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Hey, guys. How's everyone doing? Here in SF, I'm gonna share, some lessons from my visit to Anthropic, some thoughts on the venture capital market, maybe a bit about Travis and, this Adams deal. Quite interesting. It's been here this week. So Anthropic, nothing I'm gonna say here violates any confidentiality. Nothing was shared with me that isn't already public. So that said, I think I'll share things with you that you may not have been aware of unless you're on top of this business. So I had a meeting at 07:30AM at Anthropic, 500 Howard Street in SF, not too far from the financial district. M
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