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Clark Square Capital
If you want the spicy EM version, SK Telecom (US: $SKM) -- a Korean telco provider -- invested $100 million into Anthropic's series C back in 2023.
Analysts estimate SKM's stake at 0.7% (likely diluted down a bit now) -- which would be worth >$2B https://t.co/UrihIRys9P
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If you want the spicy EM version, SK Telecom (US: $SKM) -- a Korean telco provider -- invested $100 million into Anthropic's series C back in 2023.
Analysts estimate SKM's stake at 0.7% (likely diluted down a bit now) -- which would be worth >$2B https://t.co/UrihIRys9P
$ZM is the best Anthropic play
Zoom likely made a $51m investment in Anthropic Series C in 2023 at ~$4.1bn valuation. Sequoia in at $350bn. 85X?
Even diluted, Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since ‘21. AI winner. wen Anthropic IPO? https://t.co/0X2ZzzrlYv tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
$MSFT continues to invest in custom silicon alongside CPUs & GPUs to improve performance per dollar & inference efficiency inside Azure.
This kind of scale-driven infrastructure investment is difficult to replicate & reinforces Azure’s long-term competitive positioning. https://t.co/LnOsPQ07Xv
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$MSFT continues to invest in custom silicon alongside CPUs & GPUs to improve performance per dollar & inference efficiency inside Azure.
This kind of scale-driven infrastructure investment is difficult to replicate & reinforces Azure’s long-term competitive positioning. https://t.co/LnOsPQ07Xv
Our newest AI accelerator Maia 200 is now online in Azure.
Designed for industry-leading inference efficiency, it delivers 30% better performance per dollar than current systems.
And with 10+ PFLOPS FP4 throughput, ~5 PFLOPS FP8, and 216GB HBM3e with 7TB/s of memory bandwidth it's optimized for large-scale AI workloads.
It joins our broader portfolio of CPUs, GPUs, and custom accelerators, giving customers more options to run advanced AI workloads faster and more cost-effectively on Azure. tweet
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Quiver Quantitative
JUST IN: A new account on Polymarket just bet $6,000 that the Fed will INCREASE interest rates at the next meeting.
Seems nearly impossible that this will happen.
But if it does, they will win $5,600,000. https://t.co/z3orHDG1wb
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JUST IN: A new account on Polymarket just bet $6,000 that the Fed will INCREASE interest rates at the next meeting.
Seems nearly impossible that this will happen.
But if it does, they will win $5,600,000. https://t.co/z3orHDG1wb
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Offshore
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Fiscal.ai
In May of 2023, Zoom invested an estimated $50 million in Anthropic.
Earlier this month, Anthropic announced they were raising money at a $350B valuation.
How much could Zoom's stake be worth now?
$ZM https://t.co/BUGbRiJlqG
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In May of 2023, Zoom invested an estimated $50 million in Anthropic.
Earlier this month, Anthropic announced they were raising money at a $350B valuation.
How much could Zoom's stake be worth now?
$ZM https://t.co/BUGbRiJlqG
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Offshore
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Quiver Quantitative
Here are the members of Congress whose stock portfolios are performing the best in 2026, per our estimates.
The market is up just 1.5% over the same period.
Track live on Quiver: https://t.co/eXK9LJ9RJE
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Here are the members of Congress whose stock portfolios are performing the best in 2026, per our estimates.
The market is up just 1.5% over the same period.
Track live on Quiver: https://t.co/eXK9LJ9RJE
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Offshore
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Dimitry Nakhla | Babylon Capital®
As of Q3 2025, Chris Hohn’s largest buy was Visa at a $341 reported price— increasing his position by 47% to ~18% of TCI fund.
Today $V trades for a 4.08% FCF Yield — a level it has spent only ~20% of the time above since 2022.
Similarly, $MA trades for a 3.61% FCF Yield — a level it has spent only ~10% of the time above since 2022.
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As of Q3 2025, Chris Hohn’s largest buy was Visa at a $341 reported price— increasing his position by 47% to ~18% of TCI fund.
Today $V trades for a 4.08% FCF Yield — a level it has spent only ~20% of the time above since 2022.
Similarly, $MA trades for a 3.61% FCF Yield — a level it has spent only ~10% of the time above since 2022.
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AkhenOsiris
$SHOP President Finkelstein to Modern Retail
From Thursday Jan 22:
“If you look at Shopify’s data, specifically at checkouts from January 2025 to January 2026, merchants have seen 14x more orders coming from agents compared to last year at the same time. That’s a real opportunity and real leverage.”
On UCP:
“Part of the reason we created this open protocol is because we believe agents need a way to speak directly with merchants. Merchandising is a real thing. You can’t just scrape information and expect a great experience. Creating this open protocol with Google was about enabling merchants to provide all the details and nuances of their business — like bundling, fulfillment, options, discounts and loyalty — so every agent, whether it’s ChatGPT, Gemini, AI mode or Microsoft Copilot, knows exactly what the merchant wants. That is the way agentic commerce will take off, not by just focusing on a simple transaction.
We don’t necessarily know which agentic application will be most widely used by consumers. Many consumers are still new to using OpenAI; most have only been using it for five or six months, or a year at max. If we show them a really great experience on their first or second purchase, they’re much more likely to make this a regular way they shop — and that’s what we’re hoping for.”
Shopify is also opening its Catalog to non-Shopify merchants through a new Agentic plan. Why bring outside brands into your ecosystem?
“This is the first time we’re actually working with non-Shopify merchants to help them. Part of our goal is to show them what Shopify can do, but we also believe it’s better for consumers. If agentic commerce is going to take off, consumers need access to all their favorite brands, not just some. Shopify powers 12% of retail e-commerce in the U.S. Enabling non-Shopify brands to join is a big deal for the industry.”
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$SHOP President Finkelstein to Modern Retail
From Thursday Jan 22:
“If you look at Shopify’s data, specifically at checkouts from January 2025 to January 2026, merchants have seen 14x more orders coming from agents compared to last year at the same time. That’s a real opportunity and real leverage.”
On UCP:
“Part of the reason we created this open protocol is because we believe agents need a way to speak directly with merchants. Merchandising is a real thing. You can’t just scrape information and expect a great experience. Creating this open protocol with Google was about enabling merchants to provide all the details and nuances of their business — like bundling, fulfillment, options, discounts and loyalty — so every agent, whether it’s ChatGPT, Gemini, AI mode or Microsoft Copilot, knows exactly what the merchant wants. That is the way agentic commerce will take off, not by just focusing on a simple transaction.
We don’t necessarily know which agentic application will be most widely used by consumers. Many consumers are still new to using OpenAI; most have only been using it for five or six months, or a year at max. If we show them a really great experience on their first or second purchase, they’re much more likely to make this a regular way they shop — and that’s what we’re hoping for.”
Shopify is also opening its Catalog to non-Shopify merchants through a new Agentic plan. Why bring outside brands into your ecosystem?
“This is the first time we’re actually working with non-Shopify merchants to help them. Part of our goal is to show them what Shopify can do, but we also believe it’s better for consumers. If agentic commerce is going to take off, consumers need access to all their favorite brands, not just some. Shopify powers 12% of retail e-commerce in the U.S. Enabling non-Shopify brands to join is a big deal for the industry.”
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AkhenOsiris
$GOOGL $RDDT
EXCLUSIVE: YouTube Overtakes Reddit as Go-To Citation Source on AI Search.
Once dominated by Reddit, citations in large language models are now pointing more often to YouTube.
Bluefish found that YouTube appeared as a cited source in 16% of LLM answers over the past six months, compared with 10% for Reddit
Source: Adweek
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$GOOGL $RDDT
EXCLUSIVE: YouTube Overtakes Reddit as Go-To Citation Source on AI Search.
Once dominated by Reddit, citations in large language models are now pointing more often to YouTube.
Bluefish found that YouTube appeared as a cited source in 16% of LLM answers over the past six months, compared with 10% for Reddit
Source: Adweek
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