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VOICE ARCHIVE

Antonio García Martínez

@antoniogm
278 posts
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
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 …

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 …

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
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.

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...

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

2026-01-17
The ads always win. Everything is an ad network.
2026-01-17 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

2026-01-12
Whoever builds the ability to boost your product's ranking within the agent's reasoning via a marketing budget, or to tailor user offers to the agent's owner based on personal data, will be the next Google.
2026-01-12 View on X
TechCrunch

Google unveils the Universal Commerce Protocol (UCP), an open standard that lets AI agents work across customer buying processes, from discovery to support

Google today announced a new open standard, called the Universal Commerce Protocol (UCP) for AI agent-based shopping, at the National Retail Federation (NRF) conference.

2025-12-01
The NYT lines up the usual passel of tech journos, runs the 2018 hit piece playbook, and only manages to make @DavidSacks look like the perfect man for the job. Finally, someone running AI and crypto...who actually knows about the business of AI and crypto. [image]
2025-12-01 View on X
New York Times

How David Sacks' AI and crypto policies in Trump's White House benefit his investments, those of his Silicon Valley friends, and the All-In podcast he co-hosts

Calls Conflict Claims “Nothing Burger” Mike Pearl / Gizmodo : 438 Reasons to Doubt that David Sacks Should Work for the Federal Government Mark Toon / Protos : David Sacks sends si...

The NYT lines up the usual passel of tech journos, runs the 2018 hit piece playbook, and only manages to make @DavidSacks look like the perfect man for the job. Finally, someone running AI and crypto...who actually knows about the business of AI and crypto. [image]
2025-12-01 View on X
Axios

The reaction to NYT's David Sacks story aside, Sacks is pushing policies to help the US win the AI race, which also benefit him, his allies, and even his foes

Top of the Morning  —  I come here neither to praise nor pillory David Sacks, the venture capitalist who spends half …