/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Benedict Evans

@benedictevans
1342 posts
2025-04-17
There is something just pathetic in the FTC basing its market definition, and its analysis of what Meta does, on a quote from 19 years ago.  This has not been what Meta was for a very very long time.  [image of a blog post from 2006: “Facebook is about real connections to actual friends"]
2025-04-17 View on X
The Hill

FTC v. Meta: Mark Zuckerberg says he considers TikTok the “highest competitive threat” for Facebook and Instagram in the past few years

Meta CEO Mark Zuckerberg emphasized Wednesday that his social media company faces stiff competition from TikTok, as Meta seeks to fend off accusations …

2025-03-02
Skype's entire idea became a generic commodity offered for free by dozens or hundreds of companies.  And the revenue model only worked as long as most people didn't use it.  You can say plenty about eBay and Microsoft mismanagement, but it's harder to say how they could've made it relevant. …
2025-03-02 View on X
On my Om

Skype was an early harbinger of technology as culture, and its demise is a good lesson in how ineffective middle management can destroy good acquisitions

Microsoft is shutting down Skype.  It will go offline in May 2025. … It makes me incredibly sad, but I am not surprised.

2025-03-01
Skype's entire idea became a generic commodity offered for free by dozens or hundreds of companies.  And the revenue model only worked as long as most people didn't use it.  You can say plenty about eBay and Microsoft mismanagement, but it's harder to say how they could've made it relevant. …
2025-03-01 View on X
TechCrunch

Microsoft says it will shut down Skype on May 5 and directs users to migrate all their contacts and chat data to Teams; Skype had 36M+ DAUs in 2023

Microsoft has announced it is discontinuing … Thomas Stevenson / The Post Millennial : Microsoft to shut down Skype in two months, company says switch to Teams David Phelan / Forbe...

2025-02-22
I can understand the UK government regulating encryption in the UK.  I think it's making the wrong choice but that, is its prerogative.  I don't understand why thinks it should be able to regulate the product that an American company sells in Japan
2025-02-22 View on X
Bloomberg

Apple removes Advanced Data Protection for iCloud in the UK after the government ordered it to build a backdoor, something the company says it will never do

Better no security than a false sense of one. Ari Cohn / @aricohn.com : Apple's UK user data is now more vulnerable.  It's not Apple's fault; they're PROTECTING users by not giving...

2025-02-21
I can understand the UK government regulating encryption in the UK.  I think it's making the wrong choice but that, is its prerogative.  I don't understand why thinks it should be able to regulate the product that an American company sells in Japan
2025-02-21 View on X
Bloomberg

Apple removes Advanced Data Protection in the UK for new users, pulling the optional E2EE feature rather than complying with the UK's order to build a backdoor

- Company removes Advanced Data Protection feature for UK users  — “We never will” build backdoor to user data, iPhone maker says

2025-02-19
Humane is done.  Sold for scrap to HP for half the funds raised. https://www.bloomberg.com/...
2025-02-19 View on X
Bloomberg

HP plans to acquire assets from Humane for $116M, wind down Humane's Ai Pin business, and add Humane's team, including its founders, as an AI-focused division

- Humane's Ai pin business to be wound down after rocky launch  — New unit at HP will focus on implementation of AI in devices

2025-01-28
Nexus and Pixel are both utterly irrelevant in the matket.  So...
2025-01-28 View on X
Marques Brownlee on YouTube

Hands-on with Samsung's Project Moohan headset: resembles the Apple Vision Pro, Gemini integration shines, runs Android XR with mobile and tablet apps, and more

The Android XR headset with Gemini has some surprisingly cool features that we'll start to see everywhere.Head to BestBuy to get the latest VR or AR tech in-...

It might be a good idea for some people to ask shareholders in airlines or railways how the Jevons paradox played out.
2025-01-28 View on X
CNBC

Nvidia's stock fell 16.86% on January 27, closing at $118.58, losing nearly $600B in market cap, more than twice what any US company has lost in a single day

Nvidia lost close to $600 billion in market cap on Monday, the biggest drop for any company on a single day in U.S. history.

2025-01-27
It might be a good idea for some people to ask shareholders in airlines or railways how the Jevons paradox played out.
2025-01-27 View on X
Financial Times

Tech stocks fall sharply over DeepSeek concerns, with NVDA down 17%+, TSM down 14%+, AMD down 6%+, ASML down 6%+, and MSFT down 3%+

Start-up's model raises questions about need for huge western hardware investment  —  Tech stocks tumbled on Monday as advances by Chinese artificial intelligence start …

It might be a good idea for some people to ask shareholders in airlines or railways how the Jevons paradox played out.
2025-01-27 View on X
Bloomberg

DeepSeek's iOS app tops the App Store's Top Free Apps chart in the US, beating ChatGPT, stirring doubts in Silicon Valley about the strength of the US' AI lead

- App's lower-cost model upends premise for AI spending boom  — Stocks of chip gear makers ASML and Advantest plunge

2025-01-26
Optimal outcome for Meta: LLMs are cheap commodity infrastructure based on OSS that Meta leads Desired outcome for Meta: LLMs are cheap commodity OSS infra based on OSS Deepseek isn't 1, but 2 is fine.
2025-01-26 View on X
MIT Technology Review

Rather than weakening China's AI capabilities, US sanctions appear to be driving startups like DeepSeek to innovate by prioritizing efficiency and collaboration

The AI community is abuzz over DeepSeek R1, a new open-source reasoning model.  —  The model was developed by the Chinese AI startup DeepSeek …

Optimal outcome for Meta: LLMs are cheap commodity infrastructure based on OSS that Meta leads Desired outcome for Meta: LLMs are cheap commodity OSS infra based on OSS Deepseek isn't 1, but 2 is fine.
2025-01-26 View on X
VentureBeat

Yann LeCun says DeepSeek “profited from open research and open source” like Meta's Llama and is proof that open source models are surpassing proprietary ones

“Marc Andreessen, a co-inventor of the pioneering Mosaic web browser, co-founder of the Netscape browser company and current general partner at the famed Andreessen Horowitz (a16z)...

2025-01-25
Meta spent ~$39bn on capex last year. $60bn in 2025 would be more than Alphabet or AWS for 2024 as well.
2025-01-25 View on X
Reuters

Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”

Market: WE LOVE AI, DO AI THING  —  META: Sure thing, ploughing $40bn into capex this year  —  Market: wait not like that  —  First time we've seen a negative market reaction to th...

Reminder that a lot of this capex surge is explicitly premised on FOMO
2025-01-25 View on X
Reuters

Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”

Market: WE LOVE AI, DO AI THING  —  META: Sure thing, ploughing $40bn into capex this year  —  Market: wait not like that  —  First time we've seen a negative market reaction to th...

Optimal outcome for Meta: LLMs are cheap commodity infrastructure based on OSS that Meta leads Desired outcome for Meta: LLMs are cheap commodity OSS infra based on OSS Deepseek isn't 1, but 2 is fine.
2025-01-25 View on X
VentureBeat

Yann LeCun says DeepSeek “profited from open research and open source” like Meta's Llama and is proof that open source models are surpassing proprietary ones

If you hadn't heard, there's a new AI star in town: DeepSeek, the subsidiary of Hong Kong-based quantitative analysis …

2025-01-24
Meta spent ~$39bn on capex last year. $60bn in 2025 would be more than Alphabet or AWS for 2024 as well.
2025-01-24 View on X
Reuters

Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”

Meta Platforms (META.O) will invest $60 billion to $65 billion in capital expenditure in 2025, CEO Mark Zuckerberg said in a Facebook post on Friday.

Optimal outcome for Meta: LLMs are cheap commodity infrastructure based on OSS that Meta leads Desired outcome for Meta: LLMs are cheap commodity OSS infra based on OSS Deepseek isn't 1, but 2 is fine.
2025-01-24 View on X
Sherwood News

DeepSeek's latest AI model R1 sticks to Chinese government restrictions on sensitive topics like Tiananmen Square, Taiwan, and the treatment of Uyghurs in China

Those who train the AI models get to decide what the truth is.  —  5H  —  The AI world was abuzz this week with the release …

Watching OpenAI's demo of an LLM using the web.  Yes, this is technically very impressive.  But just as for the Claude etc versions... what would anyone do with it now?
2025-01-24 View on X
TechCrunch

OpenAI partners with DoorDash, eBay, Instacart, Priceline, StubHub, Uber, and other companies to ensure that Operator respects their terms of service agreements

OpenAI CEO Sam Altman kicked off this year by saying in a blog post that 2025 would be big for AI agents, tools that can automate tasks and take actions on your behalf.

Watching OpenAI's demo of an LLM using the web.  Yes, this is technically very impressive.  But just as for the Claude etc versions... what would anyone do with it now?
2025-01-24 View on X
The Verge

OpenAI releases a “research preview” of its Operator AI agent that can automate web-based tasks, launching to US subscribers of its $200/month ChatGPT Pro tier

A research preview of an agent that can use its own browser to perform tasks for you. OpenAI on YouTube : Introduction to Operator & Agents David Gewirtz / ZDNET : Operator isn't w...

2025-01-22
2023: OpenAI has a foundation model 2024: Anyone with $1bn can have a foundation model 2025: Anyone with $1m can have a foundation model?  2026: ???
2025-01-22 View on X
TechCrunch

OpenAI, SoftBank, and Oracle unveil The Stargate Project, a JV to invest in US AI infrastructure, committing $100B now and up to $500B over the next four years

OpenAI says that it will team up with both the Japanese conglomerate SoftBank and with Oracle, along with others, to build multiple data centers for AI in the U.S.