Notes on Technology & Thinking

Perceive AI, Pursue Thoughts

Interpret AI news, cutting‑edge updates and industry trends. Document observations and reflections amid technological tides.

Latest Posts

Anthropic's $2T IPO just got a $500B haircut

Investors cut Anthropic's IPO valuation from $2T to $1.5T after Q3 growth slowed to 45%, signaling a broader AI revenue repricing.

CoreWeave's $50B debt is the AI bubble's first crack

CDS hit a record 1,194 bps, bonds yield 16%, and Nvidia's CEO had to personally reassure markets. The AI infrastructure boom just hit its first real debt wall.

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