Line·2026-08-29·.md

vsvs

ML Engineer

Which ML Engineer seat is healthier — Anthropic, Physical Intelligence, or NVIDIA?

NVIDIA is the healthier seat.

Health is cash share, work-email ticks, and a book that is not cooling.

The desk · cash share, work-email ticks, book, heat

1. 1NVIDIA$400k

   cash 49% · 14/24 ticks · hot · NVDA +48% 1y · data-center run-rate still compounding

2. 2Anthropic$591k

   cash 42% · 6/12 ticks · hot · Claude · $5B ARR · +120% · Series F

3. 3Physical Intelligence$520k

   cash 44% · 4/7 ticks · hot · Robot foundation models · lab cash · 2026 raise