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VOICE ARCHIVE

Ralph Grabowski

@ralph_grabowski
9 posts
2026-02-21
Translation: We are so desperate for profits we'll even consider developing hardware that has already flooded the marketplace.
2026-02-21 View on X
The Information

Sources: OpenAI has 200+ people working on AI devices, including a smart speaker with a camera costing $200 to $300, possibly smart glasses and a smart lamp

OpenAI has more than 200 people working on a family of AI-powered devices that will include a smart speaker and possibly smart glasses …

2026-01-28
“@Microsoft expects its annual water consumption to reach 28 billion liters by 2030.” While electricity is “destroyed” into computer processing and heat, water is not destroyed by data centers. It cools computers by absorbing their heat, and then is returned to nature.
2026-01-28 View on X
New York Times

Internal documents from 2025: Microsoft expects its annual water consumption to reach 28B liters by 2030, up from 7.9B liters in 2020 and 10.4B liters in 2024

Driven by the artificial intelligence frenzy, Microsoft is internally projecting that water use at its data centers will more than double …LinkedIn:Adam Satariano.Forums:r/technolo...

2026-01-19
A reminder that ‘annualized’ revenue means taking the best month out of the year, and multiplying that by 12. It is always going to be a higher number than ‘annual’ revenue. That @OpenAI felt it needed to talk annualized tells us how much pressure it's under to _show_ growth.
2026-01-19 View on X
OpenAI

OpenAI CFO Sarah Friar says the company's compute grew from 0.2 GW in 2023 to ~1.9 GW in 2025 and its annualized revenue grew from $2B in 2023 to $20B+ in 2025

We launched ChatGPT as a research preview to understand what would happen if we put frontier intelligence directly in people's hands.

2026-01-13
Translation: ...with iOS in the distant bottom position at a 20% share, behind Android's 80% market share. [image]
2026-01-13 View on X
Counterpoint Research

Global smartphone shipments rose 2% YoY in 2025; Apple led with 20% market share and 10% YoY growth, followed by Samsung's 19% market share and 5% YoY growth

2026-01-12
Translation: ...with iOS in the distant bottom position at a 20% share, behind Android's 80% market share. [image]
2026-01-12 View on X
Counterpoint Research

Global smartphone shipments rose 2% YoY in 2025; Apple led with 20% market share and 10% YoY growth, followed by Samsung's 19% market share and 5% YoY growth

- Global smartphone shipments grew 2% YoY in 2025, driven by increasing premium demand and improving momentum in key emerging markets.

2025-12-18
Big-looking numbers! But works out to only 0.7 enquiries per student per day. “@OpenAI has sold 700K+ ChatGPT licenses to ~35 US public universities for students and faculty, who used it 14M+ times in September, beating Copilot.” - @Bloomberg
2025-12-18 View on X
The Information

Sources: OpenAI has held preliminary discussions with investors about raising tens of billions of dollars, and as much as $100B, at a valuation of around $750B

OpenAI has held preliminary discussions with some investors about raising new funding at a valuation of around $750 billion …

2023-06-19
A debate on @Techmeme about using AI to design office space, and whether it is inhumane and if it is just good old parametric design. https://www.techmeme.com/...
2023-06-19 View on X
New York Times

How architects are using AI to design workplaces, office buildings, and spaces that cater to workers' individual needs, as more companies adopt a hybrid model

2023-05-06
Lots of “Open source is winning as always” musings this morning over the claim that “open source AI will outcompete Google and OpenAI” at https://www.techmeme.com/.... Acshually, it's not. Open-source CAD exists but is not winning, by a long shot.
2023-05-06 View on X
Bloomberg

Source: a leaked April 2023 internal document by Luke Sernau, a senior software engineer at Google, argues that open-source AI will outcompete Google and OpenAI

warning the company doesn't have one in A.I. John Battelle / John Battelle's Search Blog : Google and Commoditization: Anyone Need a BackRub? Agne Cimermanaite / Metaverse Post : L...

2023-02-21
Discussion-by-tweet recorded by @Techmeme as to why @Microsoft rush-released ChatGPT with Bing to create Bad Bing. https://www.techmeme.com/...
2023-02-21 View on X
The Road to AI We Can Trust

Exploring likely reasons why the new Bing is reckless, like launching without sufficient reinforcement learning training with human feedback compared to ChatGPT