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VOICE ARCHIVE

Minh Nhat Nguyen

@menhguin
18 posts
2026-03-04
at this rate, anthropic will make more revenue than netflix by mid-2026
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 …

at this rate, anthropic will make more revenue than netflix by mid-2026
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

2026-01-13
once again ive underestimated that buttons are very important claude desktop mcp and claude code can both do this. now i have 3 agents in 1 screen >:)
2026-01-13 View on X
ZDNET

Anthropic debuts Cowork for Claude, built on Claude Code, for automating complex tasks with minimal prompting, as a research preview for Claude Max subscribers

ZDNET's key takeaways  — Anthropic is launching Cowork for Claude as a research preview.  — It's built upon Claude Code and can automate complex tasks.

2025-11-18
wow. bullish google. took down chatgpt + half the internet for gemini 3 release.
2025-11-18 View on X
The Independent

Cloudflare says “a fix has been implemented and we believe the incident is now resolved”, after a major outage impacted X, ChatGPT, and others from 11:48am UTC

Outage comes around a month after Amazon Web Services outage also took much of the internet offline

2025-11-16
im 70% convinced openai intentionally keeps the emdash as an easy way to watermark text written by ChatGPT.
2025-11-16 View on X
TechCrunch

OpenAI says ChatGPT will now avoid em dashes if users tell it to; em dashes have become telltale signs that supposedly signals text written by AI

Sam Altman celebrates ChatGPT finally following em dash formatting rules The Economic Times : OpenAI fixes ChatGPT's em dash problem; ‘small-but-happy-win’ says Sam Altman Kahekash...

2025-11-15
im 70% convinced openai intentionally keeps the emdash as an easy way to watermark text written by ChatGPT.
2025-11-15 View on X
TechCrunch

OpenAI says ChatGPT will now ditch em dashes if users tell it to; em dashes have become telltale signs that supposedly signals text written by AI

OpenAI says ChatGPT will now ditch the em dashes if you tell it to.  The telltale sign that supposedly signals text written by AI has popped …

2025-11-03
@distributionat He planned this for a year and didn't think explain this to any of the 1000+ employees resulting in a massive mutiny? Bro.
2025-11-03 View on X
The Information

Court docs: in a deposition, Ilya Sutskever discussed conflicts at OpenAI that he sent to board members before Sam Altman's firing, his OpenAI exit, and more

Anthropic initially expressed “excitement” about a possible merger with OpenAI two years ago, after OpenAI's board fired CEO Sam Altman …

2025-10-12
Original article. I will say most of this is speculative since industry dynamics are very early and monetisation is immature. @henloitsjoyce curious what u think of this. https://www.chinatalk.media/ ...
2025-10-12 View on X
ChinaTalk

How culture and regulations are shaping AI companion platforms worldwide, with US platforms primarily targeting men and Chinese platforms mainly targeting women

and what it all means  —  Zilan Qian is a fellow at the Oxford China Policy Lab and an MSc student at the Oxford Internet Institute.

For AI bfs: Women comprise most overall consumer spending, and seem to prefer AI bfs in text For AI gfs: Men comprise most of the revenue from dating apps, the porn industry and AI. As multimodal products and monetsation improves, we'd expect bfs to comprise higher % of rev
2025-10-12 View on X
ChinaTalk

How culture and regulations are shaping AI companion platforms worldwide, with US platforms primarily targeting men and Chinese platforms mainly targeting women

and what it all means  —  Zilan Qian is a fellow at the Oxford China Policy Lab and an MSc student at the Oxford Internet Institute.

So the author mainly suggests demand-side differences (female consumer demand is higher), but I would posit supply-side differences. China has fewer GPUs, and AI bfs can be more text-oriented than AI gfs which are more visual. So all else equal, AI bfs would be cheaper to host. [image]
2025-10-12 View on X
ChinaTalk

How culture and regulations are shaping AI companion platforms worldwide, with US platforms primarily targeting men and Chinese platforms mainly targeting women

and what it all means  —  Zilan Qian is a fellow at the Oxford China Policy Lab and an MSc student at the Oxford Internet Institute.

2025-06-21
Guys, it's p simple. What Cluely is selling isn't a specific product. It's selling the dream of making fast money for young people in tech. Look at the premise: cheating on big tech interviews and landing $$$. Look at the way the founder tells his story in posts and especially
2025-06-21 View on X
TechCrunch

Cluely, which wants to help users “cheat on everything”, including job interviews and exams, raised a $15M Series A led by a16z, two months after a $5.3M seed

Cluely, a startup that claims to help users “cheat” on job interviews, exams, and sales calls, has raised …

2025-05-15
remember being really stoked that xAI consulted some well-known alignment researchers. anyway, here's grok bringing up south african farm attacks unprompted.
2025-05-15 View on X
The Verge

Grok replied on X to debunk claims of South Africa's “white genocide” when X users asked it to fact-check unrelated topics; the issue appears to have been fixed

Grok kept bringing it up in response to seemingly unrelated posts.

2025-01-29
after seeing finance people attempt to explain evil Chinese concepts like open source, distillation and GPU training, i no longer think the average person can adapt to AI
2025-01-29 View on X
Financial Times

OpenAI says it has seen some evidence that DeepSeek used “distillation” to train its open-source competitor by using outputs from OpenAI's proprietary models

White House AI tsar David Sacks raises possibility of alleged intellectual property theft

after seeing finance people attempt to explain evil Chinese concepts like open source, distillation and GPU training, i no longer think the average person can adapt to AI
2025-01-29 View on X
Bloomberg

David Sacks says there's “substantial evidence” that DeepSeek “distilled knowledge out of OpenAI models and I don't think OpenAI is very happy about this”

White House artificial intelligence czar David Sacks said there's “substantial evidence” …

2025-01-26
R1 model aside, did anyone notice that Deepseek app has multimodality, PDF upload and search, which not even O1 pro has rn? [image]
2025-01-26 View on X
Financial Times

Industry insiders say DeepSeek's focus on research makes it a dangerous competitor as it's willing to share breakthroughs rather than protect them for profits

China is pulling the same trick.  —  www.ft.com/content/747a... Mastodon: Brian Kung / @briankung@hachyderm.io : “There's a pretty delicious, or maybe disconcerting irony to this, ...

R1 model aside, did anyone notice that Deepseek app has multimodality, PDF upload and search, which not even O1 pro has rn? [image]
2025-01-26 View on X
MIT Technology Review

Rather than weakening China's AI capabilities, US sanctions appear to be driving startups like DeepSeek to innovate by prioritizing efficiency and collaboration

The AI community is abuzz over DeepSeek R1, a new open-source reasoning model.  —  The model was developed by the Chinese AI startup DeepSeek …

2025-01-25
R1 model aside, did anyone notice that Deepseek app has multimodality, PDF upload and search, which not even O1 pro has rn? [image]
2025-01-25 View on X
VentureBeat

Yann LeCun says DeepSeek “profited from open research and open source” like Meta's Llama and is proof that open source models are surpassing proprietary ones

If you hadn't heard, there's a new AI star in town: DeepSeek, the subsidiary of Hong Kong-based quantitative analysis …

2024-12-27
at some point unis should just have deepseek technical papers as readings for ML/CS. it's hard NOT to gain alpha from that, let alone something so up-to-date and relevant to the frontier.
2024-12-27 View on X
VentureBeat

DeepSeek releases DeepSeek-V3, an open-source MoE model of 671B total parameters, with 37B activated per token, claiming it outperforms top models like GPT-4o

Chinese AI startup DeepSeek, known for challenging leading AI vendors with its innovative open-source technologies, today released a new ultra-large model: DeepSeek-V3.