Hello everyone. Inflation just came in ice cold. Kathy Wood warns of incoming deflation.An AI lab just became the fastest growing company ever. And we got data explaining why Bitcoin has been lagging. We're live today from the desk of Anthony Pmpliano.Before we get into today's episode, I need your help. We currently have just over 44,000 subscribers on YouTube. Hit the button to subscribe and let's get into today's episode.All right, ladies and gentlemen, we got the inflation numbers this morning and the e ...

Group 1 - Blackstone has increased its investment in AI company Anthropic to approximately $1 billion, with a post-investment valuation of $350 billion, highlighting its ongoing commitment to the AI sector [2] - The acquisition of Hologic shares by Blackstone and TPG has received unconditional approval from China's regulatory authority, with the transaction expected to complete in March or April 2026, potentially providing new exit opportunities for Blackstone [2] Group 2 - Blackstone's stock price has shown volatility over the past seven trading days, fluctuating from a closing price of $128.20 on February 6 to $129.74 on February 13, representing a gain of approximately 1.20% and a trading range of 7.39% [3] - On February 10, the trading volume was $1.081 billion, ranking 112th in the U.S. stock market, which was a decrease of 3.22% from the previous day [3] - As of February 2026, 54% of 24 institutions have given buy or hold ratings for Blackstone, with a target average price of $166.72, indicating potential upside from the current stock price [4] - Earnings forecasts suggest a year-over-year growth of 32.19% in earnings per share for Q1 2026, with AI investments and IPO exit plans seen as long-term growth catalysts [4]

🚨 FTX'S $500M INVESTMENT IN ANTHROPIC WOULD NOW BE WORTH UP TO $30B AFTER THE AI STARTUP'S NEW $380B VALUATIONSam Bankman Fried's exchange got in at a $2.5B valuation in 2021. After FTX collapsed, bankruptcy administrators were forced to sell the 8% stake for just $1.3B in 2024 when Anthropic was valued at $18B.At today's $380B valuation, that stake would hypothetically be worth $30B, a 60x return and roughly 3x FTX's entire $9B bankruptcy hole.Key caveats: The stake would have been diluted significantly th ...

"BLOOMBERG TECH" IS LIVE FROM COAST TO COAST WITH CAROLINE HYDE AND ED LUDLOW ED: COMING UP, THE DEFENSE DEPARTMENT ADDS TO A LIST OF FIRMS IT SAYS IT CONNECTED TO THE CHINESE MILITARY BUT THEN PULLS THE LIST. CAROLINE: WE KEEP BEATING THE EARNINGS DRUM. WE WILL BREAK IT ALL DOWN.ED: ANTHROPIC COMPLETES A DEAL TO RAISE $30 BILLION IN FUNDING, DOUBLING THE VALUATION OF THE COMPANY TO $380 BILLION. CAROLINE: PRIVATE MARKETS, PUBLIC MARKETS, WE DO IT ALL ON THIS SHOW. WE THINK ABOUT THE MACRO DATA.THE CPI PRIN ...

Tech stocks have been some of the biggest winners in the current bull market. That growth is primarily fueled by the advancing capabilities of artificial intelligence (AI), which holds the promise to improve productivity and reduce costs for businesses across practically every industry. For the most part, investors are optimistic about almost every sector of the market. But one tech sector has been headed in the opposite direction recently over fears of how AI could disrupt it. The market has indiscrimin ...

DANI: HAPPY FRIDAY THE 13TH, CPI DATA. 30 MINUTES UNTIL THE START OF THE CASH EQUITY TRADE. MATT MILLER IS ON A WELL DESERVED VACATION. OPEN INTEREST STARTS NOW. DANI: COMING UP, AN INFLATION REPORT CAP IS A BUSY WEEK OF ECONOMIC DATA. CORE CPI RISING IN JANUARY ON HIGHER SERVICING COSTS. THE AI SCARE TRADE CAME FOR A WIDE RANGE OF STOCKS, EVERYTHING LOGISTICS. THAT IS THE LATEST VICTIM. ANOTHER WAVE OF EARNINGS FROM EV'S TO PHARMA AND FOOD. THE LATEST READ ON CORPORATE AMERICA. ONE OF THOSE READS, RIVIAN D ...

vindicated. That is how I feel. I have been a speed maxi when it comes to AI models for a very long time.But no, no. Everybody said quality is by far the most important. Well, no.It turns out speed is just as important. When you are giving agents the ability to go out and get realworld work done for you, and the output of these models aren't limited by how fast a human can read them, then speed is everything. And it feels so good to realize many other people are coming to the same conclusion now.In fact, An ...

What's interesting is some of the same VCs that back OpenAI are backing Anthropic, but talk to us about the gargantuan valuation here. That's right. So this was even more money than Anthropic, and we were initially expecting.The round went from 10,000,000,000 in initial talks to a 30,000,000,000 total, so we have a big bottom number. And, you know, we are seeing what we, you know, have have kind of colloquially referred to as double dipping, or we're seeing investors that maybe used to only focus on one big ...

Core Insights - Elon Musk discussed the economic benefits of space data centers, the challenges of scaling electricity generation on Earth, and the conditions needed for large-scale production of humanoid robots in the U.S. [1][2] Group 1: Space Data Centers and Energy Challenges - Musk emphasized that moving computing power to space is not primarily about saving on electricity costs but addressing the energy supply issue, as ground power generation cannot keep pace with the exponential growth of chip computing power [1][4] - He noted that solar energy efficiency in space is approximately five times greater than on Earth, and that deploying AI in space could become the most cost-effective solution within the next 30 to 36 months [6][7] - The bottleneck for expanding energy generation on Earth is not just the power plants but also the manufacturing capabilities for turbines and transformers, which are currently limited [10][11] Group 2: AI Deployment and SpaceX's Role - Musk predicts that in five years, the amount of AI deployed and operational in space will exceed the cumulative total on Earth, with annual AI capacity in space potentially reaching hundreds of gigawatts [23][26] - SpaceX aims to become a major supplier of computational power in space, potentially surpassing all terrestrial institutions combined [26][27] Group 3: SpaceX IPO and Funding Strategies - Musk indicated that discussions around a potential SpaceX IPO are increasing due to the need for substantial funding that exceeds what private markets can provide, suggesting that the public market offers significantly more capital [28][32] - The focus remains on speed and overcoming bottlenecks, with Musk stating that if funding is the only bottleneck, it will be addressed through an IPO [33][34] Group 4: Manufacturing and Supply Chain Challenges - Musk highlighted the critical need for manufacturing capabilities, particularly for turbine blades and solar panels, which are essential for energy generation in space [12][18] - He mentioned that SpaceX and Tesla are working towards achieving a solar capacity of 100 gigawatts, indicating a comprehensive approach to the solar supply chain [22][42] Group 5: AI and Human Interaction - Musk expressed concerns about the future relationship between AI and humanity, suggesting that as AI intelligence grows, human control may diminish, emphasizing the importance of instilling the right values in AI systems [49][50] - The ultimate goal is to ensure that AI contributes positively to the continuation of human civilization and understanding of the universe [51][52]

RT Gwart (@GwartyGwart)People keep saying it’s a shame that retail hasn’t had access to Anthropic, OpenAI, Stripe, SpaceX, and others and haven’t been able to share in the upside of these companies so far. Why does retail feel entitled to be on these cap tables? It seems that people conflate the idea that accredited investors laws are broken and that it’s costly and burdensome to go public with thinking that they deserve the right to share in upside of these companies. It’s not like we created that value, I ...