aws
-
BlackRock’s Machine-Native Economy Paper Is the Most Bullish Institutional Case Yet for Bitcoin and Crypto: AI Agents, Stablecoins, x402, and the Coming Market for Tokenized Compute
BlackRock, the largest asset manager on the planet, just published an 11-page research paper arguing that artificial intelligence may be the most underappreciated demand driver the crypto economy…
-
Thomas Laffont of Coatue on the $4 Trillion AI IPO Wave: SpaceX, Anthropic, OpenAI, and Why the New Unicorn Economy Is Healthier
Thomas Laffont, co-founder of the $55 billion hedge fund Coatue Management, made his All-In Podcast premiere with a data-dense walk through what he calls a once-in-a-generation moment for…
-
Anthropic Raises $65 Billion Series H at $965 Billion Valuation to Fund AI Safety Research and Massive Compute Expansion
Anthropic has closed one of the largest private financing rounds in the history of technology, raising $65 billion in Series H funding at a $965 billion post-money valuation.…
-
Gavin Baker on Orbital Compute, TSMC, Frontier AI Models, Anthropic’s Vertical Take Off, and the Coming Wafer Shortage
Gavin Baker, founder and CIO of Atreides Management, returns to Patrick O’Shaughnessy’s Invest Like the Best for his sixth appearance. He calls the current AI moment the most…
-
Krishna Rao on Anthropic Going From 9 Billion to 30 Billion ARR in One Quarter and the Compute Strategy Powering Claude
Krishna Rao, Chief Financial Officer of Anthropic, sat down with Patrick O’Shaughnessy on Invest Like the Best for one of the most detailed public looks yet at the…
-
The Bezos Scrolls: Unearthing Decades of Amazon’s Core Business Wisdom
For over two decades, Jeff Bezos’s annual letters to Amazon shareholders were more than just financial updates; they were a masterclass in business philosophy, a living document chronicling…
-
AWS Launches Physical Data Transfer Terminals for Faster Cloud Uploads
Amazon Web Services (AWS) has unveiled AWS Data Transfer Terminals, secure physical locations where users can bring storage devices to upload data directly to the AWS Cloud with…