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VOICE ARCHIVE

@litcapital

@litcapital
77 posts
2026-02-26
Perplexity casually dropping their version of OpenClaw for financial analysis [image]
2026-02-26 View on X
The Deep View

Perplexity launches Perplexity Computer, “a general-purpose digital worker” that can route work across 19 AI models, available initially for Max subscribers

Claude Code and OpenClaw have taken 2026 by storm by offering the first glimpses of personal AI agents.

2026-02-22
Anthropic bringing down CrowdStrike ($CRWD), Cloudflare ($NET), Palo Alto Networks ($PANW), and Zscaler ($ZS) with one tweet 😭
2026-02-22 View on X
Bloomberg

Anthropic launches Claude Code Security, which “scans codebases for security vulnerabilities and suggests targeted software patches”; cybersecurity stocks fall

2026-02-21
Anthropic bringing down CrowdStrike ($CRWD), Cloudflare ($NET), Palo Alto Networks ($PANW), and Zscaler ($ZS) with one tweet 😭
2026-02-21 View on X
Bloomberg

Anthropic launches Claude Code Security, which “scans codebases for security vulnerabilities and suggests targeted software patches”; cybersecurity stocks fall

Shares of cybersecurity software companies tumbled Friday after Anthropic PBC introduced a new security feature into its Claude AI model.

2026-02-20
Anthropic bringing down CrowdStrike ($CRWD), Cloudflare ($NET), Palo Alto Networks ($PANW), and Zscaler ($ZS) with one tweet 😭
2026-02-20 View on X
Bloomberg

Anthropic launches Claude Code Security, which “scans codebases for security vulnerabilities and suggests targeted software patches”; cybersecurity stocks fall

Shares of cybersecurity software companies tumbled Friday after Anthropic PBC introduced a new security feature into its Claude AI model.

2026-02-17
Anthropic fumbled OpenClaw and is about to fumble the US government if they don't get their shit together
2026-02-17 View on X
Bloomberg

Sources: SpaceX and xAI are competing in a $100M DoD contest to make voice-controlled, autonomous drone swarms; OpenAI is helping Applied Intuition's submission

Elon Musk's SpaceX and wholly owned subsidiary xAI are competing in a secretive new Pentagon contest to produce voice-controlled …

Anthropic fumbled OpenClaw and is about to fumble the US government if they don't get their shit together
2026-02-17 View on X
Axios

A senior official says Pentagon is “close” to designating Anthropic a “supply chain risk”, requiring all US military contractors to sever ties with the company

Defense Secretary Pete Hegseth is “close” to cutting business ties with Anthropic and designating the AI company a …

2026-02-09
What Super Bowl ad will be the FTX ad of this year???
2026-02-09 View on X
TechCrunch

A look at the 2026 Super Bowl ads from Anthropic, Meta, Amazon, Google, and others, as AI continued to take center stage in ad creation and AI product promotion

Following last year's trend of showcasing AI in multimillion-dollar ad spots, the 2026 Super Bowl advertisements took it a step further …

Salesforce casting Mr. Beast for their Super Bowl ad. Yea they know they're cooked
2026-02-09 View on X
TechCrunch

A look at the 2026 Super Bowl ads from Anthropic, Meta, Amazon, Google, and others, as AI continued to take center stage in ad creation and AI product promotion

Following last year's trend of showcasing AI in multimillion-dollar ad spots, the 2026 Super Bowl advertisements took it a step further …

2026-02-06
SaaS investors in the 2010s vs SaaS investors in 2026 [image]
2026-02-06 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘So...

SaaS investors in the 2010s vs SaaS investors in 2026 [image]
2026-02-06 View on X
Financial Times

US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%

Nasdaq drops as recent high-flying companies pull market lower  —  US tech stocks fell on Thursday, as weak jobs data piled further pressure …

2026-02-05
SaaS investors in the 2010s vs SaaS investors in 2026 [image]
2026-02-05 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

2026-02-03
So there's this guy Palmer Luckey, who absolutely HATES this guy Jason Calacanis, he was like the 3rd or 4th investor in Uber btw, and he was apparently emailing with Epstein so Palmer was decimating him on Twitter this weekend. It's so fuckin crazy lmaoooo... anyway, I'm Jeff [image]
2026-02-03 View on X
Wired

The US DOJ releasing emails between tech industry notables and Jeffrey Epstein kicks off a renewed flurry of acrimonious social posts and lurid news coverage

The Department of Justice has released more than 3 million documents and photos related to Jeffrey Epstein.

“SpaceX, the social media company?” [image]
2026-02-03 View on X
Bloomberg

SpaceX acquires xAI; sources say the all-stock deal values the combined company at $1.25T, with SpaceX valued at $1T and xAI at $250B; xAI burns ~$1B per month

Elon Musk's SpaceX has acquired xAI, in a deal that encompasses the billionaire's increasingly costly ambitions to dominate artificial intelligence and space exploration.

2026-02-02
So there's this guy Palmer Luckey, who absolutely HATES this guy Jason Calacanis, he was like the 3rd or 4th investor in Uber btw, and he was apparently emailing with Epstein so Palmer was decimating him on Twitter this weekend. It's so fuckin crazy lmaoooo... anyway, I'm Jeff [image]
2026-02-02 View on X
Wired

Newly-released emails between tech industry notables and Jeffrey Epstein kick off a renewed flurry of acrimonious social posts and lurid news coverage

The Department of Justice has released more than 3 million documents and photos related to Jeffrey Epstein.

2026-01-08
SBF has gotta be punching the air right now. FTX bought 8% of the business for $500M. That stake would have to be somewhere in the $15-20B range if it wasn't sold off in bankruptcy
2026-01-08 View on X
Wall Street Journal

Sources: Anthropic plans to raise $10B led by Singapore's GIC and Coatue at a $350B valuation before the new investment, up from $183B in September 2025

The startup behind chatbot Claude is raising money from investors including GIC and Coatue Management

2025-11-26
“We're delighted by Google's success” [image]
2025-11-26 View on X
CNBC

Nvidia says it is “delighted by Google's success” but “Nvidia is a generation ahead”, after a report that Meta could use Google's TPUs in its data centers

Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street's concerns … Source: @nvidianewsroom .

2025-10-30
The first non-profit to IPO. Truly the golden age of capitalism and financial engineering
2025-10-30 View on X
Reuters

Sources: OpenAI is preparing for a US IPO that could value it at ~$1T and has explored raising $60B+, filing as soon as H2 2026, and listing in 2027

OpenAI is laying the groundwork for an initial public offering that could value the company at up to around $1 trillion …

2025-10-07
Matt Levine's summary of the AMD / OpenAI deal is hilarious [image]
2025-10-07 View on X
Bloomberg

A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; last week, OpenAI deals boosted SHOP and ETSY

OpenAI/AMD, Antifraud Co., M&A scoops, World Cup tickets, Gary Gensler's cell phone and Citadel Insecurities.  —  OpenAI/AMD

Matt Levine's summary of the AMD / OpenAI deal is hilarious [image]
2025-10-07 View on X
Financial Times

OpenAI's deals with Nvidia, AMD, Oracle, and others for computing power have topped $1T, dwarfing its revenue and raising questions about how it can fund them

Partners including Nvidia, AMD and Oracle have signed up to Sam Altman's huge bet on the future of artificial intelligence

2025-10-06
Jensen Huang to Sam Altman after OpenAI signs a multibillion dollar deal with AMD weeks after signing a similar deal with Nvidia [video]
2025-10-06 View on X
CNBC

OpenAI and AMD announce a deal in which OpenAI could take up to a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 25%+

- OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker