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VOICE ARCHIVE

Shira Ovide

@shiraovide
654 posts
2026-04-16
A formerly highflying 2010s online shoe brand is dead, but the remnant ghost company is becoming an AI chip rental service.  —  This encapsulates everything about Silicon Valley in the past 15 years.  It's “we didn't start the fire” lyrics, but Allbirds.  —  ir.allbirds.com/news-release...
2026-04-16 View on X
Financial Times

Shoe company Allbirds, which sold last week for $39M after its valuation fell from $4B+ in 2021, says it aims to become an AI compute provider; BIRD jumps 800%+

Ah, zeitgeist:  —  Allbirds is a San Francisco maker of wool trainers that was once valued at more than $4bn.

2026-04-15
Look at the crumbling support among Virginians (America's first data center hot spot) for data centers:  —  Q: Would you be comfortable or uncomfortable if a new data center were built in your community?  —  2023: 69% comfortable  —  2026: 35% comfortable  —  www.washingtonpost.com/business/ 202... …
2026-04-15 View on X
Washington Post

Survey: 35% of Virginia voters are comfortable with new data center construction, down from 69% in 2023, and 37% support data center tax breaks, down from 61%

Virginians previously embraced the facilities, but a Post-Schar School poll finds they are now almost as undesirable as nuclear power plants.

A formerly highflying 2010s online shoe brand is dead, but the remnant ghost company is becoming an AI chip rental service.  —  This encapsulates everything about Silicon Valley in the past 15 years.  It's “we didn't start the fire” lyrics, but Allbirds.  —  ir.allbirds.com/news-release...
2026-04-15 View on X
Financial Times

Shoe company Allbirds, which sold last week for $39M after its valuation fell from $4B+ in 2021, says it aims to become an AI compute provider; BIRD jumps 800%+

Ah, zeitgeist:  —  Allbirds is a San Francisco maker of wool trainers that was once valued at more than $4bn.

2026-04-09
You can see why some AI executives are worried about public opinion: www.gallup.com/analytics/65...  [image]
2026-04-09 View on X
New York Times

Gallup survey of 1,500+ people in the US aged 14 to 29: hopefulness regarding AI fell from 27% to 18% over the past year; 22% use GenAI daily and 29% weekly

A new study from Gallup found that young adults have grown less hopeful and more angry about artificial intelligence.

Between this and the recent Quinnipiac poll, it's glaring how much public opinion has soured on AI just in the last year.  —  www.nytimes.com/2026/04/09/s...  [image]
2026-04-09 View on X
New York Times

Gallup survey of 1,500+ people in the US aged 14 to 29: hopefulness regarding AI fell from 27% to 18% over the past year; 22% use GenAI daily and 29% weekly

A new study from Gallup found that young adults have grown less hopeful and more angry about artificial intelligence.

2026-04-08
See, Bloomberg explains why this is a bad: www.bloomberg.com/news/article...
2026-04-08 View on X
Bloomberg

Silicon Valley investors say annual recurring revenue, a popular metric with AI startups, cannot be trusted because it has no SEC definition and can be massaged

2026-04-07
Modest proposal:  —  No company (or news article or post) can use the words “run rate revenue” unless they explain how the run rate is calculated and if it's comparable to peers' calculation of this (bespoke and semi-fictional) number.  —  www.anthropic.com/news/google- ...  [image]
2026-04-07 View on X
Anthropic

Anthropic signs a deal with Google and Broadcom for GWs of next-gen TPU capacity, and says its run-rate revenue surpassed $30B, up from ~$9B at the end of 2025

We have signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027.

See, Bloomberg explains why this is a bad: www.bloomberg.com/news/article...
2026-04-07 View on X
Bloomberg

Silicon Valley investors say annual recurring revenue, a popular metric with AI startups, cannot be trusted because it has no SEC definition and can be massaged

The co-founder of Cluely — an Andreessen Horowitz-backed startup with the motto, “Cheat on everything” — ignited a controversy earlier …

2026-04-06
Every generation of start-ups has its own fuzzy math.  —  Groupon had ACSOI (earnings excluding very high marketing costs)  —  WeWork had a similar “community adjusted Ebitda”  —  I guess OpenAI and Anthropic have earnings excluding training costs (which are very very high) www.wsj.com/tech/ai/open...
2026-04-06 View on X
Wall Street Journal

Docs: OpenAI and Anthropic have projected profitability to investors with and without training costs, and report inference costs exceeding half of their revenue

Silicon Valley's hottest startups have the same challenge: funding giant computing costs  —  OpenAI and Anthropic …

2026-03-29
A useful reminder that humans have feelings, and petty grievances shape the world.  —  www.wsj.com/tech/ai/the-...  [image]
2026-03-29 View on X
Wall Street Journal

A look at the decadelong feud between Sam Altman and Dario Amodei; sources say Amodei likened Altman's legal fight with Musk to Hitler's fight with Stalin

Personal wounds and power struggles between the leaders of OpenAI and Anthropic are defining how the world encounters the technology

2026-03-28
A useful reminder that humans have feelings, and petty grievances shape the world.  —  www.wsj.com/tech/ai/the-...  [image]
2026-03-28 View on X
Wall Street Journal

A look at the decadelong feud between Sam Altman and Dario Amodei; sources say Amodei likened Altman's legal fight with Musk to Hitler's fight with Stalin

Personal wounds and power struggles between the leaders of OpenAI and Anthropic are defining how the world encounters the technology

2026-03-19
Maybe AI-automated shopping will eventually become a thing.  We'll see.  —  I also remember all the excitement a decade ago about Alexa and other voice assistants becoming a primary way people shopped.  Didn't happen.  —  www.wired.com/story/ai-lab...
2026-03-19 View on X
Wired

Walmart plans to add its Sparky chatbot into ChatGPT and Gemini, after OpenAI's Instant Checkout conversion rates were 3x lower than those with clicking out

After OpenAI's Instant Checkout feature fell short, Walmart is instead embedding its Sparky chatbot directly into ChatGPT and Google Gemini.

2026-03-16
The feared AI jobs apocalypse may be fine for relatively affluent workers like programmers.  —  It may not be for clerical and administrative workers.  —  Great visuals by @kevinschaul.bsky.social with a reminder: We are historically awful at predicting how tech changes work.  —  wapo.st/4cP2ZHM
2026-03-16 View on X
Washington Post

GovAI and Brookings: many of the people most at risk if AI transforms work are also the best placed to find new jobs, as researchers disagree over AI's impact

Uber executives also predicted that on demand rides would reduce car trips and traffic.  —  Instead the opposite happened (at least in the U.S.).  —  www.nytimes.com/2026/03/15/b...  [image]
2026-03-16 View on X
New York Times

Q&A with Waymo co-CEO Tekedra Mawakana on accidents, why autonomous vehicles won't lead to job losses, plans to license Waymo tech to other companies, and more

Waymo's co-chief executive, Tekedra Mawakana, knows she needs to earn the public's trust.  It won't be easy.Forums:r/waymoForums:r/waymo:Waymo Co-CEO Tries to Make a Case for the S...

2026-02-24
To note the contradictory signals from stock investors:  —  *The AI boom is unsustainable, we must sell when Big Tech says it's spending zillions on AI investments.  —  *The AI boom is going to eat all jobs, friends and industry so sell any stocks in AI's kill zone. www.bloomberg.com/news/article...
2026-02-24 View on X
CNBC

IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization

International Business Machines stock is getting slammed Monday, becoming the latest perceived victim of rapidly developing AI technology …

To note the contradictory signals from stock investors:  —  *The AI boom is unsustainable, we must sell when Big Tech says it's spending zillions on AI investments.  —  *The AI boom is going to eat all jobs, friends and industry so sell any stocks in AI's kill zone. www.bloomberg.com/news/article...
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

2026-02-20
Hundreds of AI data centers are sprouting up.  The electrical grid cannot handle it all.  —  The answer for now is largely off-grid, fossil fuel generators.  —  “This whole thing feels like a fairy tale concocted on the back of a napkin,” one expert said.  —  www.washingtonpost.com/business/ 202...
2026-02-20 View on X
Washington Post

Tech companies are increasingly building private power plants to fuel off-grid data centers, a move some warn has reliability challenges and hurts climate goals

Tech companies are building data centers with their own private power plants, a risky bet that will increase carbon emissions and other pollution.

2026-02-16
Worth listening to the real David Greene voice and a Google sound-alike.  —  Bonus reference to a legal case involving Bette Midler and a Ford commercial.  [embedded post]
2026-02-16 View on X
Washington Post

Former NPR host David Greene sues Google for allegedly replicating his voice in NotebookLM without permission; Google says the voice is based on a paid actor

NPR's David Greene says he was “completely freaked out” when he heard an AI voice that sounded just like his own, and he's suing over it.

2026-02-15
Worth listening to the real David Greene voice and a Google sound-alike.  —  Bonus reference to a legal case involving Bette Midler and a Ford commercial.  [embedded post]
2026-02-15 View on X
Washington Post

Former NPR host David Greene sues Google for allegedly replicating his voice in NotebookLM without permission; Google says the voice is based on a paid actor

NPR's David Greene says he was “completely freaked out” when he heard an AI voice that sounded just like his own, and he's suing over it.See also Mediagazer

2026-01-18
An easy prediction: ChatGPT users will hate ads, the ROI will be low, and OpenAI will make craploads of money.  —  A lizard could make gobs of ad revenue with a platform that has 800 million users.  —  openai.com/index/our-ap...
2026-01-18 View on X
Financial Times

OpenAI plans to test ads below ChatGPT replies for users of free and Go tiers in the US; source: OpenAI expects to make “low billions” from ads in 2026

$500bn start-up seeks ways to fund expansion and fend off competition from rivals Google and Anthropic