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VOICE ARCHIVE

Sar Haribhakti

@sarthakgh
537 posts –
2026-09-10
The personnel moves in AI are really something He left OpenAI, cofounded Thinking Labs, joined Meta and left Meta within 3 years after getting a billion in comp package
2026-09-10 View on X
Semafor

Source: Meta AI researcher Andrew Tulloch, who in October 2025 came over from Thinking Machines Lab as one of the highest paid employees, is leaving the company

Meta AI researcher Andrew Tulloch, who gained attention for being one of the highest paid employees in tech industry, is leaving the company …

2026-07-23
Not every instance of an immigrant going back to home country is a policy failure:
2026-07-23 View on X
Financial Times

The debate over Moonshot AI founder Yang Zhilin leaving the US misses a larger structural reality: China isn't a net AI talent importer and has its own pipeline

More entrepreneurs from China believe there are now greater opportunities at home than in Silicon Valley

2026-07-22
@MikeIsaac the literal opposite is happening tons of investors have strongly advocated for pro open source position both in america and china https://x.com/... https://x.com/... https://x.com/... https://x.com/...
2026-07-22 View on X
Bloomberg

Chinese AI models account for nearly 60% of token usage by US companies on OpenRouter, making restrictions harder without disrupting US users and businesses

The rapidly increasing global competitiveness of China's artificial intelligence models is ringing alarm bells in Washington …

@MikeIsaac the literal opposite is happening tons of investors have strongly advocated for pro open source position both in america and china https://x.com/... https://x.com/... https://x.com/... https://x.com/...
2026-07-22 View on X
CNBC

US Treasury Secretary Scott Bessent says the Trump administration will look into whether Chinese AI models were distilled from US models and may “sanction them”

“When does it reach the threshold of a national security threat? We're going to have to act, but right now we're not there. We want competition. Competition first.”Ryan Fedasiuk /@...

2026-07-21
“Sears was not allowed to outlaw Walmart. IBM was not allowed to outlaw Dell. The legacy airlines were not allowed to outlaw Southwest (though they tried). In each case, a comfortable incumbent met a rival with a lower cost structure, and in each case the incumbent had exactly
2026-07-21 View on X
Washington Post

Chinese open models are proper competition that should be welcomed, not something to ban or treat as a danger, and open-sourcing is an old business strategy

They aren't a security threat — they're what competition looks like.  —  Bill Gurley is the president and founder of the P3 Institute, and a former venture capitalist.

@MikeIsaac the literal opposite is happening tons of investors have strongly advocated for pro open source position both in america and china https://x.com/... https://x.com/... https://x.com/... https://x.com/...
2026-07-21 View on X
CNBC

US Treasury Secretary Scott Bessent says the Trump administration will look into whether Chinese AI models were distilled from US models and may “sanction them”

Ashley Capoot /CNBC:NEW

“Sears was not allowed to outlaw Walmart. IBM was not allowed to outlaw Dell. The legacy airlines were not allowed to outlaw Southwest (though they tried). In each case, a comfortable incumbent met a rival with a lower cost structure, and in each case the incumbent had exactly
2026-07-21 View on X
Interconnects AI

Kimi K3 marks the arrival of frontier open-weight models; the core Kimi team has incredible culture and a freedom to express it within a GPU-limited environment

The global implications on the AI ecosystem. … Audio playback is not supported on your browser.  Please upgrade.

@MikeIsaac the literal opposite is happening tons of investors have strongly advocated for pro open source position both in america and china https://x.com/... https://x.com/... https://x.com/... https://x.com/...
2026-07-21 View on X
Financial Times

Sources: China is weighing tightening AI and chip export controls and is consulting leading domestic AI companies, in a bid to slow advanced tech acquisitions

Chinese regulators are considering tightening export controls on artificial intelligence and semiconductor technologies …

2026-07-20
“Sears was not allowed to outlaw Walmart. IBM was not allowed to outlaw Dell. The legacy airlines were not allowed to outlaw Southwest (though they tried). In each case, a comfortable incumbent met a rival with a lower cost structure, and in each case the incumbent had exactly
2026-07-20 View on X
Axios

Sources: parts of the Trump administration are reigniting efforts to implement de facto bans on foreign open-source models, as Chinese AI models gain momentum

Maria Curi /Axios:

“Sears was not allowed to outlaw Walmart. IBM was not allowed to outlaw Dell. The legacy airlines were not allowed to outlaw Southwest (though they tried). In each case, a comfortable incumbent met a rival with a lower cost structure, and in each case the incumbent had exactly
2026-07-20 View on X
Washington Post

Chinese open models are proper competition that should be welcomed, not something to ban or treat as a danger, and open-sourcing is an old business strategy

Bill Gurley /Washington Post:NEW

2026-07-19
Somewhere inside CIA there's an org chart where “clandestine espionage operation” and “due diligence for selling chips for AI infra build-out” are the same jobs This is really wild story: https://www.wsj.com/...
2026-07-19 View on X
Wall Street Journal

Sources: CIA operative Jonny Gannon spied on G42 to probe its China ties and helped the UAE gain expanded access to US AI chips by allaying US suspicions

While conducting espionage against powerful sheikh's tech company, Jonny Gannon helped Gulf country quash Washington suspicions about China ties

2026-07-06
“The data centre bonanza is a special kind of opportunity: one where deep-pocketed buyers like Silicon Valley's hyperscalers are willing to open their wallets to pay for fast, reliable access to industrial technology. It offers a chance for the US to get ahead in the next key
2026-07-06 View on X
Financial Times

Data centers offer the US a chance to get ahead in the next key technologies and build domestic supply chains based on demand rather than subsidies and tariffs

2026-06-23
Texas FTW “The solution is to let the power plant come online before the upgrades are constructed on the condition that it agrees to turn off during peaks. The power plant doesn't contribute to the reliability of the system since it won't be available when the system is under [image]
2026-06-23 View on X
Works in Progress Magazine

How the data center boom is exposing weaknesses in US power grids, and a look at what fixes the electricity infrastructure may need to become fit for the future

The AI buildout is bottlenecked by energy.  But America has the electricity to power its data centers; the problem is getting it to them.

2026-06-01
“Erik Brynjolfsson calls this the productivity J-curve: general-purpose technologies are a drag in their early years because firms have to make complementary intangible investments before the gains materialize.” [image]
2026-06-01 View on X
Exponential View

AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains

2026-05-31
“Erik Brynjolfsson calls this the productivity J-curve: general-purpose technologies are a drag in their early years because firms have to make complementary intangible investments before the gains materialize.” [image]
2026-05-31 View on X
Exponential View

AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains

A framework to understand your firm's AI transformation  —  I had tea with a senior exec at a well-known public tech company last month.

2026-04-27
“One of the reasons smart, rich, busy people like to appear on his podcast is that Mr. Patel goes sufficiently deep in the weeds to ask questions no one else would. He'll spend up to two weeks preparing for an interview, using flash cards to help master the material, writing
2026-04-27 View on X
New York Times

A profile of Dwarkesh Patel, whose podcast has become mandatory listening in the AI community, with guests like Jensen Huang, Elon Musk, and Mark Zuckerberg

Dwarkesh Patel was a bored college sophomore looking for intellectual stimulation.  Now he commands interviews with Jensen Huang …

“This partnership makes Meta one of the first major technology companies to secure a capacity reservation for space solar energy. Together with Overview, we'll deploy up to 1GW of this orbit-to-grid energy to supportour data center operations.”
2026-04-27 View on X
Bloomberg

Meta says it signed a deal for up to 1GW of space solar energy from Overview Energy, which seeks to beam solar energy to earth and is planning a 2028 demo

Meta Platforms Inc. is looking to power artificial intelligence data centers with solar energy collected in space …

2026-03-30
It is so amazing to see the idea of data centers in space in the zeitgeist getting normalized almost overnight (it's never actually overnight, of course)
2026-03-30 View on X
TechCrunch

Space data center startup Starcloud raised a $170M Series A led by Benchmark and EQT at a $1.1B valuation, and plans to launch Starcloud 2 later in 2026

Starcloud's latest funding round values the space compute company at $1.1 billion, making it one of the fastest startups to reach unicorn status after graduating from Y Combinator.

2026-03-03
Everyone on Twitter is apparently moving on from Cursor and Cursor is growing like wild fire: [image]
2026-03-03 View on X
Bloomberg

Source: Cursor's annualized revenue topped $2B in February, doubling from three months earlier, with ~60% coming from new and existing corporate customers

Cursor's annualized revenue topped $2 billion in February, according to a person familiar with the matter …

2026-02-25
Stripe's annual letter is out! Last year, businesses on Stripe processed $1.9T in volume (+34% YoY) ≈ 1.6% of global GDP The 2025 cohort is the strongest ever: 50% faster growth vs 2024 on average Stripe now supports: 5M+ businesses 90% of DJI, 80% of NDX, 25% of Delaware
2026-02-25 View on X
Financial Times

Stripe hits a $159B valuation after an employee share sale to investors like Thrive, Coatue, and a16z, a 70% jump from its $92B valuation in February 2025