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VOICE ARCHIVE

Sheel Mohnot

@pitdesi
411 posts
2026-03-01
Claude (@AnthropicAI) seemed like a consumer failure until VERY recently. Currently #2 in the app store. Aside from a short stint at launch last year, they only cracked the top 200 iOS apps on Jan 10th! Superbowl was a big moment, and they've sustained/grown [image]
2026-03-01 View on X
OpenAI

OpenAI says its DOD agreement upholds its redlines and “has more guardrails than any previous agreement for classified AI deployments, including Anthropic's”

We think our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's.

Claude (@AnthropicAI) seemed like a consumer failure until VERY recently. Currently #2 in the app store. Aside from a short stint at launch last year, they only cracked the top 200 iOS apps on Jan 10th! Superbowl was a big moment, and they've sustained/grown [image]
2026-03-01 View on X
CNBC

Claude became the #1 free app in the US App Store on Saturday, after DOD designated Anthropic a supply chain risk; it hovered in the top 20 for much of February

I want to say a huge thank you to all of our new (and existing!) users for the support. We're working hard for you, please share your thoughts and feedback along the way. [image]Ro...

2026-02-28
$110B in new funding at a $730B pre. $30B from SoftBank, $30B from NVIDIA, $50B from Amazon. The largest IPO in history was Aramco at $29B Not that long ago a $100B fund (SoftBank) seemed insane. Now we have single rounds of funding that are larger!
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 …

Claude (@AnthropicAI) seemed like a consumer failure until VERY recently. Currently #2 in the app store. Aside from a short stint at launch last year, they only cracked the top 200 iOS apps on Jan 10th! Superbowl was a big moment, and they've sustained/grown [image]
2026-02-28 View on X
CNBC

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February

Anthropic's Claude artificial intelligence assistant app jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday …

$110B in new funding at a $730B pre. $30B from SoftBank, $30B from NVIDIA, $50B from Amazon. The largest IPO in history was Aramco at $29B Not that long ago a $100B fund (SoftBank) seemed insane. Now we have single rounds of funding that are larger!
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

Claude (@AnthropicAI) seemed like a consumer failure until VERY recently. Currently #2 in the app store. Aside from a short stint at launch last year, they only cracked the top 200 iOS apps on Jan 10th! Superbowl was a big moment, and they've sustained/grown [image]
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

2026-02-27
Everyone dunked on the DoorDash part of the Citrini piece, but replace it with OTAs. Why would an AI agent use Expedia? It can check every airline/hotel directly. OTAs exist (& charge hotels ~15%) because comparison shopping is tedious for humans. Hotels will opt out, right?
2026-02-27 View on X
Citadel Securities

Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute

$110B in new funding at a $730B pre. $30B from SoftBank, $30B from NVIDIA, $50B from Amazon. The largest IPO in history was Aramco at $29B Not that long ago a $100B fund (SoftBank) seemed insane. Now we have single rounds of funding that are larger!
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.

2026-02-26
Looks like I got my answer on what benefits Thrive sees as a result of not hedging... [image]
2026-02-26 View on X
Newcomer

Leaked Thrive deck: $26.8B in AUM as of June 30, 2025, deal value peaked in Q4 2021, and positive DPI for four early funds, including 2.4x for 2016's Thrive V

Everyone dunked on the DoorDash part of the Citrini piece, but replace it with OTAs. Why would an AI agent use Expedia? It can check every airline/hotel directly. OTAs exist (& charge hotels ~15%) because comparison shopping is tedious for humans. Hotels will opt out, right?
2026-02-26 View on X
Citadel Securities

Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute

Copyright © Citadel Enterprise Americas LLC or one of its affiliates.  All rights reserved.

2026-02-25
so... who's buying Paypal? It has the potential of being one of the great distressed value opportunities in fintech history. Down ~85%, still generating $5.5B in FCF, 400M consumer accounts with bank info, checkout buttons on millions of merchant sites, and a peer-to-peer brand [image]
2026-02-25 View on X
Bloomberg

Sources: Stripe, which is privately held, has expressed preliminary interest in a potential PayPal acquisition or buying its assets; PYPL closed up 6.7%

Payment processing firm Stripe Inc. is considering an acquisition of all or parts of PayPal Holdings Inc., according to people familiar with the matter.

12:03 PT: I write a post about how Stripe acquiring PayPal is a non-starter because of tech and culture debt 12:40 PT: I am wrong [image]
2026-02-25 View on X
Bloomberg

Sources: Stripe, which is privately held, has expressed preliminary interest in a potential PayPal acquisition or buying its assets; PYPL closed up 6.7%

Payment processing firm Stripe Inc. is considering an acquisition of all or parts of PayPal Holdings Inc., according to people familiar with the matter.

Ok as soon as I post that it's a nonstarter for Stripe, it comes out that Stripe is considering it. It really makes a ton of sense if you look at the business components. Worth a lot to Stripe to own it but there will be an immense amount of tech debt https://www.bloomberg.com/...
2026-02-25 View on X
Bloomberg

Sources: Stripe, which is privately held, has expressed preliminary interest in a potential PayPal acquisition or buying its assets; PYPL closed up 6.7%

Payment processing firm Stripe Inc. is considering an acquisition of all or parts of PayPal Holdings Inc., according to people familiar with the matter.

2026-02-24
You probably already missed your shot at buying in SF
2026-02-24 View on X
Bloomberg

Sources: Anthropic has lined up $5B to $6B for an employee share sale at a ~$350B valuation; outside investors, not Anthropic, will buy up the insider shares

2026-02-19
TIL Meta sold 7M pairs of smart glasses last year ($2.5B in revenue!) For context, Apple sells ~40M watches a year.
2026-02-19 View on X
The Information

Sources: Meta has revived a previously shelved smartwatch project, now code-named Malibu 2, and plans to release it in 2026 with health features and Meta AI

Meta Platforms plans to release its first smartwatch in 2026, according to two people familiar with the matter.

LOL at Sam and Dario not holding hands [video]
2026-02-19 View on X
Bloomberg

India's AI Summit: Modi orchestrated a photo op with tech and business leaders holding hands in a line, but Sam Altman and Dario Amodei refused to clasp hands

Once a rival, always a rival.  —  As Prime Minister Narendra Modi kicked off the busiest day of India's AI Summit in New Delhi …

LOL at Sam and Dario not holding hands [video]
2026-02-19 View on X
BBC

The Gates Foundation says Bill Gates will not deliver his keynote at India's AI Summit after “careful consideration”, amid controversy over his Epstein ties

Cherylann Mollan /BBC:

LOL at Sam and Dario not holding hands [video]
2026-02-19 View on X
New York Times

Inside India's AI Impact Summit: 300+ exhibitors, 500 sessions, 250K visitors, billions in investment, and entrepreneurs touting solutions to real-world issues

The event promised to be a global coming-out party for India's artificial intelligence aspirations.

2026-02-18
👀 Benchmark 2020 fund at ~10x (Legora, Mercor, Sierra) Benchmark 2024 fund at ~3x (Manus, Cursor) Honestly wild that some folks had counted them out
2026-02-18 View on X
The Information

Benchmark hires Jack Altman, the founder of Alt Capital and Lattice, as its fifth general partner; three Alt Capital team members will join him at Benchmark

Benchmark on Tuesday said it had hired Jack Altman, the founder of early-stage firm Alt Capital and HR software company Lattice, as its fifth general partner.

Interesting that Benchmark is picking up 3 junior folks from Alt- something they haven't done a lot of Seems like a win-win
2026-02-18 View on X
The Information

Benchmark hires Jack Altman, the founder of Alt Capital and Lattice, as its fifth general partner; three Alt Capital team members will join him at Benchmark

Benchmark on Tuesday said it had hired Jack Altman, the founder of early-stage firm Alt Capital and HR software company Lattice, as its fifth general partner.