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VOICE ARCHIVE

Andrew Ross Sorkin

@andrewrsorkin
47 posts
2025-10-20
Super excited about trying this...nice work @nikitabier + @elonmusk
2025-10-20 View on X
Engadget

X is “testing a new link experience” that opens links without fully covering an X post, letting users see the Like, Repost, and other buttons, starting on iOS

to make it easier for your followers to engage with your post while browsing links.  For creators, a common complaint is that posts with links tend to get lower reach.  This is bec...

2025-08-26
Should the govt start taking equity in every start-up for the federal tax incentives we offer? Or Tesla? How about the banks? What about when a state govt offers a tax incentive? Should they get an equity stake in exchange? Board representation? This is a super slippery slope!
2025-08-26 View on X
Stratechery

The US taking a 10% equity stake in Intel is a terrible idea and a dangerous turn in US industrial policy, but also the least bad option to make Foundry viable

The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.

Should the govt start taking equity in every start-up for the federal tax incentives we offer? Or Tesla? How about the banks? What about when a state govt offers a tax incentive? Should they get an equity stake in exchange? Board representation? This is a super slippery slope!
2025-08-26 View on X
CNBC

Filing: Intel warns the US taking a 10% stake could cause “adverse reactions”, like in international sales, which made up 76% of revenue in its past fiscal year

Intel on Monday warned of “adverse reactions” from investors, employees and others to the Trump administration taking …

2025-08-24
“If you're accustomed to privilege, equality feels like oppression.” - Nick Clegg I was almost stopped in my tracks by that line in a profile of him. What do you think? I'm very curious.
2025-08-24 View on X
The Guardian

An interview with Nick Clegg about Zuckerberg's “masculine energy”, Silicon Valley's “cloying conformity” and “combination of machismo and self-pity”, and more

When Britain's former deputy PM took a job at Meta, nothing could have prepared him for the ‘cloying conformity’ of the tech world.

2025-07-31
Back is January, Microsoft's CEO Satya Nadella told me: “All I know is, I'm good for my $80 billion.” Well, he just upped the ante this afternoon. He is now “good for” $120 billion. [video]
2025-07-31 View on X
Microsoft

Microsoft reports Q4 revenue up 18% YoY to $76.44B, vs. $73.81B est., net income up 24% to $27.23B, forecasts Q1 above estimates; MSFT jumps 5%+

Microsoft Cloud and AI Strength Fuels Fourth Quarter Results  —  REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …

Context: MSFT said today that it would spend $120 billion on capital expenditures on AI, up from $80 billion. 🤯
2025-07-31 View on X
Microsoft

Microsoft reports Q4 revenue up 18% YoY to $76.44B, vs. $73.81B est., net income up 24% to $27.23B, forecasts Q1 above estimates; MSFT jumps 5%+

Microsoft Cloud and AI Strength Fuels Fourth Quarter Results  —  REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …

Context: MSFT said today that it would spend $120 billion on capital expenditures on AI, up from $80 billion. 🤯
2025-07-31 View on X
GeekWire

Microsoft plans to invest $30B+ in capital expenditures in Q1, which would be its largest for a single quarter, after reporting $24.2B in capital spending in Q4

Todd Bishop / GeekWire : X: @andrewrsorkin X: Andrew Ross Sorkin / @andrewrsorkin : Context: MSFT said today that it would spend $120 billion on capital expenditures on AI, up fro...

2024-03-02
In 2015, I interviewed @elonmusk and @sama together on stage, in part, about AI just as @OpenAI was being formed. Here's how they thought about AI then: [video]
2024-03-02 View on X
Courthouse News Service

Elon Musk sues OpenAI and Sam Altman, accusing them of betraying OpenAI's founding agreement to develop an AGI for the “benefit of humanity” rather than profit

“It's a fun complaint to read; it fundamentally accuses OpenAI & its CEO, Sam Altman, of pretending to run a nonprofit designed to benefit humanity while actually running a regular...

In 2015, I interviewed @elonmusk and @sama together on stage, in part, about AI just as @OpenAI was being formed. Here's how they thought about AI then: [video]
2024-03-02 View on X
Axios

Memos: OpenAI execs reject Musk's claims, say OpenAI is committed to benefiting humanity and has yet to achieve AGI; Altman says the “attacks will keep coming”

CEO Sam Altman sent a follow-up message, echoing Kwon's statements and acknowledging that this year is shaping up to be a hard one for the company.

2023-11-30
Watch my conversation with @ElonMusk: https://twitter.com/...
2023-11-30 View on X
CNBC

Elon Musk scoffs at advertisers leaving X because of his controversial posts: “If somebody's going to try to blackmail me with advertising ... go fuck yourself”

- In recent weeks, Musk has promoted and sometimes verbally endorsed what the White House called “antisemitic and racist hate” …

2023-03-13
It is a bailout. Not like 2008. But it is a bailout of the venture capital community + their portfolio companies (their investments). That's the depositor base of SVB. It is the right thing to do in the moment, but there will be ramifications + new regs. VC's should say thank you
2023-03-13 View on X
Financial Times

Having perfected the art of using hype to move markets, VCs managed to hype their own rumors to collapse SVB, accidentally slaying a much loved accomplice

After more than a decade of venture capitalists insisting they provide more than just cash to their portfolio companies, the moment to prove that finally arrived.

It is a bailout. Not like 2008. But it is a bailout of the venture capital community + their portfolio companies (their investments). That's the depositor base of SVB. It is the right thing to do in the moment, but there will be ramifications + new regs. VC's should say thank you
2023-03-13 View on X
U.S. Department of the Treasury

The US Treasury, Federal Reserve, and the FDIC say all Silicon Valley Bank depositors will be “fully” protected, and their money will be available on March 13

WASHINGTON, DC — The following statement was released by Secretary of the Treasury Janet L. Yellen …

2022-11-25
A lot of folks have been asking if I would still be interviewing @SBF_FTX at the @nytimes @dealbook Summit on Nov 30... The answer is yes. 👇 There are a lot of important questions to be asked and answered. Nothing is off limits. Looking forward to it... https://twitter.com/...
2022-11-25 View on X
Bloomberg

Sam Bankman-Fried plans to speak at The New York Times' annual DealBook Summit on November 30; Andrew Ross Sorkin says “nothing is off limits”

wait for it — headline a NYT conference with the people who run Wall Street, Silicon Valley, and the global dollar system 🤡 🤡 🤡 🤡 🤡 https://twitter.com/... Antonio García Martínez ...

2022-11-24
A lot of folks have been asking if I would still be interviewing @SBF_FTX at the @nytimes @dealbook Summit on Nov 30... The answer is yes. 👇 There are a lot of important questions to be asked and answered. Nothing is off limits. Looking forward to it... https://twitter.com/...
2022-11-24 View on X
Bloomberg

Sam Bankman-Fried plans to speak at The New York Times' annual DealBook Summit on November 30; Andrew Ross Sorkin says “nothing is off limits”

In the weeks since crypto exchange FTX collapsed, questions have swirled about everything from the risk management practices …

2022-04-14
So what's the over/under @Twitter's board accepts @elonmusk's bid? It is a take-it-or-leave-it offer.
2022-04-14 View on X
Bloomberg

Filing: Elon Musk delivers a non-binding proposal to acquire all of Twitter's outstanding stock for $54.20/share in cash, in a deal worth ~$43B

Elon Musk has offered to buy Twitter for $54.20 per share in cash, according to an updated 13D filing, Bloomberg News reports. Source: SEC.gov .

2022-01-19
This deal is about one thing and one thing only: The battle for the metaverse. It would catapult MSFT way ahead of Meta (formerly Facebook.) Will companies like Meta, Apple, Amazon + Alphabet go to DC to object? Can they do so given the scrutiny on them? https://www.nytimes.com/...
2022-01-19 View on X
Microsoft

Microsoft plans to acquire Activision Blizzard for $68.7B in cash, or $95/share, in FY 2023; Activision's stock, which closed last week at $65.39, jumps 25%+

Legendary games, immersive interactive entertainment and publishing expertise accelerate growth in Microsoft's Gaming business across mobile, PC, console and cloud.

This deal is about one thing and one thing only: The battle for the metaverse. It would catapult MSFT way ahead of Meta (formerly Facebook.) Will companies like Meta, Apple, Amazon + Alphabet go to DC to object? Can they do so given the scrutiny on them? https://www.nytimes.com/...
2022-01-19 View on X
Bloomberg

Sony's shares fell 13% on Wednesday, its biggest drop since October 2008, wiping $20B off its valuation, after Microsoft announced its Activision deal

Sony Group Corp. shares fell 13% in Tokyo on Wednesday, their biggest drop since October 2008, after PlayStation rival Microsoft Corp. announced …

2021-09-13
Short Version of Judge in Epic-Apple ruling: Apple isn't a monopoly by any federal definition, but it engages in anticompetitive practices under California state law.
2021-09-13 View on X
500ish

Apple won the Epic battle but is too arrogant to see that it still has to make some major App Store changes to both appease the courts and please developers

I hadn't seen one part and will modify the post accordingly. https://twitter.com/... Jens-Fabian Goetzmann / @mrjefago : Here's another, more in-depth analysis why the Epic vs Appl...

Short Version of Judge in Epic-Apple ruling: Apple isn't a monopoly by any federal definition, but it engages in anticompetitive practices under California state law.
2021-09-13 View on X
The Verge

Epic has filed an appeal to Friday's ruling in its lawsuit against Apple with the US Court of Appeals for the Ninth Circuit

but it's not done fighting yet Alex Tsiaoussidis / dexerto.com : Epic Games appeals after Apple wins Fortnite lawsuit Malcolm Owen / AppleInsider : Epic Games files to appeal rulin...

2021-09-12
Short Version of Judge in Epic-Apple ruling: Apple isn't a monopoly by any federal definition, but it engages in anticompetitive practices under California state law.
2021-09-12 View on X
The Verge

Court issues permanent injunction in Epic vs. Apple, ruling that Apple can't prohibit developers from linking to external purchase options in addition to IAP

The order opens up a new avenue for purchases on the iPhone  —  Judge Yvonne Gonzalez Rogers issued a permanent injunction …