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Anthropic's Valuation Collapsed by $500B (telegraph.co.uk)
10 points by novaRom 18 days ago | hide | past | favorite | 8 comments



What’s everyone’s plans for all these cheap hard drives that are about to flood the market?


When please. I bought 2x 28TB HDDs when I upgraded my NAS with the intention to fill it out with 6x more. I paid roughly $1k for the two of them last year around this time and today the same drives are selling for $1500 each if you can find them in stock at all.


1.5T to go.


We’re almost to bubble contraction.

CoreWeave Stock Wipeout Exposes Divide Between AI Fear and Greed - https://www.bloomberg.com/news/articles/2026-10-16/coreweave... - October 16th, 2026

Nscale's Data Centers Hit by Fires, Angry Workers Ahead of IPO - https://www.bloomberg.com/news/features/2026-10-15/nscale-s-... - October 15th, 2026 ("The company has been able to build or lease less than 1% of the ‘potential’ capacity listed in its S-1")


Sounds like there should be a formula for these AI companies

    Valuation < num params of their best model
Or something like that


More of a Mistral fan, I take it?


Not really. GLM 5.3 at the moment, and I'll be happy to drop it if something better gets released.




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