/
Navigation
Chronicles
Browse all articles
Explore
Semantic exploration
Research
Entity momentum
Nexus
Correlations & relationships
Story Arc
Topic evolution
Drift Map
Semantic trajectory animation
Posts
Analysis & commentary
Pulse API
Tech news intelligence API
Browse
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
Concept Search
Semantic similarity search
High Impact Stories
Top coverage by position
Sentiment Analysis
Positive/negative coverage
Anomaly Detection
Unusual coverage patterns
Analysis
Rivalry Report
Compare two entities head-to-head
Semantic Pivots
Narrative discontinuities
Crisis Response
Event recovery patterns
Connected
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Aaron Levie

@levie
757 posts
2026-08-07
Huge Atlassian quarterly beat. There was a misplaced thesis over the past 6 months that somehow agents would be bad for certain software categories. There's definitely truth in this in some areas, but many were parsing this poorly. In a world where agents are generating 100X [image]
2026-08-07 View on X
Reuters

Atlassian reports Q4 revenue up 28% YoY to $1.77B, vs. $1.66B est., cloud revenue up 31% to $1.2B, forecasts Q1 revenue above est.; TEAM jumps 30%+

Collaboration software maker Atlassian (TEAM.O) beat Wall Street expectations for fourth-quarter revenue on Thursday …

Huge Atlassian quarterly beat. There was a misplaced thesis over the past 6 months that somehow agents would be bad for certain software categories. There's definitely truth in this in some areas, but many were parsing this poorly. In a world where agents are generating 100X [image]
2026-08-07 View on X
Financial Times

Atlassian CEO Mike Cannon-Brookes says he will buy $250M of company shares after strong Q4 results dispelled some fears that AI threatens its business model

Atlassian's return to profit and 30% share surge have given CEO Mike …Larry Dignan /Constellation Research:Atlassian cites Q4 Teamwork Graph, context boom

2026-07-31
The takeaway from this incident should not be that AI is scary.  It should be that getting …
2026-07-31 View on X
Anthropic

Anthropic says it discovered three of its models had breached three organizations after launching a review in response to the OpenAI-Hugging Face incident

In a review of our cybersecurity evaluation transcripts, we found three incidents in which a Claude model reached the internet …

The takeaway from this incident should not be that AI is scary.  It should be that getting …
2026-07-31 View on X
Axios

Anthropic says three of its models, including an internal research model, gained unauthorized access to real-world systems during internal cybersecurity testing

Some of Anthropic's most powerful models — including Mythos 5 and an internal research model — gained unauthorized access …

Big move by OpenAI to reduce Luna prices by 80%. The competitive dynamics in AI will ensure that labs drive breakthroughs to drive down costs. Great outcome for everyone in the ecosystem.
2026-07-31 View on X
Axios

OpenAI says it is cutting the price of GPT-5.6 Luna by ~80% and the price of GPT-5.6 Terra by 20% after improving the efficiency of the systems that serve them

OpenAI said Thursday it is cutting prices for two GPT-5.6 models after improving the efficiency of the systems that serve them.

2026-07-30
Thought provoking post by Dwarkesh.  In general - as AI gets more powerful …
2026-07-30 View on X
Dwarkesh Podcast

How compute could become 10x+ costlier as AI capabilities and monetization outpace supply, and a look at the implications if Anthropic hits $1T in 2027 revenue

If a human-level software engineer that could run on an H100 equivalent, at current market rates for software engineers, that H100 should rent for over $250k a year.

Big move by OpenAI to reduce Luna prices by 80%. The competitive dynamics in AI will ensure that labs drive breakthroughs to drive down costs. Great outcome for everyone in the ecosystem.
2026-07-30 View on X
Axios

OpenAI says it is cutting the price of GPT-5.6 Luna by ~80% and the price of GPT-5.6 Terra by 20% after improving the efficiency of the systems that serve them

OpenAI said Thursday it is cutting prices for two GPT-5.6 models after improving the efficiency of the systems that serve them.

2026-07-29
Great piece and vision for AI from Zuckerberg [image]
2026-07-29 View on X
Financial Times

Mark Zuckerberg says the US should not ban Chinese AI models and that AI model peer reviewing or vetting could be positive if “done well with thoughtful people”

Meta chief warns against ‘regulatory capture’ of American rules on the technology  —  Mark Zuckerberg …

Great piece and vision for AI from Zuckerberg [image]
2026-07-29 View on X
Wall Street Journal

Mark Zuckerberg argues that superintelligence should be widely distributed as a tool that empowers everyone, rather than centralized in a few institutions

The history of democracy and economics has proved that centralized power stifles human potential.  —  We are fortunate to live at an incredible moment in history.

2026-07-28
Great piece and vision for AI from Zuckerberg [image]
2026-07-28 View on X
Wall Street Journal

Mark Zuckerberg argues that superintelligence should be widely distributed as a tool that empowers everyone, rather than centralized in a few institutions

The history of democracy and economics has proved that centralized power stifles human potential.  —  We are fortunate to live at an incredible moment in history.

2026-07-25
Very happy to have Box support this letter.  We're big believers in the power of open source overall and open weights AI. …
2026-07-25 View on X
CNBC

In their letter defending open-weight AI, tech companies urge lawmakers to avoid “premature restrictions” that “stifle competition or drive innovation overseas”

Nvidia, Microsoft, Meta, Palantir and more than 20 other companies released a letter on Friday urging policymakers …

Claude Opus 5 is out now, and it's a huge jump over Opus 4.8 on a wide number of capabilities. …
2026-07-25 View on X
Anthropic

Anthropic launches Claude Opus 5, which it says comes close to Fable 5 performance at half the price; it is the new default model on Claude Max

Claude Opus 5 is available today.  It's a thoughtful and proactive model that comes close to the frontier intelligence of Claude Fable 5 at half the price.

Not sure if anything in tech has ever gotten as much broad-based support and alignment as this post and message. …
2026-07-25 View on X
CNBC

In their letter defending open-weight AI, tech companies urge lawmakers to avoid “premature restrictions” that “stifle competition or drive innovation overseas”

Nvidia, Microsoft, Meta, Palantir and more than 20 other companies released a letter on Friday urging policymakers …

Not sure if anything in tech has ever gotten as much broad-based support and alignment as this post and message. …
2026-07-25 View on X
The Information

Meta, Microsoft, OpenAI, and others sign a letter defending open-weight AI models; Jensen Huang, in his first X post, says open models strengthen cybersecurity

Many of the largest U.S. tech companies signed a joint letter on Friday defending open-source AI software as the Trump administration …

The openai agent sandbox escape actually has real implications for the diffusion of AI in the enterprise. …
2026-07-25 View on X
Reuters

Sources: OpenAI's models breached Hugging Face from July 11 to 13 and OpenAI realized their models were behind the hack several days later

The OpenAI agent that broke into tech firm Hugging Face went on a dayslong hacking spree that OpenAI didn't notice until well after the threat …

Very happy to have Box support this letter.  We're big believers in the power of open source overall and open weights AI. …
2026-07-25 View on X
New York Times

Sources: OpenAI and Anthropic quietly lobby Washington regulators to restrict open-source AI models, even as Sam Altman publicly says he supports open source AI

Anthropic and OpenAI are clashing with the rest of the tech industry over whether “open-source” models from China should be freely available or restricted.

2026-07-24
Claude Opus 5 is out now, and it's a huge jump over Opus 4.8 on a wide number of capabilities. …
2026-07-24 View on X
Anthropic

Anthropic launches Claude Opus 5, which it says comes close to Fable 5 performance at half the price; it is the new default model on Claude Max

Claude Opus 5 is available today.  It's a thoughtful and proactive model that comes close to the frontier intelligence of Claude Fable 5 at half the price.

Very happy to have Box support this letter.  We're big believers in the power of open source overall and open weights AI. …
2026-07-24 View on X
CNBC

In their letter defending open-weight AI, tech companies urge lawmakers to avoid “premature restrictions” that “stifle competition or drive innovation overseas”

Nvidia, Microsoft, Meta, Palantir and more than 20 other companies released a letter on Friday urging policymakers …

Very happy to have Box support this letter.  We're big believers in the power of open source overall and open weights AI. …
2026-07-24 View on X
The Information

Meta, Microsoft, a16z, and others sign a letter defending open-weight AI models; Jensen Huang, in his first X post, says open models strengthen cybersecurity

Many of the largest U.S. tech companies signed a joint letter on Friday defending open-source AI software as the Trump administration …

Not sure if anything in tech has ever gotten as much broad-based support and alignment as this post and message. …
2026-07-24 View on X
The Information

Meta, Microsoft, a16z, and others sign a letter defending open-weight AI models; Jensen Huang, in his first X post, says open models strengthen cybersecurity

Many of the largest U.S. tech companies signed a joint letter on Friday defending open-source AI software as the Trump administration …