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VOICE ARCHIVE

Enrique Abeyta

@enriqueabeyta
8 posts
2025-12-20
Don't agree with some of the conclusions but good article about a major data DATA CENTER development by $META... https://sherwood.news/...?
2025-12-20 View on X
Sherwood News

A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+

$10 billion of investment.  Code names to disguise projects and companies.  Mixed opinions.  Skyrocketing property values.

2025-05-22
Am honestly (not sarcastically) intrigued by @OpenAI AI “companion” project... https://www.wsj.com/...?
2025-05-22 View on X
Wall Street Journal

Leaked recording: Sam Altman told his staff that OpenAI aims to ship 100M AI “companion” devices meant for everyday life, and to release the first by late 2026

Idea is a 'chance to do the biggest thing we've ever done as a company here,' Altman told OpenAI employees Wednesday

Am honestly (not sarcastically) intrigued by @OpenAI AI “companion” project... https://www.wsj.com/...?
2025-05-22 View on X
Bloomberg

OpenAI acquires io, Jony Ive's secretive AI startup, for nearly $6.5B in stock; Ive and LoveFrom will remain independent but take over design for all of OpenAI

OpenAI will acquire the AI device startup co-founded by Apple Inc. veteran Jony Ive in a nearly $6.5 billion all-stock deal …

2022-11-18
Big gap between $0.57 bond price and $11 billion market cap. Note, however, stock is still +20% versus the May low. Lot of cross-currents. $COIN https://www.wsj.com/...
2022-11-18 View on X
Wall Street Journal

Coinbase's stock is down ~80% in 2022, shrinking its market cap from $81B at its IPO to ~$11B, as the broader crypto market drops and investors lose confidence

2022-04-20
Think analysts are WAY underestimating the potential for $FB to beat numbers. They report 4/27. $GOOG $TWTR $AAPL https://www.wsj.com/...?
2022-04-20 View on X
Wall Street Journal

FactSet survey of Q1 ad revenue: Google is expected to rise 23% YoY to $55.1B, Meta is expected to rise 8% YoY to ~$27.5B, and Twitter to grow 25% YoY to $1.1B

Google's search business expected to stay resilient while social platforms grapple with challenges Tweets: @megancgraham , @csooran , @enriqueabeyta , @hoofnagle , @jason_kint , an...

2022-02-21
$AAPL $1 trillion in REVENUE?!? Yeah, I can see that @profgalloway... https://www.profgalloway.com/ ...
2022-02-21 View on X
No Malice

How Apple can hit $1T in revenue by 2030, from $366B in 2021, using its hardware expertise, high consumer trust, capital reserves, and more to enter new markets

2022-02-20
$AAPL $1 trillion in REVENUE?!? Yeah, I can see that @profgalloway... https://www.profgalloway.com/ ...
2022-02-20 View on X
No Mercy / No Malice

How Apple may get to $1T in revenue by 2030, from $366B in 2021, using its hardware expertise, high consumer trust, and capital reserves to enter new markets

Round numbers have no inherent meaning — they're a consequence of 10 fingers.  But they provide a benchmark, a way to focus our observations.

2021-02-20
If we all think there is some crazy speculation happening on @RobinhoodApp, check out @kalshi_official. This shit is going to be INSANE! https://www.wsj.com/...
2021-02-20 View on X
Wall Street Journal

Kalshi, an online trading startup letting users bet on “yes/no” questions about future events, raises $30M from Sequoia and others ahead of planned March launch

Sequoia, Chuck Schwab are among those backing Kalshi, which plans to launch in March