#Anthropic
5 Things to Know in Investing This Week – The DRAM Issue
I’d like to start this week with a personal note. As many of you know, I had surgery on Friday. Everything went well, and while I’m in considerable pain, I have every reason to expect that I’ll make a full recovery. My current situation represents the best-case scenario and the outlook is excellent. I expect … Read more
Reader Mailbag – Growth in AI Usage
I got a great question from “M” this morning. Copying his question and my reply here. Let me know what you think at IR@DeepKnowledgeInvesting.com or feel free to post your thoughts in the comments to this piece. From “M” First, you’re really putting out great stuff, and obviously, the input behind it is extensive and … Read more
5 Things to Know in Investing This Week – The Strait Goes Viral Issue
After a year-long travel adventure, I’ve returned from Tokyo to New York. I expect to be in the NYC/CT area for the next month or so. I intend to re-rent out my house and then depart for another year of living and working in different countries. This life suits me. I’ll publish an update at … Read more
5 Things to Know in Investing This Week – The AI Eats Software Issue
The incredible volatility in gold, silver, and Bitcoin continued for most of this week. We give you a quick update along with links for those of you who want a better understanding of what’s really happening. Anthropic announces that its Claude AI can take over functions currently being handled by expensive monthly software subscriptions. SaaS … Read more