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VOICE ARCHIVE

Tae Kim

@firstadopter
481 posts
2026-03-07
This is going to be under $800 right? Right? [Hint: if it plays PC games, it's a PC not a console]
2026-03-07 View on X
The Verge

Microsoft's new gaming CEO, Asha Sharma, teases the next-gen Xbox, codenamed Project Helix, saying it “will lead in performance and play your Xbox and PC games”

2026-03-06
This is going to be under $800 right? Right? [Hint: if it plays PC games, it's a PC not a console]
2026-03-06 View on X
The Verge

Microsoft's new gaming CEO, Asha Sharma, teases the next-gen Xbox, codenamed Project Helix, saying it “will lead in performance and play your Xbox and PC games”

The new Xbox boss Asha Sharma revealed the codename as one of her first big announcements.

2026-03-01
“No amount of intimidation or punishment from the Department of War will change our position on mass domestic surveillance or fully autonomous weapons. We will challenge any supply chain risk designation in court.” [image]
2026-03-01 View on X
OpenAI

OpenAI says its DOD agreement upholds its redlines and “has more guardrails than any previous agreement for classified AI deployments, including Anthropic's”

We think our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's.

“No amount of intimidation or punishment from the Department of War will change our position on mass domestic surveillance or fully autonomous weapons. We will challenge any supply chain risk designation in court.” [image]
2026-03-01 View on X
The Atlantic

Source describes the failed Pentagon-Anthropic talks: through the end, the Pentagon wanted to use Anthropic's AI to analyze bulk data collected about Americans

Right up until the moment that Pete Hegseth moved to terminate the government's relationship with the AI company Anthropic …

“No amount of intimidation or punishment from the Department of War will change our position on mass domestic surveillance or fully autonomous weapons. We will challenge any supply chain risk designation in court.” [image]
2026-03-01 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Anthropic to challenge supply chain risk designation in courtJack Nicastro /Reason:Anthropic Labeled a Supply Chain Risk, Banned from Federal Government ContractsMatteo Wong /The A...

Secretary Hegseth Chief of Claude Marketing
2026-03-01 View on X
CNBC

Claude became the #1 free app in the US App Store on Saturday, after DOD designated Anthropic a supply chain risk; it hovered in the top 20 for much of February

I want to say a huge thank you to all of our new (and existing!) users for the support. We're working hard for you, please share your thoughts and feedback along the way. [image]Ro...

Secretary Hegseth Chief of Claude Marketing
2026-03-01 View on X
OpenAI

OpenAI says its DOD agreement upholds its redlines and “has more guardrails than any previous agreement for classified AI deployments, including Anthropic's”

We think our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's.

2026-02-28
I received a lot of ridicule for my bullish call on Dell stock, so this is especially satisfying. [image]
2026-02-28 View on X
Bloomberg

Dell stock closes up 22%, its biggest single-day gain since March 1, 2024, after the company gave an outlook for sales of its AI servers that exceeded estimates

Dell Technologies Inc. shares jumped the most in two years after the company gave an outlook for sales of its artificial intelligence servers …

Secretary Hegseth Chief of Claude Marketing
2026-02-28 View on X
CNBC

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February

Anthropic's Claude artificial intelligence assistant app jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday …

“No amount of intimidation or punishment from the Department of War will change our position on mass domestic surveillance or fully autonomous weapons. We will challenge any supply chain risk designation in court.” [image]
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

“No amount of intimidation or punishment from the Department of War will change our position on mass domestic surveillance or fully autonomous weapons. We will challenge any supply chain risk designation in court.” [image]
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

“No amount of intimidation or punishment from the Department of War will change our position on mass domestic surveillance or fully autonomous weapons. We will challenge any supply chain risk designation in court.” [image]
2026-02-28 View on X
CNBC

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February

Anthropic's Claude artificial intelligence assistant app jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday …

Secretary Hegseth Chief of Claude Marketing
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

2026-02-27
WAT “Anthropic is the fastest growing company of all time adding $4.5B run rate in 42 days after the $380B round.” “OpenRouter grew 2.5x in 1.5 months. On track to 1 quadrillion token annual run rate.”
2026-02-27 View on X
@karpathy

AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”

2026-02-26
WAT “Anthropic is the fastest growing company of all time adding $4.5B run rate in 42 days after the $380B round.” “OpenRouter grew 2.5x in 1.5 months. On track to 1 quadrillion token annual run rate.”
2026-02-26 View on X
@karpathy

AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”

It is hard to communicate how much programming has changed due to AI in the last 2 months: not gradually and over time in the …

2026-02-25
Incredible reporting from @trippmickle A must read https://www.nytimes.com/...
2026-02-25 View on X
New York Times

How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans

AMD CFO Jean Hu says AMD will generate “significant” double digit billions per gigawatt from Meta
2026-02-25 View on X
Wall Street Journal

Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026

MI450 on track for 2H 2026 “first deployment will use a custom AMD Instinct GPU based on the MI450 architecture to deliver AI platforms that are optimized for Meta's workloads at gigawatt-scale. Shipments supporting the first gigawatt deployment are scheduled to begin in the
2026-02-25 View on X
Wall Street Journal

Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026

Software investors the day after Citrini-pocalypse [image]
2026-02-25 View on X
Financial Times

An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise

2026-02-24
Software investors the day after Citrini-pocalypse [image]
2026-02-24 View on X
Financial Times

An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise

Most of the sell-side has remained hilariously silent at a mere Substacker seemingly shaking markets, even though the anguish and frustration is almost palpable.