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VOICE ARCHIVE

@metacriticcap

@metacriticcap
21 posts
2026-03-10
Copilot Cowork! What a great brand!
2026-03-10 View on X
Bloomberg

Microsoft launches E7, which bundles Office tools and Copilot, for $99/user/month, a 65% jump; of its 450M+ business users in January, ~3% also paid for Copilot

Microsoft announced Copilot Cowork, built with the technology that powers Claude Cowork and bringing long-running …Jared Spataro:For organizations across industries, the first wave...

Copilot Cowork! What a great brand!
2026-03-10 View on X
Microsoft 365 Blog

Microsoft launches Copilot Cowork, integrating Anthropic's Claude Cowork tech into Microsoft 365 Copilot and using Work IQ to ground its actions in work data

AUDIENCE  —  Try Microsoft 365 Copilot  —  Available on desktop and mobile devices  —  If you have used Copilot …

2026-03-09
Copilot Cowork! What a great brand!
2026-03-09 View on X
Microsoft 365 Blog

Microsoft launches Copilot Cowork, integrating Anthropic's Claude Cowork tech into Microsoft 365 Copilot and using Work IQ to ground its actions in work data

AUDIENCE  —  Try Microsoft 365 Copilot  —  Available on desktop and mobile devices  —  If you have used Copilot …

Copilot Cowork! What a great brand!
2026-03-09 View on X
Bloomberg

Microsoft launches E7, which bundles Office tools and Copilot, for $99/user/month, a 65% jump; of its 450M+ business users in January, ~3% also paid for Copilot

Microsoft Corp. is launching a new bundle of workplace software with the aim of getting more people to use its artificial intelligence tools for the office.

2026-03-04
Leaking to The Information on the day of GLTB EPS. Are people modeling this type of shit when they plan for earnings season?
2026-03-04 View on X
The Information

Source: OpenAI is building a GitHub alternative; the project is nascent, and the decision came after OpenAI engineers experienced an increase in GitHub outages

OpenAI is developing an alternative to GitHub, Microsoft's popular code repository that lets software engineers store …

2026-02-25
If you're a bull, the worst thing you can say is “Citrini's scenario happens too fast” If we don't have enough compute and scaling laws happen over a longer time scale, this means that AXP will get its day of reckoning in 2032, not 2028! A decade of uncertainty! Ouch!
2026-02-25 View on X
Financial Times

An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise

2026-02-24
If you're a bull, the worst thing you can say is “Citrini's scenario happens too fast” If we don't have enough compute and scaling laws happen over a longer time scale, this means that AXP will get its day of reckoning in 2032, not 2028! A decade of uncertainty! Ouch!
2026-02-24 View on X
Financial Times

An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise

Most of the sell-side has remained hilariously silent at a mere Substacker seemingly shaking markets, even though the anguish and frustration is almost palpable.

2025-10-12
$3.5B for a machine learning engineer Doubting my decision to pursue finance haha
2025-10-12 View on X
Wall Street Journal

Thinking Machines Lab co-founder Andrew Tulloch has left to join Meta; he reportedly declined Zuckerberg's offer of a $1.5B+ package in August

Andrew Tulloch is the latest big-name AI researcher to join the social-media giant  —  A co-founder of Mira Murati's Thinking Machines Lab …

2025-09-18
$NVDA had lots of incentives to say they'd use Intel Foundry for something. NVIDIA, the company who used to double source between TSMC and SEC. But they didn't say that. They said they'll do lots of things with $INTC, but not that.
2025-09-18 View on X
Tom's Hardware

Nvidia and Intel partner to develop multiple generations of x86 products; Nvidia will buy $5B of Intel's stock at $23.28 per share, a ~5% stake; INTC jumps 25%+

Cats and Dogs, living together!  —  In a surprising announcement that finds two long-time rivals working together …

2025-08-06
@sama announcing free ChatGPT Enterprise for the entire Federal Workforce The man is ruthless, the best CEO of his generation, the least random CEO: it's all skull, no luck.
2025-08-06 View on X
Bloomberg

OpenAI offers ChatGPT for enterprise to US federal agencies at a nominal cost of $1 per year, to boost its adoption after the US GSA approved OpenAI as a vendor

OpenAI is providing access to its ChatGPT product to US federal agencies at a nominal cost of $1 a year as part of a push to get its AI chatbot more widely adopted.

2025-07-31
@theinformation reports that OpenAI has hit $12B in runrate revenue, also reports the number of other AI startups. These startups alone make enough revenue to hit 20% of my rough estimate of “breakeven AI revenue”, the revenue necessary for GPU buyers to hit breakeven ROIC.
2025-07-31 View on X
The Information

Source: OpenAI's monthly revenue grew ~2x in the first seven months of 2025, hitting $12B in annualized revenue; the company's 2025 revenue projection is $12.7B

OpenAI roughly doubled its revenue in the first seven months of the year, reaching $12 billion in annualized revenue, according to a person who spoke to OpenAI executives.

2024-12-09
How does it work? The CEO of Intel would just not work on Thursdays? The board gave $179M salary in 2021 for Pat and he would just not work on Thursdays? Hahahaha $INTC
2024-12-09 View on X
SemiAnalysis

A look at Intel's problems, starting with 2016's 10nm node: 7/11 board members have no chip experience, most CEO options are worse than Pat Gelsinger, and more

Intel's board is incompetent and its horrible decisions over the decades are going to push it towards death.

2024-05-14
GPT-4 token prices are declining 84% per year since launch
2024-05-14 View on X
OpenAI on YouTube

A recording of OpenAI's Spring Update event, where the company unveiled GPT-4o and ChatGPT for macOS; the app demo included real-time screen sharing with GPT-4o

We'll be streaming live at 10AM PT Monday, May 13 to demo some ChatGPT and GPT-4 updates.

GPT-4 token prices are declining 84% per year since launch
2024-05-14 View on X
TechCrunch

OpenAI unveils GPT-4o, a new flagship generative AI model that is faster and natively multimodal, rolling out for free to all ChatGPT users in the coming weeks

There are two things from our announcement today I wanted to highlight. OpenAI : Hello GPT-4o  —  We're announcing GPT-4o, our new flagship model that can reason across audio, visi...

2024-05-04
My man Tim Cook will pass the AI revolution and a shot at AGI because buying a growthless competitive pressured handset maker at 27x P/E is the opportunity of a lifetime. $AAPL [image]
2024-05-04 View on X
Apple

Apple reports Q2 revenue down 4% YoY to $90.75B, net income down 2% to $23.64B, and announces a $110B share buyback, its largest yet

2024-05-03
My man Tim Cook will pass the AI revolution and a shot at AGI because buying a growthless competitive pressured handset maker at 27x P/E is the opportunity of a lifetime. $AAPL [image]
2024-05-03 View on X
CNBC

Apple Q2 revenue: iPhone down 10% YoY to $45.96B, Mac up 4% to $7.45B, iPad down 17% to $5.56B, and Wearables, Home, and Accessories down 10% to $7.91B

Apple CEO Tim Cook waves to journalists after his meeting with Indonesian President Joko Widodo at the Presidential Palace in Jakarta, Indonesia, April 17, 2024.

2023-07-27
Regardless of the stock price movement, I'd like to remind you that there's no sign WHATSOEVER that $META is tapering their Reality Labs losses Guidance for FY24 is for a meaningful increase in the losses Good to remember during the next downturn
2023-07-27 View on X
Meta Investor Relations

Meta reports Q2 revenue up 11% YoY to $32B, net income up 16% YoY to $7.79B, and family daily active people up 7% YoY to 3.07B for June 2023; META jumps 10%+

but most of the new users came from outside the US and Canada Karissa Bell / Engadget : Meta had its best quarter since 2021 despite losing more money on the metaverse Abubakar Idr...

Regardless of the stock price movement, I'd like to remind you that there's no sign WHATSOEVER that $META is tapering their Reality Labs losses Guidance for FY24 is for a meaningful increase in the losses Good to remember during the next downturn
2023-07-27 View on X
CNBC

Meta's Reality Labs reports a $3.7B operating loss in Q2, vs. $3.5B est., and expects losses to “increase meaningfully” due to VR/AR and ecosystem investments

Jonathan Vanian / CNBC :

2023-02-01
Today's @benthompson post defending $INTC dividend astonished me, because it was LAST WEEK that BT wrote how Blockbuster went under due to huge debt burden. ALL of Intel competitors have net cash positions, with SEC having the second largest net cash pile between tech companies https://twitter.com/...
2023-02-01 View on X
Bloomberg

Intel cuts employee compensation to preserve cash for a turnaround plan, including 25% for CEO Pat Gelsinger, 15% for leadership, and 5% for mid-level managers

Intel Corp., struggling with a rapid drop in revenue and earnings, is cutting management pay across the company to cope …

$6B is a lot of money to bribe shareholders. $INTC management should trust that owners would act in their own benefit for a bit. Or if the cycle lasts longer and by 2024 we're still with low utilization rates, Intel will be significantly impaired.
2023-02-01 View on X
Bloomberg

Intel cuts employee compensation to preserve cash for a turnaround plan, including 25% for CEO Pat Gelsinger, 15% for leadership, and 5% for mid-level managers

Intel Corp., struggling with a rapid drop in revenue and earnings, is cutting management pay across the company to cope …