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VOICE ARCHIVE

@pradeepviswav

@pradeepviswav
16 posts
2025-11-08
Since launch, Apple's leaned into extended free trials — 3 to 6 months via device bundles, Shazam promos, and regional partners like Tata Play in India. It's a different funnel, but still a funnel. Apple Music exists because it's the default on Apple devices.
2025-11-08 View on X
Bloomberg

Apple Music's growth may be stymied by the lack of a free tier as a funnel; Midia: on a weekly level, 43% of consumers used Spotify and 16% turned to Apple

The service's lack of a free tier might be dimming its prospects with music consumers, particularly in emerging markets  —  Welcome back to Soundbite.

2025-08-01
There's an inherent conflict of interest when an investor like Menlo Ventures publishes research about a company in its own portfolio. https://menlovc.com/...
2025-08-01 View on X
The Information

Source: Anthropic is nearing $5B in annualized revenue, up from $4B reported on July 1, as it nears a deal to raise up to $5B led by Iconiq at a $170B valuation

This year's torrid deal-making pace is definitely not taking a pause for summer.  On Wednesday, I reported that OpenAI …

2024-08-04
This is not entirely positive for Nvidia because of four of them have their own AI accelerators. Their reliance on Nvidia will come down significantly.
2024-08-04 View on X
Financial Times

Microsoft, Alphabet, Amazon, and Meta boosted capex by 50% to a total of $106B in H1 2024, as they build AI infrastructure and pledge more investment hikes

Technology stocks have been volatile as Microsoft, Meta, Amazon and Google report huge increases in their investments in artificial intelligence

2024-02-27
Surprise deal from Microsoft. I was expecting @awscloud to strike a deal with @MistralAI and other AI startups as they are lagging behind in AI.
2024-02-27 View on X
Bloomberg

Microsoft says its investment in Mistral AI amounts to €15M; EU regulators plan to analyze the investment, which could eventually lead to a formal investigation

- Partnership amounts to €15 million investment, Microsoft says  — EU analysis could lead to future formal investigation

Surprise deal from Microsoft. I was expecting @awscloud to strike a deal with @MistralAI and other AI startups as they are lagging behind in AI.
2024-02-27 View on X
Financial Times

Microsoft takes a minor stake in Mistral AI and plans to help bring the French startup's AI models to market, as regulators probe Microsoft's OpenAI alliance

Extremely excited to see Mistral AI and Microsoft expanding the strategic partnership with focus on three areas: … Florian Follonier, PhD : Excited to share news of a new partnersh...

2023-06-30
This is not a shocking revelation! In FY22, for Azure, BoA expected $37.5B, UBS expected $32.3B, Cowen expected to be $33.9B. https://twitter.com/...
2023-06-30 View on X
The Information

Court documents: Satya Nadella said Azure's cloud server business had $34B in revenue in the year to June 2022; AWS generated $72B in revenue in the same period

For years Microsoft has kept a lid on details about the true size of its Azure cloud server rental business …

2023-05-16
@GergelyOrosz Even I had a similar thought when the UK announced their decision. But it looks like Microsoft's can't go ahead with the deal sans UK due to the way Activison is operating right now. UK CMA executive confirmed this as well.
2023-05-16 View on X
New York Times

EU regulators approve Microsoft's $69B Activision Blizzard acquisition after Microsoft made concessions to keep rivals' access to Call of Duty and other games

but the saga is ‘unlikely to end soon’ Sofia Wyciślik-Wilson / BetaNews : EU approves Microsoft's multi-billion-dollar Activision Blizzard acquisition despite UK and US opposition ...

2023-04-18
The maximum balance for this high-yield Savings account is $250,000. Also, Goldman Sachs can change the interest rate and APY at any time. https://www.bigtechwire.com/ ... https://twitter.com/...
2023-04-18 View on X
AppleInsider

Apple launches its Apple Card Savings account, announced in October 2022, letting users deposit Daily Cash rewards into a 4.15% high yield account with no fees

Months after its first announcement, Apple Savings is now available to Apple Card users, with users able to route Daily Cash rewards …

2023-02-11
Official statement from Microsoft: Microsoft remains committed to the industrial metaverse. We are applying our focus to the areas of the industrial metaverse that matter most to our customers and they will see no change in how they are supported. #tip @Techmeme https://twitter.com/...
2023-02-11 View on X
The Information

Source: Microsoft shut its Industrial Metaverse Core team, formed in October 2022 to build tools for industrial settings, and laid off the team's ~100 employees

In a surprising reversal, Microsoft has killed a team it formed four months ago to help customers use the metaverse in industrial settings …

2021-07-07
The delay caused by lawsuits is going to help Microsoft. Right now, @Microsoft is in much better position to compete against AWS when compared to 2019. https://twitter.com/...
2021-07-07 View on X
CNBC

The Pentagon has canceled the $10B JEDI cloud contract that was awarded to Microsoft but faced legal challenges from Amazon, announced new multivendor contract

2021-06-04
@Techmeme @iansherr There should be a single app that can detect and alert users about stalking. Installing apps from every other tracker OEM is practically impossible.
2021-06-04 View on X
CNET

Apple will launch an Android app to detect AirTags that may be in use to track a person and reduces the interval before AirTags sound an alert in such cases

and will offer an Android app later this year cc: @evacide https://www.cnet.com/... @pradeepviswav : @Techmeme @iansherr There should be a single app that can detect and alert user...

2020-10-29
Apple now has two solid video editing apps for iOS platform. iMovie and Clips. Also, both are free. Microsoft should create a decent standalone video editing app for Windows.
2020-10-29 View on X
MacRumors

Apple updates Clips with a new UI, horizontal support, HDR recording on the iPhone 12, and more

2020-09-16
But you can't access Xbox Cloud Gaming using this new iPad. Buy an Android tablet if you are into gaming! https://twitter.com/...
2020-09-16 View on X
The Verge

Apple updates iPad Air with 10.9" edge-to-edge display, iPad Pro-like design, Touch ID in power button, USB-C, and A14 chip, shipping next month from $599

But you can't access Xbox Cloud Gaming using this new iPad. Buy an Android tablet if you are into gaming! https://twitter.com/...
2020-09-16 View on X
9to5Mac

Apple updates entry-level 10.2-inch iPad with A12 chip, bringing “Neural Engine” capabilities, similar design to last model, for the same price of $329

Apple today announced the 8th-generation iPad, featuring an A12 chip compared to the previous-generation's A10 processor.

2020-08-02
A typical example of Apple's “no mercy” business policies. $11 billion net income in a quarter is not enough. So, let us extract some more from others. https://twitter.com/...
2020-08-02 View on X
The Sunday Times

Sources: Apple told some landlords of UK stores it wants rent reduction of up to 50% and a rent-free period, offering to extend leases by a few years in return

Apple is pushing for huge rent reductions across its UK stores despite its sales soaring to new heights during the lockdown.

2020-04-16
DoD accidently shared Microsoft's confidential information with AWS team https://mspoweruser.com/...
2020-04-16 View on X
Bloomberg

US DOD inspector general finds the Pentagon's controversial decision to award $10B JEDI contract to Microsoft was “consistent” with acquisition standards

- Inquiry didn't find evidence that Trump swayed the decision  — Inspector general added that White House limited cooperation