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VOICE ARCHIVE

Ed Zitron

@edzitron.com
349 posts
2026-03-07
Already down $3 and you can't short it! [embedded post]
2026-03-07 View on X
Reuters

Robinhood's $658M venture fund drops 16% in its public market debut on the NYSE; the fund offers retail investors access to private companies like Databricks

2026-03-06
Already down $3 and you can't short it! [embedded post]
2026-03-06 View on X
Reuters

Robinhood's $658M venture fund drops 16% in its public market debut on the NYSE; the fund offers retail investors access to private companies like Databricks

Robinhood (HOOD.O) debuted its flagship $658.4 million venture fund on the New York Stock Exchange on Friday …

2026-03-05
Oh so OpenAI hit $25 billion in annualized revenue, mysteriously after Anthropic hit $19 billion in annualized revenue.  But for the first time they've revealed that this figure is calculated by calculating the last four weeks of revenue by 12.  Utter bollocks  —  www.theinformation.com/articles/ ope... …
2026-03-05 View on X
The Information

Sources: OpenAI hit $25B annualized revenue by February's end, up from $21.4B at 2025's end; OpenAI annualizes by multiplying the last four weeks' revenue by 12

OpenAI topped $25 billion in annualized revenue as of the end of last month, according to a person familiar with the figure.

OpenAI said a year ago that SoftBank would spend $3 billion a year on its agents and it never happened so forgive me for rolling my eyes at this [embedded post]
2026-03-05 View on X
The Information

Sources: OpenAI has held early talks with The Trade Desk to sell ads, and it has projected ads could help it double its consumer ChatGPT revenue to $17B in 2026

OpenAI has held early talks to partner with The Trade Desk, a publicly traded ad tech company, to help the ChatGPT maker sell ads …

2026-03-04
can't wait for more of these things to happen as oracle begins to collapse [embedded post]
2026-03-04 View on X
The Verge

TikTok USDS says users “may temporarily experience lags in posting content” due to an issue at Oracle's Ashburn data center, the second Oracle outage in a month

TikTok users in the US may experience lag while trying to post content until the outage is resolved.

I have some real doubts about this, and how Anthropic is calculating ARR.  It was at $14 billion ($1.16bn over 30 days) on Feb 12, and now it's at $19 billion ($1.58 billion over 30 days).  They're either being outright deceitful or moving days around with no regard for potential churn.  [embedded post]
2026-03-04 View on X
Bloomberg

Sources: Anthropic recently passed $19B in run-rate revenue, up from $9B at the end of 2025 and ~$14B a few weeks ago, as its clash with the US DOD casts doubt

Anthropic PBC is on track to generate annual revenue of almost $20 billion, a projection based on current performance, more than doubling its run rate from late last year …

I have some real doubts about this, and how Anthropic is calculating ARR.  It was at $14 billion ($1.16bn over 30 days) on Feb 12, and now it's at $19 billion ($1.58 billion over 30 days).  They're either being outright deceitful or moving days around with no regard for potential churn.  [embedded post]
2026-03-04 View on X
Reuters

Sources: some investors push Anthropic to de-escalate its DOD dispute and avoid the “supply-chain risk” designation; source: some Anthropic-DOD talks continue

2026-03-03
prohibits ‘deliberate’ tracking and surveillance, and “intentionally” using them for domestic surveillance.  very easy to get around!  [embedded post]
2026-03-03 View on X
Financial Times

Sam Altman says OpenAI amended its DOD contract to ensure “the AI system shall not be intentionally used for domestic surveillance of US persons and nationals”

Sam Altman says company is working with defence department on provisions covering mass surveillance

prohibits ‘deliberate’ tracking and surveillance, and “intentionally” using them for domestic surveillance.  very easy to get around!  [embedded post]
2026-03-03 View on X
Axios

OpenAI and the DOD agree to add more surveillance protections to their AI deal; sources say Sam Altman approached the DOD's Emil Michael to rework the contract

OpenAI and the Pentagon have agreed to strengthen their recently agreed contract, following widespread backlash …

can't wait for more of these things to happen as oracle begins to collapse [embedded post]
2026-03-03 View on X
The Verge

TikTok USDS says users “may temporarily experience lags in posting content” due to an issue at Oracle's Ashburn data center, the second Oracle outage in a month

TikTok users in the US may experience lag while trying to post content until the outage is resolved.

2026-03-01
lol even though they banned them the government used Claude anyway.  Slop strategies for the Epic Bacon War.  This could not have gone worse for Altman  —  www.wsj.com/livecoverage...  [images]
2026-03-01 View on X
OpenAI

OpenAI says its DOD agreement upholds its redlines and “has more guardrails than any previous agreement for classified AI deployments, including Anthropic's”

We think our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's.

lol even though they banned them the government used Claude anyway.  Slop strategies for the Epic Bacon War.  This could not have gone worse for Altman  —  www.wsj.com/livecoverage...  [images]
2026-03-01 View on X
The Atlantic

Source describes the failed Pentagon-Anthropic talks: through the end, the Pentagon wanted to use Anthropic's AI to analyze bulk data collected about Americans

Right up until the moment that Pete Hegseth moved to terminate the government's relationship with the AI company Anthropic …

lol even though they banned them the government used Claude anyway.  Slop strategies for the Epic Bacon War.  This could not have gone worse for Altman  —  www.wsj.com/livecoverage...  [images]
2026-03-01 View on X
Wall Street Journal

Sources: the Pentagon used Claude in its major air attack in Iran, hours after Trump declared that the federal government will end its use of Anthropic's tools

Within hours of declaring that the federal government will end its use of artificial-intelligence tools made by tech company Anthropic …

2026-02-28
I really would be so grateful for someone to explain how significant this is.  Can they still raise money?  What counts as a “military contractor”?  What does this do in the short and long term [embedded post]
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

Draining every single possible funding source available to keep OpenAI from dying as Sam Altman goes on TV and says “if money doesn't keep flowing into the system it fails”  —  www.theinformation.com/briefings/ op...  [embedded post]
2026-02-28 View on X
The Information

Source: OpenAI expects to raise an additional $10B from financial investors by the end of March 2026, bringing its post-investment valuation to $850B

www.theinformation.com/briefings/ op...  [embedded post]

OpenAI announcing “$110 billion” in new funding, leaving out that $35 billion of Amazon's $50 billion is contingent on an IPO, and the $30 billion each from SoftBank and NVIDIA is paid in installments.  Anyone reporting this as fully closed is wrong.  It'll happen anyway.  —  openai.com/index/scalin... …
2026-02-28 View on X
OpenAI

OpenAI says ChatGPT has 900M+ weekly active users, 50M+ consumer subscribers, and weekly Codex users have more than tripled since the start of the year to 1.6M

raising the stakes for AI monetizationZac Hall /9to5Mac:ChatGPT approaching 1 billion weekly active users

OpenAI announcing “$110 billion” in new funding, leaving out that $35 billion of Amazon's $50 billion is contingent on an IPO, and the $30 billion each from SoftBank and NVIDIA is paid in installments.  Anyone reporting this as fully closed is wrong.  It'll happen anyway.  —  openai.com/index/scalin... …
2026-02-28 View on X
CNBC

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each

OpenAI announced a $110 billion funding round on Friday, a financing that's more than double the size of its last raise a year ago …

I really would be so grateful for someone to explain how significant this is.  Can they still raise money?  What counts as a “military contractor”?  What does this do in the short and long term [embedded post]
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

This “oh they're so strong standing up to the DoD” shit ignores that Anthropic has worked with it since 2024.  Wow, they had some ethical boundaries!  Gimme a break.  OpenAI has the same ones btw!  You gonna start clapping for Sam Altman?  —  www.axios.com/2026/02/27/a...
2026-02-28 View on X
Axios

Sam Altman says OpenAI shares Anthropic's red lines with respect to AI use by the military, which are “an issue for the whole industry”

OpenAI CEO Sam Altman wrote in a memo to staff that he will draw the same red lines that sparked a high-stakes fight between rival Anthropic …

This “oh they're so strong standing up to the DoD” shit ignores that Anthropic has worked with it since 2024.  Wow, they had some ethical boundaries!  Gimme a break.  OpenAI has the same ones btw!  You gonna start clapping for Sam Altman?  —  www.axios.com/2026/02/27/a...
2026-02-28 View on X
@sama

Sam Altman says OpenAI reached an agreement with the DOD to deploy its models in DOD's classified network and asks DOD to extend those terms to all AI companies

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safet...