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VOICE ARCHIVE

Amir Efrati

@amir
453 posts
2026-03-09
🦞🦞OpenClaw is ~blowing up~ in China and all the main cloud providers Alibaba Tencent etc have embraced and promoted it, moving much faster than American counterparts [image]
2026-03-09 View on X
Bloomberg

OpenClaw mania hits China: AI labs launch tools to help users deploy OpenClaw, a Shenzhen district drafts a policy encouraging free OpenClaw services, and more

Chinese software shares surged Monday after local government agencies joined tech leaders such as Tencent Holdings Ltd …

2026-03-05
Anthropic CEO was fired up Friday after OpenAI jumped in to work with Pentagon, criticizing the OpenAI deal and explaining why the Trump administration didn't like Anthropic, according to a newly earthed 1,600-word memo to staff. [image]
2026-03-05 View on X
Financial Times

Sources: Dario Amodei has been holding talks with the DOD's Emil Michael in a bid to iron out a contract governing the Pentagon's access to Anthropic's models

Dario Amodei is meeting deputy to Pete Hegseth to reach a compromise on military use of the technology

Anthropic CEO was fired up Friday after OpenAI jumped in to work with Pentagon, criticizing the OpenAI deal and explaining why the Trump administration didn't like Anthropic, according to a newly earthed 1,600-word memo to staff. [image]
2026-03-05 View on X
The Information

Memo: Dario Amodei said OpenAI's DOD deal is “safety theater” and the DOD dislikes Anthropic in part because it hadn't “given dictator-style praise to Trump”

Anthropic CEO Dario Amodei on Friday told employees that a deal OpenAI and its CEO Sam Altman struck …

Anthropic CEO was fired up Friday after OpenAI jumped in to work with Pentagon, criticizing the OpenAI deal and explaining why the Trump administration didn't like Anthropic, according to a newly earthed 1,600-word memo to staff. [image]
2026-03-05 View on X
Bloomberg

A senior US defense official says the Pentagon formally told Anthropic that the startup and its products “are deemed a supply chain risk, effective immediately”

The Pentagon said it has formally notified Anthropic PBC that it's deemed the artificial intelligence company and its products a risk to the US supply chain …

news: OpenAI tops $25B ARR, tho Anthropic narrowing the gap [image]
2026-03-05 View on X
The Information

Sources: OpenAI hit $25B annualized revenue by February's end, up from $21.4B at 2025's end; OpenAI annualizes by multiplying the last four weeks' revenue by 12

OpenAI topped $25 billion in annualized revenue as of the end of last month, according to a person familiar with the figure.

2026-03-04
Anthropic CEO was fired up Friday after OpenAI jumped in to work with Pentagon, criticizing the OpenAI deal and explaining why the Trump administration didn't like Anthropic, according to a newly earthed 1,600-word memo to staff. [image]
2026-03-04 View on X
The Information

Leaked Friday memo: Dario Amodei called OpenAI's DOD deal “safety theater”, said DOD dislikes Anthropic in part for not giving “dictator-style praise to Trump”

Anthropic CEO Dario Amodei on Friday told employees that a deal OpenAI and its CEO Sam Altman struck …

Anthropic CEO was fired up Friday after OpenAI jumped in to work with Pentagon, criticizing the OpenAI deal and explaining why the Trump administration didn't like Anthropic, according to a newly earthed 1,600-word memo to staff. [image]
2026-03-04 View on X
Washington Post

Sources: the US used Palantir's Maven Smart System, integrated with Claude, to find and prioritize 1,000 targets within the first 24 hours of its attack on Iran

2026-02-26
👀OpenAI hired Meta's $200 million man. @theinformation @waynema @steph_palazzolo @theo_wayt [image]
2026-02-26 View on X
The Information

OpenAI hires Meta AI researcher Ruoming Pang, who joined Meta from Apple about seven months ago for a pay package reportedly worth $200M+ over several years

OpenAI has hired a high-profile AI researcher at Meta Platforms who had joined the company from Apple about seven months ago, a spokesperson from OpenAI confirmed.

2026-02-09
https://www.theinformation.com/ ... @mvpeers
2026-02-09 View on X
The Information

This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing

2026-02-08
https://www.theinformation.com/ ... @mvpeers
2026-02-08 View on X
The Information

This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing

Big tech's dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms.

https://www.theinformation.com/ ... @mvpeers
2026-02-08 View on X
Sherwood News

Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B

One of these companies is not like the others.  —  If you've been following the Big Tech companies' earnings reports …

2026-01-30
OpenAI's raid on @cline talent is quite something [image]
2026-01-30 View on X
The Information

OpenAI has hired 7+ employees from AI coding startup Cline, including Nik Pash, who left Cline after posting “imagine the smell” on X regarding an xAI hackathon

OpenAI has recently hired more than a half dozen employees from Cline, a startup that develops an open-source …

2026-01-29
OpenAI's raid on @cline talent is quite something [image]
2026-01-29 View on X
The Information

OpenAI has hired 7+ employees from AI coding startup Cline, including Nik Pash, who left Cline after posting “imagine the smell” on X regarding an xAI hackathon

OpenAI has recently hired more than a half dozen employees from Cline, a startup that develops an open-source …

2026-01-14
you'd be ~shocked~ to learn how many people try to talk to Siri like it's a real chatbot. the Gemini-based Siri is finally going to be able to respond to that... [image]
2026-01-14 View on X
The Information

A source details how Apple's Gemini deal works: new Siri features will launch in the spring and at WWDC, Apple can finetune Gemini, no Google branding, and more

In another AI win for Google lately, Apple announced on Monday that it will use Google's Gemini models to power …

2025-12-25
news: ads in ChatGPT...are a pretty good bet for 2026 [image]
2025-12-25 View on X
The Information

Sources: OpenAI staff discussed prioritizing sponsored content in ChatGPT when users ask relevant queries and created mockups with ads in sidebars or as pop-ups

OpenAI executives have kept a tight lid on how the company could show advertisements to users of its popular ChatGPT chatbot …

2025-12-24
news: Snowflake appears to want to compete more directly w/ Datadog, Splunk, Cisco in a field known as observability. [image]
2025-12-24 View on X
The Information

Sources: Snowflake is in talks to buy app monitoring startup Observe for around $1B; Observe has raised more than $470M

The Information :

2025-12-17
news: *OpenAI in talks to raise $10B+ from Amazon *plans to use AWS' Trainium chips *also discussing commerce partnership opportunities [image]
2025-12-17 View on X
The Information

Sources: Amazon is in talks to invest $10B+ in OpenAI at a $500B+ valuation, with OpenAI using AWS Trainium; Microsoft keeps the rights to sell OpenAI's models

Amazon is in talks to invest $10 billion or more in OpenAI, according to three people familiar with the discussions.

2025-12-02
Breaking: OpenAI declares ‘code red’ to respond to threats to ChatGPT and improve metrics, will delay ads and other initiatives. [image]
2025-12-02 View on X
The Information

Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads

OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshal more resources to improve ChatGPT …

new: OpenAI developed a new model, Garlic, that could bridge gap w/Google in pretraining fixing pretraining problems is ~crucial~ [image]
2025-12-02 View on X
The Information

Sources: OpenAI is developing a new LLM, codenamed Garlic, that outperforms Gemini 3 and Claude Opus 4.5 in coding and reasoning tasks, per internal evaluations

OpenAI, which in recent weeks has appeared to fall behind Google in AI development, is fighting back with a new large language model codenamed Garlic. X: @amir X: Amir Efrati / @am...

2025-11-25
Google also has been pitching an on-prem TPU product to customers including financial institutions/high frequency traders.
2025-11-25 View on X
The Information

Sources: Google begins pitching customers, including Meta and big financial institutions, on using its TPUs in their data centers; Meta could spend billions

Google is picking up the pace of its efforts to compete directly with Nvidia in the AI chip business.