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VOICE ARCHIVE

Alexei Oreskovic

@lexnfx
199 posts
2026-02-26
Jensen Huang: “Agentic AI has reached an inflection. and it literally happened in the last 2 or 3 months.” $NVDA
2026-02-26 View on X
CNBC

Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings

Kai Nicol-Schwarz /CNBC:

Jensen Huang: “Agentic AI has reached an inflection. and it literally happened in the last 2 or 3 months.” $NVDA
2026-02-26 View on X
Bloomberg

Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates

Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …

$NVDA net income doubled y-y in Q4. The secret: Intel!! “Net other income for the fourth quarter was $5.6 billion, driven by unrealized gains in non-marketable and publicly-held equity securities, including gains from our previously announced investment in Intel's common stock.” [image]
2026-02-26 View on X
CNBC

Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings

Kai Nicol-Schwarz /CNBC:

$NVDA net income doubled y-y in Q4. The secret: Intel!! “Net other income for the fourth quarter was $5.6 billion, driven by unrealized gains in non-marketable and publicly-held equity securities, including gains from our previously announced investment in Intel's common stock.” [image]
2026-02-26 View on X
Bloomberg

Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates

Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …

2025-09-30
OpenAI rolls out ‘instant’ purchases directly from ChatGPT, in a radical shift to e-commerce and a direct challenge to Google https://fortune.com/...
2025-09-30 View on X
CNBC

OpenAI rolls out Instant Checkout to let users make single-item purchases directly in ChatGPT, starting with US Etsy sellers, and plans to add Shopify merchants

the chatbot will start letting its 700,000,000 users shop directly from their chats Jibin Joseph / PCMag : ChatGPT Now Lets You Make Purchases Without Leaving the App Nishit Singh ...

2025-08-01
$FIG goin nutz coming out of the gates! [image]
2025-08-01 View on X
CNBC

Figma's stock closes up 250% at $115.50, after Figma sold shares at $33 in its IPO, hitting a ~$68B valuation; Adobe's $20B Figma acquisition fell apart in 2023

Figma's stock more than tripled in its New York Stock Exchange debut on Thursday, a day after the design software company sold shares at $33 in its IPO.

2025-07-07
As Trump pushes Apple to make iPhones in the U.S., Google's brief effort building smartphones in Texas 12 years ago offer critical lessons https://fortune.com/...
2025-07-07 View on X
Fortune

Former Google staff and others detail why Google's effort in 2013 to build Motorola smartphones in Texas failed, as Trump pushes Apple to make iPhones in the US

Unless automation drastically improves, I doubt we will see Tim Cook manufacturing the #iPhone in #America 🇺🇸 as it requires an immense amount of skilled human labor. … X: Alexei O...

2025-06-18
Inside the rise of Whatnot, the wildly-entertaining, FOMO-inducing, $5 billion shopping app you've never heard of https://fortune.com/...
2025-06-18 View on X
Fortune

A profile of LA-based Whatnot, a livestream marketplace valued at ~$5B, which has raised $700M+ since 2019 and expects its GMV to grow ~100% YoY to $6B+ in 2025

a $5 billion livestreaming shopping app that will sell $6 billion in goods this year...from sports cards to luxury bags. The app's eclectic group of sellers have a lot to do with i...

2025-05-09
Exclusive: Meta in talks to deploy stablecoins three years after giving up on landmark crypto project https://fortune.com/...
2025-05-09 View on X
Fortune

Sources: Meta is talking to crypto firms about introducing stablecoins for managing payouts, and in January 2025 hired a VP of product with crypto experience

Three Years After Diem Rony Roy / crypto.news : Meta may be eyeing stablecoin payments for Instagram creators Samuel Edyme / Bitcoinist.com : Stripe Expands Crypto Offerings With S...

2025-05-01
$META beats Q1 targets on top and bottom lines, and gives strong guidance for Q2 (there had been some thoughts that maybe the company wouldn't give guidance due to tariffs)
2025-05-01 View on X
Meta

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...

$META beats Q1 targets on top and bottom lines, and gives strong guidance for Q2 (there had been some thoughts that maybe the company wouldn't give guidance due to tariffs)
2025-05-01 View on X
Stratechery

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.

2025-04-24
One overlooked takeaway from yesterday's @Tesla earnings: Elon Musk, perhaps for the first time in his life, passed up an opportunity to make a 4/20 joke... (It probably would not have gone over well with shareholders) [image]
2025-04-24 View on X
Financial Times

Elon Musk is stepping back from DOGE in May, spending 1-2 days per week on government work, as tariffs, customer anger, and Chinese competition weigh on Tesla

Billionaire's foray into government coincided with increased competition from Chinese rivals  —  In the days following Donald …

2025-04-19
Court filings describe DOGE-led, scream-filled, 36-hour mass layoff scramble at consumer protection agency https://fortune.com/...
2025-04-19 View on X
Reuters

A US judge temporarily halts mass firings at the US CFPB after the agency fired between 1,400 and 1,500 workers, eliminating as much as 90% of its workforce

again!  The CFPB has returned over $21 billion to millions of Americans scammed since its founding.  Any cuts to the #CFPB are to rip off working families in favor of big banks and...

2025-04-11
Meta's AI research lab is ‘dying a slow death,’ some insiders say. Meta prefers to call it ‘a new beginning’ https://fortune.com/...
2025-04-11 View on X
Fortune

Some Meta insiders fear FAIR is “dying a slow death” as Joelle Pineau exits in May; Yann LeCun says it's “a new beginning” for “Advanced Machine Intelligence”

2025-03-13
Intel found someone brave enough to be its new CEO—but is Lip-Bu Tan a change maker or more of the same? https://fortune.com/...
2025-03-13 View on X
Reuters

Intel appoints former board member and chip industry veteran Lip-Bu Tan as its new CEO, effective March 18, and says he will rejoin the board; INTC jumps 10%+

Struggling U.S. chipmaker Intel (INTC.O) on Wednesday named former board member Lip-Bu Tan as its CEO effective March 18 …

2025-01-30
$META finished 2024 with 74,067 employees, up 10% year over year.
2025-01-30 View on X
Meta

Meta reports Q4 revenue up 21% YoY to $48.4B, net income up 49% YoY to $20.8B, and family daily active people up 5% YoY to 3.35B on average for December 2024

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2024.

2024-12-22
Matt Garman rose from intern to AWS CEO. Inside the ‘unflappable’ exec's plan to defend Amazon's $100 billion profit machine in the age of AI https://fortune.com/...
2024-12-22 View on X
Fortune

A profile of AWS CEO Matt Garman, including his first few months on the job, what his stewardship means for the business, and his opportunities and challenges

It's true.  I *can't* understand why he wouldn't take a selfie with me!  —  fortune.com/2024/12/19/a... Mastodon: Greg Linden / @glinden@sigmoid.social : @Techmeme It seems weird t...

2024-12-08
OpenAI's nightmare: What David Sacks as AI Czar (and Elon Musk as wingman) could mean for Sam Altman's $157 billion startup https://fortune.com/...
2024-12-08 View on X
Fortune

David Sacks, who called OpenAI a “piranha for-profit company”, becoming AI czar comes at a delicate moment for OpenAI as it transitions to a for-profit

Sharon Goldman / Fortune :

2024-11-19
Exclusive: Leaked Amazon documents identify critical flaws in the delayed AI reboot of Alexa https://fortune.com/...
2024-11-19 View on X
Fortune

Memo: Amazon employees find there is too much of a delay between asking the new LLM-based Alexa a question and getting a response or seeing it complete a task

Amazon CEO Andy Jassy.  —  Amazon's race to create an AI-based successor to its voice assistant Alexa has hit more snags …

2024-11-01
iPhone sales increased 5.5% in Apple's fiscal Q4. Apple posted growth in every one of its businesses (Mac, iPad, Services) except Wearables. Was VisionPro the albatross?
2024-11-01 View on X
Apple Inc.

Apple reports Q4 revenue up 6% YoY to $94.9B, and net income down 36% YoY to $14.74B, after paying a $10.2B charge as part of an income tax decision in the EU

iPhone drives record September quarter revenue Services revenue reaches new all-time high  —  Apple® today announced financial results …