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VOICE ARCHIVE

Alistair Barr

@alistairmbarr
98 posts
2024-06-14
“It's Apple leveraging their position of being the trusted device in people's lives, and getting everyone to dance to their tune.” Ben Thompson + Peter Kafka = a must-read: https://www.businessinsider.com/ ... via @businessinsider @pkafka @benthompson
2024-06-14 View on X
Wired

Apple's WWDC demos, with the integration of generative AI across its products, show the value of seeing AI as a feature rather than a standalone app or device

what's not to love? Michael J. Miller / PCMag : Apple Intelligence Satisfies Demand, But Doesn't Change the Game M.G. Siegler / Spyglass : “AI” is Apple's “Voldemort” Ben Thompson ...

2024-05-07
This is why Silicon Valley risks throwing away its tech lead. Hillsborough has the AI version of the Homebrew Computer Club on its hands And all the city can do is whine about noise and traffic https://www.forbes.com/...
2024-05-07 View on X
Forbes

A look at the trademark dispute over the name AGI House between two rival hacker houses, one in Hillsborough and the other in Twin Peaks in the Bay Area

to centralize power & capital. SF wants AGI Houses to blossom across the world to usher in the global intelligence age. Noah Smith / @noahpinion : This explains why whenever anyone...

2024-04-18
Coding boot camp BloomTech and CEO Austen Allred deceived students, US government agency says This follows several BI stories about the activities of @bloomtech , formerly known as Lambda School At one point, @Austen tweeted that the school achieved a 100% job-placement rate in...
2024-04-18 View on X
TechCrunch

The US CFPB fines BloomTech, formerly Lambda School, and CEO Austen Allred $164K+ and bans BloomTech from lending for 10 years over deceiving students on loans

In an order today, the U.S. Consumer Financial Protection Bureau (CFPB) said that BloomTech, the for-profit coding bootcamp previously known …

2023-11-20
Now we really really need to know what Sam Altman didn't tell the OpenAI board https://www.businessinsider.com/ ...
2023-11-20 View on X
TechCrunch

Satya Nadella says Sam Altman, Greg Brockman, and OpenAI staff will join Microsoft's new “advanced AI research team” and Microsoft remains committed to OpenAI

Microsoft has hired OpenAI co-founders Sam Altman and Greg Brockman to head up a “new advanced AI research team,” …

2023-11-03
Jack Dorsey warns Block employees of coming job cuts: ‘The growth of our company has far outpaced the growth of our business.’
2023-11-03 View on X
MarketWatch

Block reports Q3 revenue up 24% YoY to $5.62B, vs. $5.4B est., profit up 21% YoY to $1.9B, Square profit up 15% YoY, and Cash App profit up 27% YoY; SQ up 10%+

‘Really what we expect to see next year is meaningful margin expansion,’ CFO says  —  Block Inc. reported better …

2023-09-20
There's some revisionist history going on today with Instacart and the company's former CEO Apoorva Mehta. This is worth a read: https://www.businessinsider.com/ ... via @businessinsider
2023-09-20 View on X
Forbes

An interview with Instacart founder and former CEO Apoorva Mehta on Instacart's beginnings, his board exit, his reluctance to take the company public, and more

and today he cut all ties with the company Reuters : Instacart set to be valued at nearly $13 bln in Wall Street debut Ari Levy / CNBC : Instacart closed up 12.33% in its Nasdaq de...

2023-08-04
GPUs have become so valuable, they are being used as collateral for +$1 billion loans. What is the life span of a GPU? Is that enough to support huge debt like this? https://www.reuters.com/...
2023-08-04 View on X
Reuters

CoreWeave, which offers Nvidia GPUs in the cloud, raised $2.3B in debt, collateralized by Nvidia chips; CoreWeave has raised $421M in equity so far in 2023

2023-07-19
A big difference between Llama 1 and Llama 2: Meta is no longer saying what training data it used https://www.businessinsider.com/ ... via @businessinsider
2023-07-19 View on X
Meta

Meta releases Llama 2, its open-source LLM with double the context length, for free for research and commercial use, and expands its Microsoft partnership

Recent breakthroughs in AI, and generative AI in particular, have captured the public's imagination and demonstrated what those developing …

2023-07-11
Overhiring, empire building and 'fake work" dysfunction inside Big Tech companies https://www.businessinsider.com/ ... via @businessinsider @HughLangley @graceihle
2023-07-11 View on X
Insider

A look at “lazy management”, an alternative explanation to the claim that some tech employees drag down companies by raking in big paychecks and working little

Inside the perverse system of ‘lazy management’ that's wrecking the tech industry … When Graham was hired by Amazon, it sounded like his dream job. LinkedIn: Alistair Barr . Bluesk...

2023-07-04
SoftBank put around $4 billion into Nvidia in 2017, only to sell its shares in 2019. Nvidia stock is up about 10 times since. https://www.wsj.com/... via @WSJ @eliotwb
2023-07-04 View on X
Wall Street Journal

How SoftBank is playing catch-up despite focusing on AI since 2018; PitchBook says the firm invested in just one of the 26 generative AI startups valued at $1B+

Billionaire Masayoshi Son said he would make SoftBank ‘the investment company for the AI revolution,’ but he missed out on the most recent frenzy

2023-06-22
This is pretty incredible. Maybe I'm naive, but with a US regulator asks a company to hand over records related to an investigation, I assume the company complies. Amazon hid information from the FTC, according to its suit https://www.businessinsider.com/ ...
2023-06-22 View on X
CNBC

The US FTC files a lawsuit alleging Amazon used “dark patterns” to steer customers to enroll in Prime without consent and “sabotaged” their attempts to cancel

2023-06-07
Tim Cook hasn't worn the Apple Vision Pro headset yet for photos. And he can't quite bring himself to say the price on national TV https://www.businessinsider.com/ ... via @businessinsider
2023-06-07 View on X
Bloomberg

Apple Vision Pro may take at least five years before it's seen as an iPhone alternative, let alone a product killer, as Apple still needs to address its quirks

2023-05-27
Faster deliveries or tough choices on the environment? Amazon chose faster deliveries. Thx to @willCIR for squeezing this out of the company https://www.businessinsider.com/ ... via @businessinsider
2023-05-27 View on X
Insider

Amazon backs out of its pledge to make 50% of its shipments net-zero carbon by 2030 and says it plans to reach net-zero carbon across all its operations by 2040

- Amazon scrapped its Shipment Zero initiative, which was announced a few years ago.  — The company is rolling the goal into a broader Climate Pledge.

2023-03-12
The Silicon Valley Bank collapse is a particularly scary failure. Here's why the cleanup is gonna be messier than usual. https://www.businessinsider.com/ ... via @businessinsider
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

Moody's estimates 80 to 90 cents on the dollar for uninsured deposits of SVB bank. https://www.businessinsider.com/ ... https://twitter.com/...
2023-03-12 View on X
Bloomberg

SVB draws support from 300+ VC firms, including General Catalyst, while 1,200+ founders and CEOs sign a Y Combinator petition asking the US Congress to act

More than 100 venture capital and investing firms have signed a statement supporting Silicon Valley Bank, part of mounting industry calls …

If you're a Silicon Valley Bank customer with deposits of more than $250,000, you are unlikely to get all your money back https://www.businessinsider.com/ ... via @businessinsider
2023-03-12 View on X
TechCrunch

Roblox and other companies disclose their exposure to SVB in SEC filings; Roblox says ~5% of its $3B cash and securities balance was at SVB as of February 28

Sarah Perez / TechCrunch :

If you're a Silicon Valley Bank customer with deposits of more than $250,000, you are unlikely to get all your money back https://www.businessinsider.com/ ... via @businessinsider
2023-03-12 View on X
Bloomberg

SVB draws support from 300+ VC firms, including General Catalyst, while 1,200+ founders and CEOs sign a Y Combinator petition asking the US Congress to act

More than 100 venture capital and investing firms have signed a statement supporting Silicon Valley Bank, part of mounting industry calls …

The FDIC cleanup is going to be messier with SVB. As an uninsured customer of SVB, would you want all your cash back, or a “receivership certificate,” especially if you had to make payroll next week? https://www.businessinsider.com/ ... via @businessinsider
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

SVB was a special beast. It had 88% of its bank deposits NOT insured by the FDIC. That's a lot. RIP $SIVB https://twitter.com/...
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

2023-03-11
The Silicon Valley Bank collapse is a particularly scary failure. Here's why the cleanup is gonna be messier than usual. https://www.businessinsider.com/ ... via @businessinsider
2023-03-11 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

Programming note: Money Stuff was supposed to be off today, but: bank run!  —  SVB