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VOICE ARCHIVE

Saagar Enjeti

@esaagar
59 posts
2025-08-26
.@benthompson on the 10% Intel stake: “The single most important reason for the U.S. to own part of Intel, however, is the implicit promise that Intel Foundry is not going anywhere. There simply isn't a credible way to make that promise without having skin in the game” [image]
2025-08-26 View on X
Stratechery

The US taking a 10% equity stake in Intel is a terrible idea and a dangerous turn in US industrial policy, but also the least bad option to make Foundry viable

The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.

2025-04-14
I knew it was coming but its still bad: China has officially halted shipments of several rare earth minerals to the US specifically used as inputs for cars, semiconductors, and aerospace companies US co's have basically zero stockpiles because of balance sheet concerns [image]
2025-04-14 View on X
Nikkei Asia

Sources: Apple asked suppliers in India, Vietnam, and Thailand to ramp up production earlier in 2025; Indian factory utilization rates are already at the limit

TAIPEI — Apple is ramping up production of key products in India and Vietnam to take advantage of a 90-day grace period on U.S. tariffs …

I knew it was coming but its still bad: China has officially halted shipments of several rare earth minerals to the US specifically used as inputs for cars, semiconductors, and aerospace companies US co's have basically zero stockpiles because of balance sheet concerns [image]
2025-04-14 View on X
New York Times

China suspends exports of a wide range of rare earth minerals and magnets that are crucial for making semiconductors, robots, drones, cars, and other products

Trump thought they were playing chess but Xi was actually playing Uno.  Reverse. Costa Samaras / @costasamaras.com : Last week, @stevenjdavis.bsky.social, @kencaldeira.com, colleag...

2025-04-03
Secretary Bessent says his advice to every country for now is “do not retaliate, sit back, see how it goes”
2025-04-03 View on X
CNBC

Tech stocks fall after President Trump announced new global tariffs: Meta drops as much as ~8%, Amazon drops ~7%, Nvidia ~5%, Alphabet ~4%, and Microsoft ~3%

Apple slid more than 6% in late trading Wednesday and led a broader decline in tech stocks after President Donald Trump announced …

2025-02-11
Chinese EV maker BYD just rolled out ‘Gods Eye’ Full self driving for all car models including the Seagull which costs less than 10k USD [image]
2025-02-11 View on X
Financial Times

Chinese EV maker BYD unveils a “God's Eye” self-driving system and aims to install it on its entire lineup, including its ~$9,600 Seagull hatchback

Tesla rival will equip hatchback on sale for less than $10,000 with features usually found only on upscale vehicles

2025-01-28
This is a very informative post that has helped me better understand DeepSeek The tl;dr is that the breakthrough was only possible because DeepSeek was able to train itself against the models of US based tech cos, it almost certainly used more advanced NVIDIA Chips by evading US
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.

2025-01-22
I'm no fan of the silk road but the way the FBI set up Ross Ulbricht for life is still one of the most insane cases I've ever read about
2025-01-22 View on X
New York Times

Trump pardons Silk Road creator Ross Ulbricht, a crypto and libertarian cult hero serving a life sentence since 2015 on money laundering, drug charges, and more

Ross Ulbricht was serving a life sentence for creating a site in a shady corner of the internet to sell heroin, cocaine and other illicit substances.

2025-01-20
I've argued for and supported a ban or forced sale of TikTok since 2018. The argument I made 6 years ago was that if we do not act now, looking at the growth curve, the service will become so popular that lawmakers will find themselves in an impossible position and a ban will
2025-01-20 View on X
The Verge

TikTok restores its service in the US, thanking Donald Trump for “the necessary clarity and assurance to our service providers that they will face no penalties”

The company said this afternoon that it is “in the process of restoring service” and thanked President-elect Trump for …

2025-01-17
“Mr. Zuckerberg blamed his former chief operating officer, Sheryl Sandberg, for Facebook's culture” [image]
2025-01-17 View on X
New York Times

Sources: Zuckerberg told Stephen Miller that he would do nothing to obstruct Trump's agenda and blamed Sheryl Sandberg for an inclusivity initiative at Facebook

Stephen Miller was the architect of Donald J. Trump's hard-line immigration agenda in his first term.

2025-01-07
Mark Zuckerbergs announcement is a remarkable in that it has so many quiet parts out loud: he says the election is a cultural tipping point for free speech, that the “legacy media” is the driver of censorship, and that “immigration and gender” topics will no longer be censored
2025-01-07 View on X
404 Media

Screenshots: several employees' posts critical of Meta's new board member Dana White were deleted by Meta's ICC, which aims to “minimize disruption” internally

“Insulting, criticizing, or antagonizing our colleagues or Board members is not aligned with the CEE.” Bluesky: @kevinbriody , @romitmehta.com , @emanuelmaiberg , and @hypervisible...

Zuck announces Meta's content moderation team will be moved from California to Texas to insulate the team from cultural bias
2025-01-07 View on X
NBC News

Zuckerberg says Meta will restore “free expression” on its platforms, including by replacing its fact-checking program with Community Notes, starting in the US

Meta CEO Mark Zuckerberg announced the move in a post Tuesday morning.  —  Meta is scrapping its fact-checking program …

Mark Zuckerbergs announcement is a remarkable in that it has so many quiet parts out loud: he says the election is a cultural tipping point for free speech, that the “legacy media” is the driver of censorship, and that “immigration and gender” topics will no longer be censored
2025-01-07 View on X
TechCrunch

Meta will lift restrictions on “topics that are part of mainstream discourse”, like immigration and gender, and focus on “illegal and high-severity violations”

Meta, the parent of Facebook, Instagram and Whatsapp, today announced a major overhaul …

2024-10-29
I updated my phone for “Apple Intelligence” and its literally exactly the same So uh, really loving the Iphone 16 pro
2024-10-29 View on X
TechCrunch

Apple launches some Apple Intelligence features like writing tools, image cleanup, and typing in Siri, with the release of iOS 18.1, iPadOS 18.1, and macOS 15.1

If software is judged by the difference between what it is actually capable … Apple on YouTube : Apple Intelligence | Create memory movies | iPhone 16 David Phelan / Forbes : iOS 1...

2024-08-27
Pretty clear reading this charges list against Pavel Durov it is the literal kitchen sink of anything they can even remotely try and make stick Only confirms in my mind that this is a political persecution
2024-08-27 View on X
New York Times

French prosecutors: Pavel Durov's arrest is part of a probe “against person unnamed” into CSAM, drug sales, and more on the app and not working with authorities

A case was opened last month to investigate child pornography, drug sales, fraud and other criminal activities on the platform.

2024-02-15
Nothing but respect to Zuck fighting for his product but he skips over productivity applications which makes Vision Pro a 10X for work related activity and justifies price point Quest is an entertainment device and priced accordingly. Vision Pro is a full suite
2024-02-15 View on X
The Verge

In a video, Mark Zuckerberg shares his thoughts on the Vision Pro, saying Quest 3 “is the better product, period”, highlighting Apple's tradeoffs, and more

closed won mobile but open won PC, and i believe open will win the next” is not only brilliant but even more bullish for crypto than VR Tobi Lutke / @tobi : Great message, lots of ...

Nothing but respect to Zuck fighting for his product but he skips over productivity applications which makes Vision Pro a 10X for work related activity and justifies price point Quest is an entertainment device and priced accordingly. Vision Pro is a full suite
2024-02-15 View on X
Spyglass

Zuckerberg makes valid points on the Quest 3 being better overall than the Vision Pro today, but he risks having his own “Ballmer laughs off the iPhone” moment

2024-02-14
Nothing but respect to Zuck fighting for his product but he skips over productivity applications which makes Vision Pro a 10X for work related activity and justifies price point Quest is an entertainment device and priced accordingly. Vision Pro is a full suite
2024-02-14 View on X
The Verge

In a video, Mark Zuckerberg shares his thoughts on the Vision Pro, saying Quest 3 “is the better product, period”, highlighting Apple's tradeoffs, and more

Now that it can be strapped to our faces and worn in strange places, opinions about Apple's Vision Pro are flying left and right.

2023-06-13
NEW: @jack joined Breaking Points today for his 1st interview since @elonmusk took over Twitter Topics: His support for @RobertKennedyJr, thoughts on Elon's leadership so far, reacts to Twitter files/censorship from his tenure, AI regulation and more https://www.youtube.com/...
2023-06-13 View on X
Wall Street Journal

Internal memo: Twitter CEO Linda Yaccarino tells employees that the platform is “on a mission to become the world's most accurate real-time information source”

Linda Yaccarino, who joined company last week, describes her mission to employees

2023-03-13
Dealbook this AM: “Let's admit it: Once the government guarantees all deposits, the “business” of banking isn't much of a business — and maybe shouldn't be. This is likely to become the biggest debate of the coming weeks and months.”
2023-03-13 View on X
U.S. Department of the Treasury

The US Treasury, Federal Reserve, and the FDIC say all Silicon Valley Bank depositors will be “fully” protected, and their money will be available on March 13

WASHINGTON, DC — The following statement was released by Secretary of the Treasury Janet L. Yellen …

2022-12-12
A major Twitter files story arc appears to be the astonishing symbiosis of major tech press figures and former Twitter censors. Any even minor criticism of them is a personal affront to the people who supposedly cover them https://twitter.com/...
2022-12-12 View on X
Bloomberg

Elon Musk tweets an excerpt of Yoel Roth's doctoral dissertation and baselessly suggests the former Twitter executive is an advocate for child sexualization

Elon Musk's “Twitter Files,” which supposedly reveal … Joseph Menn / Washington Post : Elon Musk uses QAnon tactic in criticizing former Twitter safety chief Livemint : Twitter cha...