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VOICE ARCHIVE

Brad Sams

@bdsams
287 posts
2026-04-14
The gloves are coming off 🍿
2026-04-14 View on X
CNBC

Memo: OpenAI Chief Revenue Officer Denise Dresser says OpenAI's Microsoft deal “limited our ability” to reach clients using Bedrock and touts its Amazon deal

could this be the needle to pop the AI bubble?Nathan Bomey /Axios:OpenAI rips Anthropic, distances itself from MicrosoftDaragh Thomas /Benzinga:OpenAI Says Microsoft ‘Limited’ Its ...

The gloves are coming off 🍿
2026-04-14 View on X
The Verge

Internal memo: OpenAI's Chief Revenue Officer says Anthropic is “grossing up rev share with Amazon and Google”, which overstates its “run rate by roughly $8B”

OpenAI's chief revenue officer, Denise Dresser, sent a four-page memo to employees on Sunday …

@EthanChoi7 ... Reminds me tangentially of how Microsoft previously reported cloud revenue so that it couldn't be compared directly to AWS
2026-04-14 View on X
The Verge

Internal memo: OpenAI's Chief Revenue Officer says Anthropic is “grossing up rev share with Amazon and Google”, which overstates its “run rate by roughly $8B”

OpenAI's chief revenue officer, Denise Dresser, sent a four-page memo to employees on Sunday …

2026-04-13
The gloves are coming off 🍿
2026-04-13 View on X
CNBC

Memo: OpenAI Chief Revenue Officer Denise Dresser says OpenAI's Microsoft deal “limited our ability” to reach clients using Bedrock and touts its Amazon deal

OpenAI's newly appointed revenue chief, Denise Dresser, sent a memo to staffers on Sunday, touting the company's alliance …

@EthanChoi7 ... Reminds me tangentially of how Microsoft previously reported cloud revenue so that it couldn't be compared directly to AWS
2026-04-13 View on X
CNBC

Memo: OpenAI Chief Revenue Officer Denise Dresser says OpenAI's Microsoft deal “limited our ability” to reach clients using Bedrock and touts its Amazon deal

OpenAI's newly appointed revenue chief, Denise Dresser, sent a memo to staffers on Sunday, touting the company's alliance …

@EthanChoi7 ... Reminds me tangentially of how Microsoft previously reported cloud revenue so that it couldn't be compared directly to AWS
2026-04-13 View on X
The Verge

Internal memo: OpenAI Chief Revenue Officer says Anthropic is “grossing up rev share with Amazon and Google” and overstating its “run rate by roughly $8B”

OpenAI's chief revenue officer, Denise Dresser, sent a four-page memo to employees on Sunday …

The gloves are coming off 🍿
2026-04-13 View on X
The Verge

Internal memo: OpenAI Chief Revenue Officer says Anthropic is “grossing up rev share with Amazon and Google” and overstating its “run rate by roughly $8B”

OpenAI's chief revenue officer, Denise Dresser, sent a four-page memo to employees on Sunday …

2026-04-11
Somone's software license renewals are coming up and wants to negotiate...
2026-04-11 View on X
TechCrunch

France says it plans to move government computers running Windows to Linux, to further reduce its reliance on US technology, without providing a timeline

2026-04-10
Somone's software license renewals are coming up and wants to negotiate...
2026-04-10 View on X
TechCrunch

France says it plans to move government computers running Windows to Linux, to further reduce its reliance on US technology, without providing a timeline

France is moving on from Microsoft Windows.  The country said it plans to move its government computers currently running Windows …

2026-02-05
Anthropic: We will not put ads in our AI Also Anthropic: Here is our first TV ad that we are showing because we know ads are effective.
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.

Anthropic: We will not put ads in our AI Also Anthropic: Here is our first TV ad that we are showing because we know ads are effective.
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...

2026-02-04
Anthropic: We will not put ads in our AI Also Anthropic: Here is our first TV ad that we are showing because we know ads are effective.
2026-02-04 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.

2026-01-29
I dont know when the AI cloud bubble will pop but Microsoft is feasting on the demand “Microsoft Cloud revenue crossed $50 billion this quarter, reflecting the strong demand for our portfolio of services,”
2026-01-29 View on X
Microsoft

Microsoft reports Q2 revenue up 17% YoY to $81.3B, operating income up 21% to $38.3B, net income up 60% to $38.5B, and Microsoft Cloud revenue tops $50B

Microsoft Cloud and AI Strength Drives Second Quarter Results  —  REDMOND, Wash. — January 28, 2026 — Microsoft Corp. today announced …

2025-10-23
As expected, after acquisition Xbox got into the exec limelight and now needs 30% margin...the era for risking bets on creative games from Xbox is not as bright as it once was
2025-10-23 View on X
Bloomberg

Sources: Microsoft asks its Xbox unit to hit 30% “accountability margins”, or profit margins, and Xbox canceled products, cut jobs, and raised prices to meet it

Management's goal of 30% profit margins for gaming has led to job losses, canceled projects

2025-10-15
ROG Ally Reviews - I think @Dave2D nails it...it's called an Xbox but it still doesnt feel like an Xbox. What's holding it back? It's still Windows, or it's “too much” of Windows
2025-10-15 View on X
The Verge

ROG Xbox Ally review: great grips, good speakers, and Windows is easier to control with joysticks, but worse performance than the Steam Deck and a half-baked UI

What does “Xbox” mean?  Some might say it can only refer to a box-shaped Microsoft game machine.

2025-09-30
Why read comments by bots when you can open an app and have all the content created by bots 🫥
2025-09-30 View on X
Wired

Sources: OpenAI plans a stand-alone social app powered by Sora 2, featuring a TikTok-like vertical feed with entirely AI-generated videos

The platform appears to closely resemble TikTok and is powered by Sora 2, OpenAI's latest video generation model.  —  OpenAI is preparing to launch …

2025-09-20
If there was ever a “Microsoft will never sell consoles at a loss to grab market share” indicator...this is it. Xbox hardware getting more expensive on Oct 3. https://t.co/...
2025-09-20 View on X
Windows Central

Microsoft plans to raise Xbox Series X price by $50 to $649.99 and Series S by $20 to $399.99 starting Oct. 3, citing “changes in the macroeconomic environment”

second price increase of 2025 comes as shifting tariffs continue to plague tech prices Vikki Blake / Eurogamer.net : U.S. Xbox fans hit with another hardware price hike just four m...

2025-09-03
The biggest fallout here is likely Apple, who just lost a $20b stream of cash for setting a default.
2025-09-03 View on X
Wall Street Journal

A US judge bars Google from paying to be the exclusive search engine on devices and browsers, but allows payments for product distribution, including to Apple

which hurts consumers and entrepreneurs, and stifles innovation. @signulll : jesus christ cupertino is probably celebrating harder than mountain view right now. if you're tim cook,...

The biggest fallout here is likely Apple, who just lost a $20b stream of cash for setting a default.
2025-09-03 View on X
CNBC

US v. Google: a US federal judge rules that Google will not be required to divest Chrome or Android, but it must share Search data with rivals; GOOG jumps 8%+

A federal judge ruled Tuesday that the company can keep its Chrome browser but will be barred from exclusive contracts and must share search data.

2025-06-17
Can you imagine if OpenAI trys to rug-pull Microsoft. Yes there are contracts and lots of money involved but if OpenAI wants to walk away from MSFT, biggest shock to the industry in decades.
2025-06-17 View on X
Wall Street Journal

Sources: OpenAI and Microsoft talks have become so fraught that OpenAI executives discussed accusing Microsoft of anticompetitive behavior before US regulators

The startup, growing frustrated with its partner, has discussed making antitrust complaints to regulators