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VOICE ARCHIVE

Mike

@nongaap
41 posts
2025-02-01
“On a long enough timeline, everyone sells ads” - @modestproposal1 [image]
2025-02-01 View on X
The Block

Coinbase acquires Spindl, the on-chain advertising platform founded by Antonio Garcia-Martinez, an ex-Facebook staffer and the author of the book Chaos Monkeys

Daniel Kuhn / The Block :

2024-08-31
Not Reported: There was also 184M weekly active users who tried to do a basic search, but ended up on Meta AI instead. /s
2024-08-31 View on X
The Information

Mark Zuckerberg says Meta AI has over 185M weekly active users and over 400M MAUs and it's “growing quickly” even without a rollout “in UK, Brazil, or EU yet”

usage of Meta AI across all of our surfaces is growing FAST!  🚀 Bluesky: @ndnickerson.bsky.social : okay this is just a hunch but after listening to @zitron.bsky.social 's podcast ...

2024-07-10
July 2: Apple's Phil Schiller will get an observer role on OpenAI's board July 10: Y'all realize how hard it is to herd (fat) cats during 4th of July and convince them to reverse a major public announcement after a week? [image]
2024-07-10 View on X
Financial Times

Source: Apple is not taking an OpenAI board observer role, as AI antitrust scrutiny mounts; OpenAI plans to host regular meetings with investors and partners

ChatGPT maker plans strategy to engage crucial partners as regulatory scrutiny of sector increases

2024-03-30
OpenAI corroborates Startup Fund's “GP Hallucination”. 🧐 Me thinks there might be some new Easter eggs here. Happy hunting. This could get wild. [image]
2024-03-30 View on X
Business Insider

Filings from 2023 list Jacob Vespers as OpenAI Startup Fund's manager; OpenAI says “Vespers does not exist” and the docs are “fabricated”, without elaborating

Documents filed in April of 2023 in California … Forums: Hacker News : A Seemingly Fake Person Was Running OpenAI's $175M Startup Fund

Reconciling why and how OpenAI Startup Fund's retirement plan would have a $411m fidelity bond will bubble interesting questions and issues. One frame of reference to consider - and marinate on - is Thiel's reported $5B retirement account. It could help explain what's going on. [image]
2024-03-30 View on X
Business Insider

Filings from 2023 list Jacob Vespers as OpenAI Startup Fund's manager; OpenAI says “Vespers does not exist” and the docs are “fabricated”, without elaborating

Documents filed in April of 2023 in California … Forums: Hacker News : A Seemingly Fake Person Was Running OpenAI's $175M Startup Fund

OpenAI Startup Fund piece posted. Explores fake GPs, dummy directors/execs, AI-assisted “dark arts”, etc. FYI, Bing isn't “dummy DEI” friendly: “Mannequin CEO conducting a Boardroom meeting with mannequins Directors.” Generated a “Mannequin Men” Board composition & culture. [image]
2024-03-30 View on X
Business Insider

Filings from 2023 list Jacob Vespers as OpenAI Startup Fund's manager; OpenAI says “Vespers does not exist” and the docs are “fabricated”, without elaborating

Documents filed in April of 2023 in California … Forums: Hacker News : A Seemingly Fake Person Was Running OpenAI's $175M Startup Fund

2023-11-23
If there's one thing I've learned in 2023, do not underestimate the power & influence of large, undisclosed equity holders. Their vested interest is under wraps for a reason.
2023-11-23 View on X
Axios

OpenAI reaches a deal in principle for Sam Altman to return as CEO, with an initial board of Bret Taylor as chair, alongside Larry Summers and Adam D'Angelo

4 key takeaways Jason Dorrier / Singularity Hub : OpenAI Mayhem: What We Know Now, Don't Know Yet, and What Could Be Next New York Times : Explaining OpenAI's Board Shake-Up CNBC :...

If there's one thing I've learned in 2023, do not underestimate the power & influence of large, undisclosed equity holders. Their vested interest is under wraps for a reason.
2023-11-23 View on X
The Information

Source: a breakthrough spearheaded by OpenAI chief scientist Ilya Sutskever enabled a model that could solve basic math problems, stoking excitement and concern

One day before he was fired by OpenAI's board last week, Sam Altman alluded to a recent technical advance the company …

2023-11-22
If there's one thing I've learned in 2023, do not underestimate the power & influence of large, undisclosed equity holders. Their vested interest is under wraps for a reason.
2023-11-22 View on X
Axios

OpenAI reaches a deal in principle for Sam Altman to return as CEO, with an initial board of Bret Taylor as Chair alongside Larry Summers and Adam D'Angelo

OpenAI said late Tuesday that it had reached a deal in principle for Sam Altman to return as CEO, with a new board chaired by former Salesforce co-CEO Bret Taylor.

2023-03-12
It kind of blows my mind $SIVB didn't have a Chief Risk Officer for much of 2022, and didn't explicitly disclose that until the 2023 Proxy was filed in March 2023. It makes you wonder why the CRO exited the role, esp since she sold $4M shares beforehand https://nongaap.substack.com/ ... https://twitter.com/...
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

2023-03-11
It kind of blows my mind $SIVB didn't have a Chief Risk Officer for much of 2022, and didn't explicitly disclose that until the 2023 Proxy was filed in March 2023. It makes you wonder why the CRO exited the role, esp since she sold $4M shares beforehand https://nongaap.substack.com/ ... https://twitter.com/...
2023-03-11 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

Programming note: Money Stuff was supposed to be off today, but: bank run!  —  SVB

It kind of blows my mind $SIVB didn't have a Chief Risk Officer for much of 2022, and didn't explicitly disclose that until the 2023 Proxy was filed in March 2023. It makes you wonder why the CRO exited the role, esp since she sold $4M shares beforehand https://nongaap.substack.com/ ... https://twitter.com/...
2023-03-11 View on X
Net Interest

A closer look at the collapse of Silicon Valley Bank, the 16th largest US bank whose unrealized losses snowballed from $0 in June 2021 to $16B by September 2022

Markets/Econ  —  General Sherman's memoirs about the Page & Bacon 1855 bank run in San Francisco. Mike / Nongaap Investing : SIVB: Held-to-Mortem Governance Tweets: Mike / @nongaap...

2021-11-20
Death. Taxes. MBAs convincing big tech to allocate money to pay celebrities to use their new platform. https://twitter.com/...
2021-11-20 View on X
The Information

Sources: Facebook is offering musicians and celebrities, via production companies, payments to host Live Audio Rooms; source says up to $50K per session

2021-11-19
Death. Taxes. MBAs convincing big tech to allocate money to pay celebrities to use their new platform. https://twitter.com/...
2021-11-19 View on X
The Information

Sources: Facebook is offering musicians and celebrities, via production companies, payments to host Live Audio Rooms; source says up to $50K per session

Facebook is offering to pay musicians and other celebrities tens of thousands of dollars to host sessions on its new live audio feature …

2020-11-26
Wouldn't it be funny if Salesforce's decision to exit their ZM and DBX equity holdings in Q2 was in anticipation of pursuing a deal with Slack? https://www.wsj.com/...
2020-11-26 View on X
Wall Street Journal

Sources: Salesforce has held talks about acquiring Slack, although a deal is not guaranteed

they've kind of become the tech acquirer of choice. Big enough to buy $20b businesses, small enough to avoid regulatory scrutiny. https://twitter.com/... Will Oremus / @willoremus ...

2020-09-25
You can't call a European startup a Moonshot unless it's from the Moonshot region of France, otherwise it's just a Rocket Internet company. https://www.protocol.com/...
2020-09-25 View on X
Financial Times

Spotify CEO Daniel Ek says he will invest €1B in European tech startups over the next decade, focused on “moonshots” in ML, biotech, and other sectors

Financial Times :

2020-09-23
I remember trying to get a job here yrs ago. Had a warm intro to the CEO/founder. CEO was nice enough to intro me to a manager to get the ball rolling. For whatever reason, that person ignored the intro & me. I gave up. Whoops. Should've pushed harder. https://www.axios.com/...
2020-09-23 View on X
Axios

Sources: GoodRx, a price comparison app for prescription drugs at local pharmacies, raises $1.14B in its IPO at $33 per share, valuing the company ~$12.7B

GoodRx, a price comparison app for prescription drugs at local pharmacies, on Tuesday raised $1.14 billion in its IPO, Axios has learned.

2020-09-09
Sponsored link by Taboola: 11 Surprising Causes of Merger Dysfunction https://twitter.com/...
2020-09-09 View on X
CNBC

Source: digital advertising platforms Taboola and Outbrain have ended merger talks after failing to agree on revised deal terms, a year after announcing merger

- Nearly a year after announcing a deal to unite, merger talks between digital advertising platforms Taboola and Outbrain have ended.

2020-08-27
$CRM: Cuts jobs when stock is up 25%+ Value stocks: “Am I a joke to you?” https://www.wsj.com/...
2020-08-27 View on X
CNBC

Salesforce to cut ~1,000 jobs, 1.8% of its workforce, including some Tableau employees, and will give those affected 60 days to find a new role in the company

- The cuts amount to about 2% of Salesforce's workforce, but employees affected will have 60 days to find a new position at the company.

So many questions: - US divestiture announcement soon? - Who's taking over? - Does Mayer see another big opportunity to pursue? https://twitter.com/...
2020-08-27 View on X
Financial Times

TikTok CEO Kevin Mayer resigns, sources say after Trump threatened to ban the app; Vanessa Pappas, currently general manager of TikTok, will become interim head

Former Disney executive resigns just months after appointment by Chinese video platform  —  Kevin Mayer has quit TikTok …