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“if you'd looked during the depths of 2022 when it was burning so much cash, you could have made a smart investment.”
@Not Boring
Uber's losses mirrored Amazon's strategic burn, mispriced in 2022 cash-burn depths, now a $150B winner
UBERLONG@ $71.22
$71.46+0.34%
since call Apr 2
peak +3.9%
“I wonder how much it benefits from another bad analogy: linesofcodemaxxxxxing. … I do wonder if this part of the business slows down once the psychosis breaks…”
@Not Boring
Anthropic's API margins may be inflated by wasteful token-maxxing, not durable demand; pop deflates the implied valuation.
ANTHROPICSHORTIDEA · NOT YET PRICED
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