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VOICE ARCHIVE

@hedgeyecomm

@hedgeyecomm
53 posts
2026-02-28
Bye bye U.S. Government... More capacity for the rest of us!
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 ...

Bye bye U.S. Government... More capacity for the rest of us!
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.

Bye bye U.S. Government... More capacity for the rest of us!
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 …

Bye bye U.S. Government... More capacity for the rest of us!
2026-02-28 View on X
Axios

President Trump calls Anthropic a “radical left, woke company” and says he is directing every federal agency in the US to stop using its products

The Trump administration has decided to blacklist Anthropic in the most consequential and controversial policy decision to date …

2026-02-27
Bye bye U.S. Government... More capacity for the rest of us!
2026-02-27 View on X
Axios

President Trump calls Anthropic a “radical left, woke company” and says he is directing every federal agency in the US to stop using its products

The Trump administration has decided to blacklist Anthropic in the most consequential and controversial policy decision to date …

2026-02-06
Interesting that Anthropic led with Opus 4.6 when the rumors were Sonnet 5.0... If history is of any guide.... They baited OAI into the Codex 5.3 release and saving Sonnet 5.0 for broader release soon - maybe Super Bowl?
2026-02-06 View on X
Bloomberg

Anthropic releases Claude Opus 4.6, which it says can analyze company data, regulatory filings, and market information to create detailed financial analyses

Anthropic is releasing a new version of its most powerful AI model that's designed to carry out financial research …

2026-02-04
.... things a CEO of a future publicly traded company with $850B should not be posting.
2026-02-04 View on X
Bloomberg

Filing: OpenAI accuses xAI of systematically destroying evidence in its antitrust case by directing employees to use autodeleting “ephemeral messaging tools”

OpenAI accused Elon Musk's artificial intelligence company of “systematic and intentional destruction” …

2026-01-31
Genie 3 from $GOOGL is mind blowing... and the potential seems endless when it comes to video games $TTWO $RBLX $MSFT $U [image]
2026-01-31 View on X
Reuters

Shares of gaming companies plunge after Google released Project Genie, which lets users create interactive worlds; Unity closed down 24.2% and Take-Two 7.9%

Shares of videogame companies fell sharply in afternoon trading on Friday after Alphabet's Google (GOOGL.O) rolled …

2026-01-30
Genie 3 from $GOOGL is mind blowing... and the potential seems endless when it comes to video games $TTWO $RBLX $MSFT $U [image]
2026-01-30 View on X
Reuters

Shares of gaming companies plunge after Google released Project Genie, which lets users create interactive worlds; Unity closed down 24.2% and Take-Two 7.9%

Shares of videogame companies fell sharply in afternoon trading on Friday after Alphabet's Google (GOOGL.O) rolled …

2026-01-29
Zuck has something big up his sleeve... wonder if it is M&A related.... $META I get the competitive landscape is intense and they want to be careful about what they say on public earnings calls... and there is the policy concerns as well... But this call hit differently...
2026-01-29 View on X
Bloomberg

Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs

Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.

I know people will think I'm crazy... but I think the real GOAT move would be to acquire Anthropic before it goes public.
2026-01-29 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

Zuck has something big up his sleeve... wonder if it is M&A related.... $META I get the competitive landscape is intense and they want to be careful about what they say on public earnings calls... and there is the policy concerns as well... But this call hit differently...
2026-01-29 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

I know people will think I'm crazy... but I think the real GOAT move would be to acquire Anthropic before it goes public.
2026-01-29 View on X
Bloomberg

Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs

Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.

I'm sorry but Capex and Opex guide should be an after thought on this type of revenue growth... $META They guided total expenses $12-19B higher than consensus... And quick math on implied 2026 assuming 32% Q1 revenue YoY... That is $17B of revenue higher than consensus...
2026-01-29 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

Higher capex and opex... doesn't matter given the revenue upside!
2026-01-29 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

Higher capex and opex... doesn't matter given the revenue upside!
2026-01-29 View on X
Bloomberg

Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs

Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.

$META Mark Zuckerberg... “The facts that agents are really starting to work now is quite profound...” Yup!
2026-01-29 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

It did kind of sound like a little bit of Zuck's soul died when he said peak reality lab losses $META
2026-01-29 View on X
CNBC

Meta reports Reality Labs Q4 revenue of $955M, vs. $940.8M est., and a $6.02B operating loss, vs. $5.67B est.; Reality Labs now has $75B+ in losses since 2020

stock down ahead of Q4 results, AI spending biggest worry

It did kind of sound like a little bit of Zuck's soul died when he said peak reality lab losses $META
2026-01-29 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

$META Q1 guide 26.4 - 33.5%... Even with 4% currency tailwind... Woah.
2026-01-29 View on X
Meta

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.