2026-01-31
@tbpn @markgurman Penny pinching on Siri is a classic Tim move here.
Bloomberg
Sources: Apple lost at least four more AI researchers in recent weeks, two of whom went to Meta and one to DeepMind; a top Siri executive left for DeepMind
Apple Inc. has lost at least four more of its artificial intelligence researchers in recent weeks in addition to a top Siri executive …
@tbpn @markgurman Penny pinching on Siri is a classic Tim move here.
@tbpn
Gurman: internal development at Apple “runs on Anthropic at this point” and Apple wanted to rebuild Siri around Claude but Anthropic “wanted a ton of money”
Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. “Apple runs on Anthropic at this point. An...
2026-01-19
Anthropic is likely going to try and raise $25B from Sequoia, GIC and Coatue, doubling their valuation to $350B. With this tempo they are going to go public at $350-$400 a share. [image]
Financial Times
Sources: Sequoia plans a big investment in Anthropic, joining a round led by GIC and Coatue, which are investing $1.5B each, as Anthropic aims to raise $25B+
Silicon Valley investor to write first cheque for AI start-up after recent leadership overhaul
2025-07-25
Satya's justification for the Microsoft layoffs across long tenured GTM teams is that the company wants to reallocate capital to new skills/business units and the affected employees were not deemed suitable for this refocus. Sign of things to come? [image]
GeekWire
In a memo, Satya Nadella addresses the “enigma” of layoffs while “Microsoft is thriving”, saying the transition into the AI era “might feel messy at times”
Satya Nadella, Chairman and CEO … Edwin Evans-Thirlwell / Rock, Paper, Shotgun : Dear Microsoft CEO Satya Nadella, please prove that an AI didn't write your insulting, vacuous blog...