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VOICE ARCHIVE

Antonio García Martínez

@antoniogm
282 posts
2026-04-14
Hyperliquid makes just over $100M of annual revenue per employee, or about 50x Apple, Meta, or your typical FAANG company. It's effectively the benchmark price for oil on off hours when the Iran war is kicking off, plus increasingly other real-world assets. Incredible arc.
2026-04-14 View on X
Colossus

A profile of Jeffrey Yan and his startup Hyperliquid, a $10B crypto exchange that hasn't taken VC money and generated $900M+ in profit in 2025 with 11 employees

Jeffrey Yan turned down $100 million, airdropped billions to strangers, and can't travel without a bodyguard.

2026-04-08
Shouldn't we be doing this over the many complex smart contracts that secure billions onchain? How is there not a single crypto company involved? @AnthropicAI ?
2026-04-08 View on X
Anthropic

Anthropic announces Project Glasswing, a cybersecurity initiative that will use its Claude Mythos Preview model to help find and fix software vulnerabilities

Today we're announcing Project Glasswing1, a new initiative that brings together Amazon Web Services, Anthropic, Apple, Broadcom …

Shouldn't we be doing this over the many complex smart contracts that secure billions onchain? How is there not a single crypto company involved? @AnthropicAI ?
2026-04-08 View on X
New York Times

Mythos Preview's hacking ability is not a publicity stunt; sources say tech companies privately spoke to Trump officials about the implications for US security

this may shock people — must begin with the two A.I. superpowers, the U.S. and China. It is now urgent that they learn to collaborate to prevent bad actors from gaining access to t...

2026-03-27
I remember those disagreeing with me that this would ever happen. Two OpenAI numbers for you: They burn $10B a year. Their ARPUs are $9 (which is shit). Clear as day if you spit out the AI Kool-Aid for a moment and think about how this is all going to work as a business.
2026-03-27 View on X
The Information

OpenAI has surpassed $100M in annualized revenue from ChatGPT ads, has expanded to 600+ advertisers, and plans to launch self-serve advertiser access in April

OpenAI has surpassed $100 million in annualized revenue from its ChatGPT ads business, six weeks after the pilot was announced, according to a spokesperson.

2026-03-03
Yes, but the problem is that the reverse is also true.
2026-03-03 View on X
Hyperdimensional

The Anthropic-DOD skirmish is the first major public debate on control over frontier AI, and institutions behaved erratically, maliciously, and without clarity

On Anthropic and the Department of War  —  I.  —  A little more than a decade ago, I sat with my father and watched him die.

Yes, but the problem is that the reverse is also true.
2026-03-03 View on X
Bloomberg

Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech

Anthropic PBC was among the artificial intelligence companies that submitted a proposal earlier this year to compete …

Yes, but the problem is that the reverse is also true.
2026-03-03 View on X
Reuters

The US Treasury Department, State Department, and Federal Housing Finance Agency stop using Anthropic's AI products; the State Department will switch to OpenAI

The U.S. Treasury Department, State Department and the federal housing agency are terminating all use of Anthropic products …

2026-02-24
Inside Beijing's Forbidden City there's a wonderful clock museum that shows off the spectacular timepieces that European powers gifted Chinese emperors. Every exhibit has two clocks, one labeled something like: ‘James Cox & Sons, 1787’ And the copy right next to it: 'Qing
2026-02-24 View on X
Wall Street Journal

Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products

The allegations mirror those of OpenAI, which told House lawmakers that DeepSeek used ‘distillation’ to improve models

Inside Beijing's Forbidden City there's a wonderful clock museum that shows off the spectacular timepieces that European powers gifted Chinese emperors. Every exhibit has two clocks, one labeled something like: ‘James Cox & Sons, 1787’ And the copy right next to it: 'Qing
2026-02-24 View on X
Reuters

A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation

2026-02-19
Finally a non-bullshit crypto/AI crossover.
2026-02-19 View on X
OpenAI

OpenAI and Paradigm announce EVMbench, a benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities

Making smart contracts safer by evaluating AI agents' ability to detect, patch, and exploit vulnerabilities in blockchain environments.

2026-02-05
Everyone seeing this as a dunk, but this ads man thinks this is stupid and Claude is missing the point.  Google doesn't even run ads alongside informational queries typically.  Ads in AI won't look like a Black Mirror episode.  They'll look like you prompting: Book me a 6-day trip to Paris from NYC leaving in early March, only non-stop flights and top-ranked Airbnbs, and pre-book dinner every night at a Michelin-star restaurant within 20 minutes walk.  Don't spend more than $4,000 [...]
2026-02-05 View on X
@sama

Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”

First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for a...

Everyone seeing this as a dunk, but this ads man thinks this is stupid and Claude is missing the point.  Google doesn't even run ads alongside informational queries typically.  Ads in AI won't look like a Black Mirror episode.  They'll look like you prompting: Book me a 6-day trip to Paris from NYC leaving in early March, only non-stop flights and top-ranked Airbnbs, and pre-book dinner every night at a Michelin-star restaurant within 20 minutes walk.  Don't spend more than $4,000 [...]
2026-02-05 View on X
Wall Street Journal

Anthropic plans a 30-second ad during the Super Bowl that parodies the prospect of intrusive ads in AI conversations, and will also air a 60-second pregame ad

Ads are coming to AI.Taylor Herzlich /New York Post:Super Bowl commercial sees Anthropic mock OpenAI for bringing ads to ChatGPTJames Peckham /PCMag:Anthropic Says No Ads on Claude...

Everyone seeing this as a dunk, but this ads man thinks this is stupid and Claude is missing the point.  Google doesn't even run ads alongside informational queries typically.  Ads in AI won't look like a Black Mirror episode.  They'll look like you prompting: Book me a 6-day trip to Paris from NYC leaving in early March, only non-stop flights and top-ranked Airbnbs, and pre-book dinner every night at a Michelin-star restaurant within 20 minutes walk.  Don't spend more than $4,000 [...]
2026-02-05 View on X
Anthropic

Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers

There are many good places for advertising.  A conversation with Claude is not one of them.

2026-01-27
@signulll @perplexity_ai You can always get brand dollars to be the first to hit the beaches. It's re-upping those budgets that's hard, particularly without even the ability to measure brand vanity metrics or reach.
2026-01-27 View on X
The Information

Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data

OpenAI kicking off ads with rate-card CPM deals is dumb and will fail, and analogous to @perplexity_ai 's failed experiment in the same.  Fidji and her former FB ads crew surely know this.  They'd only be launching this way if there were internal pressure to ‘do something’ about monetization.
2026-01-27 View on X
The Information

Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data

2026-01-26
OpenAI kicking off ads with rate-card CPM deals is dumb and will fail, and analogous to @perplexity_ai 's failed experiment in the same.  Fidji and her former FB ads crew surely know this.  They'd only be launching this way if there were internal pressure to ‘do something’ about monetization.
2026-01-26 View on X
The Information

Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data

In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video programs like the NFL …See also Mediagazer

@signulll @perplexity_ai You can always get brand dollars to be the first to hit the beaches. It's re-upping those budgets that's hard, particularly without even the ability to measure brand vanity metrics or reach.
2026-01-26 View on X
The Information

Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data

In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video programs like the NFL …See also Mediagazer

2026-01-24
As an investor in both Farcaster and Neynar, can affirm that the rumors are complete bullshit written by clueless outsiders who apparently don't know how the real world works. I am FID 53, and was among Farcaster's very first users. FC was founded as an uncensorable,
2026-01-24 View on X
Bloomberg

R&D firm Merkle, which sold Farcaster, says it plans to repay VCs the $180M they invested in the social media project, and says Farcaster is not shutting down

2026-01-23
As an investor in both Farcaster and Neynar, can affirm that the rumors are complete bullshit written by clueless outsiders who apparently don't know how the real world works. I am FID 53, and was among Farcaster's very first users. FC was founded as an uncensorable,
2026-01-23 View on X
Bloomberg

R&D firm Merkle, which sold Farcaster, says it plans to repay VCs the $180M they invested in the social media project, and says Farcaster is not shutting down

The software firm behind a crypto-oriented social-media platform plans to repay venture capitalists the $180 million …

2026-01-18
The ads always win. Everything is an ad network.
2026-01-18 View on X
Financial Times

OpenAI plans to test ads below ChatGPT replies for users of free and Go tiers in the US; source: OpenAI expects to make “low billions” from ads in 2026

$500bn start-up seeks ways to fund expansion and fend off competition from rivals Google and Anthropic