Paul’s Substack
Paul GantheilMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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legant03.substack.comLatest Issues
How Bad Is Anthropic's S1 Filing?
Anthropic’s S1 filing came out not long ago as they aim to IPO mid-November and it’s basically what everyone is talking about as of late.
Even Sydney Sweeney shared her thoughts in her IG.
Although Anthropic has now unveiled information e...
Is Context the Next SaaS Moat?
For various months now, SaaS companies have suffered a brutal derating as investors fear that they may be on the losing side of the AI revolution going on.
I have already gone at length in others articles on the specific fears and whether...
The Hidden Assumption in AI Earnings
In today’s article we’ll dig deeper into an accounting issue that has been heavily debated for years now and that is central to the question of returns on capital on all the AI infrastructure spending happening.
More specifically, it is wh...
Software is NOT dead… yet
Congratulations to all fellow investors who have had the stomach to buy the dip on software earlier during the year when the SaaS-pocalypse was in full swing.
The drawdowns we saw were violent enough to scare the bravest.
However, I’m afr...
Short Thoughts: Hyperscalers' AI CapEx & ROIC
Back in July 2024 right before CapEx was about to explode, Sundar Pichai, Google’s CEO, came out and said the following:
“the risk of under-investing is dramatically greater than the risk of over-investing for us here, even in scenarios wh...
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