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VOICE ARCHIVE

Packy McCormick

@packym
124 posts
2026-03-03
Ben Thompson with the best take on DOD v. Anthropic, which is basically: if you don't want the government to treat your technology like nuclear weapons, stop comparing your technology to nuclear weapons. Hype Tax. [image]
2026-03-03 View on X
Bloomberg

Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech

Anthropic PBC was among the artificial intelligence companies that submitted a proposal earlier this year to compete …

Ben Thompson with the best take on DOD v. Anthropic, which is basically: if you don't want the government to treat your technology like nuclear weapons, stop comparing your technology to nuclear weapons. Hype Tax. [image]
2026-03-03 View on X
Stratechery

Anthropic's concerns are legitimate, but its position is intolerable and misaligned with a reality where US foes are developing autonomous fighting capabilities

Ben Thompson, writing at Stratechery:Charlesarthur /The Overspill:Start Up No.2621: Anthropic's doomed military standoff, chatbots v PDFs, ChatGPT's bad health, 25 years after the ...

Ben Thompson with the best take on DOD v. Anthropic, which is basically: if you don't want the government to treat your technology like nuclear weapons, stop comparing your technology to nuclear weapons. Hype Tax. [image]
2026-03-03 View on X
Hyperdimensional

The Anthropic-DOD skirmish is the first major public debate on control over frontier AI, and institutions behaved erratically, maliciously, and without clarity

On Anthropic and the Department of War  —  I.  —  A little more than a decade ago, I sat with my father and watched him die.

Ben Thompson with the best take on DOD v. Anthropic, which is basically: if you don't want the government to treat your technology like nuclear weapons, stop comparing your technology to nuclear weapons. Hype Tax. [image]
2026-03-03 View on X
Reuters

The US Treasury Department, State Department, and Federal Housing Finance Agency stop using Anthropic's AI products; the State Department will switch to OpenAI

The U.S. Treasury Department, State Department and the federal housing agency are terminating all use of Anthropic products …

2026-03-02
Ben Thompson with the best take on DOD v. Anthropic, which is basically: if you don't want the government to treat your technology like nuclear weapons, stop comparing your technology to nuclear weapons. Hype Tax. [image]
2026-03-02 View on X
The Verge

Sources: OpenAI agreed to follow US laws that have allowed for mass surveillance in the past, and the DOD didn't budge from its demands over bulk analyzing data

On Friday evening, amidst fallout from a standoff between the Department of Defense and Anthropic, OpenAI CEO Sam Altman announced …

Ben Thompson with the best take on DOD v. Anthropic, which is basically: if you don't want the government to treat your technology like nuclear weapons, stop comparing your technology to nuclear weapons. Hype Tax. [image]
2026-03-02 View on X
Stratechery

Anthropic's concerns are legitimate, but its position is intolerable and misaligned with a reality where US foes are developing autonomous fighting capabilities

Just because you do not take an interest in politics doesn't mean politics won't take an interest in you.  —  ― Pericles

2026-02-28
$10M raise: hire Michael Bay to direct fundraise announcement video $110B raise:
2026-02-28 View on X
CNBC

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each

OpenAI announced a $110 billion funding round on Friday, a financing that's more than double the size of its last raise a year ago …

$10M raise: hire Michael Bay to direct fundraise announcement video $110B raise:
2026-02-28 View on X
OpenAI

OpenAI says ChatGPT has 900M+ weekly active users, 50M+ consumer subscribers, and weekly Codex users have more than tripled since the start of the year to 1.6M

raising the stakes for AI monetizationZac Hall /9to5Mac:ChatGPT approaching 1 billion weekly active users

2026-02-27
$10M raise: hire Michael Bay to direct fundraise announcement video $110B raise:
2026-02-27 View on X
CNBC

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each

OpenAI has closed a $110 billion funding round, a financing that's more than double the size of its last raise a year ago, which was a record for a private tech company.

this is important in a lot of ways that people have already tweeted about, but imagine being let go in lowercase
2026-02-27 View on X
CNBC

Block says it is laying off 4,000+ of its 10,000+ employees, saying AI tools have changed “what it means to build and run a company”; XYZ jumps 15%+

Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount.

this is important in a lot of ways that people have already tweeted about, but imagine being let go in lowercase
2026-02-27 View on X
Reuters

Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B

Block (XYZ.N) on Thursday said it will cut over 4,000 jobs, nearly half its workforce, as part of an overhaul …

2026-02-11
This is a big deal. I've been excited about zk's potential to eliminate trade-offs for a while and Bryan and the LayerZero team have come up with what looks like the best implementation of that promise. Not an investor (sadly), just an impressed fan. [image]
2026-02-11 View on X
The Block

LayerZero Labs launches Zero, a Layer 1 blockchain backed by Citadel Securities and Ark Invest, and partners with DTCC and Google Cloud to drive adoption

2026-02-05
I wonder if we'll see an iOS / Android split here. A smaller number of people with higher incomes will use Claude and more people with lower incomes will use ChatGPT. It might not even matter that you don't get adds on higher-tier ChatGPT plans; brands will be set. [image]
2026-02-05 View on X
Anthropic

Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers

There are many good places for advertising.  A conversation with Claude is not one of them.

I wonder if we'll see an iOS / Android split here. A smaller number of people with higher incomes will use Claude and more people with lower incomes will use ChatGPT. It might not even matter that you don't get adds on higher-tier ChatGPT plans; brands will be set. [image]
2026-02-05 View on X
@sama

Sam Altman says Anthropic's Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is “committed to free access”

First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for a...

2026-02-04
I wonder if we'll see an iOS / Android split here. A smaller number of people with higher incomes will use Claude and more people with lower incomes will use ChatGPT. It might not even matter that you don't get adds on higher-tier ChatGPT plans; brands will be set. [image]
2026-02-04 View on X
Anthropic

Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers

There are many good places for advertising.  A conversation with Claude is not one of them.

2026-01-10
a16z: The Power Brokers There is this story about Marc Andreessen that I think perfectly captures a16z. in 2015, when New Yorker writer Tad Friend sat down to breakfast with Marc Andreessen while writing Tomorrow's Advance Man. Friend had just heard from a rival VC who [image]
2026-01-10 View on X
Not Boring

A deep dive into a16z, which has stakes in 10 of the top 15 private companies by valuation and whose Funds 1-4 totaled $853B in enterprise value at distribution

Packy McCormick /Not Boring:

the thing i like most about a16z is that they're somehow way more optimistic than i am, personally and institutionally. and they put a ton of resources to work behind that optimism. + putting @david__booth @eriktorenberg @VirtualElena & @Alex_Danco on one team is almost unfair.
2026-01-10 View on X
Axios

a16z raises $15B+ across five new funds, including $6.75B for its fifth growth fund, the largest sum, and $3B for unspecified “other venture strategies”

Venture capital firm Andreessen Horowitz, whose past investments included Airbnb and Coinbase, on Friday announced …

the thing i like most about a16z is that they're somehow way more optimistic than i am, personally and institutionally. and they put a ton of resources to work behind that optimism. + putting @david__booth @eriktorenberg @VirtualElena & @Alex_Danco on one team is almost unfair.
2026-01-10 View on X
Forbes

a16z captured 18%+ of all venture capital allocated in the US in 2025 and now manages $90B in assets, vs. Sequoia Capital's $56B and General Catalyst's $43B

Andreessen Horowitz has raised $15 billion for five new growth and venture funds in one of the largest-ever raises for a venture capital fund.

a16z: The Power Brokers There is this story about Marc Andreessen that I think perfectly captures a16z. in 2015, when New Yorker writer Tad Friend sat down to breakfast with Marc Andreessen while writing Tomorrow's Advance Man. Friend had just heard from a rival VC who [image]
2026-01-10 View on X
Forbes

a16z captured 18%+ of all venture capital allocated in the US in 2025 and now manages $90B in assets, vs. Sequoia Capital's $56B and General Catalyst's $43B

Andreessen Horowitz has raised $15 billion for five new growth and venture funds in one of the largest-ever raises for a venture capital fund.

a16z: The Power Brokers There is this story about Marc Andreessen that I think perfectly captures a16z. in 2015, when New Yorker writer Tad Friend sat down to breakfast with Marc Andreessen while writing Tomorrow's Advance Man. Friend had just heard from a rival VC who [image]
2026-01-10 View on X
Axios

a16z raises $15B+ across five new funds, including $6.75B for its fifth growth fund, the largest sum, and $3B for unspecified “other venture strategies”

Venture capital firm Andreessen Horowitz, whose past investments included Airbnb and Coinbase, on Friday announced …