Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, how China and the US are building the future, and more
danwang.co/2025-letter/ Conor Sen / @conorsen : This is how I learned I'm a better fit for finance culture and tech culture. You only succeed in tech culture by fully embracing the Current Thing and ...
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Overly simplistic take...
Sources: OpenAI's GPT-5, codenamed Orion, is behind schedule and faces technical hurdles, including high computing costs and limited high-quality training data
OpenAI has run into problem after problem on its new artificial-intelligence project, code-named Orion Bluesky: @allytibbitt.me , @tomashirstecon , @columnist , @madamehardy , @dawnnafus , @seed-corn-...
Threads begins testing an option to set For You, Following, or a custom feed as the default, another improvement seemingly sparked by competition from Bluesky
For You, following, or a custom one — as your default. Also making this more visible in the app. Interested to see how and if people use this. Jason Kottke / @jkottke : FINALLY. Threads will finall...
Sources: Bill Ackman, Travis Kalanick, and others are involved in the Department of Government Efficiency; Marc Andreessen is a networker for talent recruitment
Markets Cheer Trump's Treasury Pick Bluesky: Michael J. Stern / @michaeljstern.bsky.social : I've got a suggestion for how Elon Musk can reduce the government deficit: Start paying his fair share of t...
Polymarket user Fredi9999, a self-described Frenchman, says he bet $30M+ on Trump after analyzing polls; he can't exit his wagers without crashing the market
Any Guesses? Hristina Vasileva / Cryptopolitan : Polymarket whale carries large unrealized loss after injecting $7M in new Trump bets Turner Wright / Cointelegraph : Frenchman behind Trump Polymarket ...
Airbnb reports Q1 revenue up 18% YoY to $2.14B, vs. $2.06B est., Nights and Experiences Booked up 9.5% YoY, and Q2 guidance below est.; ABNB drops 8%+
net income of $264 million more than doubled from Q1 2023. We delivered a net income margin of 12% in Q1 2024, up from 6% in Q1 2023” $ABNB: -8.2% AH [image] Conor Sen / @conorsen : $ABNB a little sof...
Meta reports Q4 revenue up 25% YoY to $40.1B, net income up 201% YoY to $14B, and family daily active people up 8% YoY to 3.19B for December 2023
Meta Platforms (META Quick Quote META - Free Report) … Salvador Rodriguez / Wall Street Journal : Facebook Parent Meta Initiates Dividend as Growth Continues Jonathan Vanian / CNBC : Mark Zuckerberg s...
The NYT sues OpenAI and Microsoft for copyright infringement, alleging they used millions of its articles to train AI, the first major US media outlet to sue
community responds Gaurav Girotra / Tech in Asia : NYT files copyright suit against OpenAI, Microsoft Jacob Oliver / CryptoSlate : New York Times sues Microsoft, OpenAI for alleged copyright infringem...
Meta reports Q2 revenue up 11% YoY to $32B, net income up 16% YoY to $7.79B, and family daily active people up 7% YoY to 3.07B for June 2023; META jumps 10%+
but most of the new users came from outside the US and Canada Karissa Bell / Engadget : Meta had its best quarter since 2021 despite losing more money on the metaverse Abubakar Idris / The Messenger :...