$1,000 follows their calls into $861
PL@plevchenOpen source LLM models usage growing rapidly, yet on current evidence economic share of wallet for $ANTH of OAI continues to grow rapidly, at least in the entreprise segment. Jaevons paradox (1) and economic share of wallet vs total token consumption and share of it
PL@plevchenmy whole codebase is around 5.66m lines of code, with most of it in python.. im sure its excessive contains a bunch of deprecated stuff and test harnesses, but its still substantial and meaningful. i use 30-40 agents at any one point in time running autonomously most of the
PL@plevchen$AHLC 4*+ breaking news short mainly due to liquidity. $PENG 3.5* BO on catalyst (ER + guidance beat), in current conditions valid for primarily opening drive
PL@plevchen$GOOG so actually negative inflection on profitability of current biz if we remove one-off effects (re-marking its private investments higher so net income is heavily boosted, guess they finally marked up $ANTH bag to fair value). EBITDA inflection (negative) 1st time since at
PL@plevchenprob not today tho.. altho $NBIS $RKLB getting there.. if you zoom out to weekly/monthly for $SNDK - theres alot of air underneath.. prob wanna be touch to quite late? fri->mon bearish edge if strong trend day today.. so sunday gapdown / monday am seems like the 5* iteration
