Im used to the hype, it's sort of normal in the Bay Area. I haven't seen a bubble this big since 2000. Meanwhile Anthropic is just quietly doing its thing and

Im used to the hype, it's sort of normal in the Bay Area. I haven't seen a bubble this big since 2000. Meanwhile Anthropic is just quietly doing its thing and unless your outside the hype you might not have noticed. Not even a peep in this coverage. > Microsoft alone likely represented approximately 22% of Nvidia’s Q4 revenue. I didn't realize how tied at the hip these two are right now. Their stock prices are the same house of cards.