Silicon Valley notes: insiders already flipping Anthropic stakes while outsiders debate the bubble
dotey · x · 2026-10-25
A shared article, "Silicon Valley Notes: May Bubbles Be Everywhere," offers a first-person look at the valley's AI market frenzy. On day one, someone tried to sell the author their Anthropic stake bought in 2023, then pivoted to chasing the seed round of Neolab, a new venture set up by their former professor — noting "you can only play the first round." The takeaway: Silicon Valley runs three years ahead, already trading chips while the outside world still debates whether AI is a bubble.
More from Companies & People
- Musk digs up 10 failed Starlink doomer predictions from 2021-2023 via Grok — elonmusk · 2026-10-25
- Remote engineer earns US startup salary from hometown, paying zero rent vs ₹45,000 in Bangalore — _jaydeepkarale · 2026-10-25
- Rambus signs multi-year deal to deploy ChipAgents across chip design workflows — WilliamWangNLP · 2026-10-25
- DeepSeek insider: infra is the big brother and can veto research decisions — teortaxesTex · 2026-10-25
- Claude pegs Chinese API distillation spending at $50–100M a year, ~0.01% of US GDP growth — JasonBotterill · 2026-10-25
- DeepInfer is deeply tailored to DeepSeek 4.1F: KV cache of just 890 bytes per token — teortaxesTex · 2026-10-25