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VOICE ARCHIVE

Patrick Moorhead

@patrickmoorhead
540 posts
2026-04-15
@petergyang They've run out of compute. CLI isn't nerfed, everything else is.
2026-04-15 View on X
VentureBeat

Claude users accuse Anthropic of degrading Claude Opus 4.6's and Claude Code's performance; Anthropic staff publicly deny it degrades models to manage capacity

From Its Own FansMaria Garcia /Implicator.ai:Anthropic Ships Claude Code Routines, Cloud Automations That Run Without Your MacLeila Sheridan /Inc.com:Users Say Anthropic's Claude I...

For all the dummies who said $META MTIA was dead. $AVGO [image]
2026-04-15 View on X
CNBC

Meta and Broadcom announce an expanded partnership to co-develop multiple generations of Meta's MTIA chips; Broadcom CEO Hock Tan plans to leave Meta's board

Meta and Broadcom on Tuesday announced a sweeping deal that extends an existing partnership between the two companies for the design …

@petergyang They've run out of compute. CLI isn't nerfed, everything else is.
2026-04-15 View on X
The Information

Anthropic recently changed Claude Enterprise's pricing, now charging $20 per month per user plus the computing capacity used, instead of $200 per month per user

Businesses whose employees are heavy users of Anthropic's Claude products are likely to pay significantly more for them after the company changed …

March 9: “The other thing that Hok poured water on was this whole analyst reports about Meta's MTIA silicon program.  I called this before.  I said, you know, basically last week, it's not canceled.  It's alive and well.  And as you go into multi-year, multi-year I think it gets even more likely that there'll be a higher volume.”
2026-04-15 View on X
CNBC

Meta and Broadcom announce an expanded partnership to co-develop multiple generations of Meta's MTIA chips; Broadcom CEO Hock Tan plans to leave Meta's board

Meta and Broadcom on Tuesday announced a sweeping deal that extends an existing partnership between the two companies for the design …

2026-04-14
For all the dummies who said $META MTIA was dead. $AVGO [image]
2026-04-14 View on X
CNBC

Meta and Broadcom announce an expanded partnership to co-develop multiple generations of Meta's MTIA chips; Broadcom CEO Hock Tan plans to leave Meta's board

Meta and Broadcom on Tuesday announced a sweeping deal that extends an existing partnership between the two companies for the design …

March 9: “The other thing that Hok poured water on was this whole analyst reports about Meta's MTIA silicon program. I called this before. I said, you know, basically last week, it's not canceled. It's alive and well. And as you go into multi-year, multi-year I think it gets even [image]
2026-04-14 View on X
CNBC

Meta and Broadcom announce an expanded partnership to co-develop multiple generations of Meta's MTIA chips; Broadcom CEO Hock Tan plans to leave Meta's board

Meta and Broadcom on Tuesday announced a sweeping deal that extends an existing partnership between the two companies for the design …

@petergyang They've run out of compute. CLI isn't nerfed, everything else is.
2026-04-14 View on X
VentureBeat

Users accuse Anthropic of degrading Claude Opus 4.6's and Claude Code's performance; the startup's employees publicly deny it degrades models to manage capacity

A growing number of developers and AI power users are taking to social media to accuse Anthropic of degrading the performance …

2026-04-10
File this under Pat's Law Of Always: Every large tech company will consider designing its own chips.
2026-04-10 View on X
Reuters

Sources: Anthropic is exploring the possibility of designing its own chips, but it has yet to commit to a design or form a dedicated team to work on the project

Artificial intelligence lab Anthropic is exploring the possibility of designing its own chips, three sources said …

2026-04-08
$INTC is joining @elonmusk 's Terafab alongside @Tesla , @SpaceX , and @xAI .  ∙Intel contributes process technology and advanced packaging ∙Terafab targets 1 TW/year of compute for AI and robotics ∙This answers the biggest open question from the March 21 announcement: whose process technology?  ∙Smart move by @LipBuTan1 .  Intel Foundry needs anchor customers.  Musk needs a process partner.
2026-04-08 View on X
Reuters

Intel says it will join Elon Musk's Terafab AI chip complex project along with SpaceX, xAI, and Tesla to help produce processors for robotics and data centers

Intel (INTC.O) said on Tuesday it would join Elon Musk's Terafab AI chip complex project along with SpaceX, Tesla (TSLA.O) and xAI.

I really want to test a Snapdragon X2 Elite Extreme out.......
2026-04-08 View on X
Tom's Hardware

Asus Zenbook A16 review: Snapdragon X2 Elite Extreme is speedy and 48GB of RAM is great for $1,599, but the chassis feels cheap and the battery life lags rivals

It's not all about what's on the inside. … Why you can trust Tom's Hardware Our expert reviewers spend hours testing …

2026-04-07
I remember so many people thinking I was nuts to suggest that years ago that XPUs would be successful and that it would be a GPU-only world.
2026-04-07 View on X
Anthropic

Anthropic signs a deal with Google and Broadcom for GWs of next-gen TPU capacity, and says its run-rate revenue surpassed $30B, up from ~$9B at the end of 2025

We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027.

2026-04-05
Well, I guess a token isn't just a token. Stay in my walled garden, thank you. “to better manage capacity” LoL. Please @ChatGPTapp give us a miracle. Give me a reason to move everything back.
2026-04-05 View on X
The Verge

Anthropic says Claude subscriptions will no longer cover usage on third-party tools like OpenClaw starting April 4 at 12pm PT, to better manage capacity

Claude subscriptions will no longer cover third-party access from tools like OpenClaw starting Saturday, April 4th.

2026-04-04
Well, I guess a token isn't just a token. Stay in my walled garden, thank you. “to better manage capacity” LoL. Please @ChatGPTapp give us a miracle. Give me a reason to move everything back.
2026-04-04 View on X
The Verge

Anthropic says Claude subscriptions will no longer cover usage on third-party tools like OpenClaw starting April 4 at 12pm PT, to better manage capacity

Claude subscriptions will no longer cover third-party access from tools like OpenClaw starting Saturday, April 4th.

Seriously, what is happening at OpenAI? Biggest venture funding round ever, out of consumer, out of Sora, into CarPlay (that's not consumer?), into podcasts, losing share to Anthropic. Make it make sense. The company better have something huge cooking... and soon.
2026-04-04 View on X
Bloomberg

OpenAI COO Brad Lightcap is transitioning to a special projects role as part of an executive reshuffle; Fidji Simo is taking medical leave for several weeks

OpenAI's chief operating officer is shifting into a new role and two other top executives are going on leave due to health reasons …

2026-04-03
This is something Microsoft should be really good at. Did the foundational research on voice synthesis decades ago.
2026-04-03 View on X
VentureBeat

Microsoft launches in-house AI models MAI-Transcribe-1, MAI-Voice-1, and MAI-Image-2, built by its superintelligence team, as it pursues “AI self-sufficiency”

and businesses will love it

Seriously, what is happening at OpenAI? Biggest venture funding round ever, out of consumer, out of Sora, into CarPlay (that's not consumer?), into podcasts, losing share to Anthropic. Make it make sense. The company better have something huge cooking... and soon.
2026-04-03 View on X
Bloomberg

OpenAI COO Brad Lightcap is transitioning to a special projects role as part of an executive shuffle; Fidji Simo is taking medical leave for several weeks

OpenAI's chief operating officer is shifting into a new role and two other top executives are going on leave due to health reasons …

This is something Microsoft should be really good at. Did the foundational research on voice synthesis decades ago.
2026-04-03 View on X
Financial Times

Mustafa Suleyman says Microsoft is “not able to build models in the very largest scale yet” but its “computation ramp is coming to enable us to do” it in 2026

Tech giant's AI chief says it will have the resources to build frontier systems later this year

2026-04-02
This is something Microsoft should be really good at. Did the foundational research on voice synthesis decades ago.
2026-04-02 View on X
VentureBeat

Microsoft launches in-house AI models MAI-Transcribe-1, MAI-Voice-1, and MAI-Image-2, built by its superintelligence team, as it pursues “AI self-sufficiency”

Microsoft on Wednesday launched three new foundational AI models it built entirely in-house — a state …

This is something Microsoft should be really good at. Did the foundational research on voice synthesis decades ago.
2026-04-02 View on X
The Verge

An interview with Mustafa Suleyman on Microsoft's AI reorg, how revising its OpenAI deal “unlocked [Microsoft's] ability to pursue superintelligence”, and more

Its new transcription model is a step towards those goals, says Microsoft AI's Mustafa Suleyman.

2026-04-01
Not surprised at all. $MRVL optical and photonics are really good. The XPU to NVLink comment is interesting. Need to drill into it.
2026-04-01 View on X
Bloomberg

Nvidia invests $2B in chipmaker Marvell and says the two companies plan to work on silicon photonics tech, enabling high-speed data transmission; MRVL jumps 9%+