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VOICE ARCHIVE

@madscapital

@madscapital
15 posts
2025-02-01
Reincorporating closer to the latinas [image]
2025-02-01 View on X
Wall Street Journal

Sources: Meta is discussing moving its incorporation from Delaware to Texas or another state, after Elon Musk's similar moves; the change wouldn't affect its HQ

if they go to Texas it's more evidence of zucking up to Musk by Mark.  It makes no sense from any legal perspective.  —  If they land in Nevada, it's because they don't like corpor...

2024-09-16
the regulatooor got fired lmao
2024-09-16 View on X
Reuters

EU Commissioner Thierry Breton, who oversees Big Tech regulation, says he is stepping down over a rift with Commission President Ursula von der Leyen

Thierry Breton of France stepped down as a member of the European Commission on Monday and will no longer be his country's candidate …

2024-05-31
“It's all Google, from top-to-bottom, and there is evidence that this integration is paying off: Gemini 1.5's industry leading 2 million token context window almost certainly required joint innovation between Google's infrastructure team and its model-building team.” $GOOG $GOOGL [image]
2024-05-31 View on X
Stratechery

A look at the different approaches to AI integration and modularization taken by Google, AWS, Microsoft, Nvidia, Meta, and Databricks, and the implications

Ben Thompson / Stratechery : Threads: @moatiful . X: @peibolsang , @madscapital , @jimmysopko , @rkrishnakumar , @1stleighton , @jonesonthenba , @4jimlee , @megangra , @madscapita...

“The first takeaway from this analysis is that Google's strategy truly is unique: they are, as Nadella noted, the Apple of AI. The bigger question is if this matters: as I noted above, integration has proven to be a sustainable differentiation” From: https://stratechery.com/...
2024-05-31 View on X
Stratechery

A look at the different approaches to AI integration and modularization taken by Google, AWS, Microsoft, Nvidia, Meta, and Databricks, and the implications

Ben Thompson / Stratechery : Threads: @moatiful . X: @peibolsang , @madscapital , @jimmysopko , @rkrishnakumar , @1stleighton , @jonesonthenba , @4jimlee , @megangra , @madscapita...

2024-05-12
The Alphabettoooooors march on $GOOG [video]
2024-05-12 View on X
9to5Google

OpenAI announces a live stream at 10AM PT on May 13 to demo “some ChatGPT and GPT-4 updates”, which Sam Altman says are “not gpt-5, not a search engine”

‘feels like magic’ Kylie Robison / The Verge : Sam Altman shoots down reports of search engine launch ahead of Google I/O Rachel Metz / Bloomberg : OpenAI to Announce ChatGPT Updat...

2024-05-11
The Alphabettoooooors march on $GOOG [video]
2024-05-11 View on X
9to5Google

OpenAI announces a live stream at 10AM PT on May 13 to demo “some ChatGPT and GPT-4 updates”, which Sam Altman says are “not gpt-5, not a search engine”

‘feels like magic’ Kylie Robison / The Verge : Sam Altman shoots down reports of search engine launch ahead of Google I/O Rachel Metz / Bloomberg : OpenAI to Announce ChatGPT Updat...

2024-04-12
“While we've made meaningful progress on our financial measures, what we're most pleased about is the continued customer experience improvements across our businesses.” $AMZN https://www.aboutamazon.com/ ...
2024-04-12 View on X
Wall Street Journal

In his annual shareholder letter, Andy Jassy says GenAI “may be the largest technology transformation since the cloud” and Amazon is committed to cost-cutting

how does Amazon remain resilient? While simple in its wording, it's profound because it gets to the heart of our success to date as well as for the future” His response: [image] Ri...

2024-04-11
“While we've made meaningful progress on our financial measures, what we're most pleased about is the continued customer experience improvements across our businesses.” $AMZN https://www.aboutamazon.com/ ...
2024-04-11 View on X
Wall Street Journal

In his annual shareholder letter, Andy Jassy says GenAI “may be the largest technology transformation since the cloud” and Amazon is committed to cost-cutting

In his letter to shareholders, Andy Jassy says generative AI could usher in the largest tech transformation since the Internet

2024-04-10
“Axion processors combine Google's silicon expertise with Arm's highest performing CPU cores to deliver instances with up to 30% better performance than the fastest general-purpose Arm-based instances available in the cloud today” $GOOG https://cloud.google.com/...
2024-04-10 View on X
Google for Developers Blog

Google adds Gemma variants CodeGemma, for code completion and generation tasks, and RecurrentGemma, to offer researchers faster inference at higher batch sizes

In February we announced Gemma, our family of lightweight, state-of-the-art open models built from the same research and technology used to create the Gemini models.

“Axion processors combine Google's silicon expertise with Arm's highest performing CPU cores to deliver instances with up to 30% better performance than the fastest general-purpose Arm-based instances available in the cloud today” $GOOG https://cloud.google.com/...
2024-04-10 View on X
Wall Street Journal

Google unveils ARM-based Axion chips for AI, claiming they have up to 30% better performance over the top ARM rivals, coming to Google Cloud customers in 2024

2024-03-25
“Less than 1% of over 200 brands and marketing agencies surveyed by creator-marketing company CreatorIQ in August and September said X delivers the greatest return on investment. Instagram topped the return on investment rankings.” https://www.wsj.com/...
2024-03-25 View on X
Wall Street Journal

Despite X's push to attract creators, its strategy remains unclear, as some creators cite concerns about the state of X's ad business and inconsistent payments

& to some extent, remain! — journalists: https://www.wsj.com/... That's one reason Musk's animus towards “legacy media” & the press has been uniquely damaging to @X's present — & f...

2023-08-13
About 11% of items that the company delivers now arrive without extra packaging, or what the company calls “ships in own container” Amazon said. Customers can typically choose at checkout if they want extra packaging or prefer their order without it $AMZN https://www.wsj.com/...
2023-08-13 View on X
Wall Street Journal

Amazon is removing or reducing packaging to speed up deliveries, cut costs, and meet climate goals, amid concerns that visible products could lead to issues

Sebastian Herrera / Wall Street Journal :

2023-08-12
About 11% of items that the company delivers now arrive without extra packaging, or what the company calls “ships in own container” Amazon said. Customers can typically choose at checkout if they want extra packaging or prefer their order without it $AMZN https://www.wsj.com/...
2023-08-12 View on X
Wall Street Journal

Amazon is removing or reducing packaging to speed up deliveries, cut costs, and meet climate goals, amid concerns that visible products could lead to issues

The retail giant is reducing packaging on millions of deliveries  —  Millions of Amazon orders are arriving on doorsteps across the U.S. without any extra packaging.

2023-06-07
These are the people you are up against if you think the Apple Vision Pro will fail [image]
2023-06-07 View on X
TechCrunch

Hands-on with the Apple Vision Pro, which seems to be a genuine leapfrog in XR capability and execution, offering near-perfect eye tracking and gesture control

2022-08-17
$AMZN hiking shipping prices to 35 cents per item for FBA. USPS announced earlier they'd hike to 75 cents per parcel. https://www.cnbc.com/...
2022-08-17 View on X
CNBC

Amazon tells merchants using Fulfillment by Amazon to pay a fee of 35¢ per item sold in the US and Canada from October 15 to January 22, citing rising expenses