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VOICE ARCHIVE

Kurt Wagner

@kurtwagner
12 posts
2025-07-12
Update: Meta has closed its PlayAI deal, and the “entire” PlayAI team is planning to join the company next week, according to an internal memo.  —  The group will report up to Johan Schalkwyk, who just joined Meta from Sesame a few weeks ago.  [embedded post]
2025-07-12 View on X
Bloomberg

Meta has completed a deal to acquire AI voice technology startup PlayAI, and the “entire PlayAI team” is set to join Meta next week, per an internal memo

The “entire PlayAI team” is set to join Meta next week, according to an internal memo that was reviewed by Bloomberg.

2025-07-08
A @markgurman.bsky.social scoop:  —  Meta has hired Apple's top AI models exec for its new superintelligence group.  Ruoming Pang is joining Meta, and so is OpenAI's Yuanzhi Li and Anthropic's Anton Bakhtin  —  www.bloomberg.com/news/article...
2025-07-08 View on X
Bloomberg

Sources: Ruoming Pang, the head of Apple's foundation models team, is leaving to join Meta, which offered a package worth tens of millions of dollars per year

Ruoming Pang, a distinguished engineer and manager in charge of the company's Apple foundation models team, is departing, according to people with knowledge of the matter.

2025-04-16
This was shortly after he also ordered IG to increase its “ad load” — meaning show people more ads — as a way to make more money and take some pressure off Facebook  —  Perhaps not surprisingly, IG's founders left the company a few months after all of this happened in September 2018
2025-04-16 View on X
Bloomberg

FTC v. Meta: in an email, Mark Zuckerberg considered spinning off Instagram in 2018 as he increasingly became concerned that its success was hurting Facebook

meaning show people more ads — as a way to make more money and take some pressure off Facebook  —  Perhaps not surprisingly, IG's founders left the company a few months after all o...

This was shortly after he also ordered IG to increase its “ad load” — meaning show people more ads — as a way to make more money and take some pressure off Facebook  —  Perhaps not surprisingly, IG's founders left the company a few months after all of this happened in September 2018
2025-04-16 View on X
Wall Street Journal

Sources: Meta offered $450M in late March to settle the FTC's antitrust case and raised its offer to ~$1B as the trial neared; the FTC had demanded $30B

The FTC wanted $30 billion to drop its case.  Zuckerberg offered much less and hoped Trump would back him up.

2025-01-25
All of this crazy AI spending at Meta and other places reminds me of this Zuckerberg quote from last summer.  Everyone is likely overspending by billions of dollars on AI.  But better safe than sorry.
2025-01-25 View on X
Reuters

Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”

Market: WE LOVE AI, DO AI THING  —  META: Sure thing, ploughing $40bn into capex this year  —  Market: wait not like that  —  First time we've seen a negative market reaction to th...

New: Mark Zuckerberg wants in on all the AI news this week.  —  He says Meta will be “growing our AI teams significantly” this year.  The company said capital expenditures will be $60-65B this year.  For comparison, 2024 capex was $38-40B.  —  In other words: Spending a ton on AI infrastructure and GPUs [image]
2025-01-25 View on X
Reuters

Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”

Market: WE LOVE AI, DO AI THING  —  META: Sure thing, ploughing $40bn into capex this year  —  Market: wait not like that  —  First time we've seen a negative market reaction to th...

2025-01-24
All of this crazy AI spending at Meta and other places reminds me of this Zuckerberg quote from last summer.  Everyone is likely overspending by billions of dollars on AI.  But better safe than sorry.  —  www.bloomberg.com/news/article...  [embedded post]
2025-01-24 View on X
Reuters

Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”

Meta Platforms (META.O) will invest $60 billion to $65 billion in capital expenditure in 2025, CEO Mark Zuckerberg said in a Facebook post on Friday.

New: Mark Zuckerberg wants in on all the AI news this week.  —  He says Meta will be “growing our AI teams significantly” this year.  The company said capital expenditures will be $60-65B this year.  For comparison, 2024 capex was $38-40B.  —  In other words: Spending a ton on AI infrastructure and GPUs [image]
2025-01-24 View on X
Reuters

Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”

Meta Platforms (META.O) will invest $60 billion to $65 billion in capital expenditure in 2025, CEO Mark Zuckerberg said in a Facebook post on Friday.

2025-01-20
Trump could continue to tell tech companies like Apple and Google and Oracle that they don't need to worry about the law, but they run the risk of billions in fines.  —  If an extension is not certified by Congress, they may not be comfortable taking Trump's word as their only protection [image]
2025-01-20 View on X
The Verge

TikTok restores its service in the US, thanking Donald Trump for “the necessary clarity and assurance to our service providers that they will face no penalties”

The company said this afternoon that it is “in the process of restoring service” and thanked President-elect Trump for …

Trump could continue to tell tech companies like Apple and Google and Oracle that they don't need to worry about the law, but they run the risk of billions in fines.  —  If an extension is not certified by Congress, they may not be comfortable taking Trump's word as their only protection [image]
2025-01-20 View on X
The Verge

TikTok's service providers are risking billions in fines for keeping the app online, as Trump's assurances that it's safe to support TikTok are legally flimsy

but the ban hasn't gone away Benedict Collins / TechRadar : Providers hosting TikTok could still face penalties despite extension, experts warn Jamaica Gleaner : US bans TikTok - F...

2025-01-14
Important things to keep in mind:  —  * Priority remains ByteDance owning TikTok  —  * This does not mean Musk *will* get TikTok, simply that is is being discussed as a palatable outcome  —  * thinking is that this could be used as a negotiating tactic while dealing with Trump admin
2025-01-14 View on X
Bloomberg

Sources: Chinese officials are evaluating an option involving Elon Musk acquiring TikTok US; X would take control of TikTok US and run the businesses together

- ByteDance's preferred strategy is to fight ban, people say  — Trump has said he would like to delay ban to seek resolution

2025-01-11
New: Mark Zuckerberg plans to attend Trump's inauguration.  In fact, he was even visiting Trump at Mar-a-Lago on Friday, according to a source.  —  What an incredibly quick pivot!  —  www.bloomberg.com/news/article...  (gift link) [image]
2025-01-11 View on X
Bloomberg

OpenAI CEO Sam Altman, Uber CEO Dara Khosrowshahi, and, a source says, Meta CEO Mark Zuckerberg are planning to attend Trump's inauguration events this month

- Tech companies, executives donated to Trump's inaugural fund  — Industry trying to boost relationship with new administration