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VOICE ARCHIVE

Brian

@bwnash
7 posts
2026-01-19
Thing is, code tools have never been the basis of a durable, profitable business on a scale that would justify a $multibillion valuation.  They tend to be $100-200m businesses that last 4-5 years, then get bulldozed by shifts in languages and new design schemas.
2026-01-19 View on X
Financial Times

Sources: Sequoia plans a big investment in Anthropic, joining a round led by GIC and Coatue, which are investing $1.5B each, as Anthropic aims to raise $25B+

Silicon Valley investor to write first cheque for AI start-up after recent leadership overhaul

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2026-01-18
Thing is, code tools have never been the basis of a durable, profitable business on a scale that would justify a $multibillion valuation.  They tend to be $100-200m businesses that last 4-5 years, then get bulldozed by shifts in languages and new design schemas.
2026-01-18 View on X
Financial Times

Sources: Sequoia is planning a big investment in Anthropic, joining a round led by GIC and Coatue, which are investing $1.5B each; Anthropic aims to raise $25B+

Silicon Valley investor to write first cheque for AI start-up after recent leadership overhaul

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2025-09-30
<Sound of copyright attorneys salivating>
2025-09-30 View on X
Wired

Sources: OpenAI plans a stand-alone social app powered by Sora 2, featuring a TikTok-like vertical feed with entirely AI-generated videos

The platform appears to closely resemble TikTok and is powered by Sora 2, OpenAI's latest video generation model.  —  OpenAI is preparing to launch …

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<Sound of copyright attorneys salivating>
2025-09-30 View on X
Wall Street Journal

Sources: OpenAI told studios that it plans to release a new version of Sora that creates videos featuring copyrighted material unless copyright holders opt out

2. I don't think copyright law works like that  —  www.wsj.com/tech/ai/open... Dare Obasanjo / @carnage4life : OpenAI realizes they don't have enough training data to compete with ...

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2025-09-05
“AI cannot fail, it can only be sabotaged.  Root out the Trotskyites in your organization today!”
2025-09-05 View on X
Bloomberg

OpenAI plans to launch a jobs platform in 2026 to match employers to candidates with AI skills, and a certification program for teaching AI in the coming months

here's what CEO Sam Altman revealed at the White House tech dinner Laura Varley / Silicon Republic : OpenAI to launch jobs platform linking employers and AI experts Shubhangi Chowd...

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2025-07-03
Oracle committing $40 billion to a data center project dedicated to OpenAI, when Microsoft can easily kill OpenAI just by walking away from contract renegotiations.  Oracle would get zero return on that investment.
2025-07-03 View on X
Bloomberg

Sources: OpenAI has agreed to rent additional computing power from Oracle, totaling ~4.5 gigawatts of US data center power, as part of its Stargate initiative

OpenAI is dead man walking then, Microsoft owns all the IP, and it burns $60+b in competitor venture capital. … @onefeincat : Enough power to send 3.71 Martys McFly back to 1985, a...

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Was reading $95b in AI spend this year.  What I'd do if I were Satya is wait until Oracle commits the $40b for the Qatar data center, then walk away from renegotiating with OpenAI.  —  OpenAI is dead man walking then, Microsoft owns all the IP, and it burns $60+b in competitor venture capital. …
2025-07-03 View on X
Bloomberg

Sources: OpenAI has agreed to rent additional computing power from Oracle, totaling ~4.5 gigawatts of US data center power, as part of its Stargate initiative

OpenAI is dead man walking then, Microsoft owns all the IP, and it burns $60+b in competitor venture capital. … @onefeincat : Enough power to send 3.71 Martys McFly back to 1985, a...

View original