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VOICE ARCHIVE

M Mohan

@mukund
41 posts
2026-02-10
If public this would be $120B
2026-02-10 View on X
CNBC

Databricks raised $5B in equity financing and $2B in debt at a $134B valuation and says its annualized revenue crossed $5.4B for the January quarter, up 65% YoY

Databricks said Monday it has raised $5 billion in funding and $2 billion in new debt capacity at a $134 billion valuation.

2026-01-28
There's something deeply absurd happening in writing right now. A person writes an essay (creates contnet). An AI rewrites it. Another AI “humanizes” it. A reader runs it through an AI detector. The detector flags it. The person runs it through another AI to prove they're
2026-01-28 View on X
NBC News

Some US college students say they are using AI “humanizer” tools to alter text to avoid cheating accusations; AI detection tools now aim to catch “humanizers”

Students are taking new measures, such as dumbing down their work, spying on themselves and using AI …

2026-01-21
$NFLX Netflix is no longer optimizing for subscribers or even revenue — it is optimizing for content return on invested capital (ROIC), and the call quietly confirms that shift is mostly complete.
2026-01-21 View on X
Bloomberg

Netflix reports Q4 revenue up 18% YoY to $12.05B, vs. $11.97B est., 325M subscribers, 2025 revenue up 16% to $45.2B, and will spend 10% more on content in 2026

Netflix Inc. delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead …

2026-01-19
Turns out as much as we need “AI engineers” we need more plumbers, electricians, and trades people for Data centers. this is accoridng to BLS data. At some point 3-5 years; however the “buildout” will slow down or just go away and we will have to “use” all the data center
2026-01-19 View on X
Wired

The AI boom is driving an unprecedented wave of data center construction, but there aren't enough skilled workers, such as electricians, in the US to keep up

The AI boom is driving an unprecedented wave of data center construction, but there aren't enough skilled tradespeople in the US to keep up.

2026-01-18
Turns out as much as we need “AI engineers” we need more plumbers, electricians, and trades people for Data centers. this is accoridng to BLS data. At some point 3-5 years; however the “buildout” will slow down or just go away and we will have to “use” all the data center
2026-01-18 View on X
Wired

The AI boom is driving an unprecedented wave of data center construction, but there aren't enough skilled workers in the US, such as electricians, to keep up

The AI boom is driving an unprecedented wave of data center construction, but there aren't enough skilled tradespeople in the US to keep up.

2026-01-06
$AMD Everyone's watching Nvidia at CES. That's expected. What's more interesting is what AMD is quietly doing. This wasn't a “we beat Nvidia” keynote. It was a “we'll still be here in five years” keynote. MI440X matters more than people think. Most enterprises don't have
2026-01-06 View on X
Reuters

AMD teases its next-generation CDNA 6-based MI500 AI chips built on a 2nm node, claiming 1,000x performance gains over predecessors, launching in 2027

Advanced Micro Devices (AMD.O) CEO Lisa Su showed off a number of the company's AI chips on Monday at the CES trade show in Las Vegas …

2026-01-05
China's edge isn't just data volume; it's willingness to deploy imperfect systems in the real world and iterate in production. This is the kind of AI story that actually matters. Not chatbots. Not demos. Not benchmarks. A hospital in China used AI to scan routine CT images and
2026-01-05 View on X
New York Times

A Chinese hospital says Alibaba's PANDA AI tool has analyzed 180,000 CT scans and detected ~24 pancreatic cancer cases since its deployment in November 2024

A tool for spotting pancreatic cancer in routine CT scans has had promising results, one example of how China is racing to apply A.I. to medicine's tough problems.

2025-12-28
Warning labels aren't primarily about behavior change. They are about: •Legal liability protection •Public signaling •Setting the stage for regulation •Normalizing future restrictions Tobacco warnings didn't stop smoking. They justified: •Ad bans •Taxation •Age
2025-12-28 View on X
Engadget

NY Gov. Kathy Hochul signs a law requiring social platforms with features like addictive feeds to show warning labels about mental health impacts on young users

Andre Revilla / Engadget :

2025-12-27
Since October, $AMZN Amazon, $MSFT Microsoft, and Google $GOOGL have pledged $67.5B into India, with ~80% committed in a single month. That is not measured rollout. That's urgency bordering on panic. India adds users, not ARPU. Subsidized data centers add capacity, not
2025-12-27 View on X
Washington Post

Amazon, Microsoft, and Google pledged a combined $67.5B in Indian investments since October, 80% of those in December, as part of an AI spending frenzy in India

Pranshu Verma / Washington Post :

2025-10-03
Vibe Coding is at the peak of the hype cycle now. @Replit @lovable_dev @elevenlabsio and many others on this list LFG
2025-10-03 View on X
TechCrunch

a16z releases a report, citing Mercury data, on the top 50 AI companies that startups pay; OpenAI leads, followed by Anthropic, Replit, Freepik, and ElevenLabs

On Thursday, Andreessen Horowitz released its first AI Spending Report in partnership with the fintech firm Mercury.

2024-04-12
$AMZN - great shareholder letter by @ajassy - especially the section on Primitives Worth a read multiple times https://www.aboutamazon.com/ ...
2024-04-12 View on X
Wall Street Journal

In his annual shareholder letter, Andy Jassy says GenAI “may be the largest technology transformation since the cloud” and Amazon is committed to cost-cutting

how does Amazon remain resilient? While simple in its wording, it's profound because it gets to the heart of our success to date as well as for the future” His response: [image] Ri...

2024-04-11
$AMZN - great shareholder letter by @ajassy - especially the section on Primitives Worth a read multiple times https://www.aboutamazon.com/ ...
2024-04-11 View on X
Wall Street Journal

In his annual shareholder letter, Andy Jassy says GenAI “may be the largest technology transformation since the cloud” and Amazon is committed to cost-cutting

In his letter to shareholders, Andy Jassy says generative AI could usher in the largest tech transformation since the Internet

2023-10-11
$SFT SPAC dies - declares bankruptcy Shift, based in San Francisco, will fund the wind down process by liquidating its inventory. Its two physical locations in California and its website are no longer operational, according to a statement.
2023-10-11 View on X
TechCrunch

Online used car marketplace Shift files for Chapter 11 bankruptcy and begins shutting down its business, after going public via a SPAC merger in October 2020

Kirsten Korosec / TechCrunch :

2023-09-24
While the entire PC market (and mobile phones) have taken a hit, $MSFT Surface have borne more of the brunt than traditional PC makers https://www.zdnet.com/...
2023-09-24 View on X
ZDNet

A look at Microsoft's Surface business as device revenue plunged in FY 2023 after growing steadily since FY 2014, as a major correction hits the wider PC market

Ed Bott / ZDNet : X: @edbott and @mukund . Forums: r/Surface X: Ed Bott / @edbott : I had some thoughts after Microsoft's Surface event this week. https://www.zdnet.com/... Mukund...

2023-06-26
Even after rallying 66% this year, Asana $ASAN shares are more than 80% below their record high from late 2021. https://www.cnbc.com/... [image]
2023-06-26 View on X
CNBC

An interview with Asana CEO Dustin Moskovitz, who became Asana's majority owner after a post-listing share buying spree, on AI's risks as a philanthropy focus

Jordan Novet / CNBC : Twitter: @mukund Twitter: Mukund Mohan / @mukund : Even after rallying 66% this year, Asana $ASAN shares are more than 80% below their record high from late ...

2023-06-19
Right now any news is good news for Pre IPO @Reddit as it keeps its brand front and center https://www.wired.com/... https://twitter.com/...
2023-06-19 View on X
Wired

Reddit's management risks putting the company in a death spiral as users revolt, dedicated moderators quit, and its vibrant discussions move to other platforms

2023-06-18
Right now any news is good news for Pre IPO @Reddit as it keeps its brand front and center https://www.wired.com/... https://twitter.com/...
2023-06-18 View on X
Wired

Reddit's management risks putting the service in a death spiral as users revolt, dedicated moderators quit, and its vibrant content moves to other platforms

When the user revolt ends—if it ever does—Reddit's community won't ever be the same.  —  It's pretty easy to piss people off on Reddit.

2023-06-06
The best uses cases for Vision Pro are in movies, concerts, sports shows, and gaming. I like this. Not for me, but there will be enough people that will buy this. https://www.youtube.com/...
2023-06-06 View on X
The Verge

Tim Cook unveils Apple Vision Pro, a “spatial computing” headset controlled with the user's eyes, hands, and voice, coming to the US for $3,499+ in early 2024

Apple has announced an augmented reality headset called Apple Vision Pro that “seamlessly” blends the real and digital world.

The best uses cases for Vision Pro are in movies, concerts, sports shows, and gaming. I like this. Not for me, but there will be enough people that will buy this. https://www.youtube.com/...
2023-06-06 View on X
TechCrunch

Apple Vision Pro specs: 12 cameras, five sensors, and six mics, an M2 and a new R1 chip, a digital crown, 23M pixels, and Zeiss lenses for vision correction

as needed. Top right: For those that wear glasses, Apple is partnering with Zeiss to create inserted lens, that will correct your vision, so you... https://twitter.com/... [image] ...

2023-05-27
I did not know YouTube had stories. They plan to shut it down. 🤣🤣🤣🤣 https://techcrunch.com/...
2023-05-27 View on X
TechCrunch

YouTube plans to shut down Stories on June 26, 2023, as the company focuses on other key areas, like Shorts, Community posts, live videos, and its usual content

Twitter won the equivalent race to see who could best copy live audio from Clubhouse. … Tweets: Andrew / @ibxtoycat : Honestly, a good thing - Community posts and shorts cover ever...