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VOICE ARCHIVE

@quantian1

@quantian1
59 posts
2026-02-28
Sorry if this is woke or whatever but it is FUCKING INSANE that the DoD is explicitly, publicly trying to create an AI powered mass surveillance program of American citizens, attempting to destroy a company for refusing to comply with that directive, and *bragging about doing so*
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

Sorry if this is woke or whatever but it is FUCKING INSANE that the DoD is explicitly, publicly trying to create an AI powered mass surveillance program of American citizens, attempting to destroy a company for refusing to comply with that directive, and *bragging about doing so*
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

2026-02-25
>longs assmad Citrini put out a piece that didn't have any particular relevance to their holdings but caused them to lose a shitload of money anyways [image]
2026-02-25 View on X
Financial Times

An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise

2026-02-24
>longs assmad Citrini put out a piece that didn't have any particular relevance to their holdings but caused them to lose a shitload of money anyways [image]
2026-02-24 View on X
Financial Times

An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise

Most of the sell-side has remained hilariously silent at a mere Substacker seemingly shaking markets, even though the anguish and frustration is almost palpable.

2026-02-04
Before adjusting for SBC, there are 18 US software companies trading above an 8% FCF yield (highest = 16%, average = 11%). After adjusting for SBC, there are zero. What a terrible industry to knife catch LMAO.
2026-02-04 View on X
Wall Street Journal

Software and data stocks plunge over fears that new AI developments will supplant software; ADBE fell 7.31%, CRM 6.85%, and Thomson Reuters 15.83% on Tuesday

From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply on Tuesday

2025-11-25
Why the FUCK is a $4 trillion company with a short interest under 1% secretly emailing refutations of a short report to analysts like they're some kind of NASDAQ-CM shitco with Don Jr. on the board?
2025-11-25 View on X
Barron's Online

Nvidia refuted accounting questions in a memo to analysts, saying “Unlike Enron, Nvidia does not use Special Purpose Entities to hide debt and inflate revenue”

A series of prominent stock sales and allegations of accounting irregularities have put Nvidia NVDA +2.05% in the middle …

2025-11-02
That's a lot of words to say “I am going to launch an ATM that will make Michael Saylor look like a piker”
2025-11-02 View on X
@bg2pod

Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more

BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap — (00:00) Intro (02:28) Microsoft's Investment in OpenAI (03:19) The Nonprofit Structure and Its ...

2025-10-28
Am I crazy or is Microsoft cutting OAI loose for 27% of the company exactly what you'd do right before you massively cut capex guide tomorrow and go “who cares we have the upside and everybody else is clearly willing to foot the bill”
2025-10-28 View on X
OpenAI

OpenAI completes its recapitalization, “simplifying” its structure; OpenAI Foundation now has equity valued at ~$130B and still controls the OpenAI for-profit

OpenAI has completed its recapitalization, simplifying its corporate structure.  The nonprofit remains in control …

Time to check Grokipedia: [image]
2025-10-28 View on X
Washington Post

Grokipedia, a Grok-based encyclopedia, launches with 885K+ articles, drawing from Wikipedia content; Elon Musk called it “a massive improvement” over Wikipedia

The right-leaning tech magnate is touting his own online encyclopedia as an unbiased alternative, but it went down after about an hour.

2025-08-06
Lmao OpenAI with the secondary sale at a massive valuation hike. Hope everybody there has fun securing the bag on this one. [image]
2025-08-06 View on X
Bloomberg

Sources: OpenAI is in early talks to hold a secondary share sale for current and former staffers at a ~$500B valuation; OpenAI was valued at $300B in March 2025

OpenAI is in early talks about a potential sale of stock for current and former employees at a valuation of about $500 billion …

2025-07-10
Damn Grok 4 is good, it concluded the user was an easily impressed moron based on his query and then generated some bullshit with a heavy sprinkling of “quantum” to do just that.
2025-07-10 View on X
Tom's Guide

xAI introduces Grok 4, trained on its Colossus supercomputer, with multimodal features, faster reasoning, Grok 4 Voice, Grok 4 Code, a new interface, and more

Deeper thinking and greater reasoning is promised  —  An hour after the live stream was supposed to start last night (July 9) …

2025-05-08
So in the past week OpenAI bought a SaaS company for $3 billion, appointed a former Facebook/Instacart ad exec CEO, and got export curbs on GPUs lifted. Looks like they finally stopped pretending they'll make superintelligence and are pivoting to AI girlfriends with native ads
2025-05-08 View on X
OpenAI

OpenAI hires Instacart CEO Fidji Simo as CEO of Applications, reporting to Sam Altman, who says he will remain CEO and focus on research, compute, and safety

Sam shared this message with the company earlier today:  —  Hi everyone - I have some exciting news to share.

2025-03-29
Well that's certainly one way to eliminate the circular financing issues, but perhaps not the one XAI investors would like...
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 …

2025-03-28
Incredible things are happening with the new Chat GPT update [image]
2025-03-28 View on X
Reservoir Samples

OpenAI's model behavior lead says OpenAI is “shifting from blanket refusals in sensitive areas to a more precise approach focused on preventing real-world harm”

Navigating responsibility and user freedom, and how that influenced setting the Day 1 policy for 4o image generation in ChatGPT X: @altryne , @nexuist , @sterlingcrispin , @borismp...

Incredible things are happening with the new Chat GPT update [image]
2025-03-28 View on X
TechCrunch

After OpenAI released ChatGPT's new image generator, social media has been flooded with AI memes in the style of Studio Ghibli, highlighting copyright concerns

here's 7 incredible examples of what it can do Kirk / Geek News Central Podcast : ChatGPT's New Image Model Sparks Additional Copyright Controversies #1810 Spencer Neale / The Amer...

2025-03-27
Incredible things are happening with the new Chat GPT update [image]
2025-03-27 View on X
TechCrunch

After OpenAI released ChatGPT's new image generator, social media has been flooded with AI memes in the style of Studio Ghibli, highlighting copyright concerns

It's only been a day since ChatGPT's new AI image generator went live, and social media feeds are already flooded with AI-generated memes …

2025-01-29
THEY RUN THE FUCKING OPM THEY AREN'T HIGH SCHOOLERS ARRESTED FOR SMELLING LIKE WEED JESUS FUCKING CHRIST
2025-01-29 View on X
Wired

Sources: the US Office of Personnel Management's highest ranks are now controlled by former employees of Elon Musk's companies, like xAI and the Boring Company

Sources tell WIRED that the OPM's top layers of management now include individuals linked to xAI, Neuralink, the Boring Company, and Palantir.

2025-01-28
Instantly changing the names of geographic features to placate the whims of right wing nationalist leaders? Did they have the engineering team at Google Bharat or Google Türkiye implement this update?
2025-01-28 View on X
CNBC

Google says it will change Gulf of Mexico to Gulf of America on Maps when “official government sources” are updated, after Trump signed an EO changing the name

Google said Monday it will change the name of the Gulf of Mexico to “Gulf of America” in Google Maps …

?¿??¿¿¿ ?????¿¿¿¿ ¿¿¿¿ ?????????????
2025-01-28 View on X
Bloomberg

Donald Trump vows to put tariffs on foreign chips “in the very near future” and calls DeepSeek's AI progress “a positive” and “a wake-up call” for US industries

President Donald Trump said he would soon impose tariffs on foreign pharmaceuticals …

2025-01-27
It hasn't really been reported as such, but DeepSeek is the final nail in the coffin for the popular but obvious dumb “Hapsburg AI” theory: once a LLM reaches a certain point, having its own output added to the training set improves, rather than degrades, performance
2025-01-27 View on X
Bloomberg

DeepSeek's iOS app tops the App Store's Top Free Apps chart in the US, beating ChatGPT, stirring doubts in Silicon Valley about the strength of the US' AI lead

- App's lower-cost model upends premise for AI spending boom  — Stocks of chip gear makers ASML and Advantest plunge