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VOICE ARCHIVE

@contrariancurse

@contrariancurse
11 posts
2026-02-22
$CRWD LOL, yes, Claude just made the world safe. Pack it up CRWD, it was a good run https://x.com/...
2026-02-22 View on X
Bloomberg

Anthropic launches Claude Code Security, which “scans codebases for security vulnerabilities and suggests targeted software patches”; cybersecurity stocks fall

2026-02-21
$CRWD LOL, yes, Claude just made the world safe. Pack it up CRWD, it was a good run https://x.com/...
2026-02-21 View on X
Bloomberg

Anthropic launches Claude Code Security, which “scans codebases for security vulnerabilities and suggests targeted software patches”; cybersecurity stocks fall

Shares of cybersecurity software companies tumbled Friday after Anthropic PBC introduced a new security feature into its Claude AI model.

2026-02-20
$CRWD LOL, yes, Claude just made the world safe. Pack it up CRWD, it was a good run https://x.com/...
2026-02-20 View on X
Bloomberg

Anthropic launches Claude Code Security, which “scans codebases for security vulnerabilities and suggests targeted software patches”; cybersecurity stocks fall

Shares of cybersecurity software companies tumbled Friday after Anthropic PBC introduced a new security feature into its Claude AI model.

2026-02-04
$AMD problem for them is that even if you breakthrough, you aren't getting to the front of the line with $TSM. How do you proliferate the ecosystem when you are structurally unable to access volumes This is my top candidate for $INTC customer at 14A.
2026-02-04 View on X
Bloomberg

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B, and forecasts Q1 revenue at $9.8B, below $10B projections; AMD drops 15%+

Advanced Micro Devices Inc. shares tumbled in late trading after the chipmaker's sales forecast underwhelmed investors …

$AMD problem for them is that even if you breakthrough, you aren't getting to the front of the line with $TSM. How do you proliferate the ecosystem when you are structurally unable to access volumes This is my top candidate for $INTC customer at 14A.
2026-02-04 View on X
The Verge

On AMD's Q4 earnings call, CEO Lisa Su says Microsoft's next-gen Xbox “is progressing well to support a launch in 2027” and will feature an AMD semi-custom SoC

AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.

2026-02-03
So let me gets this straight overpays for Twitter.  Makes xAI.  Uses AI hype cycle to absorb Twitter and make everyone whole.  Then uses SpaceX IPO hype to absorb that entity.  Will pump the living shit out of the SpaceX IPO and buy more stuff with equity?  Like of course people keep giving this guy capital.  He finds a way.  Its crazy
2026-02-03 View on X
Bloomberg

SpaceX acquires xAI; sources say the all-stock deal values the combined company at $1.25T, with SpaceX valued at $1T and xAI at $250B; xAI burns ~$1B per month

Elon Musk's SpaceX has acquired xAI, in a deal that encompasses the billionaire's increasingly costly ambitions to dominate artificial intelligence and space exploration.

2026-01-15
They never have or will make anything. All will be acqui hired eventually
2026-01-15 View on X
Wired

A source close to Thinking Machines Lab alleges ex-CTO Barret Zoph, who is returning to OpenAI, had shared confidential company information with competitors

The departures are a blow for Thinking Machines Lab.  Two narratives are already emerging about why they happened.

They never have or will make anything. All will be acqui hired eventually
2026-01-15 View on X
@kyliebytes

Thinking Machines Lab parts ways with CTO Barret Zoph, with Soumith Chintala taking over the role; sources say the termination is due to “unethical conduct”

BREAKING: Thinking Machines has terminated its CTO, Barret Zoph, due to unethical conduct according to two sources familiar with the matter. CEO Mira Murati announced the news at a...

2025-10-30
Makes no sense what the flying fuck $META is spending all of this money on. You've spent 70b on reality labs to make the RayBan Vision? Are you serious? And people are critical of Apple and their hardware efforts? Give me a break
2025-10-30 View on X
CNBC

Meta reports Reality Labs Q3 revenue of $470M, above $316M est., and a $4.4B operating loss, below $5.1B est.; Reality Labs has lost $70B+ since 2020

Jonathan Vanian / CNBC : X: @thetranscript_ , @counternotions , @contrariancurse , and @thetranscript_ Bluesky: @karlbode.com , @glinden , @robertchilver.com , @scriban , and @nor...

Makes no sense what the flying fuck $META is spending all of this money on. You've spent 70b on reality labs to make the RayBan Vision? Are you serious? And people are critical of Apple and their hardware efforts? Give me a break
2025-10-30 View on X
Meta

Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.

2025-10-20
A cool thing about high luxury goods is that TCO decreases at the very highest end (ignoring opportunity cost) A Michael Kors bag is worthless in 5 years, a Birkin appreciates 4-5% You can effectively own a Ferrari, Rolex, Birkin, sell it 5 years later and likely have no outlay
2025-10-20 View on X
Wall Street Journal

How luxury brands' stiffest competition is coming from secondhand online resellers like The RealReal and Fashionphile, driven by Gen Z and millennial consumers

Carol Ryan / Wall Street Journal : X: @contrariancurse , @michaelmiraflor , and @buccocapital X: @contrariancurse : A cool thing about high luxury goods is that TCO decreases at t...