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VOICE ARCHIVE

Lulu Cheng Meservey

@lulumeservey
84 posts
2026-03-07
Whatever you think of Dario's decision, it's super impressive how employees have closed ranks behind him During heated controversies, companies often have people publicly dissenting, resigning in protest, etc Anthropic's united front is a sign of internal consistency and trust
2026-03-07 View on X
Pirate Wires

Interview with Pentagon AI head Emil Michael on his view that Anthropic leaked negotiations to the press to win anti-Trump users, dealing with Amodei, and more

what if this software went down?  Some guardrail kicked up?  Some refusal happened for the next fight like this one and we left our people at risk?”  “I went to @SecWar @PeteHegset...

Whatever you think of Dario's decision, it's super impressive how employees have closed ranks behind him During heated controversies, companies often have people publicly dissenting, resigning in protest, etc Anthropic's united front is a sign of internal consistency and trust
2026-03-07 View on X
Financial Times

A draft guidance from the US GSA tightens rules for civilian AI contracts to require AI companies to allow “any lawful” use by the government of their models

The Trump administration has drawn up tight rules for civilian artificial intelligence contracts that would require AI companies …

Whatever you think of Dario's decision, it's super impressive how employees have closed ranks behind him During heated controversies, companies often have people publicly dissenting, resigning in protest, etc Anthropic's united front is a sign of internal consistency and trust
2026-03-07 View on X
CNBC

Google and Amazon join Microsoft in saying they will keep working with Anthropic on non-defense projects after DOD designated Anthropic a supply chain risk

https://www.cnbc.com/...Sasha de Marigny:Thank you, Google, for your leadership, partnership and continued support.  —  https://lnkd.in/...

2026-02-28
This only helps Anthropic The commander-in-chief angrily threatening to impose “major civil and criminal penalties” evokes exactly the kind of government overreach whose specter would justify Anthropic's stance
2026-02-28 View on X
CNBC

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February

Anthropic's Claude artificial intelligence assistant app jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday …

This only helps Anthropic The commander-in-chief angrily threatening to impose “major civil and criminal penalties” evokes exactly the kind of government overreach whose specter would justify Anthropic's stance
2026-02-28 View on X
Axios

President Trump calls Anthropic a “radical left, woke company” and says he is directing every federal agency in the US to stop using its products

The Trump administration has decided to blacklist Anthropic in the most consequential and controversial policy decision to date …

This only helps Anthropic The commander-in-chief angrily threatening to impose “major civil and criminal penalties” evokes exactly the kind of government overreach whose specter would justify Anthropic's stance
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

This only helps Anthropic The commander-in-chief angrily threatening to impose “major civil and criminal penalties” evokes exactly the kind of government overreach whose specter would justify Anthropic's stance
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

2026-02-22
Asha Sharma, Satya's pick as new Xbox CEO, comes out the gate strong: “We will take risks” “We will not treat [games] as static IP to milk and monetize” “We will not chase short-term efficiency or flood our ecosystem with soulless AI slop” “Games are and always will be art” [image]
2026-02-22 View on X
The Verge

Microsoft Gaming CEO Asha Sharma says she is committed to “the return of Xbox” and that the company won't “flood our ecosystem with soulless AI slop”

She's promising “The return of Xbox.” … Microsoft gaming boss Phil Spencer has just announced he's leaving …

2026-02-21
Asha Sharma, Satya's pick as new Xbox CEO, comes out the gate strong: “We will take risks” “We will not treat [games] as static IP to milk and monetize” “We will not chase short-term efficiency or flood our ecosystem with soulless AI slop” “Games are and always will be art” [image]
2026-02-21 View on X
CNBC

Phil Spencer will retire after 38 years at Microsoft; Asha Sharma, the president of product in Microsoft's Core AI business, will become the CEO of gaming

Microsoft's head of gaming, Phil Spencer, is leaving the software maker following a 38-year tenure, as the company's Xbox business faces increased challenges.

Asha Sharma, Satya's pick as new Xbox CEO, comes out the gate strong: “We will take risks” “We will not treat [games] as static IP to milk and monetize” “We will not chase short-term efficiency or flood our ecosystem with soulless AI slop” “Games are and always will be art” [image]
2026-02-21 View on X
The Verge

Microsoft Gaming CEO Asha Sharma says she is committed to “the return of Xbox” and that the company won't “flood our ecosystem with soulless AI slop”

She's promising “The return of Xbox.” … Microsoft gaming boss Phil Spencer has just announced he's leaving …

2026-02-18
Refreshing: “We do not hedge. Concentration demands loyalty to the founders and missions we back. In this moment, exposure alone is not a strategy.” Loyalty is a moat
2026-02-18 View on X
Bloomberg

Josh Kushner's Thrive raised $10B+ for its tenth and largest fund, lifting its AUM to ~$50B; sources: it distributed 64% of capital raised during the 2021 peak

2026-02-17
Refreshing: “We do not hedge. Concentration demands loyalty to the founders and missions we back. In this moment, exposure alone is not a strategy.” Loyalty is a moat
2026-02-17 View on X
Bloomberg

Josh Kushner's Thrive raised $10B+ for its tenth and largest fund, lifting its AUM to ~$50B; sources: it distributed 64% of capital raised during the 2021 peak

The backer of OpenAI, Stripe, SpaceX and Skims says it's taking “ride-or-die” approach to investing.

2026-01-24
Congratulations (to Ramp)! [image]
2026-01-24 View on X
The Information

Source: Greenoaks, one of Brex's top investors, will return twice its investment after Capital One's Brex acquisition for $5.15B in a half-cash, half-stock deal

Brex's $5.15 billion agreement to sell to Capital One isn't the kind of exit employees or investors would have dreamed of four years ago …

Congratulations (to Ramp)! [image]
2026-01-24 View on X
Wall Street Journal

Capital One agrees to acquire Brex, which specializes in tech to administer corporate credit cards, expenses, and rewards, for $5.15B in cash and stock

That's what you call going out with a whimper.Hugh Son /CNBC:Capital One is buying startup Brex for $5.15 billion in credit card firm's latest deal

2026-01-23
Congratulations (to Ramp)! [image]
2026-01-23 View on X
Wall Street Journal

Capital One agrees to acquire Brex, which specializes in tech to administer corporate credit cards, expenses, and rewards, for $5.15B in cash and stock

Deal would give credit-card issuer access to technology used by thousands of companies for corporate credit cards

Congratulations (to Ramp)! [image]
2026-01-23 View on X
The Information

Source: Greenoaks, one of Brex's top investors, will return twice its investment after Capital One's Brex acquisition for $5.15B in a half-cash, half-stock deal

Brex's $5.15 billion agreement to sell to Capital One isn't the kind of exit employees or investors would have dreamed of four years ago …

2026-01-22
Congratulations (to Ramp)! [image]
2026-01-22 View on X
Wall Street Journal

Capital One agrees to acquire Brex, which specializes in tech to administer corporate credit cards, expenses, and rewards, for $5.15B in cash and stock

Deal would give credit-card issuer access to technology used by thousands of companies for corporate credit cards

2025-11-26
Compare Jensen's personal communication skills (excellent) vs. the quality of NVIDIA's social and corporate comms (see below) Imagine the difference in vibes if we only got the NVIDIA posts and not the Jensen pain and suffering and chicken and beer videos Founders, go direct
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 .

Google should post this [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 .

Odd post, feels defensive and copey It comes off like they're more threatened than expected for some reason Specifically: - focuses the post on Google instead of themselves, so the whole framing is reactive - hollow marketing speak like “does it everywhere computing is done”
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 .