Kieran717

If one of your tentpole IP’s doesn’t sell on your own platform, that doesn’t bode well for the idea of exclusivity. I don’t know what the path forward is after that to be honest.

Gears of War: E-Day is a victim of how Xbox handled its brand. Older Gears games sold far better as exclusives. Spend an entire generation telling people they don’t need an Xbox, and eventually you’re left with fewer people to sell your games to.

All of us at Marvel Studios are deeply saddened by the passing of Sir Patrick Stewart. Sir Patrick brought Professor Charles Xavier to life with extraordinary grace, intelligence, and humanity, defining the character for generations of fans, from "X-Men" to "Logan" to "Avengers: Doomsday." He was a singular talent, a generous collaborator, and a true gentleman. Our hearts go out to his wife Sunny, his children, his friends, and the countless fans around the world whose lives he touched with his art.

JUST IN: Democrats propose letting AI companies go bankrupt rather than bailing them out if AI bubble bursts

Trump's affordability message: "You could even come to Mar-a-Lago. You'll be my guest. The problem is that for $5,000 the most you'll be able to buy is a hamburger and maybe a small dessert. I'm not even sure you could buy that! No, don't go there. It's not a good place if you're price conscious."

‘MY LIFE IS HARD AS IT IS, I DON’T NEED THIS CRAP!’ — Grocery store worker SNAPS at clout-chasing kids Teens tried to apologize to the man with four kids and a mortgage, but it didn’t look sincere to him

Mark Cuban warned it on camera: We could get into a debt bubble because of AI spending. AI companies are borrowing more than they’re making. Hyperscalers keep taking on debt. Rates keep rising. The U.S. is already paying a trillion a year in interest. “If you’ve got $40 billion in debt and rates keep going up, at some point you can’t raise money anymore.” “There’s a lot of praying going on right now.” Nvidia is basically subsidizing half the industry. Meta is borrowing more than its cash flow. We could get into a debt bubble because of all this AI spending. Something’s got to give.

Xbox is cracking down on shovelware triple stacks! In a new policy update, Xbox is targeting duplicate game releases with identical achievement lists and no distinct gameplay. Full story ⤵️ trueachievements.com/news/xb…

My initial S-1 thoughts: As I expected, Anthropic is still firmly unprofitable. But, to their credit, they've significantly reduced compute costs as a % of revenue, leading to much narrower losses. On first look, there is a plausible and imminent path to profitability. This is impressive. However, the meat of the document begins at page 161, under "liquidity and capital resources." There, we learn where the true compute costs have been hiding: future compute purchase agreements. As of June 30, Anthropic has signed roughly $587 billion in compute leases and minimum purchase commitments that haven't begun. It has since signed $245 billion more, resulting in more than $800B in future compute costs. None of these costs have made their way onto the income statement yet. But they will, and when they do, the profitability picture will look completely different. Anthropic acknowledges how precarious these agreements are. They point out that their compute providers (on whom they also rely for financial support) also sell services that "compete with ours." As a result, these providers/competitors may eventually force them into onerous agreements. This is something I've expressed concerns about for a while, and it's nice to see Anthropic openly recognize it. That's why Anthropic admitted their most significant strategic decision: They're about to initiate "substantial capital expenditures." So far, they've spent zero. Why the change? Because they know they can no longer rely on leasing compute, "the magnitude and timing" of which are "inherently uncertain." So, they're going to build their own compute, which will, in their words, "change the cash flow profile of our business." I.e. make it severely negative. It's possible that this is why they want to go public now. Since these costs have not yet "come online," they can be left as footnotes at the bottom of the document. But very soon, that won't be possible. In sum, Anthropic's income statement is not telling you the full picture. To the company's credit, they spared us the accounting gymnastics of stripping out training costs in their non-GAAP adjustments. That would have been offensive. Still, the most important numbers aren't getting the requisite attention. I encourage you to start at page 161 for a more complete understanding of what's going on.

BREAKING: Anthropic said that roughly one-fifth of Anthropic's revenue came from two customers. The remainder came from a small handful of clients. Anthropic saw a net loss of $80.7 billion through June, though the vast majority of that was the result of accounting charges.

The official boxscore is 29P/6R/11A/5S/3B for Cooper Flagg. A player has hit all 5 of those benchmarks (or better) in only one other game since 1973-74, James Harden in March 2019 vs Phoenix. We were having fun on the MavsTV broadcast describing Cooper’s greatness tonight👇

Anthropic is planning an unusual IPO lockup, letting some early investors and employees sell shares well before the standard 180 days, per Bloomberg Planned release dates: Day 1: Some shares eligible for sale Day 27: More shares unlocked Day 48: Further shares released

They called the police on a little Black kid for being too good at soccer.

Rally speaker: "Mike Rogers is an American. Abdul has a birth certificate. The birth certificate says he's a citizen of America. You know what? a birth certificate doesn't make you an American."