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VOICE ARCHIVE

@masasoncap

@masasoncap
12 posts
2025-02-14
Big news. $ARM +6% “Arm's chip is expected to be a central processing unit (CPU) for servers in large data centres and is built on a base which can then be customised for clients including Meta” Lot of market share to win from $INTC over the long-run if they're successful
2025-02-14 View on X
Reuters

Sources: Arm is recruiting executives from its own customers in a push to sell its own chips, and is competing against Qualcomm to sell data center CPUs to Meta

Arm (O9Ty.F) has begun recruiting from its own customers and competing against them for deals as it pushes toward selling its own chips …

Big news. $ARM +6% “Arm's chip is expected to be a central processing unit (CPU) for servers in large data centres and is built on a base which can then be customised for clients including Meta” Lot of market share to win from $INTC over the long-run if they're successful
2025-02-14 View on X
Financial Times

Sources: Arm plans to launch its own chip in 2025, expected to be a CPU for servers in large data centers, after securing Meta as one of its first customers

Good morning.  Happy Valentine's Day to those who celebrate. Madison Mills / Yahoo Finance : Meta stock continues record run: ‘Prime example’ of implementing AI PYMNTS.com : Report...

2023-10-20
Or because no one watched it @TVGrimReaper?
2023-10-20 View on X
New York Times

Jon Stewart's Apple TV+ show abruptly ends, sources say over creative differences; source: Stewart said potential China and AI topics concerned Apple executives

Mr. Stewart and Apple are parting ways because of creative differences over “The Problem,” people with knowledge of the decision said.

2022-04-28
Whew lads! Some juicy info in here “This executive rattles off a brief history of Netflix in Hollywood, including the A-word that arises in almost every conversation about the streamer. “The entire town's rooting against them,” he says.” https://twitter.com/...
2022-04-28 View on X
The Hollywood Reporter

What went wrong at Netflix: sources say VP of content Cindy Holland's departure in 2020 let chief content officer Ted Sarandos prioritize quantity over quality

As rivals toggle between schadenfreude and fear, top creators and insiders are increasingly becoming vocal about what's gone wrong with the streaming giant's culture.

2021-08-12
🤨 I hope this was DASH taking a page out of the Amazon playbook and “looking” at something without much interest in doing a deal, but to gain information. They do appear to be “involved” in a number of talks but what's actually gone through... https://twitter.com/...
2021-08-12 View on X
The Information

Sources: DoorDash recently held talks to buy Instacart for between $40B and $50B, but the talks fell apart due to potential antitrust scrutiny

The Information :

2021-07-21
Oh my! Another SoftBank investment in the space! “There are two main goals of the raise. One is forming partnerships with people who we are really excited about and can help grow our business and make a lot of connections for us. The second is having more capital for M&A.” https://twitter.com/...
2021-07-21 View on X
Wall Street Journal

Crypto derivatives exchange FTX raises $900M from SoftBank, Sequoia, and others, valuing it at $18B; CryptoCompare: FTX handles $10B+/day in trades on average

Capital Raise Pushes Exchange Valuation to $18 Billion Michelle Lim / Forkast : FTX crypto derivatives exchange closes record $900M Series B with $18B valuation Tweets: SBF / @sbf_...

2021-04-10
Never ending parade of bullish signs continues https://twitter.com/...
2021-04-10 View on X
Decrypt

Robinhood says 9.5M customers traded crypto on its platform in Q1 2021 compared to 1.7M in Q4 2020, an increase of 458%

2021-04-09
Never ending parade of bullish signs continues https://twitter.com/...
2021-04-09 View on X
Decrypt

Robinhood says 9.5 million customers traded crypto on its platform in Q1 2021 compared to 1.7 million in Q4 2020, an increase of 458%

The online brokerage service Robinhood said on Thursday that 9.5 million of its customers traded cryptocurrency on its platform in Q1 of 2021.

2021-01-08
Of course they should. Excellent news, a fairer way for retail to play IPOs. Hopefully it's a trend of retail being able to get into IPOs at the same price as professional investors. https://twitter.com/...
2021-01-08 View on X
Bloomberg

Sources: Robinhood is considering the unusual move of selling some of its shares directly to its own users when it goes public this year

Bloomberg : Tweets: @epro and @masasoncap Tweets: Emil Protalinski / @epro : If Robinhood's gamification of the stock market worked for you, then of course you want to be first in...

2020-10-09
Not a hot take. Apple TV+ is only originals and is throwing crazy cash at it. Disney+ includes library and they're carefully curating IP shows which is delicate, but super rewarding if done right (Mando). Has Apple outperformed Netflix in originals, that's the better question. https://twitter.com/...
2020-10-09 View on X
9to5Mac

Apple to extend Apple TV+ free year trials that started between November 1 2019, and January 31 2020, through February 2021

If you purchased a new Apple device from September 2019 last year — like an iPhone, iPad, Mac or Apple TV — you were automatically eligible for a free year of Apple TV+.

2020-08-01
Anyone who says this is bullshit should also say that China should immediately let Amazon, Facebook and Google into China, or you have no intellectual honesty. - End rant https://twitter.com/...
2020-08-01 View on X
CNBC

President Trump says he will act as soon as Saturday to ban TikTok in the United States

- President Donald Trump on Friday told reporters he will act as soon as Saturday to ban Chinese-owned video app TikTok from the United States.  —  President Donald Trump on Friday...

2020-04-04
New streaming data out today from @Apptopia and @Braze: Disney+ is beating Netflix in US downloads to start 2020. Data through the end of March. $DIS $NFLX https://techcrunch.com/...
2020-04-04 View on X
TechCrunch

Apptopia and Braze study: with 59M global installs, Netflix led rivals YouTube, Amazon Prime, and Disney+ in Q1, but more time was spent on YouTube Kids

Netflix may still dominate global streaming, but Disney+ has made a huge splash in the United States, where it launched in November.