Key insights
- A potential ban on 'Fable 5' AI models could significantly impact companies like Amazon, Alphabet, and Microsoft, which have direct investments in AI developers such as Anthropic. While swift action may mitigate immediate panic, the long-term implications include factoring in compliance costs and revising optimistic revenue growth projections. This could dampen bullish sentiment in the market.
From the whole supply chain ecosystem, what players are at higher likely risk of slowdown?
The circular loop above suggests that Anthropic has got direct skin in the game with Amazon, Alphabet, and Microsoft.
Despite DJT acts quickly before market open to restore the global access since he wouldn't want market to panic, what incentive is driving him to do this?
But then if this signal has already caught up with the market, then analysts need to factor-in cost of such actions in future and slow-down optimistic revenue growth projections? It can trap complete bullishness from the market.
What do you read and prepare?