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VOICE ARCHIVE

@semil

@semil
65 posts
2024-09-28
Lots of Twitter chatter re: OpenAI execs leaving, turmoil, etc. Who knows what's going on. Perhaps some of them have been toiling away there for 5-7yrs, or longer - and can get liquid. In startup years = over a decade of service. Turnover is a feature of fast-moving companies.
2024-09-28 View on X
Wall Street Journal

Current and former staff say OpenAI has rushed product announcements and safety testing, lost its lead over rivals, and Altman is detached from the day-to-day

now it's just another tech company Ananya Gairola / Benzinga : OpenAI Execs Feared ChatGPT-Parent Would Collapse After Departure Of Ilya Sutskever, Tried To Woo Him Back And Almost...

2024-09-27
Lots of Twitter chatter re: OpenAI execs leaving, turmoil, etc. Who knows what's going on. Perhaps some of them have been toiling away there for 5-7yrs, or longer - and can get liquid. In startup years = over a decade of service. Turnover is a feature of fast-moving companies.
2024-09-27 View on X
CNBC

Source: at an all-hands meeting, Sam Altman said there are no plans for him to get a “giant equity stake” in OpenAI, calling that information “just not true”

At an all-hands meeting Thursday, OpenAI CEO Sam Altman denied that there are plans for him to receive a …

2024-04-25
Surreal moment as an early-stage VC - one super early investment (Hashicorp) finally ends its run scooped up by IBM; and tonight Rubrik prices shares, which we were lucky to get via an early acquisition. Part luck, part poker! [image]
2024-04-25 View on X
Wall Street Journal

IBM agrees to buy HashiCorp, which helps companies manage cloud infrastructure, in a deal valuing HashiCorp at $6.4B and expected to close by the end of 2024

IBM will pay $35 a share for the cloud-software company in cash, giving it access to HashiCorp's roster of some 4,400 clients

2024-04-07
He helped create a truly original product. Condolences to his family & friends.
2024-04-07 View on X
TechCrunch

Mahbod Moghadam, the controversial co-founder of Genius and Everipedia, passed away in March at age 41, according to a post on Genius attributed to his family

Mahbod Moghadam, the controversial, never-boring co-founder of Genius and Everipedia, as well as an angel investor …

2024-03-18
Caught up w/ an old friend at Reddit today, they IPO on Wed or Thur this week, but I forgot they confidentially filed their S-1 in Dec 2021. What a ride, Congrats! https://www.theverge.com/...
2024-03-18 View on X
Reuters

Sources: Reddit's IPO is currently between four and five times oversubscribed, making the company more likely to at least attain its $6.5B valuation target

Echo Wang / Reuters :

Caught up w/ an old friend at Reddit today, they IPO on Wed or Thur this week, but I forgot they confidentially filed their S-1 in Dec 2021. What a ride, Congrats! https://www.theverge.com/...
2024-03-18 View on X
Financial Times

Filings: in December 2023, Reddit canceled CEO Steve Huffman's pay incentives tied to hitting a $25B valuation, signaling reduced hopes for a blockbuster IPO

Social media company cancels Steve Huffman's performance awards based on hitting $25bn market value

2024-03-13
.@haystackvc has quietly invested in many of the early rounds of this breakout company, truly exceptional leadership, team, and board. The news continues to roll in for @AppliedInt, it is exciting to be a passenger on this ship. Onward!!
2024-03-13 View on X
TechCrunch

Self-driving startup Applied Intuition raised a $250M Series E led by Lux, Elad Gil, and Porsche at a $6B valuation and works with “18 of the top 20 automakers”

2023-12-04
Today's @matt_levine on how AI could be used in insider trading is so, so, good. Matt is like the best financial crimes/ insider-trading detective/storyteller out there.
2023-12-04 View on X
Bloomberg

Researchers show AI misalignment in a GPT-4-based stock trading bot that performed insider trading in a simulated environment without being instructed to do so

2023-11-27
Years ago, my initial reaction to the immutability of data recorded in a blockchain was to see it as a huge opportunity. But that irreversibility has some risks, too! https://decrypt.co/...
2023-11-27 View on X
Decrypt

A Bitcoin user seems to have accidentally paid a record $3M fee for a $5M transaction and sent $2M; in September, Paxos paid $500K, now returned, to send $2,000

2023-07-11
The legend grows. @typesfast = next level. https://twitter.com/...
2023-07-11 View on X
Forbes

Flexport founder Ryan Petersen joins Founders Fund as a partner; Petersen, who stepped down as CEO in March 2023, will continue as Flexport's executive chairman

Alex Konrad / Forbes :

2023-07-08
Really nice post by Turner here, breaks down the Zuck vs Elon product battle w/ a historical lens on engagement, graph, onboarding tactics: https://www.thespl.it/... https://twitter.com/...
2023-07-08 View on X
The Split

Meta's Threads had the perfect launch thanks to a TikTok-like feed where the follower graph doesn't matter, easy Instagram-Threads cross-posting tools, and more

Turner Novak / The Split :

Really nice post by Turner here, breaks down the Zuck vs Elon product battle w/ a historical lens on engagement, graph, onboarding tactics: https://www.thespl.it/... https://twitter.com/...
2023-07-08 View on X
The Verge

Adam Mosseri says Threads will not “encourage” politics and “hard news” as such content brings scrutiny that isn't worth the “incremental engagement or revenue”

/ Adam Mosseri ran Facebook's News Feed in 2016, and now he tells Alex Heath that politics …

2023-06-06
History of big tech trying to put stuff on our faces to wear as a normal social device - Google Glass, AirPods (sorta), Snap Spectacles, North (RIP, acq by Google). Now Apple Vision Pro - if you fly/commute often, any price point to a degree is worth it. https://twitter.com/...
2023-06-06 View on X
The Verge

Tim Cook unveils Apple Vision Pro, a “spatial computing” headset controlled with the user's eyes, hands, and voice, coming to the US for $3,499+ in early 2024

Apple has announced an augmented reality headset called Apple Vision Pro that “seamlessly” blends the real and digital world.

2023-03-14
“We can't rely on market discipline now, we're gonna have to rely more on regulatory discipline.” - Larry Summers today: https://www.youtube.com/...
2023-03-14 View on X
New York Times

Signature's and SVB's collapse was aided by GOP-led Dodd-Frank reforms that raised the “stress test” threshold from $50B to $250B, pushed for by SVB executives

Officials with Signature and Silicon Valley banks, which regulators seized in recent days, called for looser financial requirements for midsize banks.

“We can't rely on market discipline now, we're gonna have to rely more on regulatory discipline.” - Larry Summers today: https://www.youtube.com/...
2023-03-14 View on X
U.S. Department of the Treasury

The US Treasury, Federal Reserve, and the FDIC say all Silicon Valley Bank depositors will be “fully” protected, and their money will be available on March 13

2023-03-10
Today feels like the orange fire day during the pandemic.
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 …

2022-09-16
YouTube : Google Instagram : Facebook Figma : Adobe
2022-09-16 View on X
Bloomberg

Adobe plans to buy UI design and prototyping tool Figma for ~$20B, half cash and half stock; CEO Dylan Field will continue to lead Figma; ADBE closed down 16.8%

Today, we're announcing that Figma has entered into an agreement to be acquired by Adobe. TechCrunch : After the Figma-Adobe deal, which design startups are acquisition targets? Wa...

YouTube : Google Instagram : Facebook Figma : Adobe
2022-09-16 View on X
Financial Times

Adobe's Figma deal raises big questions about its M&A whack-a-mole strategy in response to free alternatives; the deal is 50x Figma's reported 2022 ARR of $400M

Bryce Elder / Financial Times : Tweets: @amaldorai , @workmj , @bitech , @ohmdee , and @hkanji Tweets: Amal Dorai / @amaldorai : I'm not surprised that Adobe is acquiring Figma fo...

2022-08-30
very smart move by YC. https://twitter.com/...
2022-08-30 View on X
Forbes

Y Combinator names Garry Tan as its next president, replacing Geoff Ralston in January 2023; Tan will step away from his role at his firm Initialized Capital

YC gave me my start, and I'm deeply grateful to the community. https://www.forbes.com/... @initialized : News alert: Congratulations to @jenhwolf & @brettdg, our new managing partn...

2022-08-29
very smart move by YC. https://twitter.com/...
2022-08-29 View on X
Forbes

Y Combinator names Garry Tan as its next president, replacing Geoff Ralston in January 2023; Tan will step away from his role at his firm Initialized Capital

Y Combinator has tapped an outsider as its next president — sort of.  —  The storied Bay Area-based accelerator …