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VOICE ARCHIVE

Matt Slotnick

@matt_slotnick
22 posts
2026-03-09
honestly this is bullish for MSFT. to date incumbents have been defensive about how much value the models themselves drive, and as a result want to build layers of their own scaffolding to feel valuable. similar to salesforce's slack bot. but you can just let claude be claude
2026-03-09 View on X
Microsoft 365 Blog

Microsoft launches Copilot Cowork, integrating Anthropic's Claude Cowork tech into Microsoft 365 Copilot and using Work IQ to ground its actions in work data

AUDIENCE  —  Try Microsoft 365 Copilot  —  Available on desktop and mobile devices  —  If you have used Copilot …

honestly this is bullish for MSFT. to date incumbents have been defensive about how much value the models themselves drive, and as a result want to build layers of their own scaffolding to feel valuable. similar to salesforce's slack bot. but you can just let claude be claude
2026-03-09 View on X
Bloomberg

Microsoft launches E7, which bundles Office tools and Copilot, for $99/user/month, a 65% jump; of its 450M+ business users in January, ~3% also paid for Copilot

Microsoft Corp. is launching a new bundle of workplace software with the aim of getting more people to use its artificial intelligence tools for the office.

2026-03-07
claude marketplace is a five alarm fire for any incumbent that plans on winning with existing distribution
2026-03-07 View on X
Bloomberg

Anthropic launches Claude Marketplace, letting companies buy third-party software using some of their committed annual spending on Anthropic's services

Anthropic PBC is launching a new platform for its corporate customers to purchase third-party software, broadening the AI developer's offerings …

i sometimes feel like i am taking crazy pills... anthropic clearly gets the enterprise game and is out executing the market by leaps and bounds. at some point they're going to put the pieces together and it's going to be too late for everyone else
2026-03-07 View on X
Bloomberg

Anthropic launches Claude Marketplace, letting companies buy third-party software using some of their committed annual spending on Anthropic's services

Anthropic PBC is launching a new platform for its corporate customers to purchase third-party software, broadening the AI developer's offerings …

2026-03-06
i sometimes feel like i am taking crazy pills... anthropic clearly gets the enterprise game and is out executing the market by leaps and bounds. at some point they're going to put the pieces together and it's going to be too late for everyone else
2026-03-06 View on X
Bloomberg

Anthropic launches Claude Marketplace, letting companies buy third-party software using some of their committed annual spending on Anthropic's services

Anthropic PBC is launching a new platform for its corporate customers to purchase third-party software, broadening the AI developer's offerings …

claude marketplace is a five alarm fire for any incumbent that plans on winning with existing distribution
2026-03-06 View on X
Bloomberg

Anthropic launches Claude Marketplace, letting companies buy third-party software using some of their committed annual spending on Anthropic's services

Anthropic PBC is launching a new platform for its corporate customers to purchase third-party software, broadening the AI developer's offerings …

2026-02-10
snowflake and now workday have both made moves to put technologists in the top seat in response to the AI opportunity. wondering if this becomes a bigger trend
2026-02-10 View on X
CNBC

Workday announces CEO Carl Eschenbach is stepping down and co-founder Aneel Bhusri is returning as CEO, effective immediately; WDAY closes down 5.13%

eschenbach out at workday, bhusri back in. this feels like another example of incumbents going founder mode to respond to the AI opportunity... and if you're giving someone the reins to go founder mode you need a technologist in that seat
2026-02-10 View on X
CNBC

Workday announces CEO Carl Eschenbach is stepping down and co-founder Aneel Bhusri is returning as CEO, effective immediately; WDAY closes down 5.13%

2026-01-27
you have to give him a lot of credit for this. he did not have to say this, but he did. most would not, and are not
2026-01-27 View on X
Axios

As tech CEOs stay silent after two fatal shootings, 450+ workers at Google, Meta, OpenAI, Amazon, and others urge CEOs to cancel any ICE contracts and speak out

across NVIDIA, Anthropic, OpenAI, Google, Salesforce, Adobe, PayPal, YouTube, Slack, Meta—we are now hundreds strong.Hemant Taneja /@htaneja:This is not politics as usual. As inves...

you have to give him a lot of credit for this. he did not have to say this, but he did. most would not, and are not
2026-01-27 View on X
Spyglass

Tim Cook attending a private White House screening of the documentary Melania hours after US agents killed a man suggests horrible judgment, or worse, cowardice

Tim Cook is captured.  There is simply no other explanation for his actions over the past year or so.

you have to give him a lot of credit for this. he did not have to say this, but he did. most would not, and are not
2026-01-27 View on X
TechCrunch

Khosla Ventures' Vinod Khosla and Ethan Choi disavow Keith Rabois' comments after border agents killed Alex Pretti; Rabois said Pretti was committing a “felony”

To understand the stance of an unwavering Trump loyalist after United States Custom and Enforcement shocked the nation …

2026-01-26
you have to give him a lot of credit for this. he did not have to say this, but he did. most would not, and are not
2026-01-26 View on X
Axios

As tech CEOs stay silent after two fatal shootings, 450+ workers at Google, Meta, OpenAI, Amazon, and others urge CEOs to cancel any ICE contracts and speak out

Some tech workers are pressuring the industry's top leaders to speak out against ICE after federal officers killed Alex Pretti …

2025-12-24
snowflake now in talks to acquire observe. makes sense given deep sutter ties it's notably the first app layer foray for sridhar's snowflake snowflake gtm had focused a lot on siem, machine data, o11y, etc over the last 18 months credible 1p offerings are a big development
2025-12-24 View on X
The Information

Sources: Snowflake is in talks to buy app monitoring startup Observe for around $1B; Observe has raised more than $470M

The Information :

2025-12-23
this is a great essay. i've been grappling with how to conceptualize a future that i am convinced will be revolutionary. applications today are only loosely involved with the majority of the real work that people do. i believe that the applications of the future will
2025-12-23 View on X
@ivanhzhao

How AI can work across scales, from individuals to organizations to economies, like steel and the steam engine before it, as AI arrives as “infinite minds”

companies with over 1 million people. Running an organization will start to feel like vibe coding. Sarah Guo / @saranormous : an inspired view of the organizations to come @alth0u ...

2025-12-16
crazy impressive: The share sale comes after Notion recently passed $600 million in annual recurring revenue, half of which is coming from its artificial intelligence products, and is cash flow positive, the people said.
2025-12-16 View on X
Forbes

Sources: Notion told staff it is doing a $300M tender offer at an $11B valuation, ahead of a potential IPO, and passed $600M in ARR, half of it from AI products

Anna Tong / Forbes : X: @luke_metro , @annatonger , @twojackscapital , @matt_slotnick , and @0xkrma X: @luke_metro : A SaaS startup keeping their 2021 valuation in 2025 is legitim...

2025-11-07
openAI asking for a govt backstop to intentionally pop the AI bubble so new competitors can't raise money to compete with them
2025-11-07 View on X
Bloomberg

Sam Altman says OpenAI doesn't want government guarantees for data centers and expects to fund investments with revenues hitting “hundreds of billions by 2030”

company continues to lobby for financial support from the industry Victor Tangermann / Futurism : Trump Admin Says It's Not Bailing Out the AI Industry Regardless of How Hard It Cr...

2025-07-16
key quote that's going to define the next decade of work “historically people would ask, what's my scope going to be. here, people say ‘i want the fewest number of people reporting to me, and the most GPUs’”
2025-07-16 View on X
The Information on YouTube

Q&A with Mark Zuckerberg on Meta's “personal super intelligence” push, how its pay packages pale in comparison to its AI infra investments, AI glasses, and more

The Information's TITV is first in tech news and analysis from the people that break and shape the story.

key quote that's going to define the next decade of work “historically people would ask, what's my scope going to be. here, people say ‘i want the fewest number of people reporting to me, and the most GPUs’”
2025-07-16 View on X
Wired

Sources: OpenAI researcher Jason Wei, who worked on o3 and deep research models, and his colleague Hyung Won Chung are joining Meta's new superintelligence lab

Jason Wei, who worked on OpenAI's o3 and deep research models, will be joining Meta's superintelligence lab.

2024-09-08
Warp (YC 23) We're building Rippling for Racists
2024-09-08 View on X
TechCrunch

Payroll startup Warp, part of YC's W23 batch, disavows a racist post from an affiliate X account, amid claims its affiliates on X are posting “engagement bait”

Warp is under the spotlight following controversial posts from an account tied to the company. X: @joinwarp , @varunramg , @picopaco17 , @gergelyorosz , @khabrnow , @shedcap , @flu...

2022-10-27
we wanted flying cars, instead we got a home surveillance system from the sex scandal android guy https://twitter.com/...
2022-10-27 View on X
The Information

Andy Rubin incorporated home security monitoring software startup Simple Things in July 2020 and appears to have hired staff from his defunct startup Essential