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Nuveen’s Persson, who was a tech analyst during the dot-com era on fixed income, has the benefit of hindsight as he assesses the current situation. Most of the issuers back then had no free cash flow and in some cases, no revenue.
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In November, just a few days before Thanksgiving, Anthropic released Claude Opus 4.5 and naturally my coworkers were curious if it was a significant improvement over Sonnet 4.5. It was very suspicious that Anthropic released Opus 4.5 right before a major holiday since companies typically do that in order to bury underwhelming announcements as your prospective users will be too busy gathering with family and friends to notice. Fortunately, I had no friends and no family in San Francisco so I had plenty of bandwidth to test the new Opus.
no matter how much data gets passed into our function.
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