Venture Capital and Technology Investing by Freda Duan

  • Olga Shendetskaya
  • 07.06.2026
Freda Duan: GOOGL and SpaceX announce $920 million monthly GPU deal
Freda Duan analyzes a new agreement between GOOGL and SpaceX involving GPU procurement. The monthly deal is valued at $920 million for 110,000 GPUs, translating to approximately $11.50 per ...
  • Mikhail Vnuchkov
  • 03.06.2026
Anthropic agrees to $1.25 billion monthly payments, Freda Duan reveals
Freda Duan shares details from the revised S-1/A filing regarding Anthropic's new payment terms. Under the updated agreements, Anthropic has committed to pay $1.25 billion per month through May ...
  • Artem Shendetskii
  • 21.05.2026
Freda Duan: Colossus 1 annual rent estimate at $6 billion
Freda Duan provides rough estimates based on public information, indicating that Colossus 1 incurs approximately $6 billion in annual rent. This amount is associated with the coverage for 150,000 ...
  • Elena Nikulina
  • 26.03.2026
Systematic and HFT trading drive U.S. equity market volume, Freda Duan analyzes
Freda Duan highlights the structure of U.S. equity market trading, noting that a significant portion of trading volume is systematic in nature. According to Duan, over half of U.S. equity trading ...
  • Andrey Mastykin
  • 16.03.2026
Freda Duan: Druckenmiller says conviction in deflationary AI job loss projections shows arrogance
Freda Duan shares comments from Stan Druckenmiller discussing the impact of artificial intelligence on jobs and the economy. On a podcast, Druckenmiller argues that anyone who is convinced AI will ...