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VOICE ARCHIVE

Jordan Novet

@jordannovet
304 posts
2026-02-05
Charlie Bell was once a candidate to be AWS CEO. he joined Microsoft to run security in 2021, and now is becoming an individual contributor working on engineering quality www.cnbc.com/2026/02/04/m...
2026-02-05 View on X
CNBC

Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security

Microsoft said Wednesday that top security leader Charlie Bell will take on a new role and that Hayete Gallot will return …

2026-01-31
“As companies transition to more AI code writing with human supervision, humans may not possess the necessary skills to validate and debug AI-written code if their skill formation was inhibited by using AI in the first place.”  [embedded post]
2026-01-31 View on X
Anthropic

Anthropic details an experiment on whether AI coding tools shape developer skills: the biggest performance decline for developers occurred in debugging tasks

Read the paper  —  Research shows AI helps people do parts of their job faster.  In an observational study of Claude.ai data, we found AI can speed up some tasks by 80%.

2025-11-26
new: people across Wisconsin are increasingly standing up to AI data centers. at the old Foxconn site, citizens are thankful for Microsoft, but they said no to a new Microsoft data center 20 miles away. worries range from a loss of open land to meager tax payments www.cnbc.com/2025/11/25/m...
2025-11-26 View on X
CNBC

As Microsoft accelerates its AI buildout in rural Wisconsin, one community's vocal opposition led the company to withdraw plans for a proposed data center site

The village of Caledonia, Wisconsin, sandwiched between Chicago and Milwaukee along Lake Michigan, is dotted with corn and soybean fields … X: @emilyjashinsky and @veracityalways B...

2025-10-15
“A senior Indian official told Reuters the government believed AI would ultimately have little impact on overall employment. ...  Jefferies predicted in September that India's call centers would face a revenue hit of 50% ... from AI adoption over the next five years.” www.reuters.com/world/india/ ...
2025-10-15 View on X
Reuters

How AI is replacing workers in India's business process management sector, which employs 1.65M; conversational AI startup LimeChat says it automated 5,000 jobs

2025-09-13
“While it's challenging enough that a great deal of news is now paywalled, a more serious challenge is that with the rise of LLMs, many websites now simply block all bots except for a small number of search engines.”  [embedded post]
2025-09-13 View on X
Techmeme News

On Techmeme's 20th birthday, its founder explains what's behind the site's consistency, debunks some supposed media trends, and outlines future directions

happy bday @Techmeme 🎂. Nearly old enough to drink. 🍻https://news.techmeme.com/ ... Dave McClure / @davemcclure : my favorite (un?)healthy addiction: @techmeme 💕🤓🔥 been an avid fan...

2025-08-18
it says here that after she dies, she wants the company's hold music to be classical music because she likes it.  not micromanaging or anything [embedded post]
2025-08-18 View on X
CNBC

A profile of Epic Systems CEO Judy Faulkner, who has led the EHR software company for 46 years, building it into one of the largest private US tech companies

Ashley Capoot / CNBC :

2025-07-31
if you factor in this after-hours stock jump, Microsoft is now the second company to reach a $4 trillion market cap www.cnbc.com/2025/07/30/m...
2025-07-31 View on X
CNBC

Microsoft became the second company to surpass $4T in market cap, joining Nvidia, after its stock jumped 5%+ on better-than-expected results

Microsoft is set to become the second company in the world to reach a $4 trillion valuation. Rishabh Mishra / Benzinga : Microsoft, Meta Stocks Add $440 Billion In A Day—Nearly Mat...

if you factor in this after-hours stock jump, Microsoft is now the second company to reach a $4 trillion market cap www.cnbc.com/2025/07/30/m...
2025-07-31 View on X
Microsoft

Microsoft reports Q4 revenue up 18% YoY to $76.44B, vs. $73.81B est., net income up 24% to $27.23B, forecasts Q1 above estimates; MSFT jumps 5%+

Microsoft Cloud and AI Strength Fuels Fourth Quarter Results  —  REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …

2025-07-25
for just over 10 years now Microsoft's mission has been “to empower every person and every organization on the planet to achieve more.” a revision could be imminent www.cnbc.com/2025/07/24/m...  [image]
2025-07-25 View on X
GeekWire

In a memo, Satya Nadella addresses the “enigma” of layoffs while “Microsoft is thriving”, saying the transition into the AI era “might feel messy at times”

Satya Nadella, Chairman and CEO … Edwin Evans-Thirlwell / Rock, Paper, Shotgun : Dear Microsoft CEO Satya Nadella, please prove that an AI didn't write your insulting, vacuous blog...

2025-05-01
Satya boasts about the use of AI tokens on Microsoft's earnings call.  “We processed over 100 trillion tokens this quarter up 5x year over year, including a record 50 trillion tokens last month alone,” he said. full coverage here: www.cnbc.com/2025/04/30/m...
2025-05-01 View on X
Microsoft

Microsoft Q3: revenue up 13% YoY to $70.1B, vs. $68.42B est., Microsoft 365 Commercial products and cloud services up 11%, and Q4 revenue forecast above est.

Microsoft Cloud and AI Strength Drives Third Quarter Results  —  REDMOND, Wash. — April 30, 2025 — Microsoft Corp. today announced …

2024-12-29
it's been a good year for Larry Ellison  — big Oracle stock gains  — his friend Elon Musk is advising Trump who won the election  — Paramount/Skydance merger  — a relationship with a 33-year-old when he's 80  —  www.cnbc.com/2024/12/26/l...
2024-12-29 View on X
CNBC

Oracle's shares are up ~63% in 2024, lifting Larry Ellison's net worth to $217B+, as the company enjoyed its biggest stock rally since 1999 and the dot-com boom

big Oracle stock gains  — his friend Elon Musk is advising Trump who won the election  — Paramount/Skydance merger  — a relationship with a 33-year-old when he's 80  —  www.cnbc.co...

2024-12-28
it's been a good year for Larry Ellison  — big Oracle stock gains  — his friend Elon Musk is advising Trump who won the election  — Paramount/Skydance merger  — a relationship with a 33-year-old when he's 80  —  www.cnbc.com/2024/12/26/l...
2024-12-28 View on X
CNBC

Oracle's shares are up ~63% in 2024, lifting Larry Ellison's net worth to $217B+, as the company enjoyed its biggest stock rally since 1999 and the dot-com boom

It's been a good year for Larry Ellison.  —  Oracle's co-founder has gained roughly $75 billion in paper wealth as the software company … Bluesky: @texasrunaway , @david-cornelson ...

2024-11-05
on Friday, one day after Intel reported Q3 results that showed a 6% revenue decline, S&P Dow Jones Indices picked Nvidia to replace Intel on the Dow Jones Industrial Average
2024-11-05 View on X
Tom's Hardware

SemiAnalysis: in a first, AMD overtook Intel in data center revenue in Q3 2024; AMD hit $3.55B, above Intel's $3.3B revenue, which is down from $6B+ in Q1 2022

But both fall far behind sales of Nvidia's AI GPUs.  —  For well more than two decades, Intel has been the undisputed leader in the market for datacenter CPUs.

2024-11-01
@jayparikh here's Zuck in 2020 when Jay left https://www.cnbc.com/... [image]
2024-11-01 View on X
Bloomberg

Former Lacework CEO and former Facebook Global Head of Engineering Jay Parikh joins Microsoft's senior leadership team, reporting directly to Satya Nadella

- Company struggling to ramp up data centers to meet AI demand  — Jay Parikh will report directly to Microsoft CEO Nadella

one of Meta's most prominent engineering leaders, @jayparikh, is joining Microsoft as an executive vice president after running startup Lacework and selling it to Fortinet. Jay will report to Satya https://blogs.microsoft.com/ ...
2024-11-01 View on X
Bloomberg

Former Lacework CEO and former Facebook Global Head of Engineering Jay Parikh joins Microsoft's senior leadership team, reporting directly to Satya Nadella

- Company struggling to ramp up data centers to meet AI demand  — Jay Parikh will report directly to Microsoft CEO Nadella

2024-10-31
new: Microsoft is officially becoming less profitable because of expected losses at OpenAI. the company said today that other income and expense in Q4 should be -$1.5 billion, mainly because of its OpenAI holding https://www.cnbc.com/...
2024-10-31 View on X
Microsoft

Microsoft reports Q1 revenue up 16% YoY to $65.6B, Microsoft 365 Commercial products and cloud services up 13%, LinkedIn up 10%, and net income up 11% to $24.7B

Microsoft Cloud Strength Drives First Quarter Results REDMOND, Wash. — October 30, 2024 — Microsoft Corp. today announced …

new: Microsoft is officially becoming less profitable because of expected losses at OpenAI. the company said today that other income and expense in Q4 should be -$1.5 billion, mainly because of its OpenAI holding https://www.cnbc.com/...
2024-10-31 View on X
GeekWire

Filing: Microsoft has made “funding commitments of $13B” to OpenAI and says losses from its stake were partly why it had a $683M expense on its Q1 investments

Todd Bishop / GeekWire :

2024-10-26
Microsoft is giving CEO Satya Nadella much more stock for the 2024 fiscal year. but for one portion of his compensation, the cash incentive, he asked for a reduction given the cyberattacks the company dealt with. even with that reduction, his pay is up 63% https://www.cnbc.com/...
2024-10-26 View on X
CNBC

Filing: Satya Nadella was paid $79.1M during the FY ending June 30, up from $48.5M YoY; compensation was reduced by $5M+ due to Microsoft's security issues

while company fired nearly 2,500 workers Derek Strickland / TweakTown : Xbox exclusives are still important for Microsoft and are used to determine ‘growth in gaming’ Heidi Nichola...

2024-10-24
excellent stuff from @eugenekim222 here https://www.businessinsider.com/ ...
2024-10-24 View on X
Business Insider

Sources and documents detail headwinds slowing Amazon's data center buildout: electricity and water supply issues, zoning problems, labor shortages, and more

Eugene Kim / Business Insider :

2024-10-03
new: Microsoft has radically increased the amount it will spend on finance leases since the launch of ChatGPT. the total is now over $108 billion, up from less than $9 billion two years ago. this will pressure margins but some investors aren't tracking it https://www.cnbc.com/...
2024-10-03 View on X
CNBC

Analysis: Microsoft's finance leases, mainly for data centers and set to start between FY 2025 and FY 2030, have risen by nearly $100B in two years to $108.4B

However, we need a more sustainable approach … Kenneth Chan : • Microsoft's bet on AI is driving massive investments in data center infrastructure, with over $100 billion in financ...