Ken Odeluga

@TheSquareMile

Oct 28

SemiAnalysis

@SemiAnalysis_

Oct 26

The most mind blowing stat we've seen so far is this:

"As of June 30, 2026, we had raised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short-term investments of $19.3 billion."

That means to date, they have burned 9.7b, they are growing at a rapid pace, and are profitable on an operating income basis as of the June quarter! This is likely the most efficient scaling of a business in the history of capitalism.
x.com/AnthropicAI/st…

Ken Odeluga

@TheSquareMile

Oct 1

Stan Collymore

@StanCollymore

Oct 1

Like Andy Burnham a lot but his comments around City ownership and not wanting to lose them is tone deaf and only fuels the fire that journalists will use and already are to prove some sort of nefarious relationship between him and City's owners, something incredibly unhelpful after a speech about doing politics differently and genuinely having people like me thinking about voting Labour again.

Sportwashing literally is designed to make sure regimes and governments are seen differently abroad at a time when those regimes and governments are spending a lot on UK infrastructure, buy British assets ( and globally) but are also are alleged by NGO's and other governmental bodies of various things. Making people happy by giving them stuff, memories and happiness is the literal definition of Sportwashing.

Trump, when asked by a journalist about the murder of Jamal Khassoggi a couple of years back and whether he would deal with Saudi or had a moral issue with the allegation ( do your own research on various organisations conclusions on Saudi guilt), Trump ( I'm generalising) said " These guys spend billions in America, ultimately that's what matters. ".

That's sportwashing.

The problem? With that investment comes an implied understanding that we all know is there. "We spend billions with you, remember that". Nothing more has to be said, we know what it means.

Andy Burnham comments I'm sure were meant to be as banal as possible but the clunky delivery means many respected journalists and more importantly a football mad country, many who aren't political, now believe the PM ( I alluded to a few extra Typhoon aircraft being bought by the UAE and the UK government calling the City affair quits as a jokey aside ) has clouded his moral statements of fairness ( in a speech literally 24 hours before) because of his experience with Abu Dhabi in Manchester. That's now a live story and hacks will dig. I've read stories about Manchester Council selling land to Abu Dhabi , I don't know enough about it but the story has legs. Therefore destroying much of the goodwill he had only 24 hours before. Unhelpful and naive or something more?

Sportwashing is easy with an unlimited budget and it's depth and influence may never be known.

But for a PM, the day after a judgement by a respected panel to say " we can't afford to lose City Group, they've put a lot into Manchester " is missing the point so widely that he's now going to be tagged as taking a side or grossly naive. Neither things people will readily vote for.

I hope I'm way off the mark but I've seen a lot of Labour voting football fans on here thinking the same. And if Labour can't convince us that they really are doing things differently then they'll have no chance with huge numbers who've already mentally voted elsewhere. And again after such a genuine speech, that would be a shame.

Clarify your comments Andy. Good allies tell each other if they fuck up, however much they've invested. Because that's what you talked about yesterday. Doing things with honesty and integrity.

Ken Odeluga

@TheSquareMile

Sep 29

Jeff Park

@dgt10011

Sep 29

I’ve argued before Anthropic must not IPO on its current metrics. The bottom line is simple-

The might of American capitalism rests on a sacred social contract: if humanity must bear its risk, the public must also share in the prosperity, not just pay for it.

My thoughts below: