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VOICE ARCHIVE

Brian McCullough

@brianmcc
92 posts
2026-02-01
On the one hand, history says that a new advertising product, you can basically charge whatever you want. Folks are gonna experiment. And the first experimenters get good results. On the other hand: OpenAI really does seem to have its eye off the ball recently doesn't it?
2026-02-01 View on X
Simon Willison's Weblog

A look at Moltbook, a social network where OpenClaw assistants interact autonomously, as they discuss consciousness and identity, technical tips, and more

This is the way the world ends.  Not with a bang …Charlie Guo /Artificial Ignorance:Humans Welcome to ObserveBen Smith /Semafor:The humans are chasing conspiracies. What will the b...

On the one hand, history says that a new advertising product, you can basically charge whatever you want. Folks are gonna experiment. And the first experimenters get good results. On the other hand: OpenAI really does seem to have its eye off the ball recently doesn't it?
2026-02-01 View on X
404 Media

A researcher says an exposed Moltbook database could have let anyone take control of the site's AI agents and post anything; the database has since been secured

‘It exploded before anyone thought to check whether the database was properly secured.’  —  Moltbook is a “social media” …

2026-01-31
On the one hand, history says that a new advertising product, you can basically charge whatever you want. Folks are gonna experiment. And the first experimenters get good results. On the other hand: OpenAI really does seem to have its eye off the ball recently doesn't it?
2026-01-31 View on X
@karpathy

Even though Moltbook has security risks and a lot of spam, the scale of nearly 150,000 autonomous AI agents interacting with each other is unprecedented

Andrej Karpathy /@karpathy:

On the one hand, history says that a new advertising product, you can basically charge whatever you want. Folks are gonna experiment. And the first experimenters get good results. On the other hand: OpenAI really does seem to have its eye off the ball recently doesn't it?
2026-01-31 View on X
Simon Willison's Weblog

A look at Moltbook, a social network where OpenClaw assistants interact autonomously, as they discuss consciousness and identity, technical tips, and more

The hottest project in AI right now is Clawdbot, renamed to Moltbot, renamed to OpenClaw.  It's an open source implementation …

2026-01-30
On the one hand, history says that a new advertising product, you can basically charge whatever you want. Folks are gonna experiment. And the first experimenters get good results. On the other hand: OpenAI really does seem to have its eye off the ball recently doesn't it?
2026-01-30 View on X
Simon Willison's Weblog

A look at Moltbook, a social network where OpenClaw assistants interact autonomously, as they discuss consciousness and identity, technical tips, and more

The hottest project in AI right now is Clawdbot, renamed to Moltbot, renamed to OpenClaw.  It's an open source implementation …

2026-01-18
Low billions. Because, of course: ads around intent is the greatest money machine humanity has ever created. But it is limited by the time it will take for agents to take over. This is a stop-gap. https://www.techmeme.com/...
2026-01-18 View on X
Financial Times

OpenAI plans to test ads below ChatGPT replies for users of free and Go tiers in the US; source: OpenAI expects to make “low billions” from ads in 2026

$500bn start-up seeks ways to fund expansion and fend off competition from rivals Google and Anthropic

2026-01-17
Low billions. Because, of course: ads around intent is the greatest money machine humanity has ever created. But it is limited by the time it will take for agents to take over. This is a stop-gap. https://www.techmeme.com/...
2026-01-17 View on X
Financial Times

OpenAI plans to test ads below ChatGPT replies for users of free and Go tiers in the US; source: OpenAI expects to make “low billions” from ads in 2026

$500bn start-up seeks ways to fund expansion and fend off competition from rivals Google and Anthropic

2026-01-16
Low billions. Because, of course: ads around intent is the greatest money machine humanity has ever created. But it is limited by the time it will take for agents to take over. This is a stop-gap. https://www.techmeme.com/...
2026-01-16 View on X
Financial Times

OpenAI plans to test ads below ChatGPT replies for users of free and Go tiers in the US; source: OpenAI expects to make “low billions” from ads in 2026

$500bn start-up seeks ways to fund expansion and fend off competition from rivals Google and Anthropic

2025-07-13
Wake up babe! Potential new Deep Seek moment might have arrived. https://www.techmeme.com/...
2025-07-13 View on X
VentureBeat

Moonshot's Kimi K2 uses a 1T-parameter MoE architecture with 32B active parameters and outperforms models like GPT-4.1 and DeepSeek-V3 on key benchmarks

Moonshot AI, the Chinese artificial intelligence startup behind the popular Kimi chatbot, released an open-source language model on Friday …

2025-01-05
This isn't so much a prediction, as much as it is a certainty. Zuck for 20 years watches engagement. If the AI bubble ends, it will end 1-2 quarters from now when Meta pulls back on capex. Cause Zuck will know before anyone when people just don't want it. https://www.techmeme.com/...
2025-01-05 View on X
404 Media

After a backlash, Meta says newly viral AI-generated profiles on Facebook and Instagram were created in 2023 in “an early experiment”, and it is deleting them

and what you can do with it Mia Sato / The Verge : Meta's AI-generated bot profiles are not being received well Josh Kerwick / Star Observer : Meta Wipes Scrutinised AI Accounts, I...

2025-01-04
This isn't so much a prediction, as much as it is a certainty. Zuck for 20 years watches engagement. If the AI bubble ends, it will end 1-2 quarters from now when Meta pulls back on capex. Cause Zuck will know before anyone when people just don't want it. https://www.techmeme.com/...
2025-01-04 View on X
404 Media

After backlash, Meta says newly viral AI profiles on Facebook and Instagram were created in 2023 in “an early experiment”, and it is deleting the profiles

Earlier this week, Meta executive Connor Hayes told the Financial Times that the company is going to roll out AI character profiles …

2024-09-12
Is this bullish or bearish? Seriously asking.
2024-09-12 View on X
Bloomberg

Sources: OpenAI is in talks to raise $6.5B in equity financing at a $150B valuation, plus, a source says, $5B in debt from banks as a revolving credit facility

- Company set to raise $6.5 billion in equity financing  — Banks also in talks to issue startup $5 billion in debt

2024-04-20
I think the point is distribution.  Instead of creating an account somewhere, or going to a different text box, you go to the one you know, in the app you know, and you just use it there.  Sort of turns all of those apps into something else, something like Google search, which they always wanted anyway.
2024-04-20 View on X
Dwarkesh Podcast

Q&A with Mark Zuckerberg on Llama 3, buying H100s for Reels' launch, AGI, energy constraints, dangers of open source, metaverse, Meta's custom silicon, and more

Dwarkesh Patel / Dwarkesh Podcast :

2024-02-03
This isn't even remotely the problem.  My meta quest 2 is way too big for my kids and that's more adjustable.  Even then, they have to hold it up with their hands.  AVP is FITTED TO YOUR FACE quite specifically.  With the light seal and whatnot.  My head is way bigger than my wife's. …
2024-02-03 View on X
Bloomberg

Apple starts selling the Vision Pro in the US; Tim Cook compares Vision Pro debut to the birth of Mac, iPod, and iPhone in a memo to employees

Apple Inc. faithful lined up at its US stores on Friday to pick up the first Vision Pro headsets, ushering in what the company calls “the era of spatial computing.”

2023-10-21
Think about it. What's wild about this is, from the very first vacuum tube days, computers were WAY better than us at 2 things: math and remembering data. Now the computers are good at talking to us, but not remembering or doing simple calculator stuff. https://garymarcus.substack.com/ ...
2023-10-21 View on X
Marcus on AI

Why LLMs, which don't induce an algorithm that computes multiplication, still don't truly understand multiplication no matter how much data they are trained on

Some Reply Guy on X assured me yesteday that “transformers can multiply”.  Even pointed me to a paper, allegedly offering proof.

2023-08-20
The whole “he's trying thing after thing to see if he can kill it so he can write it off in bankruptcy” theory is getting more and more plausible. There are other theories, but still...
2023-08-20 View on X
The Verge

Elon Musk claims “block is going to be deleted as a ‘feature’, except for DMs”, without giving any details, in a reply to a user's X post about block vs. mute

the ability to block trolls Metro.co.uk : Elon Musk plans to stop letting X (formerly Twitter) users block each other Jorge Aguilar / Android Police : The app formally known as Twi...

2023-08-19
The whole “he's trying thing after thing to see if he can kill it so he can write it off in bankruptcy” theory is getting more and more plausible. There are other theories, but still...
2023-08-19 View on X
The Verge

Elon Musk claims “block is going to be deleted as a ‘feature’, except for DMs”, without giving any details, in a reply to a user's X post about block vs. mute

Elon Musk says X's — formerly Twitter's — block feature is on the chopping block …

2023-05-06
Honestly not huge into crypto, but I'm seriously coming around to @coinbase 's position on all this. Just: make it explicit. https://www.techmeme.com/...
2023-05-06 View on X
Wall Street Journal

Coinbase plans to try a novel defense against a potential US SEC enforcement action by arguing the regulator bears some responsibility for approving its IPO

Dave Michaels / Wall Street Journal :

2023-05-05
There is an angle here. They don't have a moat. You've seen this theory. This is about to become super interesting. https://twitter.com/...
2023-05-05 View on X
The Information

Sources: OpenAI's losses roughly doubled to ~$540M in 2022, and Sam Altman privately suggested the company may try to raise as much as $100B in the coming years

OpenAI's losses roughly doubled to around $540 million last year as it developed ChatGPT and hired key employees from Google …

2023-02-03
Narrative violation. That narrative being: what if sometimes the moonshots and other bets actually work? https://www.techmeme.com/...
2023-02-03 View on X
The Information

Docs: Verily's revenue grew to $470M in the first nine months of 2022, up from $228M YoY, making the company Alphabet's second biggest subsidiary by revenue