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VOICE ARCHIVE

Michael Ibrahim

@mwi.invest
12 posts
2025-04-12
Zuck views Meta as his life's work, not just a company.  He's not driven by stock movements.  He's all in, and he'll do everything in his power to prevent it from being broken up.  This case isn't just regulatory; it's existential for him.  And I hope it doesn't drag on for too long.
2025-04-12 View on X
Axios

Meta adds Dina Powell McCormick, who served as deputy national security adviser to Trump in his first term, and Stripe CEO Patrick Collison to its board

Dina Powell McCormick, a prominent banking executive and former Republican official, and Stripe CEO Patrick Collison are joining Meta's board, Axios has learned.

2025-02-25
Google is so underestimated that Gemini is not even included in this table!  They seriously need to step up their communication big time and significantly improve showcasing their capabilities, since they have everything they need to have, and then more!!  Kinda same for Meta and Llama, but not quite.  [image of Claude benchmarks]
2025-02-25 View on X
TechCrunch

Anthropic releases Claude 3.7 Sonnet, a hybrid model that can produce fast responses or extended, step-by-step thinking, and Claude Code, an agentic coding tool

and it could be a game changer Ghacks : Anthropic Unveils Claude 3.7: First Hybrid Reasoning AI Model Rowan Cheung / The Rundown AI : Claude enters the reasoning era Siddharth Jind...

Google is so underestimated that Gemini is not even included in this table!  They seriously need to step up their communication big time and significantly improve showcasing their capabilities, since they have everything they need to have, and then more!!  Kinda same for Meta and Llama, but not quite.  [image of Claude benchmarks]
2025-02-25 View on X
One Useful Thing

Claude 3.7 and Grok-3 are the first “Gen3” models with big gains in handling complex tasks, using 10x more compute than GPT-4-class models, and better reasoning

Note: After publishing this piece, I was contacted by Anthropic who told me that Sonnet 3.7 would not be considered …

2025-01-18
The presidency cannot legally assure service providers like Apple, Google, or Oracle that they won't be held liable for supporting TikTok.  Penalties are enforceable unless Congress amends the law or courts overturn it.  While the President can influence enforcement priorities (delaying actions through agency guidance), this doesn't eliminate legal risks for providers. …
2025-01-18 View on X
CNBC

TikTok says it will go dark in the US on Sunday unless the Biden admin provides a “definitive statement” to critical service providers assuring non-enforcement

TikTok said its services will go dark on Sunday without a guarantee from the Biden administration that it won't punish Apple …

It's important to set the record straight by clearly stating the facts: Sheryl is, for sure, a legend in the industry, and her impact on Meta cannot be overstated.  Now, let's steer clear of unnecessary drama and clickbait distractions, and remain laser-focused on building tech products.
2025-01-18 View on X
Engadget

Zuckerberg says there's a “bogus narrative saying I blamed Sheryl for a bunch of stuff” and he was just addressing the origin of “bring your whole self to work”

Well, specifically, they want me to know.  —  On Thursday, The New York Times published a lengthy story …

2025-01-01
In November 2022, @zuck said: “We talk a lot about the very long-term opportunities like the metaverse, but the reality is that business messaging is probably going to be the next major pillar of our business as we work to monetize WhatsApp and Messenger more.”  Fast forward ⏩ AI is a truly game-changing catalyst for monetizing the massive WhatsApp platform.  Today, NPCI said it has removed the UPI user onboarding limit for WhatsApp Pay, unlocking the entire user base in India.  Bullish 🔥
2025-01-01 View on X
TechCrunch

India extends a deadline for implementing a 30% cap on any company's share of transactions on UPI payments network, providing relief to Google Pay and PhonePe

India has once again pushed back a contentious plan to limit big technology companies' control of the nation's digital payments system …

In November 2022, @zuck said: “We talk a lot about the very long-term opportunities like the metaverse, but the reality is that business messaging is probably going to be the next major pillar of our business as we work to monetize WhatsApp and Messenger more.”  Fast forward ⏩ AI is a truly game-changing catalyst for monetizing the massive WhatsApp platform.  Today, NPCI said it has removed the UPI user onboarding limit for WhatsApp Pay, unlocking the entire user base in India.  Bullish 🔥
2025-01-01 View on X
TechCrunch

India removes a 100M user cap on WhatsApp Pay, letting Meta roll out the mobile payments service to all of its 500M+ users in the country

Manish Singh / TechCrunch :

2024-09-24
“If we want to put AI into the hands of as many people as possible, we need to drive down the cost of compute and make it abundant (which requires lots of energy and chips).  If we don't build enough infrastructure, AI will be a very limited resource that wars get fought over and that becomes mostly a tool for rich people. …
2024-09-24 View on X
Sam Altman

Sam Altman claims “deep learning worked”, superintelligence may be “a few thousand days” away, and “astounding triumphs” will incrementally become commonplace

In the next couple of decades, we will be able to do things that would have seemed like magic to our grandparents.

2024-09-10
AI on Ray-Ban Meta from many months ago > Apple's Visual Intelligence that is “coming later this year” Yes, I am biased.
2024-09-10 View on X
9to5Mac

Apple plans to launch Apple Intelligence in beta in October for US English language users, in more English countries in December, and in other languages in 2025

Apple today announced that Apple Intelligence will begin in beta starting in October, with iOS 18.1.

2024-07-26
Huge milestone.  WhatsApp is greatly underrated by investors.  Remember, @zuck said this in November 2022: “We talk a lot about the very long-term opportunities like the metaverse, but the reality is that business messaging is probably going to be the next major pillar of our business as we work to monetize WhatsApp and Messenger more.” link to interview: https://www.youtube.com/...
2024-07-26 View on X
TechCrunch

Meta says WhatsApp now has more than 100M MAUs in the US and that more than 50% of WhatsApp users in the country have an iPhone; WhatsApp has 2B+ MAUs globally

Watch Out iMessage Sheena Vasani / The Verge : WhatsApp now has 100 million monthly users in the US GSMArena.com : WhatsApp reaches 100 million monthly users in the US Mahmoud Itan...

2024-07-02
Meta should consider introducing those annoying unskippable ads in the EU for users who do not consent to sharing their data for personalized/targeted ads.  Also, I find it ridiculous that the European Commission is against Subscription for No Ads! …
2024-07-02 View on X
Reuters

Preliminary findings: the EU says Meta's pay or consent ad model breaches the DMA; Meta faces a fine of up to 10% of its global annual turnover if found guilty

2024-03-24
People either see the case against Apple as “trivial” and “confused about how the technology works” or “substantive, focused, and hard hitting.”  This makes me excited to read the complaint 🤓
2024-03-24 View on X
Hardcore Software

A look at the US DOJ's lawsuit against Apple, comparisons to Microsoft suit in the 1990s, basic factual errors, why it is clearly a political case, and more

March 21, 2024 the United States filed an antitrust complaint against Apple.  The filing is a new approach to antitrust and hinges …