Syz the moment

HALO stands for Heavy Assets, Low Obsolescence. These are undistruptible companies from an AI standpoint. There’s nothing Sundar Pichai and Sam Altman can take from them Source: Ritholtz

Alphabet dropped a BOMB: $175-185B guidance vs $119.5B estimate That's +$55B from Google alone The AI infrastructure arms race just went nuclear ☢️ Source: Ben Pouladian @benitoz

Anthropic recently released 11 new plug-ins for its Claude Cowork agent, an agentic, no-code AI assistant designed for enterprise users. The tool is aimed at automating tasks across legal, sales, marketing and data analysis functions Vishwa Sharan @vmsharan_ "Anthropic latest AI tool can automate tasks in legal, sales, marketing, and data analysis. Routine work such as document review, compliance tracking, risk flagging, and data processing. It essentially targets professionals in service automation. Expect reduced demand for consulting engagements, lesser billing hours. IT firms may see slower headcount growth or reductions as AI handles clerical work, shifting focus to higher level AI oversight and innovation" Source: Bloomberg

First Apple ditched now NVIDIA planning to pull back.. Source: Brainz - Systematic AI Execution Platform (SAIEP)

The new merger between xAi and SpaceX means the following are all under one company: - SpaceX rockets, with 90% market share of launching mass into orbit. - Starlink, the only global telecommunications system. - Starshield, another version of Starlink for the US military which enables the US military to communicate around the planet without using the telecomm systems of any other country. - xAi, Grok - X (formerly Twitter) Source: Sawyer Merritt @SawyerMerritt WallStreetMav (@Wall Street Mav)

Source: Peter Gostev (in SF 2-6 Feb) @petergostev

Nvidia is investing $2B in CoreWeave, deepening a partnership central to AI infrastructure expansion. CoreWeave plans to build over 5 GW of AI data centers by 2030 using Nvidia’s next-gen platforms. However, despite the hype, CoreWeave’s financials raise serious concerns: the company is losing money on every dollar of revenue, carries a massive working-capital deficit, holds over $10B in long-term debt, and relies on rapidly depreciating GPU assets. Facing weak demand, CoreWeave is increasingly using “compute-for-equity” deals—trading GPU capacity for startup equity at inflated valuations—effectively acting like an AI venture capitalist rather than a stable infrastructure provider. The business model depends on continued access to debt markets; if funding dries up, risks fall heavily on retail investors while early institutional players are likely already exiting.

Source: David Ingles, Bloomberg