Independent thinking for complex markets and current events
Anthropic CFO Krishna Rao drops a bombshell: Over 90% of the company’s internal code is now written by Claude Code… The finance division is running 70+ specialized AI workflows, turning multi-hour reports into 30-minute tasks… Outputs are reportedly 90% to 95% complete before a human eye ever touches them… Rao insists headcount isn’t dropping, claiming …
by Michael In order to understand what those running Iran intend to do, it is important to put yourself in their shoes. If someone was planning to kill you, how far would you go to save your own life? For many people, there isn’t anything that would be off the table in such a scenario. When …
by Michael As we enter the month of November, a large number of critical puzzle pieces are starting to fall into place. Yesterday, I talked about the civil unrest that anti-Trump groups have planned in Washington DC starting on November 5th. That is one important element of the equation. The drama that is unfolding in the …