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VOICE ARCHIVE

Sean Byrnes

@sbyrnes
32 posts
2025-04-12
Ah, excellent.  DOGE is creating vendor lock-in for our most important government systems, ensuring their friends have perpetual revenues from the government.  —  No-bid contracts don't sound very efficient.
2025-04-12 View on X
Wired

Sources: Palantir is helping DOGE build an API layer above all IRS databases; DOGE wants Palantir's Foundry software to be the “read center of all IRS systems”

For the past three days, DOGE and a handful of Palantir representatives, along with dozens of career IRS engineers … Bluesky: @wired.com , @wired.com , @emptywheel , @sbyrnes , @te...

2025-03-03
The Trump administration is ensuring the US is not competitive for the next few decades.  So much damage, so little gained.
2025-03-03 View on X
Bloomberg

Documents and sources: the Trump administration cut 170 staff at the National Science Foundation federal agency, threatening AI research and US competitiveness

A key federal agency for artificial intelligence research has been hit by layoffs and faces looming budget cuts.

2025-03-02
Not all software lives forever.  Skype's primary early advantage was proprietary audio codecs and p2p networking.  They used that to get to network scale, but as they did that the world caught up and their 2 advantages didn't matter anymore.  —  After the eBay acquisition, the end of Skype was inevitable
2025-03-02 View on X
On my Om

Skype was an early harbinger of technology as culture, and its demise is a good lesson in how ineffective middle management can destroy good acquisitions

Microsoft is shutting down Skype.  It will go offline in May 2025. … It makes me incredibly sad, but I am not surprised.

If “theoretical” profits are now a legitimate measure, the value of AI companies are now measured in the Quintillions of dollars.  —  Also, I have a bridge to sell you.  [embedded post]
2025-03-02 View on X
Bloomberg

DeepSeek says its V3 and R1 models' cost of inferencing relative to sales during a 24-hour-period on February 28 put “theoretical” profit margins at 545%

Chinese artificial intelligence phenomenon DeepSeek revealed some financial numbers on Saturday, saying its “theoretical” …

I've always wondered how they borrow against their balance sheet without having to discount their investments at the same time?  It means trading beta for potential alpha, but that has the long term effect of reducing the IRR.
2025-03-02 View on X
The Information

Source: SoftBank plans to borrow $16B to invest in AI, and might borrow another $8B in early 2026, which could strain its already debt-heavy balance sheet

www.cnbc.com/2025/01/30/o... … Casey / @ig.ht : who on earth would loan this money knowing softbank is investing it in what seems to be the least profitable sector in existence [em...

2025-01-20
The fact that the NY Times gave a platform to a fringe thinker who has a probably incorrect understanding of history is insulting to everyone.
2025-01-20 View on X
New York Times

Q&A with Curtis Yarvin, a computer engineer and blogger whose ideas are increasingly popular with tech elites, on why democracy is bad, dictators, and more

www.nytimes.com/2025/01/18/m... @traplife : www.nytimes.com/2025/01/18/m...  We wanted to know why democracy is the worst form of government.  So in this week's ‘The Interview’, we...

2025-01-12
It's more that the power in tech has shifted from labor to employers.  While it was hard to hire, he wanted to appeal to employees.  —  Now that he doesn't have to, he won't.  You're seeing the real Zuckerberg now.
2025-01-12 View on X
CNBC

Sources: Mark Zuckerberg faces less friction in making broad policy changes after Meta's layoffs in 2022 and 2023, which hit much of its civic integrity teams

Now that he doesn't have to, he won't.  You're seeing the real Zuckerberg now. @justiceleague00 : With Meta positioning itself to lead in artificial intelligence, Zuckerberg recogn...

It's more that the power in tech has shifted from labor to employers.  While it was hard to hire, he wanted to appeal to employees.  —  Now that he doesn't have to, he won't.  You're seeing the real Zuckerberg now.
2025-01-12 View on X
Financial Times

Some advertisers raise brand safety concerns over Meta's content moderation changes, fearing a surge in harmful content and misinformation on its platforms

Facebook owner's move to loosen policing of online content has raised fears over a surge in misinformation Bluesky: @claradoodle and @petertl . Forums: r/neoliberal See also Mediag...

2024-12-22
Why not both?  Seems silly to pretend that we can't do more than one.
2024-12-22 View on X
Wall Street Journal

Gina Raimondo says holding back China in the chips race is a “fool's errand”, and investment, more than export controls, will keep US ahead of Beijing

Investment, more than export controls, will keep the U.S. ahead of Beijing, Commerce secretary says

2023-03-10
The SVB situation is sad for me, since the bank was an integral part of all of my companies. They would step up and help when no other banks would. I don't know what happens next, but whatever it is an era has ended and a new one is beginning. We'll see what it holds!
2023-03-10 View on X
Financial Times

Silicon Valley Bank launches a $2.25B share sale after losing ~$1.8B on its ~$21B of US Treasuries and mortgage-backed securities

Technology-focused lender suffered loss on $21bn portfolio of Treasuries and mortgage-backed securities  —  Silicon Valley Bank has launched a $2.25bn share sale …

2022-02-03
A big problem with crypto is it's ideal of programmatic money. We don't yet know how to write bug free software at scale, so bugs like this will always exist. However, there is also no one to appeal to if you lost all your money to a big like this. It's the worst of all worlds. https://twitter.com/...
2022-02-03 View on X
The Record

Blockchain bridge Wormhole confirms a hacker stole $322M worth of ETH and moves its site into maintenance mode; Wormhole is offering a $10M “bug bounty”

A threat actor has abused a vulnerability in the Wormhole cryptocurrency platform to steal an estimated $322 million worth of Ether currency.

2021-11-01
This is the problem with the “metaverse” strategy. Facebook is pursuing it because it's good for Facebook, not because there is real consumer demand. https://www.nytimes.com/...
2021-11-01 View on X
The Atlantic

Meta's promised metaverse is going to be boring and is meant to distract us from the world that Facebook helped break

This is the problem with the “metaverse” strategy. Facebook is pursuing it because it's good for Facebook, not because there is real consumer demand. https://www.nytimes.com/...
2021-11-01 View on X
CNBC

In 2018, Oculus' Jason Rubin sent a paper to Facebook executives laying the foundation for Meta's ambitions and detailing the need to own the VR market

- In 2018, an Oculus executive named Jason Rubin wrote a 50-page document headlined “The Metaverse” that he sent to a Facebook board member and some top execs.

2021-10-31
This is the problem with the “metaverse” strategy. Facebook is pursuing it because it's good for Facebook, not because there is real consumer demand. https://www.nytimes.com/...
2021-10-31 View on X
New York Times

Facebook's metaverse is designed to solve several problems: an aging userbase, dependence on Google and Apple, regulatory risk, and reputational damage

If his new strategy works — a big if — it could help address several of Facebook's biggest problems.

This is the problem with the “metaverse” strategy. Facebook is pursuing it because it's good for Facebook, not because there is real consumer demand. https://www.nytimes.com/...
2021-10-31 View on X
CNBC

In 2018, Oculus' Jason Rubin sent a paper to Facebook executives laying the foundation for Meta's ambitions and detailing the need to own the VR market

- In 2018, an Oculus executive named Jason Rubin wrote a 50-page document headlined “The Metaverse” that he sent to a Facebook board member and some top execs. Tweets: @kevinroose ...

2021-10-30
This is the problem with the “metaverse” strategy. Facebook is pursuing it because it's good for Facebook, not because there is real consumer demand. https://www.nytimes.com/...
2021-10-30 View on X
New York Times

Facebook's metaverse is designed to solve several problems: an aging userbase, dependence on Google and Apple, regulatory risk, and reputational damage

it's about holding a mirror to our own broken, shared world. @Facebook's promised metaverse is about distracting us from the world it's helped break.”-@ethanz https://www.theatlant...

This is the problem with the “metaverse” strategy. Facebook is pursuing it because it's good for Facebook, not because there is real consumer demand. https://www.nytimes.com/...
2021-10-30 View on X
Washington Post

Meta is just playing catch-up as Roblox, Steam VR, VRChat, and other platforms have already developed metaverse-like experiences

In addition to announcing Facebook's rebranding to Meta on Thursday, Mark Zuckerberg delivered a number of lofty promises about the metaverse and its features.

2021-07-18
Do we think we can trust this more than their video analytics numbers? No, no we can't. https://twitter.com/...
2021-07-18 View on X
About Facebook

Facebook says their data shows a 50% decline in vaccine hesitancy among US users, refuting Biden's claim that it's “killing people” by allowing COVID-19 misinfo

At a time when COVID-19 cases are rising in America, the Biden administration has chosen to blame a handful of American social media companies.

2021-06-24
If Facebook does start to wane, it'll be because it has no identity of its own. The strategy of absorbing other social network's best features eventually leads to confusion and bloat, and you can see that happening in Instagram now. https://twitter.com/...
2021-06-24 View on X
The Verge

Instagram says it will test mixing suggested posts throughout primary feeds, even above posts from people users follow, and adds new controls

especially monetized content — on us as possible. https://twitter.com/... Alex Heath / @alexeheath : Instagram is quickly becoming the Facebook app with a different skin. Was desti...

2021-04-28
2019 was a long time ago, I wonder if they held onto this as an excuse to let him go when they needed it? https://twitter.com/...
2021-04-28 View on X
Bloomberg

Iterable, which offers SMS, email, and app notification growth marketing services and is valued at ~$2B, ousts CEO for taking LSD before a board meeting in 2019