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VOICE ARCHIVE

Bruno Faviero

@bfaviero
6 posts
2026-02-28
crazy that 2 & 20 for Masa is $2B and $20B
2026-02-28 View on X
OpenAI

OpenAI says ChatGPT has 900M+ weekly active users, 50M+ consumer subscribers, and weekly Codex users have more than tripled since the start of the year to 1.6M

raising the stakes for AI monetizationZac Hall /9to5Mac:ChatGPT approaching 1 billion weekly active users

crazy that 2 & 20 for Masa is $2B and $20B
2026-02-28 View on X
CNBC

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each

OpenAI announced a $110 billion funding round on Friday, a financing that's more than double the size of its last raise a year ago …

2026-02-27
crazy that 2 & 20 for Masa is $2B and $20B
2026-02-27 View on X
CNBC

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each

OpenAI has closed a $110 billion funding round, a financing that's more than double the size of its last raise a year ago, which was a record for a private tech company.

2025-07-20
confirmed @ScottWu46 is an absolute savage. Props to Scott, @jeffwsurf and the whole team for getting a deal done in record time [image]
2025-07-20 View on X
@jeffwsurf

Windsurf CEO Jeff Wang on what happened after co-founders Varun Mohan and Douglas Chen left for Google, and how Cognition's deal to acquire Windsurf unfolded

Based on The Pragmatic Engineer Survey: 3,000 respondents, mostly experienced devs.  —  Note how other vibe-coding tools are also not popular with this group: [image] Gergely Orosz...

2025-07-19
confirmed @ScottWu46 is an absolute savage. Props to Scott, @jeffwsurf and the whole team for getting a deal done in record time [image]
2025-07-19 View on X
Bloomberg

Acquihire deals like Google's Windsurf deal are a wake-up call for AI startup employees left behind, creating new uncertainty over leadership and compensation

Big Tech's growing reliance on licensing deals to scoop up top talent from AI startups risks leaving many rank-and-file workers in limbo.

2025-04-02
Interesting @circle IPO filing. Quick things I thought interesting: - $1.7B 2024 reserve income, $285M adjusted EBITDA - First real risk factor: “...the rise of yield-bearing digital assets, including TMMFs, that are attractive to digital asset trading participants, may reduce
2025-04-02 View on X
CNBC

Circle files for a US IPO, with plans to list on the NYSE under CRCL; Circle, which issues the USDC stablecoin, is reportedly seeking a $4B to $5B valuation

Circle, the company behind the USDC stablecoin, has filed for an initial public offering and plans to list on the New York Stock Exchange.