Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt
Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …
Meta reports Q1 revenue up 16% YoY to $42.3B, vs. $41.4B est., net income up 35% to $16.6B, family daily active people up 6% to 3.43B on average for March 2025
and why simply isolating Chinese advertising spend was misguided... X: Roman Helmet Guy / @romanhelmetguy : Zuckerberg explaining how Meta is creating personalized AI friends to su...
Q&A with Mark Zuckerberg on LlamaCon, Llama API, Meta's AI opportunity, social networking 2.0, Ray-Bans, Apple, the Meta AI app, tariffs, Reality Labs, and more
An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.
Sam Altman says DeepSeek's R1 is an “impressive model, particularly around what they're able to deliver for the price” and OpenAI “will pull up some releases”
OpenAI Chief Executive Officer Sam Altman welcomed the debut of DeepSeek's R1 model in a post on X late on Monday.
Sam Altman says DeepSeek's R1 is an “impressive model, particularly around what they're able to deliver for the price” and OpenAI “will pull up some releases”
OpenAI Chief Executive Officer Sam Altman welcomed the debut of DeepSeek's R1 model in a post on X late on Monday.
To appease the UK, Microsoft restructures its Activision deal by committing to sell Activision's cloud gaming rights to Ubisoft; the UK CMA will now investigate
right now it's negligible. Ashley Armstrong / @aarmstrong_says : Big news on Microsoft-Activision Blizzard deal : Microsoft files new deal with UK competition regulators for Call o...