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VOICE ARCHIVE

@buccocapital

@buccocapital
341 posts
2026-04-16
Man, Jensen and Dwarkesh really go at each other on China. Refreshing to listen to an interview where someone isn't a total sycophant. Respect.
2026-04-16 View on X
Dwarkesh Podcast

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more

“If our next several years are a trillion dollars in scale, we have the supply chain to do it”

bro went to Coachella, ate some magic beans, and realized he needed to vaporize 20% of his company
2026-04-16 View on X
Bloomberg

Snap CEO Evan Spiegel says the company plans to lay off ~1,000 full-time employees, or 16% of its global workforce, to cut costs and achieve profitability

2026-04-15
bro went to Coachella, ate some magic beans, and realized he needed to vaporize 20% of his company
2026-04-15 View on X
Bloomberg

Snap CEO Evan Spiegel says the company plans to lay off ~1,000 full-time employees, or 16% of its global workforce, to cut costs and achieve profitability

Snap Inc. is laying off roughly 1,000 full-time employees, or 16% of its global workforce, part of an effort …

Man, Jensen and Dwarkesh really go at each other on China. Refreshing to listen to an interview where someone isn't a total sycophant. Respect.
2026-04-15 View on X
Dwarkesh Podcast

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more

“If our next several years are a trillion dollars in scale, we have the supply chain to do it”

2026-04-08
Anthropic marketing strategy is so funny like aahhhh the government is treading on me ahhhhh our models are so good we can't release them it would be too dangerous ahh someone stop me im going to destroy the economy
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 …

Anthropic marketing strategy is so funny like aahhhh the government is treading on me ahhhhh our models are so good we can't release them it would be too dangerous ahh someone stop me im going to destroy the economy
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...

2026-04-07
Well @benthompson woke up with some strong feelings about what is going on over at OpenAI [image]
2026-04-07 View on X
Stratechery

OpenAI buying TBPN makes little sense, par for the course for a company that, like Twitter, stumbled into a big market and may never build a functional business

@nikitabier @NateSilver538 The algorithm destroyed the reach of replies, so why would he respond to you that way? Can't be mad at people responding to the incentives of the system
2026-04-07 View on X
Silver Bulletin

How social media became a “freak show”: X punishes external links and most top accounts, such as Catturd, are low-quality but get more engagement than the NYT

The ecosystem is unhealthy, especially on Twitter, and that's producing some strange beasts among the most influential accounts.

I have it on good authority that Anthropic employees have Dario tied up in the basement. He is trying to chew through the rope so he can tell the press that AI will destroy the economy, but they've got him down there until OpenAI finishes destroying itself
2026-04-07 View on X
New Yorker

Interviews with Sam Altman and 100+ people on if he can be trusted amid allegations of consistent lying and more: some defend him as others call him a sociopath

Slack messages and H.R. documents, some photographed on a cellphone to avoid detection on company devices.  One memo begins with a list: “Sam exhibits a consistent pattern of...” T...

Paul Graham, 18 years ago: “You could parachute Sam Altman into an island full of cannibals and come back in 5 years and he'd be the king” At this point I think you should stop being surprised he'll do whatever it takes to try to win.
2026-04-07 View on X
OpenAI

OpenAI announces a Safety Fellowship program for external researchers, engineers, and practitioners to study the safety and alignment of advanced AI systems

A pilot program to support independent safety and alignment research and develop the next generation of talent

I have it on good authority that Anthropic employees have Dario tied up in the basement. He is trying to chew through the rope so he can tell the press that AI will destroy the economy, but they've got him down there until OpenAI finishes destroying itself
2026-04-07 View on X
OpenAI

OpenAI announces a Safety Fellowship program for external researchers, engineers, and practitioners to study the safety and alignment of advanced AI systems

A pilot program to support independent safety and alignment research and develop the next generation of talent

Paul Graham, 18 years ago: “You could parachute Sam Altman into an island full of cannibals and come back in 5 years and he'd be the king” At this point I think you should stop being surprised he'll do whatever it takes to try to win.
2026-04-07 View on X
New Yorker

Interviews with Sam Altman and 100+ people on if he can be trusted amid allegations of consistent lying and more: some defend him as others call him a sociopath

Slack messages and H.R. documents, some photographed on a cellphone to avoid detection on company devices.  One memo begins with a list: “Sam exhibits a consistent pattern of...” T...

2026-04-06
Susan Li gave everyone free cash flow hats at Meta and then Zuckerbot immediately guided to $135B in capex in 2026
2026-04-06 View on X
The Information

Sources: Sam Altman has excluded OpenAI CFO Sarah Friar from some key financial meetings; Friar began reporting to Fidji Simo, instead of Altman, in August 2025

Sam Altman has committed OpenAI to spend $600 billion in the next five years and privately said he wants to go public as soon …

Well @benthompson woke up with some strong feelings about what is going on over at OpenAI [image]
2026-04-06 View on X
Stratechery

OpenAI buying TBPN makes little sense, par for the course for a company that, like Twitter, stumbled into a big market and may never build a functional business

OpenAI's purchase of TBPN makes no sense, which may be par for the course for OpenAI.  Then, AI is breaking stuff, starting with tech services.

I have it on good authority that Anthropic employees have Dario tied up in the basement. He is trying to chew through the rope so he can tell the press that AI will destroy the economy, but they've got him down there until OpenAI finishes destroying itself
2026-04-06 View on X
New Yorker

Interviews with Sam Altman and 100+ people on if he can be trusted amid allegations of consistent lying and more: some defend him as others call him a sociopath

New interviews and closely guarded documents shed light on the persistent doubts about the head of OpenAI.

Paul Graham, 18 years ago: “You could parachute Sam Altman into an island full of cannibals and come back in 5 years and he'd be the king” At this point I think you should stop being surprised he'll do whatever it takes to try to win.
2026-04-06 View on X
New Yorker

Interviews with Sam Altman and 100+ people on if he can be trusted amid allegations of consistent lying and more: some defend him as others call him a sociopath

New interviews and closely guarded documents shed light on the persistent doubts about the head of OpenAI.

@nikitabier @NateSilver538 The algorithm destroyed the reach of replies, so why would he respond to you that way? Can't be mad at people responding to the incentives of the system
2026-04-06 View on X
Silver Bulletin

How social media became a freak show: X punishes external links and most top accounts, such as Catturd, are very low-quality but get more engagement than NYT

The ecosystem is unhealthy, especially on Twitter, and that's producing some strange beasts among the most influential accounts.

2026-04-03
Does Dario have the courage to do what needs to be done? [image]
2026-04-03 View on X
Wall Street Journal

OpenAI acquires tech news show TBPN; Fidji Simo says the move aims to “help create a space for a real, constructive conversation about the changes AI creates”

TBPN staff will help with marketing and communications at OpenAI but keep their editorial independence, the ChatGPT parent says

2026-04-02
Does Dario have the courage to do what needs to be done? [image]
2026-04-02 View on X
Wall Street Journal

OpenAI acquires tech news show TBPN; Fidji Simo says the move aims to “help create a space for a real, constructive conversation about the changes AI creates”

TBPN staff will help with marketing and communications at OpenAI but keep their editorial independence, the ChatGPT parent says

2026-03-29
Thariq: “I need to give our customers less for the same price. How can I obfuscate that as much as possible” Claude: “How about 'You'll move through your 5-hour session limits faster than before'”
2026-03-29 View on X
Business Insider

Anthropic adjusts Claude session limits and says users will hit their limits faster during peak hours, amid compute strain due to Claude's new popularity

here's what changedMarcus Schuler /Implicator.ai:Anthropic Knew the Math. It Sold the Tickets Anyway.Ben Patterson /PCWorld:Anthropic confirms it's been ‘adjusting’ Claude usage li...