Speaker 1: So, the market is mostly reacting to the Anthropic Investor Day numbers, but it's been in a decline for a long time for the last month. Core Weave's down something like 50% over the last month or so.
Why listen
It goes beyond the title with direct discussion of speaker, like, yeah, including: Core Weave's down something like 50% over the last month or so.
Key takeaways
01Speaker 1: Anyway, they are, in fact, annualizing their quarterly run rate to an annual run rate of $67,200,000,000 which is remarkable for a company that was doing a tenth of that
02They're probably using their own model now, and maybe they
03We deployed our own frontier technology to fight this, and we believe we have bought it
Best for
listeners looking for a practical AI episode debrief