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VOICE ARCHIVE

@cloud_opinion

@cloud_opinion
42 posts
2026-03-11
“Amazon is seeking software engineers with 10 years of experience reviewing AI generated code”
2026-03-11 View on X
Financial Times

Memo: Amazon SVP Dave Treadwell says junior and mid-level engineers now require more senior engineers to sign off any AI-assisted code changes, after outages

2026-03-10
“Amazon is seeking software engineers with 10 years of experience reviewing AI generated code”
2026-03-10 View on X
Financial Times

Memo: Amazon SVP Dave Treadwell says junior and mid-level engineers now require more senior engineers to sign off any AI-assisted code changes, after outages

Ecommerce giant says there has been a ‘trend of incidents’ linked to ‘Gen-AI assisted changes’  —  Amazon's ecommerce business …

2026-02-24
Claude Code for President - 2028 LFG!!!!
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

We've identified industrial-scale distillation attacks on our tweets by everyone else. They are using the characters a-z that we have used to create our tweets. They are reading our tweets and using same English characters to write their own tweets.
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

We've identified industrial-scale distillation attacks on our tweets by everyone else. They are using the characters a-z that we have used to create our tweets. They are reading our tweets and using same English characters to write their own tweets.
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

Claude Code for President - 2028 LFG!!!!
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

2026-02-23
Claude Code for President - 2028 LFG!!!!
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

2026-02-11
Response: https://medium.com/...
2026-02-11 View on X
Matt Shumer

GPT-5.3-Codex and Claude Opus 4.6 can meaningfully contribute to the improvement of AI models, a sign of what's coming for most knowledge work within five years

Think back to February 2020.  —  If you were paying close attention, you might have noticed a few people talking about a virus spreading overseas.

2024-06-23
OpenAI has entered the stage of “Engineering isn't get shit done, lets see if we can change it by acquiring other engineering teams”
2024-06-23 View on X
Bloomberg

OpenAI buys Rockset, an enterprise search and analytics startup that raised $105M, integrating both the tech and staff of an acquisition for the first time

OpenAI acquires Rockset To Power the AI-Driven Future OpenAI : OpenAI acquires Rockset Markus Kasanmascheff / WinBuzzer : OpenAI Acquires Rockset to Boost Data Analytics Reuters : ...

2024-06-22
OpenAI has entered the stage of “Engineering isn't get shit done, lets see if we can change it by acquiring other engineering teams”
2024-06-22 View on X
Bloomberg

OpenAI buys Rockset, an enterprise search and analytics startup that raised $105M, integrating both the tech and staff of an acquisition for the first time

great technology that will help power retrieval across our products and research, and even more importantly a great team: @8teapi : Real vibe shift in the comments. The plebes want...

2024-05-10
If I were a betting man, I would bet that the eventual winner in the AI space is going to be Google. They are the only ones playing the long game, rest are pump and dump scamsters.
2024-05-10 View on X
Bloomberg

An interview with Sundar Pichai on playing the long game on AI, how Google got Gemini image generation wrong, the future of search, layoffs, and more

https://www.youtube.com/... X: @cloud_opinion : If I were a betting man, I would bet that the eventual winner in the AI space is going to be Google. They are the only ones playing ...

2024-04-26
Google stopped serving Kale salads for employees, so they can give dividends to shareholders.
2024-04-26 View on X
Reuters

Alphabet announces its first-ever dividend, $0.20 per share on June 17, and authorizes the repurchase of up to an extra $70B of its Class A and Class C shares

already issued dividend last quarter and ai investment still bundled into overall capex, (reality labs is another expense but broken out) my guess would be next quarter they do som...

Google stopped serving Kale salads for employees, so they can give dividends to shareholders.
2024-04-26 View on X
Alphabet

Alphabet Q1: revenue up 15% YoY to $80.5B, net income up 57% to $23.7B, Google Cloud revenue up 28% to $9.6B, and headcount down 5%; GOOG jumps 10%+

Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2024.

2024-02-16
Y'all, I fed OpenAI Sora my AWS monthly bill and it created this cool video [image]
2024-02-16 View on X
Wired

OpenAI unveils Sora, its first text-to-video model, which can create up to a minute of 1080p video, as a research product for some creators and security experts

OpenAI's entry into generative AI video is an impressive first step.  —  We already know that OpenAI's chatbots can pass the bar exam without going to law school.

2024-02-03
Meta is now the primary platform to serve ads for Chinese companies dumping cheap crap on American consumers. The growth potential is astounding.
2024-02-03 View on X
Bloomberg

Meta's stock rises 20%+, adding ~$200B to its market cap, the biggest single-session market value addition, eclipsing Apple's and Amazon's $190B gains in 2022

- Stock also holds record for the biggest wipeout in history  — Shares surge after big earnings beat, buyback, dividend plans

2024-02-01
More execs now casting doubt on AI promises.
2024-02-01 View on X
TechCrunch

Microsoft and X say they support the Kids Online Safety Act; Meta, Discord, and TikTok demur, citing criticism from groups or supporting only some parts of KOSA

how much they care & the promises—are empty. It is the voices & stories of the advocates who joined me today that will create real change. We will win this fight for the Kids Onlin...

More execs now casting doubt on AI promises.
2024-02-01 View on X
Washington Post

A recap of the US Senate Judiciary Committee's hearing on kids' online safety, with testimony from the CEOs of Meta, TikTok, X, Snap, and Discord

2023-06-06
Standing in line for Apple Glasses.
2023-06-06 View on X
The Verge

Tim Cook unveils Apple Vision Pro, a “spatial computing” headset controlled with the user's eyes, hands, and voice, coming to the US for $3,499+ in early 2024

Apple has announced an augmented reality headset called Apple Vision Pro that “seamlessly” blends the real and digital world.

2023-03-12
Why hasn't SVB try to pivot to brand themselves as a generative AI based fintech company to raise capital?
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

2023-03-11
Why hasn't SVB try to pivot to brand themselves as a generative AI based fintech company to raise capital?
2023-03-11 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

Programming note: Money Stuff was supposed to be off today, but: bank run!  —  SVB