Member Info for s_o_h

If you're interested, this blog post by Dario Amodei (Anthropic CEO - they make Claude) provides useful context for the significance of deepseek, and broadly matches my understanding of the situation

https://darioamodei.com/on-deepseek-and-export-controls

Still idly hoping I can get that sub 1p entry - would be nice...

Trek, FWIW ChatGPT is trained on a 'snapshot' of (most of) the internet, data which needs to be cleaned up and filtered in various ways before training. I'm not sure when the current public iteration of ChatGPT would have been trained (prob says it on the website) but I would not expect it to provide good info on anything 'live' or sensitive to developments over the last year. Ditto Claude.

Taking a look now. still a buy at 1.02, or boat missed?

Do you follow Jack Clark's newsletter Trek? Ex Bloomberg tech journalist; Ex-OpenAI policy lead; co-founder and current policy lead for Anthropic (which makes Claude).

They all think some pretty big things are happening/coming. Here's today's:

https://importai.substack.com/p/import-ai-396-80bn-on-ai-infrastructure

Couldn't help myself. Holding is now 80k. still a minnow, but a slightly fatter one.

Hmm someone went in big today.

IQAI - what do the charts say Trek, how high do you expect? I've got some sunk funds in there I wouldn't mind rescuing on a spike.

ONC - I sold in decent profit last year, just bought in again over this last week.20% below their recent placing, and I can't see how it wouldn't do well from this price.

What news do we have to look forward to?

Thanks Rooster. This looked primed to take off a few times over the last year, but investors seemed to get antsy over concerns over finance (debt repayments being met etc). Seems like that's now put to bed, and the risk/return looks good to me at least.

Re the big sell. In my experience 1 time out of 3 this is big investors 'in the know' selling in advance of bad news. 2 times out of 3 it's big investors having to sell for some reason entirely unrelated to the share performance, creating a great entry point for retail. I can't see what the really bad news might be here, and the sp is already so low that i would think it can't go much lower. Hence my making a 'bet' on upside here.

Yes, it concerned me a bit.

55k, though I might add if price stays this low long enough for me to free up cash elsewhere. A minnow compared to you :)

Been in and out a few times over last few years, feeling good about prospects from here :)

What news is expected Howardlep?

How much of this do you hold approx, if you don't mind my asking? feel free not to answer

Finally got it - the buy at 11.988 was mine. Hope I don't live to regret this.

Raided the piggybank for a top up at 25.4 - wasn't expecting to see that price today.

Odder yet - it's impossible to buy...

Wow - someone just dumped a million shares and tanked the price?

Cheers Trek. I'm in, but with a 19p avg as I timed it somewhat poorly. I have indeed been thinking of a top up at these prices. Waiting to hit an exit price elsewhere to move a little over.

Sounds like you've downsized a lot on hex then? Curious your thinking, given how bullish you were for much higher in the autumn.