- "Anthropic is making big money moves just like how OpenAI did a couple years ago." @MTSlive on Google's $40 Billion commitment and what it signals for the next phase of the AI race 👇
- "What if we do get to a trillion? All that spend is gonna be pretty decisive in the context of where the market wants to take it." @mtslive and @amitisinvesting on the CapEx super-cycle 👇
- “The VC math that made Airbnb and Uber possible is gone — and it’s not coming back.” @mtslive and @lucasbagnocvaz on the three forces quietly killing the 1,000x outcome 👇
