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@rohanpaul_ai: "OpenAI and Anthropic are pretty different animals from a capital efficiency perspective. And Anthropic clearly has a d…

X AI KOLs Timeline · 2026-07-07 Cached

A tweet highlights an interview where hedge fund manager Gavin Baker compares OpenAI and Anthropic on capital efficiency, noting Anthropic has much lower cost per token and burned significantly less capital.

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#business-analysis

@TaoRay: The only truly profitable business for SpaceX is satellite communications, and there's still room for growth in that area. But what's the profit point in colonizing Mars? It could only be some government contracts, and they won't even get orders from China. In my view, this is a money-burning project driven by a dream. Are there resources to mine on Mars? How does it make money? How does it turn into shareholder value? Btw, humans…

X AI KOLs Following · 2026-06-05

This post questions the profitability of SpaceX's Mars colonization, arguing that only satellite communications is profitable and that the Mars project is a money-burning dream, concluding that humans cannot become a multi-planetary species.

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#business-analysis

@seclink: Could Teacher Lidang make a video to explain your view on why Pinduoduo's market value and business development have far exceeded those of Youzan, Yunji, Weidian, etc., which started around the same time?

X AI KOLs Following · 2026-05-19 Cached

User asks Teacher Lidang to analyze why Pinduoduo's market value and business development have far exceeded those of other e-commerce platforms like Youzan, Yunji, and Weidian that started around the same time.

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