In 2016, a Bloomberg reporter noticed that nearly every AI paper seemed to use Nvidia GPUs. He thought there was a major story there and tried to write it. The story never ran. Ten years later, that reporter was a co-founder of Anthropic. His name is Jack Clark. I recently came across an interview with him, and the more I read, the more I felt this was a story every technology journalist should know. At Bloomberg, Jack covered Google and AI. For two years, he printed large numbers of research papers from arXiv and charted advances in computer vision, language, video and Atari games. He noticed something striking: capability curves across these fields appeared to be accelerating at the same time. Nvidia GPUs, meanwhile, seemed to be everywhere. On August 2, 2016, he messaged his Bloomberg c
Anthropic Discloses $84.5B SpaceX Commitment — Does Starship Get Another Boost?
SpaceX (SPCX) rose 2.59% Tuesday, riding momentum from Starship's first orbital milestone, while an Anthropic filing revealed an $84.5 billion commitment to SpaceX, signaling that AI giants are directing compute and connectivity investment toward space. Elon Musk has previously stated that orbital compute capacity will far exceed analyst forecasts by 2028, with Starlink poised to become Earth's de facto internet backbone. With Anthropic backing the orbital compute story with $84.5 billion, will commercialization accelerate, or has the valuation already run ahead of reality?
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