Big Short's Steve Eisman is NOT buying the Anthropic IPO! His take on Prof G Markets: "There are no moats. You are committed to spend $800 billion where your entire franchise is just based on price." Anthropic filed Oct 26 for what could be the biggest IPO ever ($1.5T est). Filing shows $807B in compute commitments - $161B to Broadcom, $114.5B to Google, $110B to Amazon, up to $120.5B to SpaceX. Revenue: $16.3B in H1 2026, but Q3 growth slowed to 45% vs 144% in Q2.
Tesla vs Waymo: The Robotaxi Race Is Heating Up. Tesla has reportedly hit 438K weekly robotaxi rides in Austin, edging past Waymo’s 406K weekly average. The interesting part is Waymo built its lead through years of autonomous driving development. Tesla is now showing how quickly scale can accelerate when its technology and distribution kick in. But ride volume is only one metric. Safety, profitability, fleet utilisation and regulatory approval will determine who wins the long game. The real battle isn’t just who builds the best self-driving car. It’s who builds the biggest, most profitable autonomous mobility network. And this market is only getting started.
The Iceberg of the Mind Most people operate only from the tip of the iceberg, the conscious mind. That’s where critical thinking, logic, and willpower live. It’s where we make decisions, solve problems, and plan our next move. But beneath the surface lies the subconscious mind, vast, deep, and powerful. It holds our beliefs, emotions, habits, values, creativity, and intuition. It silently shapes 95% of our thoughts, feelings, and actions every single day. If you truly want to change your life, focus less on what’s visible and start reprogramming what’s beneath the surface. Your subconscious determines your automatic responses, your confidence, and even what you believe you deserve. Start paying attention to: ✨ The stories you tell yourself ✨ The emotions you suppress ✨ The habits you repeat Transformation begins when your conscious goals align with your subconscious beliefs.
The AI boom is becoming a trillion-dollar supply chain. Morgan Stanley estimates hyperscaler and neocloud capex at $1.58 trillion for 2027, spanning AI chips, servers, networking, memory, power and data centre infrastructure. The real opportunity isn’t just NVIDIA. It’s the entire ecosystem powering AI, from semiconductors and optical interconnects to electricity and storage. The question is no longer just who builds the best AI. It’s who captures the most value from the infrastructure behind it. Follow the money. The supply chain tells the bigger story. 📈 #AI #Semiconductors #DataCenters #Investing #Tech
Tesla’s only limit is physics!
If Chinese cars can dance, Tesla cars can fly 😁
Nvidia GPU is probably the best gift that you can present to someone special! 😂
We are the most luckiest generation to be alive where I had a rotary phone at home to now watching and sharing Tesla Roadster launch to the world on X. 😍
