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VOICE ARCHIVE

Andy Cheng

@firerock31
37 posts
2025-04-25
Alphabet just crushed its quarter, and they also announced $70 billion on stock buybacks.  It's a smart play that signals confidence in its performance, but it also hints they might be pulling back on other investments to make it happen.  —  RE: https://www.threads.net/...
2025-04-25 View on X
Alphabet

Alphabet reports Q1 revenue up 12% YoY to $90.2B, net income up 46% to $34.54B, Services revenue up 10% to $77.3B, and Other Bets revenue down 9% to $450M

MOUNTAIN VIEW, Calif. - April 24, 2025 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2025.

2025-04-23
I find it interesting that OpenAI is willing to buy Chrome from Google, when it could easily just fork the Chromium project.  This feels more like a power move than a real necessity.  Also interesting that OpenAI admits it's still years away from seriously competing with Google in search. …
2025-04-23 View on X
Bloomberg

US v. Google: OpenAI's ChatGPT chief Nick Turley says the company would be interested in buying Chrome from Google if a federal court orders it to be spun off

OpenAI would be interested in buying Google's Chrome browser if a federal court orders it to be spun off, the head of ChatGPT said in a court hearing Tuesday.

2025-04-15
Hindsight is always 20/20 The FTC says Meta illegally built a social media monopoly by using a newer antitrust idea: “killer acquisitions”.  Buying potential future rivals before they become a threat like Instagram & WhatsApp.  If that holds up in court, it raises many questions: - What about Google buying Android or DoubleClick? …
2025-04-15 View on X
Politico

FTC v. Meta: the US argued Meta has a monopoly in the “personal social networking” market, which it claims includes only Instagram, WhatsApp, Snapchat, and MeWe

The government wants to show the Meta CEO bought Instagram and WhatsApp to snuff out social media competition.

Hindsight is always 20/20 The FTC says Meta illegally built a social media monopoly by using a newer antitrust idea: “killer acquisitions”.  Buying potential future rivals before they become a threat like Instagram & WhatsApp.  If that holds up in court, it raises many questions: - What about Google buying Android or DoubleClick? …
2025-04-15 View on X
New York Times

FTC v. Meta: in opening arguments, FTC lawyers accuse Meta of a “buy-or-bury strategy” to cement a social networking monopoly by buying Instagram and WhatsApp

How is this even a question! [image] Kyung Sook / @kyungsookl : I didn't understand why facebook suddenly reversed course, allowed DJT to return to facebook and Zuckerberg attended...

2025-01-17
Meta's CTO admitted the company mishandled the rollout of its new content policies.  Personally, I feel the timing of Zuck's Rogan interview was poorly timed.  As an outsider, it seemed like he overshared.  Sometimes it's better to keep the quiet part quiet.
2025-01-17 View on X
New York Times

Sources: Zuckerberg told Stephen Miller that he would do nothing to obstruct Trump's agenda and blamed Sheryl Sandberg for an inclusivity initiative at Facebook

Stephen Miller was the architect of Donald J. Trump's hard-line immigration agenda in his first term.

Meta's CTO admitted the company mishandled the rollout of its new content policies.  Personally, I feel the timing of Zuck's Rogan interview was poorly timed.  As an outsider, it seemed like he overshared.  Sometimes it's better to keep the quiet part quiet.
2025-01-17 View on X
The Information

Source: Meta CTO Andrew Bosworth told staff that some of Meta's changes were “pretty ham-fisted, borderline unintentional” and Meta is planning some corrections

Kalley Huang / The Information : Bluesky: @abunchofmalarkey . Threads: @firerock31 . X: @amir Bluesky: @abunchofmalarkey : Nothing to worry about.  There are only 3 billion facebo...

2024-12-12
Trump mentioned that he doesn't want to ban TikTok because he dislikes Facebook even more
2024-12-12 View on X
Wall Street Journal

Meta donates $1M to President-elect Trump's inaugural fund; sources say Mark Zuckerberg gifted Ray-Ban Meta smart glasses to Trump at Mar-a-Lago on November 27

President-elect had blasted the tech tycoon during the presidential campaign, but ties have been improving

2024-11-13
“The new joint venture — Rivian and Volkswagen Group Technologies — will officially kick off November 13 as an independent company.  And, if successful, it could be a boon for both companies.  Rivian gets a needed injection of capital and the potential of diversifying its business …
2024-11-13 View on X
TechCrunch

Rivian and VW finalize a software development joint venture; VW has invested $1B of its planned up to $5.8B by 2027 in the JV designed to be a 50-50 partnership

To celebrate its recent coupling, Volkswagen … João da Silva / BBC : VW launches $5.8bn tie-up with Tesla rival Rivian Edwin Lopez / Automotive Dive : Volkswagen, Rivian launch the...

2024-10-11
Tesla FSD “Unsupervised” 2025 for all Model 3 and Y 3-14 months away.  I'll revisit this
2024-10-11 View on X
TechCrunch

Elon Musk unveils a Tesla Cybercab prototype, claims “you will be able to buy one” for under $30K, and expects the robotaxi to be in production “before 2027”

1,028,294 viewsStreamed live 6 hours ago  —  Lady: “I want two drinks” … Gabe Lerman / Pivot to AI : Elon's double nothingburger: robotaxis any year now, bro. And robots, bro. Trus...

Tesla FSD “Unsupervised” 2025 for all Model 3 and Y 3-14 months away.  I'll revisit this
2024-10-11 View on X
Business Insider

Experts question the feasibility of Tesla's robotaxi plan, getting scale without rideshare partners, and cite Musk's history of missed FSD dates; TSLA down 7%+

- Tesla's driverless taxi plan has been met with skepticism over its feasibility and competition with rivals.

2024-09-29
Apple rarely invests in other companies, so their decision to drop out of investing in OpenAI is a clear sign that something might be off, especially with OpenAI expecting to close this funding round next week.  It's also concerning that Apple lags so far behind its competitors in AI. …
2024-09-29 View on X
Wall Street Journal

Source: Apple is no longer in talks to participate in an OpenAI funding round that is expected to raise as much as $6.5B

Company behind ChatGPT is aiming to raise around $6.5 billion in funding set to close next week  —  Apple is no longer in talks to participate in an OpenAI funding round expected …

2024-09-28
Content scarcity is definitely an issue for me as a subscriber.
2024-09-28 View on X
Bloomberg

Sources: Apple rethinks its movie strategy, including rolling back theatrical releases and cutting budgets for most to under $100M, after some box office misses

Bloomberg :

Apple rarely invests in other companies, so their decision to drop out of investing in OpenAI is a clear sign that something might be off, especially with OpenAI expecting to close this funding round next week.  It's also concerning that Apple lags so far behind its competitors in AI. …
2024-09-28 View on X
Wall Street Journal

Source: Apple is no longer in talks to participate in an OpenAI funding round that is expected to raise as much as $6.5B

Company behind ChatGPT is aiming to raise around $6.5 billion in funding set to close next week  —  Apple is no longer in talks to participate in an OpenAI funding round expected …

Apple rarely invests in other companies, so their decision to drop out of investing in OpenAI is a clear sign that something might be off, especially with OpenAI expecting to close this funding round next week.  It's also concerning that Apple lags so far behind its competitors in AI. …
2024-09-28 View on X
New York Times

Docs: OpenAI had $300M in monthly revenue in August, up 1,700% since early 2023, 350M MAUs in June, and expects ~$3.7B in annual sales but $5B in losses in 2024

As the company looks for more outside investors, documents reviewed by The New York Times show consumer fascination with ChatGPT and a serious need for more cash.

Netflix's success revealed a surprising truth: people crave variety over quality.  A vast library of content, including B-movies and shows, trumps a curated selection.  Apple TV+ has limited offerings make it easy binge watch and cancel. …
2024-09-28 View on X
Bloomberg

Sources: Apple rethinks its movie strategy, including rolling back theatrical releases and cutting budgets for most to under $100M, after some box office misses

Bloomberg :

2024-09-26
OpenAI's transformation:  — Non-profit legacy continues, with minority stake in for-profit spinoff.  — Sam Altman will receive equity stake.  — Removes return cap for investors.  —  This strategic shift recognizes the limitations of non-profit models in scaling cutting-edge tech. …
2024-09-26 View on X
CNBC

OpenAI CTO Mira Murati says she is leaving the company after 6.5 years “because I want to create the time and space to do my own exploration”

- OpenAI's board is considering plans to restructure the firm to a for-profit business … OpenAI's board is considering plans …

2024-07-28
Elon's attempts to win over Trump are likely driven by his need for Trump's campaign advertising dollars to boost X's struggling business.  X internal documents show that in the second quarter of this year, X earned $114 million in revenue in the US, which is a 25% drop from the first quarter and a 53% drop from the previous year.
2024-07-28 View on X
New York Times

Sources detail how Elon Musk undermined CEO Linda Yaccarino's efforts to repair X's business over the past year; X's US revenue fell 53% YoY to $114M in Q2

Linda Yaccarino, the C.E.O. of X, has worked hard to bring back advertisers and fix the platform's business.

2024-07-26
Kamala Harris is following in the footsteps of Barack Obama by leveraging the power of social media to energize her campaign.  —  Kamala is harnessing the creativity and enthusiasm of online communities.  From TikTok fancams to viral memes, her supporters are creating a wave of digital content that's engaging voters in a fresh, dynamic way. …
2024-07-26 View on X
Washington Post

A look at the flood of “fancam” Kamala Harris videos and memes on short-form video platforms, echoing the “meme armies” that backed Donald Trump's campaigns

A grassroots network of TikTok creators, energized by the new likely Democratic nominee …

2024-06-24
When it comes to AI, Apple and Meta are forming into alliance Meta is in talks with Apple to integrate Meta AI into Apple's Intelligence feature.  Apple plans to offer a range of AI models, allowing users to select the best solution for their specific needs. …
2024-06-24 View on X
Wall Street Journal

Sources: Meta has held discussions with Apple to integrate its AI model with Apple Intelligence; Anthropic and Perplexity also discussed integrations with Apple

The longtime rivals have held talks about potentially integrating Meta's generative AI model into Apple Intelligence

2024-06-19
According to Meta's internal memo, Reality Lab hardware team is being restructured into two groups: Wearables and Metaverse.  The most exciting news is that it confirms the Ray-Ban Meta glasses are a huge success!  I've been saying it for a while now, but this smart glasses is indeed one of the best gadgets in recent years, and it even features AI technology (in a good way)!
2024-06-19 View on X
The Verge

Internal memo: Meta merges its Reality Labs teams into the “Metaverse” product group that now includes Quest, and the AR product group, now called “Wearables”

wearables experts have said for years that a key to making an on-face wearable a success is making it as light/comfortable/useful as... well... a pair of glasses. Alex Heath / @ale...