Deep Edge Research @DeepEdgeInsight
► Data. Markets. Ideas. Edge. ► Fundamental & Quantitative Investment Research. ► Identifying Asymmetric Opportunities. ► AI Infrastructure & Semiconductors. deepedge.substack.com Joined January 2026-
Tweets62
-
Followers13
-
Following148
-
Likes4
Too true!! 😂🤣😂
Tonight, all eyes will be on $MSFT and $GOOGL capex spending. If @AnthropicAI is any guide, the spending pays for itself: every $1 it spent on compute brought in $1.80 of revenue!! That explains why it went from $1bn to $50bn in about 1.4 years, faster than any tech giant.
@lisaabramowicz1 @DRBCurtis Anthropic’s S-1 shows both sides of that bar: 1/ A successfully adopted agent: revenue -> $1bn to $50bn in 1.4 years (fastest ever). 2/ But even if their own agents don’t take off, Anthropic alone has already committed at least $114.5bn to Google Cloud and $44.9bn to Microsoft.
@lisaabramowicz1 @DRBCurtis Anthropic’s S-1 shows both sides of that bar: 1/ A successfully adopted agent: revenue -> $1bn to $50bn in 1.4 years (fastest ever). 2/ But even if their own agents don’t take off, Anthropic alone has already committed at least $114.5bn to Google Cloud and $44.9bn to Microsoft.
Fulfilling demand is the problem. Demand isn't the problem. #CircularAI
The length of software tasks AI agents can complete has doubled roughly every 7 months since 2019, and recent models are moving even faster, from 30 seconds of human work in 2022 to a full workday today. Yet inside most companies, AI still isn't trusted to reliably update records in Salesforce. "AI does not have an intelligence problem," says Databricks CEO Ali Ghodsi. "It has a context problem." Ali's answer is what he calls a "system of record for agents." From the latest Profiles of the Future by @bhorowitz and @mikemcg0 on Databricks & the Future of the Firm: a16z.news/p/databricks-a…
I'm not sure people fully appreciate what @AnthropicAI has done. They went from $1bn of revenue to $50bn in about 1.4 years!! No tech giant has ever done that: ► Anthropic: c. 1.4 years ► OpenAI is nearly at $50bn after 3.1 years. ► $META Meta: 7.6 years ► $AMZN AWS: 8.3 years ► $GOOGL Google: 9.4 years ► $MSFT Microsoft: 16.8 years And here's the key insight, two giants still aren't there after nearly 20 years(!): ► $CRM Salesforce: not there after 17 ► $NFLX Netflix: not there after 19 years So for those still doubting if AI demand is real, i think you have your answer. Congrats @DarioAmodei @bcherny @lydiahallie and team
@firstadopter Preach...some might even say its a form of scaremongering... 👀
@RihardJarc Same shift we're seeing in the neoclouds: $10.2bn of the $11.8bn they've raised since June came as convertible notes. More of the AI bill is moving to shareholders.
@StockSavvyShay Well deserved and agreed...and the cash supports it: with what it's raised since June, Nebius has more runway than six of the nine neoclouds we track. Analysis below for ease:
@Speculator_io Some of the long tail may well. For the big listed ones you can put dates on it: WhiteFiber, Applied Digital and CoreWeave run short of funding around about January 2027...so watch the terms of their next raise.
1/ Elon Musk may be right that debt markets may be closing for neoclouds 2/ If true, the important Q is: if no new money arrives, how long does the funding they already have last at their latest building pace? 3/ That seperates the wheat from the chaff x.com/i/article/2115…
As anticipated looks like $META Muse is already starting to pay off for $NVDA In a nutshell: ► NVIDIA and Meta today announced they will partner to expand their work on Muse and the Muse family of models to improve inference and training performance, reflecting popular demand for useful Al agents. ► Meta's Muse models and agents, which leverage NVIDIA's infrastructure, have delivered frontier-level benchmark performance and surging consumer downloads since launch. ► In addition, NVIDIA will invest $3 billion in Meta's equity offering.
Everyone Gets an Agent. Who Gets Paid? As we mentioned yesterday, we think always-on agents can extend the earnings runway for constrained memory and custom chips. OpenAI’s Dots, Meta’s Muse and xAI’s Grok Bot let people delegate more work without supervising every step. An
@Beth_Kindig ...they call it a "bottleneck" for a reason
@GlobalMktObserv ...you do realise most of that $80.7bn loss is on paper: $72.4bn is its own convertible notes rising in value as the valuation went up. The operating loss was actually $0.7bn, and operations brought in $3.9bn of cash.
@SergeyCYW Growth looks fine on the filing: revenue covered compute costs 1.8 times in the first half. The pressure point seems to be on the partners who have to finance the buildings, not Anthropic itself... 👀
@wallstengine Worth adding who carries the debt: some of these deals depend on the builders raising the money. Nscale for example has to finance the chips and data centres in its deal. Anthropic signs; the neoclouds borrow. 😃
Rajesh Kumar @Wallaceedin
23 Followers 373 Following Been thinking and still thinking without getting anywhere near to what I'm thinking.
VividPath @VividPathv38b
0 Followers 159 Following
Nash Matinyarare @NashMatinyarare
35 Followers 40 Following Director at FTI Consulting. My comments are my own.
The OC @ONC187
1K Followers 5K Following Founder : League of Extraordinary Gentleman. “Game Theory, Emotional Intelligence, Critical Thinking, Stoicism, Stocks, Crypto and Gentlemen Lifestyle.
OceanWhisper 🌊 @gfezj33769776
148 Followers 205 Following Living under my own conditions, not others' expectations.
Reesha Reed @ReeshaReed3
1K Followers 4K Following ☼ capricorn ☽ cancer ↑ scorpio -- moon child • dreamer • lunar soul • powered by music, intrigue, and deep feelings ˙⟡♥︎
Aziel Elroi Eliab @AzielEliab
177 Followers 749 Following Author, AI Orchestrator, Digital Rights Activist & Philosopher. Receipt-first software. Runtime: https://t.co/DxJAy0xHS5 · https://t.co/v9MNQMVRid
STXHQ @saintcryptonft
16K Followers 8K Following Content Creator - Scaling Crypto & Web3 || Growth • Marketing • Community Building || KOL @binance @Bybit_Official @Bitget || DM for details
eToro Builders @eToroBuilders
3K Followers 4K Following From idea to app, with or without code. Everything you need to start building the future of finance. Build on eToro. Get started ↓
Oojoupi @Oojoupi7709
39 Followers 496 Following
Beths Kindig @Beths__Kindiig
2K Followers 7K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis. 9 Financial Services • •
BSurveillance @bsurveillance
71K Followers 1K Following Where the conversation on economics, finance, and international relations begins. On @BloombergTV and @BloombergRadio.
Jim Bianco @biancoresearch
792K Followers 2K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Ryan Detrick, CMT @RyanDetrick
226K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ Host to the Facts vs Feelings podcast CNBC Contributor Portfolio Manager to +$8B in AUM
Chris Perruna @cperruna
181K Followers 724 Following Real estate development, investor, weather enthusiast and family man. My only account has a blue checkmark. Beware of impersonators. No investment advice!
Bob Elliott @BobEUnlimited
307K Followers 796 Following CIO at @UnlimitedFnds | PM of $HFGM, $HFEQ, $HFMF, $HFND | Fmr @Bridgewater IC | One of the few "sane" voices on #fintwit | Comments not investment advice
Jeffrey Gundlach @TruthGundlach
574K Followers 6 Following Bills fan. Art fan. Truth fan. DoubleLine Founder.
Holger Zschaepitz @Schuldensuehner
385K Followers 359 Following Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQ
Callum Thomas @Callum_Thomas
139K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
David Rosenberg @EconguyRosie
310K Followers 338 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
Otavio (Tavi) Costa @TaviCosta
326K Followers 2K Following Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: [email protected]
Thomas Thornton @TommyThornton
136K Followers 8K Following Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control. Long/Short hedge fund manager
Charlie Bilello @charliebilello
874K Followers 144 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
Andy Constan @dampedspring
579K Followers 475 Following https://t.co/SgaSuGdrox macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Mac10 @SuburbanDrone
135K Followers 17 Following Trader, and primary critic of the Terminal Idiocracy. INVEST AT YOUR OWN RISK
Eliant Capital @eliant_capital
205K Followers 1K Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Never Financial Advice
Cheddar Flow @CheddarFlow
367K Followers 103 Following Covering Unusual Options Flow + Dark Pools + Gamma Exposure In Real Time. Free course: https://t.co/hY4cg1xx1N
Michael J. Kramer @MichaelMOTTCM
179K Followers 689 Following Independent Macro & Market Strategist | Founder, Mott Capital | https://t.co/QTmEin7t7J
Financelot @FinanceLancelot
369K Followers 574 Following If you feel like buying me a coffee subscribe 🙏⤴️ I'm only on X. I'm not on other social media Please do your own research before making investment decisions
Markets & Mayhem @Mayhem4Markets
273K Followers 1K Following Passionate about financial markets and startups. Enjoyer of local AI, security fanatic and builder of things. Working hard to make this world a better place.
Heisenberg @Mr_Derivatives
638K Followers 924 Following Daily Stock Market Commentary & Charts. Both Long & Short Ideas. Options Writer. Stats, Data, Trends, Streaks, Patterns Recognizer. All Technical Analysis. NFA.
The Macro Pulse @TheMacroPulse
163K Followers 82 Following Data over narratives. Macro cycles, liquidity and regime shifts. No emotion. Just research.
The Kobeissi Letter @KobeissiLetter
2.7M Followers 605 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
Craig Lawrence @clawrence
14K Followers 5K Following Investing in companies leading the energy transition @energyventures. Studied @texas_univ @Stanford. Worked @IDEO @Accel @SunEdison @SolarBridgeTech @SunPower
Michael Liebreich - @... @MLiebreich
71K Followers 181 Following Mainly posting links to my stuff on Cleaning Up, Substack, BloombergNEF - generally don't bother responding here because it's such a cesspit. For discussion 🦋.
Duncan S. Campbell @duncancampbell
23K Followers 4K Following building power for AI @scalemicrogrids and DER-pilling the youths @DER_Task_Force
Tim Latimer @TimMLatimer
33K Followers 2K Following CEO @fervoenergy, revolutionizing the electric grid with next-gen geothermal 🌋 ⚡️ Texan.
Jesse D. Jenkins @JesseJenkins
107K Followers 11K Following Professor of Energy Systems Engineering & Policy @EPrinceton & @AndlingerCenter. Co-founder Firma Power. Advisor to climate tech companies & investors.
Nicole Kelner @NicoleKelner
18K Followers 1K Following Finding quiet in the chaos ✨ Author of Quietest Places in New York City 🗽 Founder of Free Time: the mindful screen-time app 🧘♀️ Climate artist 🌱
Michael Thomas @curious_founder
48K Followers 782 Following Founder of @CleanviewEnergy and Distilled. I make and post a lot of charts to try to better understand the world around me. Subscribe to my newsletter below:
Jigar Shah @JigarShahDC
82K Followers 1K Following husband, dad, serial entrepreneur, podcaster, democratizing the electrostate by deploying at scale. It's simple, not easy.
Dr. Leah C. Stokes le... @leahstokes
99K Followers 4K Following Prof. climate + energy policy UCSB. Alum @MIT @Columbia @UofT. Host @degreespod. bluesky: @leahstokes.bsky.social - Cuts pollution! Proudly Canadian.
Zeke Hausfather @hausfath
98K Followers 733 Following "A tireless chronicler and commentator on all things climate" -NYTimes. Climate lead @stripe, writer @CarbonBrief, scientist @BerkeleyEarth IPCC AR7 lead author
Shanu Mathew @ShanuMathew93
36K Followers 2K Following Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. Background in equity & credit markets, startups, & IB. Personal views NOT employers. NOT advice.
Samantha LaDuc @SamanthaLaDuc
74K Followers 3K Following Proud Founder + Mother. Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes. "Often right for the wrong reasons."
Rajesh Kumar @Wallaceedin
23 Followers 373 Following Been thinking and still thinking without getting anywhere near to what I'm thinking.
Ed Ludlow @EdLudlow
36K Followers 7K Following Bloomberg Tech Anchor @technology on @bloombergtv. News.
Deedy @deedydas
260K Followers 6K Following Partner at @MenloVentures. Investor: Anthropic, OpenRouter, Modal, Wispr, Pangram, Greptile, Inception, Goodfire. prior: Glean, Google Search. Cornell CS.
The Motley Fool @themotleyfool
841K Followers 512 Following Making the world smarter, happier, and richer through free and premium investing guidance.
Yahoo Finance @YahooFinance
2.1M Followers 359 Following The world’s biggest business news platform: https://t.co/EhQ75nXob3 Get the free Yahoo Finance app & subscribe to our morning newsletter, the Morning Brief ⬇️
Cboe @Cboe
579K Followers 915 Following The world's leading derivatives and securities exchange network. Connecting people to financial markets since 1973.
Dan Niles @DanielTNiles
134K Followers 96 Following Founder of Niles Investment Management, Tech Nerd, Bad Tennis Player, Proud Dad. Posts are for information purposes only & never investment advice.
Long Equity @long_equity
83K Followers 571 Following Concentrated Global Quality Growth | Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/MEzmc2pDnx
Aswath Damodaran @AswathDamodaran
521K Followers 3 Following Fascinated by finance & markets and like writing about them, but teaching is my passion.
Liz Ann Sonders @LizAnnSonders
851K Followers 785 Following Chief Investment Strategist, Schwab Center for Financial Research. Disclosures: https://t.co/UPkjXTgKSMYou might like
