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VOICE ARCHIVE

Emad

@emostaque
164 posts
2026-02-25
Honestly with the impending launch of @SpaceX money @elonmusk should just buy PayPal Amusingly the market cap today is... $44bn Would be kinda poetic given history
2026-02-25 View on X
Bloomberg

Sources: Stripe, which is privately held, has expressed preliminary interest in a potential PayPal acquisition or buying its assets; PYPL closed up 6.7%

Payment processing firm Stripe Inc. is considering an acquisition of all or parts of PayPal Holdings Inc., according to people familiar with the matter.

2026-02-03
IPO SpaceX with Grok 5 launch => ramp the share price to a Tesla merger for effective majority control? SpaceXai market cap should be = Tesla market cap right now...
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.

2026-02-02
IPO SpaceX with Grok 5 launch => ramp the share price to a Tesla merger for effective majority control? SpaceXai market cap should be = Tesla market cap right now...
2026-02-02 View on X
Bloomberg

SpaceX acquires xAI; sources say the combined company is expected to price shares at ~$527 each in a potential IPO and would have a valuation of $1.25T

Elon Musk plans to merge SpaceX with xAI, according to people familiar with the matter, in a deal that encompasses the billionaire's …

2025-12-30
Congrats to @ManusAI team on their way to @metaai I wonder if @Microsoft or similar will snap up @genspark_ai... If you want to try the best open source version fully private it's II-Agent by @ii_posts Lots more features to come, agents now give a big boost over raw models 🚀
2025-12-30 View on X
Wall Street Journal

Sources: Meta is buying Manus for $2B+; Manus was raising at a $2B valuation when Meta approached it; Manus CEO Xiao Hong will report to Meta COO Javier Olivan

The deal for more than $2 billion is one of the first in which a major U.S. tech company has bought a startup with Chinese roots

Congrats to @ManusAI team on their way to @metaai I wonder if @Microsoft or similar will snap up @genspark_ai... If you want to try the best open source version fully private it's II-Agent by @ii_posts Lots more features to come, agents now give a big boost over raw models 🚀
2025-12-30 View on X
Bloomberg

Meta agrees to acquire Singapore-based startup Manus, which makes an AI agent for SMBs; Manus said earlier in December its annual revenue run rate was $125M+

Meta Platforms Inc. has agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots …

2025-11-18
The most interesting thing testing Gemini 3 Pro has been how *efficient* it is from tokens to tool calls The intelligence per token of models is increasingly rapidly even as prices fall, its quite something
2025-11-18 View on X
The Verge

Google unveils Gemini 3, its “most intelligent” and “factually accurate” model yet, with improvements across coding and reasoning, and offering less “flattery”

The flagship Gemini 3 Pro model is coming to the Gemini app and Search, with improvements across coding, reasoning, and less ‘flattery.’

2025-11-07
I actually think all governments should offer infrastructure underwriting and guarantees for AI build out just as they do for other essential infrastructure - China does! The productive capacity of a country - its intelligent capital stock - is basically it's GPUs & robots
2025-11-07 View on X
Bloomberg

Sam Altman says OpenAI doesn't want government guarantees for data centers and expects to fund investments with revenues hitting “hundreds of billions by 2030”

company continues to lobby for financial support from the industry Victor Tangermann / Futurism : Trump Admin Says It's Not Bailing Out the AI Industry Regardless of How Hard It Cr...

Congratulations to @Kimi_Moonshot for achieving state of the art on many benchmarks & open sourcing the model! The gap between closed & open continues to narrow even as the cost of increasingly economically valuable tokens collapses K2 has its own unique vibe too, try it out!
2025-11-07 View on X
CNBC

Chinese startup Moonshot releases Kimi K2 Thinking, an open-weight model it claims beats GPT-5 in agentic capabilities; source: the model cost $4.6M to train

Chinese startup Moonshot on Thursday released its latest generative artificial intelligence model which claims to beat OpenAI's ChatGPT in …

Necessity is the mother of invention Also - training optimally on small amounts of chips with focus on data means the Chinese models take 10-100x less compute to run as well & have that cost advantage $150/mGPT 4.5 vs $0.5/m DeepSeek v3 etc
2025-11-07 View on X
CNBC

Chinese startup Moonshot releases Kimi K2 Thinking, an open-weight model it claims beats GPT-5 in agentic capabilities; source: the model cost $4.6M to train

Chinese startup Moonshot on Thursday released its latest generative artificial intelligence model which claims to beat OpenAI's ChatGPT in …

A note on costs/compute Base Kimi K2 model used 2.8m H800 hours with 14.8 trillion tokens, about $5.6m worth Details of post training for reasoning not given, but it is likely max 20% more (excluding data prep!) Would be < $3m for sota if they had Blackwell chip access
2025-11-07 View on X
CNBC

Chinese startup Moonshot releases Kimi K2 Thinking, an open-weight model it claims beats GPT-5 in agentic capabilities; source: the model cost $4.6M to train

Chinese startup Moonshot on Thursday released its latest generative artificial intelligence model which claims to beat OpenAI's ChatGPT in …

2025-11-04
Can remember how surprised we were to be sued for $1.8 trillion by Getty a few years back when leading Stability AI Good to see Stability AI largely win this case in the UK, now onto the USA portion I'd agree with @technollama this is potentially the most interesting part [image]
2025-11-04 View on X
Reuters

The UK's High Court rules against Getty in its lawsuit against Stability AI over its image generator; the judge calls the ruling “extremely limited in scope”

Getty Images largely lost its landmark lawsuit against artificial intelligence company Stability AI over its image generator at London's High Court on Tuesday.

2025-10-12
The > $1.5 billion man 👀 [image]
2025-10-12 View on X
Wall Street Journal

Thinking Machines Lab co-founder Andrew Tulloch has left to join Meta; he reportedly declined Zuckerberg's offer of a $1.5B+ package in August

Andrew Tulloch is the latest big-name AI researcher to join the social-media giant  —  A co-founder of Mira Murati's Thinking Machines Lab …

2025-10-06
Some rough math 6 GW of AI chips is about 3m chips Chips are about $30k each => $90bn in chip purchases OpenAI gets $27.5b worth of warrants in AMD stock for those purchases subject to build out, milestones etc Think Sam will do even more interesting deals to the trillion!
2025-10-06 View on X
CNBC

OpenAI and AMD announce a deal in which OpenAI could take up to a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 25%+

- OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker

2025-09-26
After test-time compute the next big thing will be sleep-time compute 😴 [image]
2025-09-26 View on X
The Verge

OpenAI launches ChatGPT Pulse, a mobile feature for Pro users that delivers daily personalized updates based on their chats, feedback, and connected apps

ChatGPT's new Pulse feature does personalized research on your behalf overnight and serves you up a digest each morning.

2025-09-12
Fast ✅ Cheap ✅ Good ✅ I would estimate this cost < $500k of compute to train & outperforms pretty much any model from last year Lots of interesting tech choices in here, will be very suitable for continuous RL & more Hybrid makes a lot of sense as well
2025-09-12 View on X
Alizila

Alibaba releases Qwen3-Next, a new model architecture optimized for long-context understanding, large parameter scale, and better computational efficiency

the FUTURE of efficient LLMs is here! 🔹 80B params, but only 3B activated per token → 10x cheaper training, 10x faster inference than Qwen3-32B.(esp. @ 32K+ context!) 🔹Hybrid Archi...

2025-09-07
Anthropic class action settlement for using torrented copyrighted downloads for model training $1.5 billion (!) Over double the statutory amount if they had lost the case in jury trial 🤔 < 1% of their valuation which is maybe why they settled 🤷🏾 https://storage.courtlistener.com/ ... [image]
2025-09-07 View on X
Bloomberg

Filing: Anthropic has agreed to pay $1.5B plus interest to resolve an authors' copyright lawsuit over the company's downloading of millions of pirated books

Anthropic PBC will pay at least $1.5 billion plus interest to resolve an authors' copyright lawsuit over the AI company's downloading …

2025-09-06
Anthropic class action settlement for using torrented copyrighted downloads for model training $1.5 billion (!) Over double the statutory amount if they had lost the case in jury trial 🤔 < 1% of their valuation which is maybe why they settled 🤷🏾 https://storage.courtlistener.com/ ... [image]
2025-09-06 View on X
Bloomberg

Filing: Anthropic has agreed to pay $1.5B plus interest to resolve an authors' copyright lawsuit over the company's downloading of millions of pirated books

Anthropic PBC will pay at least $1.5 billion plus interest to resolve an authors' copyright lawsuit over the AI company's downloading …

2025-08-22
Next up @xai $0.42 per US agency ofc
2025-08-22 View on X
The Hill

Google will provide Gemini for Government to US federal agencies at $0.47 per agency through 2026; OpenAI and Anthropic are offering their products for $1/year

Launches ‘Gemini For Government’ AI At Less Than $0.50 Per Unit Craig Hale / TechRadar : Google has an all-new Gemini AI service built specially for the US Government Jean Leon / A...

Price wars in AI continue as Google undercuts OpenAI by 50% on US government pricing ⚔️ $1 per agency to $0.50 📉 [image]
2025-08-22 View on X
The Hill

Google will provide Gemini for Government to US federal agencies at $0.47 per agency through 2026; OpenAI and Anthropic are offering their products for $1/year

Launches ‘Gemini For Government’ AI At Less Than $0.50 Per Unit Craig Hale / TechRadar : Google has an all-new Gemini AI service built specially for the US Government Jean Leon / A...

2025-08-06
Prediction: to train a gpt-oss 120b level model end 2026 will cost $100k. I don't think anyone has that in their forecasts.
2025-08-06 View on X
Wired

OpenAI releases gpt-oss-120b and gpt-oss-20b, its first open-weight models since GPT-2; the smaller gpt-oss-20b can run locally on a device with 16GB+ of RAM

gpt-oss-120b and gpt-oss-20b push the frontier of open-weight reasoning models Simon Willison / Simon Willison's Weblog : OpenAI's new open weight (Apache 2) models are really good...