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The Vertical and the Loop: valuation, compute, and the Anthropic IPO
Anthropic’s confidential trillion-dollar IPO, the three-silicon bet underneath it, the physics of a token, and the circular machine that pays for the…
23 hrs ago
•
Lorenzo Bradanini
and
Lorenzo Tettamanti
6
2
Recent posts
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The Blackwell Migration Question
When you should move Llama 3.3 70B inference from H100 to B200, when you should not, and what the real cost-per-token improvement is once you do.
Jun 7
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Lorenzo Bradanini
and
Lorenzo Tettamanti
6
2
How Systems Really Fail, Part IV
The complexity problem: why no one designed the system, why no one fully understands it, and why it works anyway.
Jun 3
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Lorenzo Bradanini
and
Lorenzo Tettamanti
9
1
The Llama 3.3 70B Benchmark Problem
What a single H100 SXM5 can and cannot do with Llama 3.3 70B at FP8, a first-principles audit of vLLM, SGLang, and TensorRT-LLM, with the deployment…
May 28
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Lorenzo Bradanini
and
Lorenzo Tettamanti
8
2
How Systems Really Fail, Part III
The control problem: why the loop you close cannot stabilise the system you have, why every remediation has a half-life, and what it means to act on a…
May 27
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Lorenzo Bradanini
and
Lorenzo Tettamanti
4
3
How Systems Really Fail, Part II
The observer problem: why your dashboards lie, why aggregation destroys the signal, and the unbridgeable gap between the system and your model of it.
May 19
•
Lorenzo Bradanini
and
Lorenzo Tettamanti
8
2
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