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VOICE ARCHIVE

Sung Kim

@sungkim
40 posts
2026-03-09
Crucially, this pivot turns the consumer market into a massive laboratory; by deploying these agents at scale, companies are harvesting high-value, real-world “action data” that could prove more valuable than traditional training sets.  —  www.scmp.com/tech/tech-tr...
2026-03-09 View on X
Bloomberg

OpenClaw mania hits China: AI labs launch tools to help users deploy OpenClaw, a Shenzhen district drafts a policy encouraging free OpenClaw services, and more

Chinese software shares surged Monday after local government agencies joined tech leaders such as Tencent Holdings Ltd …

2026-02-14
OpenAI has released GPT-5.3-Codex-Spark: 1000 tokens per second  —  openai.com/index/introd...  [embedded post]
2026-02-14 View on X
ZDNET

OpenAI debuts a research preview of GPT-5.3-Codex-Spark, a smaller version of GPT-5.3-Codex that it claims generates code 15 times faster, for ChatGPT Pro users

2026-02-13
OpenAI has released GPT-5.3-Codex-Spark: 1000 tokens per second  —  openai.com/index/introd...  [embedded post]
2026-02-13 View on X
ZDNET

OpenAI debuts a research preview of GPT-5.3-Codex-Spark, a smaller version of GPT-5.3-Codex that it claims generates code 15 times faster, for ChatGPT Pro users

ZDNET's key takeaways  — OpenAI targets “conversational” coding, not slow batch-style agents.  — Big latency wins: 80% faster roundtrip, 50% faster time-to-first-token.

2026-02-12
OpenAI has released GPT-5.3-Codex-Spark: 1000 tokens per second  —  openai.com/index/introd...  [embedded post]
2026-02-12 View on X
ZDNET

OpenAI launches a research preview of GPT-5.3-Codex-Spark, a smaller version of GPT-5.3-Codex that it claims generates code 15 times faster, for Pro users

ZDNET's key takeaways  — OpenAI targets “conversational” coding, not slow batch-style agents.  — Big latency wins: 80% faster roundtrip, 50% faster time-to-first-token.

2026-02-11
This makes no business sense.  —  KPMG, one of the world's largest auditors of public and private companies, negotiated lower fees from its own auditors by arguing that AI will make it cheaper to do the work.  —  www.ft.com/content/c891...
2026-02-11 View on X
Financial Times

Sources: KPMG negotiated a 14% lower fee for its 2025 audit by threatening to find a new accountant if Grant Thornton didn't pass on its cost savings from AI

2026-02-06
You'd think a large model for a tabular data is revolutionary, except we've been doing it for DECADES.  —  techcrunch.com/2026/02/05/f...
2026-02-06 View on X
TechCrunch

Fundamental, which has developed a Large Tabular Model to analyze structured data, comes out of stealth with $255M in funding at a $1.2B valuation

2026-01-27
Moonshot AI, why are you making my life more complicated?  —  Now, I will need to revisit MQ, Kafka, and this stateless, client-side orchestration loop.  —  www.kimi.com/blog/kimi-k2...  [image]
2026-01-27 View on X
Bloomberg

Chinese startup Moonshot releases Kimi K2.5, saying the model can process text, images, and videos simultaneously and beats its open-source peers in some tests

Alibaba Group Holding Ltd.-backed Moonshot AI released an upgrade of its flagship model, heating up a domestic arms race ahead …

Moonshot AI, why are you making my life more complicated?  —  Now, I will need to revisit MQ, Kafka, and this stateless, client-side orchestration loop.  —  www.kimi.com/blog/kimi-k2...  [image]
2026-01-27 View on X
Kimi

Moonshot says Kimi K2.5 builds on K2 with “pretraining over ~15T mixed visual and text tokens” and “can self-direct an agent swarm with up to 100 sub-agents”

Today, we are introducing Kimi K2.5, the most powerful open-source model to date.

2025-12-22
I have stated this many times - Lina Khan doomed iRobot.  —  She saved the consumers by transforming it into another Chinese brand.  [embedded post]
2025-12-22 View on X
TechCrunch

Q&A with iRobot co-founder Colin Angle on the company's Chapter 11 bankruptcy, regulatory pressure that killed Amazon's deal, his new robotics startup, and more

When iRobot filed for Chapter 11 bankruptcy last Sunday, it marked the end of an era for one of America's most beloved robotics companies.

2025-12-16
Economics of Orbital vs Terrestrial Data Centers by Andrew McCalip  —  It might not be rational  —  But  —  It might be physically possible  —  andrewmccalip.com/space-datace...  [image]
2025-12-16 View on X
Andrew McCalip

Orbital solar data centers' cost-per-watt of compute is $51.10/W, far above $15.85/W for terrestrial sites; SpaceX is uniquely positioned to try orbital

It might not be rational But It might be physically possibleBefore we get nerd sniped by the shiny engineering details, ask the only question that matters.

2025-12-11
Why AGI Will Not Happen by Tim Dettmers  —  This blog post is for those who want to think more carefully about these claims and examine them from a perspective that is often missing in the current discourse: the physical reality of computation.  —  timdettmers.com/2025/12/10/w...
2025-12-11 View on X
Tim Dettmers

An Ai2 research scientist says AGI may never emerge because such a concept ignores the physical realities and limits of computation, such as energy constraints

If you are reading this, you probably have strong opinions about AGI, superintelligence, and the future of AI. X: @scaling01 , @sriramk , @tim_dettmers , and @tim_dettmers LinkedIn...

2025-11-16
Anthropic, a company that is actively campaigning for regulatory capture, reported that it disrupted the first known AI-orchestrated cyber-espionage campaign ( www.anthropic.com/news/disrupt... ).
2025-11-16 View on X
Ars Technica

Some experts question Anthropic's claims of cyberattack breakthroughs using its tools, noting that white-hat hackers report modest gains from AI-aided hacking

Researchers from Anthropic said they recently observed the “first reported AI-orchestrated cyber espionage campaign” …

2025-11-11
If I had to report to this clown, I'd leave too.  What's with the trucker hat and that loud t-shirt?  —  Meta's chief artificial intelligence scientist, Yann LeCun, has reportedly told associates he plans to leave the Silicon Valley company in the coming months.  —  www.ft.com/content/c586...
2025-11-11 View on X
Financial Times

Sources: Meta Chief AI Scientist Yann LeCun plans to leave Meta in the coming months to found his own startup; a source says he is in early talks to raise funds

Turing Award winner seeks to depart as Mark Zuckerberg makes ‘superintelligence’ push  —  Melissa Heikkilä in London …

2025-10-15
LMSYS.ORG's NVIDIA DGX Spark In-Depth Review: A New Standard for Local AI Inference  —  TLDR.  It's built to bring AI experimentation to your desk, albeit very slowly.  —  lmsys.org/blog/2025-10...
2025-10-15 View on X
The Register

Nvidia DGX Spark hands-on: trades performance and bandwidth for 128GB of unified memory, the ecosystem is a big selling point, the design is standard, and more

What It Means for NVDA Stock and AI Crypto Sentiment Maximilian Schreiner / The Decoder : Early reviews suggest Nvidia may have found another way to sell its chips with the DGX Spa...

2025-10-13
So far, OpenAI has deals with 6 companies to provide gigawatts of capacity:  — Microsoft: ???  - Coreweave: ???  ($11.9B + $4B + $6.5B = $22.4B)  — Oracle: 4.5 GW ($300B)  — Nvidia: 10 GW ($100B)  — AMD: 6 GW (???)  — Broadcom: 10 GW (???)
2025-10-13 View on X
Wall Street Journal

OpenAI and Broadcom agree to co-develop and deploy 10GW of custom AI chips to run OpenAI's models over four years; sources: the deal is worth multiple billions

The companies plan to deploy 10 gigawatts of custom AI chips over the next four years  —  OpenAI and Broadcom are working together …

2025-10-06
AMD to OpenAI: “If you buy our GPUs at scale, we'll give you stock options at a nominal price, so you can benefit when our share price goes up.”  —  ir.amd.com/news-events/...
2025-10-06 View on X
CNBC

OpenAI and AMD announce a deal in which OpenAI could take up to a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 25%+

- OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker

2025-10-03
Where the startups are spending money on, based on their spent on Mercury (startup bank)  —  a16z.com/the-ai-appli...  [image]
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.

2025-09-24
Tether, U.S. Dollar wrapper is worth $500B!  —  www.bloomberg.com/news/article...
2025-09-24 View on X
Bloomberg

Sources: Tether is in talks to raise $15B to $20B in exchange for a ~3% stake through a private placement in a deal that could value the company at ~$500B

Tether Holdings SA, issuer of the world's largest stablecoin, is in talks with investors to raise as much as $20 billion …

Chinese AI has caught up with leading U.S.-based labs.  Alibaba's release of Qwen3-Max places it alongside frontier AI players like Anthropic, Google, OpenAI, and xAI.  —  qwen.ai/blog?id=2413...  [images]
2025-09-24 View on X
Bloomberg

Alibaba's Hong Kong-listed shares hit a nearly four-year high after CEO Eddie Wu announced plans to increase AI spending beyond the $53B target over three years

Alibaba Group Holding Ltd.'s shares surged to their highest in nearly four years after revealing plans to ramp up AI spending past …

Chinese AI has caught up with leading U.S.-based labs.  Alibaba's release of Qwen3-Max places it alongside frontier AI players like Anthropic, Google, OpenAI, and xAI.  —  qwen.ai/blog?id=2413...  [images]
2025-09-24 View on X
Simon Willison's Weblog

Alibaba releases the Qwen3-VL vision models, the Qwen3Guard “safety moderation” models, and three closed-weight models, including Qwen3-Max with 1T+ parameters

Qwen 50.6k  —  Safetensors qwen3_vl_moe Julian Nabil / Forbes Middle East : Alibaba Introduces Qwen3-Max AI Model With Over 1T Parameters Markus Kasanmascheff / WinBuzzer : Alibaba...