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VOICE ARCHIVE

@ivanthek

@ivanthek
163 posts
2026-02-22
“On average, Claude Code users spend 20 hours a week working with the product.”  —  That's unreal.
2026-02-22 View on X
Bloomberg

How Claude Code, released publicly a year ago, cemented Anthropic as a leader in the lucrative, emerging market for AI coding tools

Anthropic released Claude Code a year ago, forcing other rivals to play catch-up.  —  Even Anthropic Chief Executive Officer Dario Amodei was surprised …

2026-02-21
“On average, Claude Code users spend 20 hours a week working with the product.”  —  That's unreal.
2026-02-21 View on X
Bloomberg

How Claude Code, released publicly a year ago, cemented Anthropic as a leader in the lucrative, emerging market for AI coding tools

Anthropic released Claude Code a year ago, forcing other rivals to play catch-up.  —  Even Anthropic Chief Executive Officer Dario Amodei was surprised …

2026-01-31
This is either a new Code Red for OpenAI or a negotiating tactic by Nvidia to squeeze more from Altman.  —  I'll go with the latter for now.  —  www.wsj.com/tech/ai/the-...
2026-01-31 View on X
Wall Street Journal

Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal

Nvidia CEO Jensen Huang has privately played down likelihood original deal will be finalized, although the two companies will continue to have a close collaboration

Apparently this was a recent enhancement, but it doesn't seem to allow opt-out.  —  h/t @simonehochgreb.bsky.social  —  bsky.social/about/blog/01-29- 202...  [image]
2026-01-31 View on X
TechCrunch

Bluesky releases its first transparency report: users rose 60% in 2025 to 41.2M, including AT Protocol accounts; moderation reports from users grew 54% to 9.97M

Bluesky released its first transparency report this week documenting the actions taken by its Trust & Safety team and the results …

This is either a new Code Red for OpenAI or a negotiating tactic by Nvidia to squeeze more from Altman.  —  I'll go with the latter for now.  —  www.wsj.com/tech/ai/the-...
2026-01-31 View on X
Bloomberg

Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled

Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …

2026-01-30
Apparently this was a recent enhancement, but it doesn't seem to allow opt-out.  —  h/t @simonehochgreb.bsky.social  —  bsky.social/about/blog/01-29- 202...  [image]
2026-01-30 View on X
TechCrunch

Bluesky releases its first transparency report: users rose 60% in 2025 to 41.2M, including AT Protocol accounts; moderation reports from users grew 54% to 9.97M

Bluesky released its first transparency report this week documenting the actions taken by its Trust & Safety team and the results …

2025-11-26
[image]
2025-11-26 View on X
CNBC

Nvidia says it is “delighted by Google's success” but “Nvidia is a generation ahead”, after a report that Meta could use Google's TPUs in its data centers

Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street's concerns … Source: @nvidianewsroom .

2025-11-20
Griftus Maximus  —  https://www.nytimes.com/2025/11/20/us/ politics/howard-lutnick-family- ai.html [image]
2025-11-20 View on X
New York Times

Investigation: as US Commerce Secretary Howard Lutnick pushes AI data centers, including by pressuring US allies, his companies and sons are profiting from them

Howard Lutnick is helping push data center projects.  His family companies are profiting from them. X: @forsythjenn , @glcarlstrom , and @jonathancohn Bluesky: @ivanthek and @carlq...

2025-11-01
The question is whether fixed income investors will figure out that all these debt deals have some serious credit risk correlations, and will limit their portfolio allocations accordingly.  [embedded post]
2025-11-01 View on X
Bloomberg

Tech companies, including Meta and xAI, are using SPVs to raise tens of billions for AI data centers, letting them keep the debt off their balance sheets

Just this month, Meta Platforms Inc. has secured about $60 billion in capital to build data centers, part of its spending to get ahead in the artificial intelligence race.

2025-06-28
WTF?  —  This is not exactly a vote of confidence in their own strategy.  —  www.ft.com/content/aff1...  [image]
2025-06-28 View on X
Financial Times

Sources: Meta is looking to raise $3B in equity and $26B in debt, from private capital firms, including Apollo Global and KKR, to fund its data center build out

www.ft.com/content/aff1... @ivanthek : WTF?  —  This is not exactly a vote of confidence in their own strategy.  —  www.ft.com/content/aff1...  [image] X: Luke Kawa / @ljkawa : Pri...

WTF?  —  This is not exactly a vote of confidence in their own strategy.  —  www.ft.com/content/aff1...  [image]
2025-06-28 View on X
Wall Street Journal

A look at “The List”, a compilation of the most talented AI engineers and researchers that Mark Zuckerberg has put together in an effort to recruit them to Meta

Only a select few researchers have the skills for the hottest area in tech.  Mark Zuckerberg and his rivals want to hire them …

2025-03-29
Seems to me that the “value” is an arbitrary number, assuming the equity ownership of xAI is in the same proportions as was the ownership of X.  [image]
2025-03-29 View on X
CNBC

Elon Musk says xAI acquired X in an all-stock deal valuing xAI at $80B and X at $33B; xAI was reportedly in talks to raise funds in February at a $75B valuation

Elon Musk said on Friday that his startup xAI has merged with X, his social network, in an all-stock transaction that values …

2025-02-27
Instagram considering spinning off a separate Reels app?  Seems like they're running out of true innovation to me.
2025-02-27 View on X
The Information

Source: Instagram considers launching a standalone Reels app, improving recommendations, and distributing more three-minute-long videos, to compete with TikTok

Instagram is considering launching a stand-alone app for its short-form-video feature, Reels, Instagram chief Adam Mosseri told staff this week …

2024-10-15
TFW ASML guidance panics the whole market. [image]
2024-10-15 View on X
Bloomberg

ASML reports Q3 order bookings down 53% QoQ to €2.6B, far below €5.39B est., and Q3 net income of €2.1B, in results apparently released early; ASML drops 15%+

Cagan Koc / Bloomberg :

2024-09-16
Some research from the St. Louis Fed: “...the percentage of married couples who met online went from only 2% in 1998, to 20% in 2008, to nearly 50% in 2017, becoming the dominant form of initial contact between married couples. Nothing has transformed the dating process more [image]
2024-09-16 View on X
Bloomberg

Research based on the US Census Bureau's data from 2008 to 2021 suggests online dating may be partially to blame for a rise in income inequality in recent times

- With apps, people increasingly marry someone like themselves  — It helps explain the increase in income inequality since 1980

2024-06-04
Time to get @AnnMLipton back on CNBC. @lorakolodny https://www.cnbc.com/... [image]
2024-06-04 View on X
CNBC

Nvidia staff emails: Elon Musk gave Tesla shareholders an exaggerated picture of Tesla's chip deals, and diverted “12k of shipped H100 GPUs” for Tesla to X

Elon Musk claims he can grow Tesla into “a leader in AI & robotics,” an ambition that he's said will require a lot …

2024-04-27
Maybe Intel should bring back the Pentium chip. $INTC
2024-04-27 View on X
CNBC

As Intel reports disappointing earnings and guidance, and becomes S&P 500's worst performing stock in 2024, a look at the long history of company's missteps

Kif Leswing / CNBC :

2024-03-29
🤡
2024-03-29 View on X
Reuters

A US judge sentences Sam Bankman-Fried to 25 years in prison for stealing from users of his now-bankrupt FTX crypto exchange and orders him to forfeit $11B+

Past 6 pm on December 29 … Matthew Russell Lee / Matthew Russell Lee's Newsletter : Aftermath: SBF Sentenced to 25 Years in Prison After Coin Flip and Presidential Aspirations Cite...

2024-03-06
“Thank you for using Xitter.”
2024-03-06 View on X
The Verge

Meta confirms a technical issue caused an outage affecting Facebook, Instagram, Threads, Meta Quest logins, and more, for over two hours

2023-12-28
I cancelled my New York Times subscription since I already get ChatGPT.
2023-12-28 View on X
New York Times

The NYT sues OpenAI and Microsoft for copyright infringement, alleging they used millions of its articles to train AI, the first major US media outlet to sue

community responds Gaurav Girotra / Tech in Asia : NYT files copyright suit against OpenAI, Microsoft Jacob Oliver / CryptoSlate : New York Times sues Microsoft, OpenAI for alleged...