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VOICE ARCHIVE

Lauren Balik

@laurenbalik
15 posts
2025-11-16
Everyone actually in the know has known for years that LLMs are largely a dead end. This only makes all the “AI psychosis” cases/quasi-religious conversions so much darker. 😢 https://www.wsj.com/...
2025-11-16 View on X
Wall Street Journal

A profile of Meta Chief AI Scientist Yann LeCun, reportedly leaving after being sidelined, who says LLMs are a dead end for AGI and backs world models instead

Yann LeCun invented many fundamental components of modern AI.  Now he's convinced most in his field have been led astray by the siren song of large language models.

2025-11-15
Everyone actually in the know has known for years that LLMs are largely a dead end. This only makes all the “AI psychosis” cases/quasi-religious conversions so much darker. 😢 https://www.wsj.com/...
2025-11-15 View on X
Wall Street Journal

A profile of Meta Chief AI Scientist Yann LeCun, reportedly leaving after being sidelined, who says LLMs are a dead end for AGI and backs world models instead

Yann LeCun invented many fundamental components of modern AI.  Now he's convinced most in his field have been led astray by the siren song of large language models.

2025-10-07
This was the big tell for $APP AppLovin.  Some spook who was sleeping with actor Kevin Costner's wife in Los Angeles gets banned from Germany as AppLovin Head of Global Affairs, as reported by Laura Loomer.
2025-10-07 View on X
Bloomberg

Sources: the SEC has been probing AppLovin over allegations that it violated platform partners' agreements to push more targeted ads to consumers; APP drops 14%

Olivia Solon / Bloomberg :

2025-07-30
If you believe anything about Spotify $SPOT AI capabilities for rec systems or AI-enabled offerings coming out of their earnings, don't. I've already kicked the tires on everything they do and their AI/ML is so behind they can't even detect all of the illegal pill mill ads
2025-07-30 View on X
The Information

Daniel Ek says Spotify's ad business has “been moving too slowly”; Spotify ad chief Lee Brown left on July 28 to join DoorDash as its chief revenue officer

Catherine Perloff / The Information :

2025-07-22
Masayoshi Son is in the mob. His father ran illegal alcohol distribution on illegally obtained land from the Japanese government, then Masa appeared in California and mysteriously graduated high school in just one month by taking “special” exams. https://www.wsj.com/...
2025-07-22 View on X
Bloomberg

OpenAI and Oracle unveil plans to develop 4.5GW of additional US data center capacity in an expanded partnership, hitting 5GW in total and running 2M AI chips

OpenAI and Oracle Corp. announced they will develop 4.5 gigawatts of additional US data center capacity in an expanded partnership …

2025-07-09
RIP Nikita Bier as X Head of Product. June 30, 2025 - July 8, 2025
2025-07-09 View on X
Axios

X CEO Linda Yaccarino says that “after two incredible years, I've decided to step down”; X hired Yaccarino in 2023 after running NBCUniversal's ad business

X CEO Linda Yaccarino said Wednesday she is stepping down from her role. … - Under her leadership …

RIP Nikita Bier as X Head of Product. June 30, 2025 - July 8, 2025
2025-07-09 View on X
NBC News

After Elon Musk said xAI improved Grok “significantly”, Grok wrote many antisemitic posts and called itself “MechaHitler”; xAI took “action to ban hate speech”

In some posts, Grok inserted antisemitic remarks into its answers without any clear prompting.

2024-12-13
Any joking about valuation aside, ServiceTitan $TTAN is a great win for American security and our Armenian friends who serve as a buffer between us and the Russkis. The Armenians🇦🇲 run our prison industrial complex in the US🇺🇸. These guys love building prisons and running them
2024-12-13 View on X
CNBC

ServiceTitan's shares closed up 42.25% at $101 in its Nasdaq debut, giving the cloud software provider an ~$8.9B market cap after it raised ~$625M in its IPO

All topics  —  Top of the Morning  —  David Bonderman … Financial Times : Live news: ServiceTitan shares pop 42% in debut Bluesky: Chirag Mehta / @chirag : A good signal that the m...

2024-09-29
Boy I'd hate to be David Sacks @DavidSacks, lead investor in the Done Adderall pill mill. David Sacks' other drug-related lead investment - WAYV - ended up with CEO Keith McCarty rooming with a money launderer, crack, illegal possession of firearms, and hookers. [image]
2024-09-29 View on X
Wall Street Journal

A look at telehealth startup Done Global, whose owner was arrested by the US in June for allegedly running a “pill mill”, as it continues to operate from China

Rolfe Winkler / Wall Street Journal : X: @wsj , @laurenbalik , @stephpstrong , @rolfewinkler , @jchengwsj , @jchengwsj , @jchengwsj , @heathernauert , @dseetharaman , @rolfewinkle...

2024-09-28
Boy I'd hate to be David Sacks @DavidSacks, lead investor in the Done Adderall pill mill. David Sacks' other drug-related lead investment - WAYV - ended up with CEO Keith McCarty rooming with a money launderer, crack, illegal possession of firearms, and hookers. [image]
2024-09-28 View on X
Wall Street Journal

A look at telehealth startup Done Global, whose owner was arrested by the US in June for allegedly running a “pill mill”, as it continues to operate from China

Rolfe Winkler / Wall Street Journal : X: @dseetharaman , @jchengwsj , @laurenbalik , @heathernauert , @jchengwsj , @jchengwsj , @rolfewinkler , @rolfewinkler , @stephpstrong , and...

2024-07-27
David Sacks left open his flank last week. Very embarrassing for a man who considers himself a master strategist. 👉Last week: I posited that what is going to happen next is pressure will grow on what exactly he's been doing and investing in, and where his money comes from and [image]
2024-07-27 View on X
TechCrunch

A decade-old drama between David Sacks and Parker Conrad blew up into a fight on X over VC behavior, drawing in Paul Graham and other big Silicon Valley names

Julie Bort / TechCrunch :

2024-07-26
David Sacks left open his flank last week. Very embarrassing for a man who considers himself a master strategist. 👉Last week: I posited that what is going to happen next is pressure will grow on what exactly he's been doing and investing in, and where his money comes from and [image]
2024-07-26 View on X
TechCrunch

A decade-old drama between David Sacks and Parker Conrad has blown up into a fight on X over VC behavior, drawing in Paul Graham and other Silicon Valley names

A decade-old drama involving VC David Sacks and Rippling founder Parker Conrad over their previous company Zenefits has blown …

2024-06-18
There is not one single chance in heck that Mandiant “conveniently” notified Snowflake $SNOW of the scope of these issues on May 22, 2024, the day of Snowflake's quarterly earnings call, as Mandiant claims. Snowflake knew about this much earlier. Snowflake only contacted several [image]
2024-06-18 View on X
Bloomberg

Mandiant: up to 10 companies breached in a campaign targeting Snowflake customers have been extorted with stolen data and face ransom demands from $300K to $5M

Bloomberg :

2024-06-08
Update on Snowflake $SNOW cybersecurity situation. — I've now spoken directly with 5 founders/execs at 5 different orgs who had their Snowflake accounts breached in the past month or two. 1) In each case there was an extreme and quick uptick in Snowflake credit burn as the
2024-06-08 View on X
TechCrunch

A website for cybercriminals lists 500+ allegedly stolen Snowflake customer credentials, including for environments belonging to Santander and Ticketmaster

The credentials relate to employees at Ticketmaster and Santander, and others One set of exposed credentials appear to belong to a former Snowflake employee. … X: @h4ckmanac : 🚨 #B...

2024-06-07
Update on Snowflake $SNOW cybersecurity situation. — I've now spoken directly with 5 founders/execs at 5 different orgs who had their Snowflake accounts breached in the past month or two. 1) In each case there was an extreme and quick uptick in Snowflake credit burn as the
2024-06-07 View on X
TechCrunch

A website for cybercriminals lists 500+ allegedly stolen Snowflake customer credentials, including for environments belonging to Santander and Ticketmaster

Cloud data analysis company Snowflake is at the center of a recent spate of alleged data thefts, as its corporate customers scramble …