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Claude Cowork aims to prove the feasibility of programmable agency agents. I feel like AI is about to be reignited. The main theme of the past few months has been abundant capital and disbelief; the market rushes in and hypes up any perceived weakness or shortage. However, there's a lack of trust in the essence of AI. "Accessories" are being overpriced, while mainstream, profitable technologies are ignored. The debate over narrative and profitability is unsustainable. It's like a pressure cooker that's been simmering for an hour and is about to burst.

Ryan Leung 梁興盛, CFA
@RYANHINGSHING
2–3 year useful life, they said. But H100 rental prices are climbing again... @michaeljburry Michael Burry must be revisiting his model😎 $NVDA $ORCL $MSFT $AMZN LFG!!🚀🚀🚀🚀 x.com/matthew_sigel/…
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