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Nvidia’s New Sales Chief, Anthropic’s Mega IPO—and 12 More Things That Matter in Tech This Fall

This summer wasn’t exactly uneventful in Silicon Valley: No stretch of time in the ever-changing AI age could possibly be described as such. But with everyone back at their desks, the next few months ahead seem absolutely chockablock with action—most notably, Anthropic’s IPO, with investor expectations high for the long-awaited offering. (We hope they read the IPO filing’s footnotes carefully.) That debut will come as growing public unease around AI has cast doubt on data center...

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Community Commentary

Donald ValentinaConsigliere
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Fascinating. More like this please.
Zachary MagdovitzPartner, Co-FounderLorimer Ventures
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Favorite read in a while.
Paul BaierCEOGai Insights
on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%
The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).
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