Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco); SpaceX+ Anthropic + OpenAI NOT Investment Advice
Down the AI squirrel hole!
Joined December 2018
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Not in love with Fable 5.2...
Nothing wrong with it, but haven't seen much of a lift vs Opus 5.5...
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Andrew Freedman, CFA 🦅 retweeted
Anthropic’s IPO could value it at over $1 Trillion. Can the business justify it?
Join Communications analyst Andrew Freedman @HedgeyeComm on Nov. 16 at 2 PM ET for a deep dive into Anthropic’s valuation, AI adoption, and its path to $500 BILLION in annual revenue.
Learn more 👇
I almost went to school to become a meteorologist, but instead went into equity reaearch. Another career choice where you are paid to be wrong and people to get mad at you.
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Still surprised people really thought $ANT IPO wasn't going to happen...
Our base case has been 11/19 (Thursday) first day of trading for the last month...
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Andrew Freedman, CFA 🦅 retweeted
Told ya $ANT ARR would pick up in October… over a month ago.
AI literally building an operating system…
“As an experiment, one Anthropic engineer gave Fable 5.2 the task of designing a prototype operating system. Starting from an empty folder, the model coordinated over 1,000 subagents, working around the clock for eight days writing, testing, and reviewing code. It produced a working operating system that boots on a laptop, with its own core that runs the machine, drivers for the disk, keyboard, and network, permanent file storage, windows, a login screen, an installer, and built-in Claude functionality (see the video below).”
Claude Fable 5.2 is available today on all paid plans, on the Claude Platform, and on all major cloud platforms.
It’s $8 per million input tokens and $40 per million output tokens, down from $10 and $50.
Read more: anthropic.com/claude-fable-a…
Have to say... @akramsrazor probably one of the best follows on here. He has rare mix of exceptional knowledge of industry structure and company fundamentals, and street smarts plus execution prowess. Also is just a good dude.
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I hate to be that guy, especially after the carnage of the past several weeks and months. But I’ve been at this long enough to recognize that markets often wash out speculative excess right around major turning points. It feels brutal in the moment, yet those periods frequently become some of the best long-term opportunities in hindsight.
If you’ve lost your seat or are looking for a new opportunity, we’re always here to help good people find a good place. Don’t hesitate to reach out.
We can’t make any promises, but we often have people asking us for analyst position referrals.
