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VOICE ARCHIVE

Zak Kukoff

@zck
86 posts
2026-02-27
WOW - Netflix backing out of buying Warners - Paramount outbidding Netflix - regulatory uncertainty around Netflix approval The era of the deal guy continues. Ellison family climbing the deal guy rankings [image]
2026-02-27 View on X
CNBC

Netflix walks away from a deal to buy WBD's studio and streaming assets after WBD deemed Paramount's $31/share bid to be superior; NFLX jumps 8%+

Netflix is walking away from a deal to buy Warner Bros. Discovery's studio and streaming assets after the WBD board on Thursday deemed …

2026-02-19
OpenAI is reinventing Meta from first principles
2026-02-19 View on X
Vanity Fair

OpenAI hires Instagram's VP of global partnerships, Charles Porch, as its first VP of global creative partnerships, seeking to win over a skeptical Hollywood

2026-02-18
OpenAI is reinventing Meta from first principles
2026-02-18 View on X
Vanity Fair

OpenAI hires Instagram's VP of global partnerships, Charles Porch, as its first VP of global creative partnerships, seeking to win over a skeptical Hollywood

Charles Porch's newly created role as OpenAI's VP of global creative partnerships signals the AI giant's new focus on the entertainment industry

Anthropic is one of those companies where the product is so good that I don't care how much they lib out. Banning them from DOW would be a massively self inflicted error
2026-02-18 View on X
Anthropic

Anthropic launches Claude Sonnet 4.6 with improvements in coding, computer use, instruction following, and more; it features a 1M token context window in beta

Claude Sonnet 4.6 is our most capable Sonnet model yet.  It's a full upgrade of the model's skills across coding, computer use …

2026-02-17
Anthropic is one of those companies where the product is so good that I don't care how much they lib out. Banning them from DOW would be a massively self inflicted error
2026-02-17 View on X
Anthropic

Anthropic launches Claude Sonnet 4.6 with improvements in coding, consistency, and more, for Free and Pro users; it features a 1M token context window in beta

Claude Sonnet 4.6 is our most capable Sonnet model yet.  It's a full upgrade of the model's skills across coding, computer use …

2025-12-09
Really disappointing to see. American chips have a 3-4 year advantage in AI — and now we're letting China close the gap. For what?
2025-12-09 View on X
Reuters

Trump says the Commerce Department is working on “the same approach” for “AMD, Intel, and other GREAT American Companies” as Nvidia shipping H200 chips to China

and now we're letting China close the gap. For what? Forums: r/NBIS_Stock : Trump's NVDA/China deal is a positive catalyst r/neoliberal : US to allow Nvidia H200 chip shipments to ...

Really disappointing to see. American chips have a 3-4 year advantage in AI — and now we're letting China close the gap. For what?
2025-12-09 View on X
CNBC

President Trump says the US will let Nvidia ship its H200 chips to “approved customers” in China and elsewhere, on the condition that the US gets a 25% cut

President Donald Trump on Monday said Nvidia will be allowed to ship its H200 artificial intelligence chips to …

2025-10-06
Narrative violation: despite politically-motivated actors claiming local opposition to data centers, 800 (!!) municipalities are competing to host OpenAI's Stargate data centers [image]
2025-10-06 View on X
CNBC

A look at OpenAI's search for the sites of its Stargate data centers in the US; OpenAI has received 800+ applications since January and has ~20 finalist sites

It wasn't how Keith Heyde envisioned celebrating the holidays.  Rather than hanging out with his wife back home in Oregon …

2025-09-10
I can't wait to use the auto-translate feature on my new Airpods to see what my Uber driver is really saying about me [image]
2025-09-10 View on X
The Verge

Apple unveils the $249 AirPods Pro 3, with a new design, 2x the Pro 2's ANC performance, a heart rate sensor, and live translation, shipping from September 19

here's how to get yours today Taimur Asad / Redmond Pie : AirPods Pro 3 Vs AirPods Pro 2 Battery Life Comparison Brittany Vincent / Mashable : Preorder your AirPods Pro 3 at Apple ...

2025-08-01
An inconvenient truth is that two of the best VCs of our time are Lina Khan (created billions in Figma shareholder value) and SBF (would have delivered a $20B return on Anthropic)
2025-08-01 View on X
CNBC

Figma's stock closes up 250% at $115.50, after Figma sold shares at $33 in its IPO, hitting a ~$68B valuation; Adobe's $20B Figma acquisition fell apart in 2023

Figma's stock more than tripled in its New York Stock Exchange debut on Thursday, a day after the design software company sold shares at $33 in its IPO.

2025-07-23
Big news today from DC: the White House just released its AI Action Plan calling for a new era of American AI dominance. A few quick takeaways for tech: • Open source and open weight models are key to national competitiveness • Energy abundance is now a matter of national [image]
2025-07-23 View on X
Bloomberg

The White House unveils the AI Action Plan, seeking to assert US dominance over China, including proposals to ease permitting for AI infrastructure projects

The Trump administration called for boosting artificial intelligence development in the US by loosening regulations and expanding energy supply …

2025-07-15
Really good and important outcome to restore tech's social contract. From the post: - 100% of Windsurf employees will participate financially in this deal - 100% of Windsurf employees will have vesting cliffs waived for their work to date - 100% of Windsurf employees will
2025-07-15 View on X
New York Times

Cognition acquires Windsurf, saying it will waive 100% of Windsurf employees' vesting cliffs and give them “fully accelerated vesting for their work to date”

techcrunch.com/2025/07/14/c...  [embedded post] Dare Obasanjo / @carnage4life : The AI acquisition moves fast.  First, OpenAI ditched its Windsurf deal after clashing with Microsof...

Really good and important outcome to restore tech's social contract. From Scott's post: - 100% of Windsurf employees will participate financially in this deal - 100% of Windsurf employees will have vesting cliffs waived for their work to date - 100% of Windsurf employees will
2025-07-15 View on X
New York Times

Cognition acquires Windsurf, saying it will waive 100% of Windsurf employees' vesting cliffs and give them “fully accelerated vesting for their work to date”

techcrunch.com/2025/07/14/c...  [embedded post] Dare Obasanjo / @carnage4life : The AI acquisition moves fast.  First, OpenAI ditched its Windsurf deal after clashing with Microsof...

2025-06-19
Three ways to return a fund in venture 1/ companies go public 2/ companies get acquired by big tech 3/ fund gets acquired by big tech
2025-06-19 View on X
The Information

Source: Meta is in advanced talks to hire Nat Friedman and Daniel Gross to help lead its AI efforts and maybe partly buy out their VC fund, NFDG, worth billions

Meta Platforms is in advanced talks to hire the prominent artificial intelligence investors Nat Friedman and Daniel Gross …

2025-03-04
Surprised Sean Baker and the Anora team didn't thank Passes after shouting out sex workers
2025-03-04 View on X
TechCrunch

Creator monetization platform Passes and CEO Lucy Guo are sued for allegedly distributing CSAM; the suit claims Guo intervened to override safety measures

I was upset it was being sold to YOU. Fanhouse was my baby, and I cared about it more than anything in the world. I did not trust our creators in your hands, and looked at ways to ...

2025-02-19
HP bought two of the most interesting hardware companies of the last 20 years (the Palm reboot and Humane) and yet exclusively uses them to make their printers shittier. Heartbreaking
2025-02-19 View on X
Bloomberg

HP plans to acquire assets from Humane for $116M, wind down Humane's Ai Pin business, and add Humane's team, including its founders, as an AI-focused division

- Humane's Ai pin business to be wound down after rocky launch  — New unit at HP will focus on implementation of AI in devices

2025-01-22
Stargate is great, and hopefully it helps the US stay ahead of China... for slightly longer at least. The lesson of Deepseek is that any export control or capital investment we impose will spur advanced, low cost AI development elsewhere, so we need be planning for a multipolar
2025-01-22 View on X
TechCrunch

OpenAI, SoftBank, and Oracle unveil The Stargate Project, a JV to invest in US AI infrastructure, committing $100B now and up to $500B over the next four years

OpenAI says that it will team up with both the Japanese conglomerate SoftBank and with Oracle, along with others, to build multiple data centers for AI in the U.S.

2024-11-14
to some extent it feels as though anyone too controversially successful will attract government searching for problems. we need to stop penalizing our winners
2024-11-14 View on X
Bloomberg

Polymarket says the FBI seized CEO Shayne Coplan's phone and electronics; source: the DOJ is investigating Polymarket for allegedly accepting bets from US users

- Polymarket says FBI agents seized CEO's phone, electronics  — Platform has taken recent measures to weed out US traders

2024-10-22
The commodification of RPA can't come soon enough
2024-10-22 View on X
TechCrunch

Anthropic releases a new Claude 3.5 Sonnet model that can interact with desktop apps by imitating mouse and keyboard input via a “computer use” API, now in beta

In a pitch to investors last spring, Anthropic said it intended to build AI to power virtual assistants that could perform research …

2024-09-30
Say the line, Bart We are so back [image]
2024-09-30 View on X
The Information

Source: SoftBank's Vision Fund has agreed to invest $500M in OpenAI's latest funding round, SoftBank's first investment in OpenAI, which is raising $6.5B

SoftBank's Vision Fund has agreed to invest $500 million in OpenAI's latest funding round, which values the developer of ChatGPT …