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VOICE ARCHIVE

Tanay Jaipuria

@tanayj
100 posts
2026-03-07
Good piece on the “war time” at Cursor.  Some interesting quotes: - The company's new mandate was labeled “P0 #1”—priority zero: “Build the best coding model.”  - Cursor estimated last year that a $200-per-month Claude Code subscription could use up to $2,000 in compute, suggesting significant subsidization by Anthropic.  Today, that subsidization appears to be even more aggressive, with that $200 plan able to consume about $5,000 in compute, according to a different person who has seen analyses on the company's compute spend patterns.
2026-03-07 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

2026-03-06
Good piece on the “war time” at Cursor. Some interesting quotes: - The company's new mandate was labeled “P0 #1”—priority zero: “Build the best coding model.” - Cursor estimated last year that a $200-per-month Claude Code subscription could use up to $2,000 in compute,
2026-03-06 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

Nice chart from Anthropic's study on impact of AI on labor markets. Blue shows theoretical capability of AI (% of tasks) in a job function and red shows observed usage. Primarily being adopted in SWE, math, legal, Sales, business/finance work so far but nowhere to the extent [image]
2026-03-06 View on X
Axios

Anthropic debuts an early-warning system for potential AI-driven destruction of white-collar jobs and says it shows “limited evidence” of AI-led job loss so far

- An occupation's specific tasks;  — An estimate of which of those tasks can be performed by large language models.

2026-03-03
Chatbot memory can be exported with a single prompt. So much for memory as a moat. Here's the prompt used for Claude's Memory import feature: [image]
2026-03-03 View on X
Engadget

Anthropic brings Claude's memory feature to free users, after launching it for paid users in October 2025; users can pause the feature or delete all memories

It's the latest upgrade to arrive for free users.  —  Anthropic is bringing another paid feature to Claude's free tier.  The next time you chat with Claude, you'll have the option ...

Chatbot memory can be exported with a single prompt. So much for memory as a moat. Here's the prompt used for Claude's Memory import feature: [image]
2026-03-03 View on X
Claude

Anthropic launches a tool to bring a user's preferences and context from other AI platforms to Claude with one copy-paste command, available on all paid plans

here's how to make the switchJackson Chen /Engadget:Anthropic's Claude can now absorb your past conversations with other AI chatbotsEric Hal Schwartz /TechRadar:Claude just got a v...

2026-02-05
Anthropic is claiming what @benthompson would call “Strategy Credit” with their statement about Claude remaining ads-free. Reality is Claude's free user base is so small relative to ChatGPT and orthogonal to their enterprise strategy so putting ads in it would be irrelevant for [image]
2026-02-05 View on X
Anthropic

Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers

There are many good places for advertising.  A conversation with Claude is not one of them.

Anthropic is claiming what @benthompson would call “Strategy Credit” with their statement about Claude remaining ads-free. Reality is Claude's free user base is so small relative to ChatGPT and orthogonal to their enterprise strategy so putting ads in it would be irrelevant for [image]
2026-02-05 View on X
@sama

Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”

First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for a...

2026-02-03
High level math on SpaceX <> xAI deal as reported Combined company worth $1.25T, roughly 80% SpaceX and 20% xAI. xAI itself was a merger of Twitter (~30%) and xAI (~70%).  Rough dollar split at current valuation between 3 cos: - SpaceX: ~$1T - xAI: ~$177B (raised at $24B only 20 months ago!)  - Twitter: ~$73B (2.2x return for take-private shareholders)
2026-02-03 View on X
Bloomberg

SpaceX acquires xAI; sources say the all-stock deal values the combined company at $1.25T, with SpaceX valued at $1T and xAI at $250B; xAI burns ~$1B per month

Elon Musk's SpaceX has acquired xAI, in a deal that encompasses the billionaire's increasingly costly ambitions to dominate artificial intelligence and space exploration.

2026-01-29
[...] Huge amount of investment especially given Meta doesn't have a cloud business unlike the others spending in that range
2026-01-29 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

[...] Huge amount of investment especially given Meta doesn't have a cloud business unlike the others spending in that range
2026-01-29 View on X
Bloomberg

Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs

Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.

2025-12-06
@rjonesy acquisition itself sounds like acquihire to grow out team focused on ai wearables
2025-12-06 View on X
Reuters

Meta acquires Limitless, which makes a pendant-style AI wearable that records and transcribes real-world conversations; Limitless has raised more than $33M

Meta (META.O) has acquired AI-wearables startup Limitless, maker of a pendant-style device that records and transcribes real-world conversations …

2025-10-30
Today, Meta just reported its first $50B+ revenue quarter and Alphabet its first $100B+ revenue quarter. Insane businesses.
2025-10-30 View on X
Meta

Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.

2025-10-11
Google monthly AI token volume: Apr 2024: ~10T tokens Dec 2024: ~50T tokens May 2025: ~480T tokens Jul 2025: ~980T tokens Oct 2025: ~1.3 Quadrillion tokens
2025-10-11 View on X
The Decoder

Google says it hit a milestone of 1.3 quadrillion monthly tokens processed across its services this summer, up from 980T monthly tokens announced in July

Matthias Bastian / The Decoder :

2025-07-02
Fun Fact: Figma has $1.54B of cash on hand currently but raised only $749M in primary capital in its history. It will go public with a negative (!) net burn over its lifetime of $791M, thanks to their efficiency and the $1B breakup fee received from Adobe.
2025-07-02 View on X
CNBC

Figma files for an IPO, plans to trade on the NYSE under the ticker FIG, and reports Q1 revenue up 46% YoY to $228.2M and net income up 233% YoY to $44.9M

Design software company Figma filed for an IPO on Tuesday, and plans to trade on the New York Stock Exchange under ticker symbol “FIG.”

2025-03-29
CoreWeave went public today at $40/share, a ~$23B valuation.  It was 20%+ lower than initially guided range & took NVIDIA to anchor IPO for it to close per CEO.  Some notes:  · $1.9B in revenue in 2024 (up >100x from 2022)  · 62% of Revenue from Microsoft, 15% from NVIDIA  · 32 purpose-built data centers running 250K+ GPUs  · only 1% of revenue spent on sales and marketing (unique moment in time!)
2025-03-29 View on X
CNBC

CoreWeave closes flat at $40 in its Nasdaq debut; CoreWeave's offering is the largest US IPO since UiPath's NYSE debut in 2021

CoreWeave's stock opened at $39 and closed at $40 in its Nasdaq debut on Friday after the company sold shares at $40 a piece, below the expected range.

2025-02-04
New paragraph in Apple's risk factors section of annual filings: potential negative impact to Apple's iOS search licensing fees from the regulation against Google [image]
2025-02-04 View on X
The Verge

A US district court judge denies Apple's emergency motion to halt the remedy phase of DOJ v. Google, saying that Apple hasn't demonstrated satisfactory reasons

Umar Shakir / The Verge :

2025-02-02
In a Reddit AMA today, Sam Altman revealed that OpenAI is reconsidering its open-source strategy 👀 [image]
2025-02-02 View on X
TechCrunch

In a Reddit AMA, Sam Altman admitted that DeepSeek has lessened OpenAI's lead and said OpenAI has been “on the wrong side of history” in terms of open sourcing

To cap off a day of product releases, OpenAI researchers, engineers, and executives, including OpenAI CEO Sam Altman …

2025-02-01
In a Reddit AMA today, Sam Altman revealed that OpenAI is reconsidering its open-source strategy 👀 [image]
2025-02-01 View on X
Wall Street Journal

When asked in an AMA if OpenAI would release model weights and research, Sam Altman said “we are discussing” and “it's also not our current highest priority”

CEO of the ChatGPT maker says his company has been ‘on the wrong side of history’ with open-source software

2025-01-26
Even if Deepseek v3's final training run cost $5.5M, it had additional costs including: • Cost of test runs and experiments: $10-15M+ • Spend on team (139 authors on technical paper): $15M+/yr • Spend on OpenAI model inference for distillation purposes — $5M+ (?) And this
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 …

Even if Deepseek v3's final training run cost $5.5M, it had additional costs including: • Cost of test runs and experiments: $10-15M+ • Spend on team (139 authors on technical paper): $15M+/yr • Spend on OpenAI model inference for distillation purposes — $5M+ (?) And this
2025-01-26 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

“Marc Andreessen, a co-inventor of the pioneering Mosaic web browser, co-founder of the Netscape browser company and current general partner at the famed Andreessen Horowitz (a16z)...