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VOICE ARCHIVE

Michael Jackson

@workmj
44 posts
2025-06-15
Why smuggle chips in when you can just smuggle data out. https://www.wsj.com/...
2025-06-15 View on X
Wall Street Journal

How Chinese AI companies bypass US chip restrictions by transporting hard drives with AI training data to Malaysian data centers housing advanced Nvidia chips

Engineers carry data to countries where Nvidia chips are available, frustrating Washington's aims

2025-06-01
They faked it till they didn't make it. https://www.bloomberg.com/...
2025-06-01 View on X
Bloomberg

Docs and sources: Builder.ai faked business with Bengaluru-based VerSe, which runs the Dailyhunt news app, by “round-tripping” sales worth ~$60M from 2021-2024

www.bloomberg.com/news/article... X: Nikhil Patwardhan / @patwardhannn : 🚨🚨 The Dailyhunt, Josh story seems to be unravelling quickly. Another Peak XV startup, among the most funde...

2025-05-31
They faked it till they didn't make it. https://www.bloomberg.com/...
2025-05-31 View on X
Bloomberg

Docs and sources: Builder.ai faked business with Bengaluru-based VerSe, which runs the Dailyhunt news app, by “round-tripping” sales worth ~$60M from 2021-2024

www.bloomberg.com/news/article... X: Nikhil Patwardhan / @patwardhannn : 🚨🚨 The Dailyhunt, Josh story seems to be unravelling quickly. Another Peak XV startup, among the most funde...

2025-01-30
“One investor in Mistral is less bullish in private. ‘They are starting to see the writing on the wall,’ says the person. ‘They need to sell themselves.’” https://www.ft.com/... [image]
2025-01-30 View on X
Financial Times

Mistral AI, seen as Europe's great hope for AI, is losing ground to US rivals and being overshadowed by DeepSeek; sources say its ARR is in the tens of millions

Financial Times : X: @workmj and @starcourse . Forums: Slashdot X: Michael Jackson / @workmj : “One investor in Mistral is less bullish in private. ‘They are starting to see the w...

2024-12-25
When you're worse than Italy, you know it's real bad. Yet some Brits will argue they never have connectivity issues. Bullshit. 🐂 💩 https://www.ft.com/... [image]
2024-12-25 View on X
Financial Times

Opensignal ranks Japan #1 in G7 mobile reliability experience between July 1 and September 28, followed by France, Germany, the US, Canada, Italy, and the UK

Research highlights impact of poor network performance on consumers  —  Mobile users in the UK had the least reliable experience … Bluesky: @seanfionn . X: @workmj . Forums: r/ukpo...

2024-12-04
“Japan was once the leader in this $600B industry, now it wants its crown back. ‘I explained to [then prime minister Shinzo] Abe-san that this was the most important project for Japan since the Meiji period’”. Japan taking some big swings will it still can https://www.ft.com/...
2024-12-04 View on X
Financial Times

A profile of Rapidus, which is attempting to prove that bespoke chips can be efficiently and profitably produced in small quantities rather than large batches

Financial Times : X: @tanarrowz and @workmj X: @tanarrowz : In Dec'24, Rapidus will take delivery of an EUV machine from ASML, vital for manufacturing the 2nm chips the company is...

2024-09-16
Breton being out is good, but this was likely more about von der Leyen getting rid of a threat. Breton's ego left him exposed. The Commission is a clown show. Breton's replacement isn't likely to be better.
2024-09-16 View on X
Reuters

EU Commissioner Thierry Breton, who oversees Big Tech regulation, says he is stepping down over a rift with Commission President Ursula von der Leyen

Thierry Breton of France stepped down as a member of the European Commission on Monday and will no longer be his country's candidate …

2024-07-02
Europe represents just a single digit percentage of Nvidia's revenues. What if Nvidia just pulled out of Europe completely? The US should push antitrust charges on ASML, Novo, and LVMH. The US already calls the shots at ASML anyways.
2024-07-02 View on X
Reuters

Sources: French antitrust regulators are preparing to charge Nvidia for allegedly anti-competitive practices, after raids in the GPU sector in September 2023

2024-04-09
Microsoft AI hub opening in London. The AI talent exodus from Google continues. https://blogs.microsoft.com/ ...
2024-04-09 View on X
TechCrunch

Microsoft announces Microsoft AI London, a new hub for its consumer AI division led by former Inflection AI and DeepMind engineer Jordan Hoffmann

here's why Laurent Giret / Thurrott : Microsoft to Open New AI Hub in London PYMNTS.com : Microsoft to Open New AI Hub in London Anusuya Lahiri / Benzinga : Microsoft's £2.5B UK In...

2024-04-08
Microsoft AI hub opening in London. The AI talent exodus from Google continues. https://blogs.microsoft.com/ ...
2024-04-08 View on X
TechCrunch

Microsoft announces Microsoft AI London, a new hub for its consumer AI division led by former Inflection AI and DeepMind engineer Jordan Hoffmann

Microsoft has announced a new London hub for its recently unveiled consumer AI division.  It will be fronted by Jordan Hoffmann …

2023-10-02
“As is the case with most VC investors with less than astronomical performance to shout about, Zennström is coy about discussing Atomico's investment returns...” https://www.ft.com/...
2023-10-02 View on X
Financial Times

An interview with Skype co-founder Niklas Zennström about his upbringing, his VC firm Atomico, the vitality of Europe's startup space, a Skype “mafia”, and more

2023-09-27
“By equipping it with a supercomputer, we want — and we can — create a European AI champion. It's a question of sovereignty...supercomputer powered by Nvidia”. European sovereignty, powered by Nvidia. 🤷🏼‍♂ ️ https://www.ft.com/...
2023-09-27 View on X
Financial Times

French billionaire Xavier Niel plans to invest €200M in AI projects, including an Nvidia cloud supercomputer, a research lab in Paris, and an annual conference

and we can — create a European AI champion. It's a question of sovereignty...supercomputer powered by Nvidia”. European sovereignty, powered by Nvidia. 🤷🏼‍♂ ️ https://www.ft.com/.....

2023-08-28
“Taking time to get Aria right was essential. The US model could not be transplanted straight to the UK without modification and the correct foundations had to be built”. 👏🏻 @ARIA_research is one of the most promising tech initiatives in Europe. https://www.ft.com/...
2023-08-28 View on X
Financial Times

A look at the UK's new DARPA-inspired Advanced Research and Invention Agency (ARIA), which has a four-year £800M budget to invest in breakthrough tech like AI

2023-08-27
“Taking time to get Aria right was essential. The US model could not be transplanted straight to the UK without modification and the correct foundations had to be built”. 👏🏻 @ARIA_research is one of the most promising tech initiatives in Europe. https://www.ft.com/...
2023-08-27 View on X
Financial Times

A look at the UK's new DARPA-inspired Advanced Research and Invention Agency (ARIA), which has a four-year £800M budget to invest in breakthrough tech like AI

Head of Advanced Research and Invention Agency tells FT it has appointed directors charged with selecting projects X: @braincures , @drdrasko , @clivecookson , @braincures , @workm...

2023-06-14
€105M for a 4 week old startup with no product. AI is keeping the venture party going! 🥳 https://www.ft.com/...
2023-06-14 View on X
TechCrunch

Paris-based Mistral AI raised a €105M seed led by Lightspeed, sources say at a €240M valuation, to rival OpenAI and plans to release its first AI models in 2024

2023-05-30
“Europe's smaller but most tech-oriented members rarely feel heard in the halls of Brussels, even as they often disagree with the Commission's agenda.” The EU should let the Nordics and Baltics lead on tech...instead they have Germany and France instead. https://www.politico.eu/...
2023-05-30 View on X
Politico

France and Germany dominate the EU's tech regulation, rarely taking input from the bloc's smaller tech-oriented members, which worry about hampering innovation

it's in Central and Eastern Europe. It's time that these countries speak with one voice on the kind of digital decade they would like to see. https://www.politico.eu/... @e_estonia...

2023-05-27
“The cost of compute has gotten astronomical. The minimum ante has got to be $250M of server hardware [to build generative AI systems].” - @elonmusk Nvidia is approaching a $1 trillion valuation on the back of the H100. https://www.ft.com/...
2023-05-27 View on X
Financial Times

The popularity of H100, which offers at least 3x better performance than the A100, with Big Tech, OpenAI, and others has pushed Nvidia's market value toward $1T

High demand for US group's H100 processors helps send its market value skyrocketing towards $1tn

2023-05-16
“Its tech startup scene has for years been held back by siloed and intransigent corporate leaders, and an aging, risk-averse populace whose fear of innovation turned a once-futuristic nation into a digital backwater.” https://restofworld.org/...
2023-05-16 View on X
Rest of World

After decades of slumber, Japan's tech industry, which has produced just ~10 unicorns, musters momentum as its startups raised ~$6.2B in 2021 and ~$6.4B in 2022

some of whom are questioning the wisdom of moving fast and breaking things in a world now breaking apart.” https://restofworld.org/...

2023-05-13
“If the trend toward closing down access continues, then not only will the open-source crowd be cut adrift—but the next generation of AI breakthroughs will be entirely back in the hands of the biggest, richest AI labs in the world.” https://www.technologyreview.com/ ...
2023-05-13 View on X
MIT Technology Review

The open-source AI boom is precarious because it is built on top of giant models like LLaMA and GPT-3, and could collapse if Meta and OpenAI decide to shut shop

Greater access to the code behind generative models is fueling innovation.  But if top companies get spooked, they could close up shop.

2023-04-14
“A central piece of US industrial policy is now riding on one of the most difficult and complex tech turnrounds ever attempted.” https://www.ft.com/...
2023-04-14 View on X
Financial Times

Intel becoming a chip foundry is its biggest business shift in nearly 40 years, meaning US industrial policy rests on one of tech's most complex turnarounds yet

Once the leading player in the semiconductor industry, the company is attempting to pull off one of tech's most complex turnrounds