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VOICE ARCHIVE

@modestproposal1

@modestproposal1
339 posts
2026-02-05
Huge congrats to my “outspoken” friend @_balaji_km on being named CFO of Uber. Literally the funniest way I could think to describe him. But well deserving of the role!
2026-02-05 View on X
TechCrunch

Uber promotes Balaji Krishnamurthy, its former VP of strategic finance and investor relations, to be its CFO, replacing Prashanth Mahendra-Rajah

Huge congrats to my “outspoken” friend @_balaji_km on being named CFO of Uber. Literally the funniest way I could think to describe him. But well deserving of the role!
2026-02-05 View on X
Bloomberg

Uber says it plans to expand its robotaxi services to Hong Kong, Madrid, Houston, and Zurich in 2026; Hong Kong will be Uber's first autonomous market in Asia

Uber Technologies Inc. will expand its robotaxi services to include Hong Kong and Madrid as the ride-hailing giant pours hundreds …

2026-02-04
Huge congrats to my “outspoken” friend @_balaji_km on being named CFO of Uber. Literally the funniest way I could think to describe him. But well deserving of the role!
2026-02-04 View on X
Wall Street Journal

Uber reports Q4 revenue up 20% YoY to $14.37B, Gross Bookings up 22% YoY to $54.1B, trips up 22% YoY to 3.8B, and a $296M net income, below est.; UBER falls 5%+

Revenue jumped 20% to $14.37 billion  —  Uber Technologies logged a jump in fourth-quarter revenue, boosted by higher trip volumes …

Huge congrats to my “outspoken” friend @_balaji_km on being named CFO of Uber. Literally the funniest way I could think to describe him. But well deserving of the role!
2026-02-04 View on X
TechCrunch

Uber promotes Balaji Krishnamurthy, its former VP of strategic finance and investor relations, to be its CFO, replacing Prashanth Mahendra-Rajah

Thank you for standing by.  My name is Greg and I will be your conference operator today.The Economic Times:Uber appoints Indian-origin Balaji Krishnamurthy as CFOConnor Hart /Dow ...

2026-01-03
[image: “...I'm sure there's a lot of people at Meta, including perhaps Alex, who would like me to not tell the world that LLMs basically are a dead end when it comes to superintelligence...but I'm not gonna change my mind because some dude thinks I'm wrong.  I'm not wrong.  My integrity as a scientist cannot allow me to do this"] “I'm not gonna change my mind because some dude thinks I'm wrong.  I'm not wrong.”
2026-01-03 View on X
Financial Times

Yann LeCun admits that Llama 4's “results were fudged a little bit”, and that the team used different models for different benchmarks to give better results

The interview took place in a great restaurant in Paris: Yannick Alléno's Pavyllon. … Bluesky: Rob Delaney / @robdelaney : 💩💩💩 [embedded post] SE Gyges / @segyges : this puts a bun...

2025-12-06
Folks, Reed Hastings played the long game. 8 years ago he defined the market to include sleep. YouTube is just another drop in the ocean of time. [image]
2025-12-06 View on X
Game Developer

WBD confirms that Warner Bros. Games will be acquired by Netflix along with its wider streaming and television business

A Warner Bros. spokesperson has confirmed the video game division will be acquired by Netflix alongside its wider streaming and television business.

Folks, Reed Hastings played the long game. 8 years ago he defined the market to include sleep. YouTube is just another drop in the ocean of time. [image]
2025-12-06 View on X
Financial Times

Netflix agrees to acquire WBD's studios and streaming business in an $82.7B cash-and-stock deal, including debt, to close after WBD splits in two in Q3 2026

Netflix announced this week that it had reached … Axios : Netflix to buy Warner Bros. for nearly $83 billion Alex Pigman / Taipei Times : Warner Bros acquisition by Netflix sparks ...

2025-12-05
Similarweb claims that referral traffic from ChatGPT for desktop users stay on site longer, view more pages, and are converting at 7%, a higher rate than for Google. Consistent with the theory that users sourced from LLMs are high intent and highly qualified. [image]
2025-12-05 View on X
The Decoder

Similarweb: generative AI platforms were averaging ~7B monthly web visits as of September 2025, up 76% YoY, rivaling the traffic of major social networks

Matthias Bastian / The Decoder :

2025-12-04
“Zuckerberg has asked Meta executives to look for 10% cuts across the board, standard request during budget cycles the past few years. The metaverse group was asked to cut deeper given Meta has not seen the level of industry-wide competition over the technology it once expected” [image]
2025-12-04 View on X
Bloomberg

Sources: Meta is considering deep budget cuts to its metaverse efforts in 2026, potentially as high as 30% and most likely including layoffs as early as January

Meta Platforms Inc.'s Mark Zuckerberg is expected to meaningfully cut resources for building the so-called metaverse …

2025-12-02
“the way to commoditize suppliers and internalize network effects is by having a huge number of unique users. And, by extension, the best way to monetize that user base... is through advertising. It's so obvious the bottom left is where ChatGPT sits.” [image]
2025-12-02 View on X
Stratechery

Google, with its structural advantages, is a threat to both OpenAI and Nvidia; OpenAI has a meaningful moat with 800M+ ChatGPT users, but must monetize via ads

OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.

“And yet, despite all that — and while still being quite bullish on Nvidia — I still like OpenAI's chances more. Indeed, if anything my biggest concern is that I seem to like OpenAI's chances better than OpenAI itself.” https://x.com/...
2025-12-02 View on X
Stratechery

Google, with its structural advantages, is a threat to both OpenAI and Nvidia; OpenAI has a meaningful moat with 800M+ ChatGPT users, but must monetize via ads

OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.

“the way to commoditize suppliers and internalize network effects is by having a huge number of unique users. And, by extension, the best way to monetize that user base... is through advertising. It's so obvious the bottom left is where ChatGPT sits.” [image]
2025-12-02 View on X
The Information

Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads

OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshal more resources to improve ChatGPT …

“And yet, despite all that — and while still being quite bullish on Nvidia — I still like OpenAI's chances more. Indeed, if anything my biggest concern is that I seem to like OpenAI's chances better than OpenAI itself.” https://x.com/...
2025-12-02 View on X
The Information

Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads

OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshal more resources to improve ChatGPT …

2025-11-16
What [image]
2025-11-16 View on X
Bloomberg

Digital asset treasuries increasingly rely on in-kind contributions, with sponsors using their own crypto instead of cash, shifting risk to retail investors

Suvashree Ghosh / Bloomberg :

2025-11-15
What [image]
2025-11-15 View on X
Bloomberg

Digital asset treasuries increasingly rely on in-kind contributions, with sponsors using their own crypto instead of cash, shifting risk to retail investors

Executives are turning to a novel structure to fund crypto accumulation vehicles as investor appetite thins.

2025-11-13
This might be the best interview of Nadella. Very tough and direct questions but totally fair and warranted. Nadella's answers shine light not just on Microsoft's business model evolution due to AI, but how he thinks SAAS, hyperscalers, neoclouds, etc will be impacted. A+
2025-11-13 View on X
Dwarkesh Podcast

Q&A with Satya Nadella on business models for AGI, Copilot, Microsoft AI, the hyperscale business, the OpenAI partnership, capex, sovereign AI efforts, and more

As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.

2025-11-03
So I guess the exclusivity to Azure, what Sam and Satya term stateless APIs, does allow for ChatGPT to be served on other clouds. [image]
2025-11-03 View on X
Wall Street Journal

OpenAI and AWS sign a seven-year deal in which OpenAI will pay $38B for AI compute, including training its models using Amazon's data centers and using its CPUs

Companies' first computing partnership is part of Amazon's efforts to grow its cloud business

2025-09-27
Was hard to tell if Dwarkesh and Sutton were disagreeing more over semantics or substance. Dwarkesh asked legit follow ups but Sutton seemed dismissive. GPT-5 gave the edge to Sutton. Thought the analysis was interesting. https://www.dwarkesh.com/... [image]
2025-09-27 View on X
Dwarkesh Podcast

Q&A with reinforcement learning pioneer Richard Sutton on why LLMs are not the path to achieving human intelligence, world models, continual learning, and more

Richard Sutton is the father of reinforcement learning, winner of the 2024 Turing Award, and author of The Bitter Lesson.

2025-09-03
I was wrong. Mehta admits allowing Google to continue making payments risks entrenching status quo. The big change between the end of the trial and now is GenAI funding, presenting Google with more formidable competition than they have had in decades “(except perhaps Microsoft)” [image]
2025-09-03 View on X
CNBC

US v. Google: a US federal judge rules that Google will not be required to divest Chrome or Android, but it must share Search data with rivals; GOOG jumps 8%+

A federal judge ruled Tuesday that the company can keep its Chrome browser but will be barred from exclusive contracts and must share search data.

2025-07-15
Zuck on Dwarkesh in April: “So you're seeing a bunch of other players start to do some work in open source. But it's unclear if it's dabbling, or fundamental for them the way that it has been for us.” [image]
2025-07-15 View on X
New York Times

Sources: Meta's new superintelligence lab led by Alexandr Wang discussed abandoning its top open-source model, Behemoth, in favor of developing a closed model

that may be changing Robert Brown / implicator.ai : From Altruism to Arms Race: Meta's AI Strategy Takes a Closed Turn Bluesky: M.G. Siegler / @mgsiegler.com : Yeah...  (from a cou...