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Comment by NavinF | Hacker News Reader

> trade and literal war, 10-year yields are back over 5%, oil and diesel are going sky high

So I should short atoms and go long on bits right? Everything you listed is horrible for hardtech, but has minimal impact on software.

Reminds me of the spacex IPO. HN claimed it would crash, but I noticed that nobody on HN used prediction markets to short it the day before IPO. Meanwhile I bought in and sold some after the 20% pop. I should start a reverse-HN fund

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> So I should short atoms and go long on bits right?

That's not how I read that comment. I read it to mean that given the massive widespread destabilizers and headwinds out there in the world at large, there is going to be a depression/shock/crash no matter what Anthropic does or does not do.

You can pile all your money into AI if you want; you still won't avoid it

HN isn't a person, and has nothing like a single opinion on anything. It's a bunch of quarrelsome people. If you think that you gleaned a single claim from "HN" then I'd say that's your problem right there.

I recall the thread did have a single opinion and the only quarrel was between people who thought it was slightly overvalued vs incredibly overvalued. See for example https://news.ycombinator.com/item?id=47604155

The top comment is justifying it as earned, and less inflated than most.

If that’s still too negative for you then honestly that seems like an issue.

"less inflated" = slightly overvalued

In reality it was free money because the IPO was oversubscribed.

Sounds like you’re the one who’s looking for a very specific opinion and rejecting a diversity of them.

Reply on news.ycombinator.com