Stop shitposting and go public - Cautious Optimism

• OpenAI and Anthropic are engaged in escalating public feuds over ethics, compute capacity, and revenue claims—both should go public to settle disputes transparently via SEC filings instead of leaked memos.


• Waymo scaled from zero to 250,000+ paid autonomous miles weekly by end-2025, demonstrating AI's most impressive real-world takeoff moment as safety improves with scale.


• Anthropic is building an AI app builder to compete with Lovable, which hit $400M ARR in just 15 months—signaling that major AI labs will systematically target breakout startup categories.


• OpenAI claims 30 gigawatts of compute by 2030 versus Anthropic's underinvestment, arguing this gives it cost and reliability advantages; Anthropic meanwhile suffers from poor uptime for enterprise customers.


• Chinese real estate collapse deepened as Evergrande founder pleaded guilty to fraud, with home price stabilization unlikely without immigration policy shifts.