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“So that business, when we invested, was doing about $880 million, which was a 10x growth from the year before.”
@All-In Podcast
Anthropic compounding 10x on revenue makes $60B entry the cheapest deal of the year as it heads to trillions
ANTHROPICLONGIDEA · NOT YET PRICED
“BYD, a lot of these Chinese companies are actually penetrating deeply everywhere. These capable companies have all the features and functionality and they're…”
@All-In Podcast
China BYD floods global auto with cheap capable cars; US wins only if it solves AI-driven low-cost manufacturing
BYDDYLONG@ $12.66
$11.62-8.16%
since call Jan 14
38:22SHORT
“If you have good robotics models, what's next? You don't have a hardware capability that's like an API infrastructure that diffuses those models fast... I…”
@All-In Podcast
Robotics adoption will be slower than expected; no API-like hardware layer to diffuse models fast
TSLASHORT@ $436.19
$313.55+28.12%
since call Jan 14
peak +31.7%
39:11LONG
“I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car. They will only remember the Optimus and that he is going to make a…”
@All-In Podcast
Tesla Optimus will dwarf the car business and become the most transformative product ever
TSLALONG@ $436.19
$313.55-28.12%
since call Jan 14
“If you have a company called Ro, for example, that focuses on GLP-1s, because there's that propensity, it drives innovation to create more products like this…”
@All-In Podcast
Ro and GLP-1 longevity demand drives a consumer healthcare wave of preventive products
BXLONG@ $158.86
$127.13-19.97%
since call Jan 14
“one of the places I come back to is health wearables... so many different health wearables out there... I think we're on the cusp. I go back to marrying this…”
@All-In Podcast
Wearables plus blood work converge into continuous monitoring and customized medicine
HIMSLONG@ $31.65
$27.83-12.07%
since call Jan 14
peak +18.2%
TIMESTAMPS
6:37
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38:22
39:11
44:23
48:19