Jay Yarow (@jyarow) header
Jay Yarow (@jyarow) profile picture

President, @coindesk, ex tradmedia guy @cnbc, @businessinsider

New Jersey
Joined September 2008
Photo by Jay Yarow (@jyarow)Photo by Jay Yarow (@jyarow)Photo by Jay Yarow (@jyarow)Photo by Jay Yarow (@jyarow)Photo by Jay Yarow (@jyarow)Photo by Jay Yarow (@jyarow)Photo by Jay Yarow (@jyarow)Photo by Jay Yarow (@jyarow)Photo by Jay Yarow (@jyarow)Photo by Jay Yarow (@jyarow)
Why didn’t it come out previously?
the alleged Jensen Huang / Kim Powell affair was ~widely~ discussed within the company for years...
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What is OpenAI spending money on that Anthropic isn’t. Hardware?
The big private/public market divide cannot be more evident today. Anthropic is targeting a 1.4 trillion valuation in the IPO when OpenAI got a 1.25T in its latest round. FYI, there's a big difference in Q3 revenue/operating loss: Anthropic's 17B/567m vs OpenAI's 10B/10.9B
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I made them all sign a form that guarantees me 1% of all future revenues for attending my talk.
I am speaking to my son's sixth grade 'Shark Tank' class tomorrow about entrepreneurialism. What should I tell them?
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😬
Sen. Elizabeth Warren (D-MA), the incoming Banking chair, could not name a positive impact of crypto on the financial system. “I’m still waiting for crypto to make that case,” she told me. Warren on what she wants Dems to do now —> nytimes.com/2026/11/10/us/po…
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what?
Supreme x Elliott Smith 🔥 Collaboration is set to release this Week 13, on Thursday!
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Watching this and at first I was like, wow, Dario is talking fast, then I realized I had put it on 1.5X speed. Whoops.
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Good business for the WSJ. It is suddenly the battleground for Crypto marketers. XRP had a huge ad on their website. The tokenization wars were in the ad pages of the WSJ and now this. I guess this is how you try to win over tradfi?
Zcash is getting the full-page treatment in today’s Wall Street Journal. Grayscale has taken out a front-page ad promoting Zcash, along with another full-page ad inside highlighting its Zcash investment fund (ZCSH).
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I am speaking to my son's sixth grade 'Shark Tank' class tomorrow about entrepreneurialism. What should I tell them?
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Everybody selling Nivida and buying other stocks instead.
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'Early Anthropic investor' speaking to the FT: "The next Google is dancing naked in front of you. If you can’t see the value of it, you don’t deserve to make money.” ft.com/content/314e17df-e7af…
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Got access to Duet from Anthropic/Claude. Decent ecosystem style lock in with Claude to Duet. Instinct is gonna have a hard go of things, IMO. (And i like instinct a lot.)
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Crypto always catching strays. wsj.com/opinion/trump-is-the…
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bump
Great day to be buying stocks.
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Dems getting immediate results.
BOOOOM. Jobs report crushes all expectations. Unemployment rate back down to 4.1% bloomberg.com/news/live-blog…
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Anthropic should stand its ground. These people are trying to juice their first day pop.
“.. three major investors who plan to participate in the IPO say the valuation will likely need to come down, with one saying it could be closer to $1 trillion.” @WSJ $ANT wsj.com/finance/major-invest…
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