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VOICE ARCHIVE

Arpit Gupta

@arpitrage
24 posts
2026-02-06
Nice post at @stratechery interpreting the SaaS disruption: - demand for *software* still goes up a lot - but the moats and pricing power in SaaS are disappearing. - nice analogy to newspapers and AI code ~ user generated content https://stratechery.com/... [image]
2026-02-06 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘So...

Nice post at @stratechery interpreting the SaaS disruption: - demand for *software* still goes up a lot - but the moats and pricing power in SaaS are disappearing. - nice analogy to newspapers and AI code ~ user generated content https://stratechery.com/... [image]
2026-02-06 View on X
Financial Times

US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%

Nasdaq drops as recent high-flying companies pull market lower  —  US tech stocks fell on Thursday, as weak jobs data piled further pressure …

2026-02-05
Nice post at @stratechery interpreting the SaaS disruption: - demand for *software* still goes up a lot - but the moats and pricing power in SaaS are disappearing. - nice analogy to newspapers and AI code ~ user generated content https://stratechery.com/... [image]
2026-02-05 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

2025-12-19
The financial version of Turing Test is: can an AI make trade offers with humans and end up making money? Claude is finally passing this test
2025-12-19 View on X
Wall Street Journal

In an experiment, Claude ran a vending machine in the WSJ newsroom and lost $1,000+ after it dropped prices to zero, gave away a free PlayStation, and more

until someone pointed out this would fall afoul of the US Onion Futures Act of 1958. @andonlabs : Turns out journalists are better red-teamers than AI researchers. We've taught the...

2025-06-18
Just as offices and cities finally deal with remote work - they are going to have a whole wave of AI-driven disruption to white collar work to deal with
2025-06-18 View on X
NBC News

Amazon CEO Andy Jassy says the company expects that “in the next few years” AI use “will reduce our total corporate workforce as we get efficiency gains”

Amazon CEO Andy Jassy says the retail and tech giant “will need fewer people doing some of the jobs that are being done today.”

2025-05-06
How are we supposed to expect these people to align superhuman AI with our species interests, when they can't even figure out how to align principal agent problems at their own company?
2025-05-06 View on X
TechCrunch

OpenAI backtracks and says its nonprofit will remain in control of its business operations, after a “constructive dialogue” with civic leaders and DE and CA AGs

so it's making a change Aaron McDade / Yahoo Finance : OpenAI Scraps For-Profit Plans New York Times : The Stakes for OpenAI's Plan B The Irish Times : OpenAI ditches plan to conve...

How are we supposed to expect these people to align superhuman AI with our species interests, when they can't even figure out how to align principal agent problems at their own company?
2025-05-06 View on X
Bloomberg

Sources: Microsoft remains the biggest holdout among investors in OpenAI's restructuring, seeking assurance that the changes will protect its $13.75B investment

After months of public pressure, OpenAI walked back part of its effort to create a more conventional for-profit company …

2025-04-13
Giving China incentives to export tariff-free electronics and computers, while continuing to tariff their low-end apparel, is industrial policy which benefits China in continuing to upgrade export complexity
2025-04-13 View on X
Bloomberg

The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”

President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …

2024-06-13
China dramatically scales up deployment of self driving cars in the country. “The China Society of Automotive Engineers forecasts that 20 percent of the cars sold in China in 2030 will be completely driverless” https://www.nytimes.com/...
2024-06-13 View on X
New York Times

How China is testing more driverless cars than any other country, with 16+ cities letting 19+ companies test vehicles on public roads, aided by government help

Assisted driving systems and robot taxis are becoming more popular with government help, as cities designate large areas for testing on public roads. Mastodon: @carnage4life@mas.to...

2024-05-02
If “money Google pays Apple to be the default search engine on Safari” was a company, it would be worth about $500b
2024-05-02 View on X
Bloomberg

US v. Google: Google paid Apple $20B in 2022 to be the default search engine in Safari; in 2020, Google's payments constituted 17.5% of Apple's operating income

The deal between the two tech giants is at the heart of the landmark case, in which antitrust enforcers allege Google …

2024-04-15
CA is bleeding tech jobs to the rest of the country as a consequence of failing to build housing and remote work; which will have long term budgetary implications for the state From @JosephPolitano [image]
2024-04-15 View on X
Apricitas Economics

An overview of Bureau of Labor Statistics data, which shows California's percentage of US tech jobs has continued to steadily decline since 2020

and its share of total US tech jobs has hit the lowest level in a decade https://www.apricitas.io/... @josephpolitano : Since August 2022, California has lost 21k jobs in computer ...

2023-09-11
Seems like good progress; but rather than let AI get away with violating the same rules as human drivers (rolling stops at stop signs) seems like there's a chance to really improve traffic safety
2023-09-11 View on X
CNBC

How Tesla's Autopilot team moved away from a rules-based approach for the upcoming FSD 12 to a “neural network planner” trained on 10M+ Tesla car video clips

2023-09-10
Seems like good progress; but rather than let AI get away with violating the same rules as human drivers (rolling stops at stop signs) seems like there's a chance to really improve traffic safety
2023-09-10 View on X
CNBC

How Tesla's Autopilot team moved away from a rules-based approach for the upcoming FSD 12 to a “neural network planner” trained on 10M+ Tesla car video clips

The following is adapted from Walter Isaacson's biography “Elon Musk,” publishing Sept. 12.

2023-07-15
Twitter averting the urban doom loop? Daily active users down 20% on the other site; time on platform down 50% https://www.cnbc.com/...
2023-07-15 View on X
CNBC

Sensor Tower: from July 8 to July 11 and 12, Threads DAUs fell ~20% and time spent fell 50% to 10 minutes; Similarweb: Android DAUs fell 25%+ from July 7 to 10

2023-04-06
Wait is this just Twitter https://twitter.com/...
2023-04-06 View on X
TechCrunch

Substack unveils Notes, letting users share posts, quotes, images, links, and more, shown in a short form feed that “may look like familiar social media feeds”

2022-11-21
Utterly nuts and morally bankrupt for Universities to take money from gambling companies to turn their students into addicts https://www.nytimes.com/... https://twitter.com/...
2022-11-21 View on X
New York Times

Online sports betting companies are cutting big deals with US colleges to promote gambling to students, like Caesars Sportsbook's $8.4M deal with Michigan State

In order to reap millions of dollars in fees, universities are partnering with betting companies to introduce their students and sports fans to online gambling.

2022-11-15
It is boxes all the way down at FTX, whose balance sheet turns out to be made of recursive illiquid alt coins which are only valuable if they are valuable https://www.bloomberg.com/... https://twitter.com/...
2022-11-15 View on X
Bloomberg

An analysis of FTX's nightmare balance sheet and Serum, an FTX-created coin and protocol, marked as the largest “deliverable” asset at ~$5.4B before November 8

Matt Levine / Bloomberg :

2022-08-16
Seems like WeWork, but for homes. WeLive? https://www.nytimes.com/... https://twitter.com/... https://twitter.com/...
2022-08-16 View on X
New York Times

a16z invests in Adam Neumann's residential real estate management startup Flow, sources say ~$350M at a $1B+ valuation, the firm's largest-ever individual check

Our nation has a housing crisis.  —  The demographic trends driving … Ryan Deffenbaugh / Protocol : Can proptech go with Adam Neumann's Flow? Edward Ongweso Jr / VICE : NIMBY Marc ...

2022-08-15
Seems like WeWork, but for homes. WeLive? https://www.nytimes.com/... https://twitter.com/... https://twitter.com/...
2022-08-15 View on X
New York Times

a16z invests in Adam Neumann's residential real estate management startup Flow, sources say ~$350M at a $1B+ valuation, the firm's largest-ever individual check

WeWork's founder is back with a billion-dollar venture.  —  WeWork's founder is going residential

2021-12-28
Seems pretty interesting here. Ownership ledgers for venture companies enabling easier Angel investments. https://twitter.com/...
2021-12-28 View on X
Balaji Srinivasan

Exploring the concept of mirrortables, where a company's cap table is mirrored on-chain with Ethereum and ENS or other Web3 tools, to streamline angel investing

Here is what angel investing should be: … If you understand all the concepts in this statement, consider working on this problem or joining a team in the space! Tweets: @balajis , ...