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VOICE ARCHIVE

Tren Griffin

@trengriffin
337 posts
2026-03-07
“Predictions are hard especially about the future,” except for this: https://www.bloomberg.com/...
2026-03-07 View on X
Bloomberg

Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site

Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …

2026-02-14
“If you look within Anthropic, there's this bizarre 10x per year growth in revenue that we've seen. So in 2023, it was zero to $100 million. In 2024, it was $100 million to $1 billion. In 2025, it was $1 billion to $ 9-10 billion... Obviously that curve can't go on forever. The
2026-02-14 View on X
Dwarkesh Podcast

Q&A with Dario Amodei on getting close to “a country of geniuses in a data center”, how AI will diffuse through the economy, frontier lab profits, China, more

“That's why I'm sending this message of urgency”  —  Dario Amodei thinks we are just a few years away from “a country of geniuses in a data center”.

2025-12-11
“Travis Beals, a Google executive working on the orbital data-center effort, said it would take 10,000 satellites to recreate the compute capacity of a gigawatt data center, assuming 100-kilowatt satellites.” https://www.wsj.com/... [image]
2025-12-11 View on X
Wall Street Journal

Sources: Blue Origin has worked for over a year on tech for orbital AI data centers; SpaceX plans to use upgraded Starlink satellites for AI computing payloads

And Elon Siladitya Ray / Forbes : Musk Signals Reports Of SpaceX Planning An IPO Next Year Are ‘Accurate’ Andrew Nusca / Fortune : What OpenAI's ‘code red’ will accomplish Tyler Du...

2025-12-08
Tis the season to buy some revenue growth, Fa-la-la-la-la, la-la, la, la Troll the ancient Yuletide mainframe sales and consulting revenue, Fa-la-la-la-la, la-la, la, la. https://www.wsj.com/... [image]
2025-12-08 View on X
Wall Street Journal

IBM agrees to acquire data streaming software maker Confluent for ~$11B in cash, above its ~$8B market value as of its December 5 close, paying $31 per share

Confluent shares surged more than 25% in premarket trading Monday, while IBM's fell slightly.

2025-12-01
As everyone knows, the X+ face, TPU 4,3,2 connects to the input side of OCS X,3,2. OCS X,3,2's input side will also connect to the same TPU Index (4,3,2) on the X+ face of all 144 4x4x4 Cubes in the 9,216 TPU cluster. This is intuitive!
2025-12-01 View on X
SemiAnalysis

An in-depth look at TPUv7 Ironwood, and how the latest Google TPU generation positions Google as the most threatening challenger to Nvidia's AI chip dominance

Fascinating article.  They argue that the reason for NVIDIA's circular investment deals is to intertwine their own fate with that of the big labs, to keep themselves on top  —  Ope...

2025-09-08
Quiz: What did SpaceX agree to pay Echostar for each MHz/pop? The term “MHZPop” was invented by Craig McCaw and John Stanton. It was created to show lenders, bond holders and investors that spectrum was a valuable asset (invisible money). [image]
2025-09-08 View on X
Bloomberg

SpaceX agrees to acquire EchoStar's AWS-4 and H-block spectrum licenses for up to $8.5B in cash and up to $8.5B in stock, resolving an FCC inquiry into EchoStar

SpaceX, the Elon Musk-backed company that owns the Starlink satellite internet network, agreed to acquire wireless spectrum …

2025-04-29
Amazon's Kuiper broadband satellite constellation (competitor to Starlink) launched its first operational satellites to low-Earth orbit today. KA-01 is the first of scores of Kuiper launches. Kuiper service links are in Ka and Starlink to date is Ku. Tradeoffs are unavoidable. [image]
2025-04-29 View on X
Reuters

Amazon launches 27 satellites for its Project Kuiper broadband internet program, the first batch of 3,236 satellites that it plans to send into low-Earth orbit

and orbital overcrowding is a disaster waiting to happen Defense One : The D Brief: Jet falls off carrier; Yemen-bombing stats; Global defense-spending spike; Amazon's first satell...

2025-04-23
To create a satellite constellation truly competitive with Starlink requires a lot of up front cash. More satellites = (1) more capacity and (2) a better line-of-sight “look angle” between a ground terminal and satellites. Go big or go home. Or find a market niche.
2025-04-23 View on X
Bloomberg

Sources: Amazon's Project Kuiper has completed just a few dozen satellites so far, far below the pace needed to reach the FCC's 1,618 deadline by July 2026

Project Kuiper has completed just a few dozen satellites so far, more than a year into its manufacturing program, according to three people familiar with the situation.

2025-04-08
Presented without comment: “The hardware and consulting company on Monday announced IBM z17, the latest version of its mainframe computer hardware designed for more than 250 AI use cases, including AI agents and generative AI.” [image]
2025-04-08 View on X
TechCrunch

IBM unveils the z17 mainframe with a Telum II chip, able to process 450B daily inference operations, 50% more than the z16 released in 2022, available on June 8

IBM is releasing the latest version of its mainframe hardware that includes new updates meant to accelerate AI adoption.

2025-03-20
Sam Altman; “My favorite historical analog is the transistor for what AGI is going to be like. There's going to be a lot of it, it's going to diffuse into everything, it's going to be cheap, it's an emerging property of physics and it on its own will not be a differentiator.” [image]
2025-03-20 View on X
Stratechery

Q&A with Sam Altman on the path to OpenAI, its origin story, building a consumer tech company, ads, competition, hallucinations, regulation, and the AI outlook

This Stratechery interview is technically another installment of the Stratechery Founder series; OpenAI is a startup …

2025-03-02
I asked the kids running the lemonade stand whether they had a moat that could create some pricing power and whether they had read the FT article on DeepSeek this morning. Surprisingly, they believe superior operating skills will give them sustainable competitive advantage. [image]
2025-03-02 View on X
Financial Times

DeepSeek, OpenAI, and others building smaller, powerful models quickly and cheaply using “distillation” raises questions about LLMs' first-mover advantage

DeepSeek used technique to create smaller powerful models based on the technology of competitors such as Meta Bluesky: @prietschka . X: @trengriffin . Forums: r/artificial Bluesky:...

2025-01-24
“Stargate would be split into an operational unit, tasked with building and running the data centres and headed by OpenAI, and a unit responsible for raising capital, run by SoftBank, a person familiar with the project said.” https://www.ft.com/...
2025-01-24 View on X
Politico

While Trump downplayed Elon Musk's Stargate criticism, assuring reporters “they're putting up the money”, key White House sources say they're furious with Musk

“It's clear he has abused the proximity to the president,” said one ally of the president.

“Stargate would be split into an operational unit, tasked with building and running the data centres and headed by OpenAI, and a unit responsible for raising capital, run by SoftBank, a person familiar with the project said.” https://www.ft.com/...
2025-01-24 View on X
Financial Times

Sources: Stargate lacks a fully developed plan, hasn't yet secured funding, will get no government financing, and will exclusively serve OpenAI once operational

Donald Trump has called the SoftBank-backed venture a 'resounding declaration of confidence in America's potential'

2024-11-02
Apple will make an infrastructure prepayment of up to $1.1 billion, which Globalstar will use, together with $400 million from the sale of Class B Units to pay for the Extended MSS Network (including, but not limited to, construction and launch costs) and to repay some notes. [image]
2024-11-02 View on X
9to5Mac

Satellite services provider Globalstar says Apple committed $1.1B to expand satellite service capacity and $400M to buy a 20% equity stake; GSAT closes up 31%

Indicate by check mark whether the registrant is an emerging growth company as defined … Mudit Dube / NewsBytes : Apple invests over $1 billion to enhance satellite messaging capab...

“A representative from Globalstar confirmed to Via Satellite that the investment funds a new constellation — separate from the constellation upgrade in progress with MDA Space... Globalstar expects its revenue will more than double from 2024 levels when the expanded satellite services are operational.  This year, Globalstar is projecting between $235 million and $250 million in revenue.”
2024-11-02 View on X
9to5Mac

Satellite services provider Globalstar says Apple committed $1.1B to expand satellite service capacity and $400M to buy a 20% equity stake; GSAT closes up 31%

Indicate by check mark whether the registrant is an emerging growth company as defined … Mudit Dube / NewsBytes : Apple invests over $1 billion to enhance satellite messaging capab...

2024-10-18
Netflix's free cash flow in Q3 totaled $2.2 billion. For the full year 2024, it expects free cash flow of $6.0 billion-$6.5 billion up from approximately $6 billion due to its higher operating income forecast. When competitors are forced to spend less on content, life is better [image]
2024-10-18 View on X
CNBC

Netflix reports Q3 revenue up 15% YoY to $9.83B, vs. $9.76B est., paid memberships up 14% to 282.72M, vs. 282.15M est., and net income of $2.4B; NFLX jumps 7%+

LOS ANGELES — Netflix reported earnings after the bell.  Here are the results.  — Earnings per share: $5.40.

2024-07-06
“During the second quarter, memory chip prices jumped by about 13% to 18% versus the previous quarter for DRAM chips used in tech devices and 15% to 20% for NAND Flash chips used for data storage.” https://www.yahoo.com/...
2024-07-06 View on X
Reuters

Samsung estimates Q2 operating profit up 1,452% YoY to ~$7.54B, and revenue up 23% YoY to ~$53.7B, as chip prices keep rising from a mid-2022 to end-2023 trough

2024-07-05
“During the second quarter, memory chip prices jumped by about 13% to 18% versus the previous quarter for DRAM chips used in tech devices and 15% to 20% for NAND Flash chips used for data storage.” https://www.yahoo.com/...
2024-07-05 View on X
Reuters

Samsung estimates Q2 operating profit up 1,452% YoY to $7.54B, and revenue up 23% YoY to ~$53.7B, as chip prices keep rising

Samsung Electronics (005930.KS) estimated on Friday a more than 15-fold rise in its second-quarter operating profit, as rebounding semiconductor prices driven …

2024-06-22
If you live in a Starlink area with a lot of demand you can buy a Starlink Mini to roam if you keep your residential plan and pay $30 a month more for 50 GB mobile data a month. The Mini kit is $599. Invitation only right now since there is only so much capacity and terminals. [image]
2024-06-22 View on X
CNBC

SpaceX unveils Starlink Mini, a compact version of its satellite internet antenna “that can easily fit in a backpack”, offering a “limited number” for $599 each

and it's small enough for a backpack Dominick Reuter / Business Insider : The new laptop-sized Starlink Mini could be the ultimate off-grid travel gadget Stan Schroeder / Mashable ...

2024-06-21
If you live in a Starlink area with a lot of demand you can buy a Starlink Mini to roam if you keep your residential plan and pay $30 a month more for 50 GB mobile data a month. The Mini kit is $599. Invitation only right now since there is only so much capacity and terminals. [image]
2024-06-21 View on X
CNBC

SpaceX unveils Starlink Mini, a compact version of its satellite internet antenna “that can easily fit in a backpack”, offering a “limited number” for $599 each

SpaceX is rolling out a compact version of its Starlink antennas, which the company is advertising …