $4,000. He became a national folk hero — Lawnchair Larry — and inspired the movie Up.

ELON MUSK: “One of the things that is overlooked by probably most historians is the role of low birth rate in the decline of civilizations. Around 50 BC, Rome passed a bill to give a bonus to any Roman citizen that would have a third child. So a birth rate was a problem in Rome in 50 BC. The Romans weren’t making Romans. The same is true of ancient Greece. The birth rate far exceeded the death rate, which is why you had Greek cities popping up all over the Mediterranean. But then it seems to be that prosperity destroys the birth rate. When a civilization feels like it has no meaningful external threat and is very prosperous, that is what causes the birth rate to plummet.”

Popcorn Chicken is back. You can cancel your petitions, call off your blackmails, and stop leaving ‘MISSING: POPCORN CHICKEN’ signs all over KFC stores. It’s back, so stop asking and start popping!

Popcorn Chicken is back. You can cancel your petitions, call off your blackmails, and stop leaving ‘MISSING: POPCORN CHICKEN’ signs all over KFC stores. It’s back, so stop asking and start popping!

There are MINI MAMDANIs popping up all around the country.   It is a dangerous thing — this is NOT a joke.   We are in a fight RIGHT NOW to save the Republic and EVERY AMERICAN needs to take this seriously.

Hihi! This is my only Twitter account :3! There are a couple accounts popping up saying they are me, even that this account and my OF are hacked? Which is not true, this is my only account!! Please don’t trust these especially when “Meggii’ is spelt wrong 🙄