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VOICE ARCHIVE

Shirin Ghaffary

@shiringhaffary
184 posts
2026-02-19
NEW: OpenAI is finalizing the first part of its funding round, which is on track to top $100B. First phase is strategics which include Amazon, SoftBank, NVIDIA, MSFT. Post money valuation could reach $850B. Per sources. https://www.bloomberg.com/...
2026-02-19 View on X
Bloomberg

Sources: OpenAI is close to finalizing the first phase of its record $100B+ round; its overall valuation, including the eventual funding, could exceed $850B

2026-02-13
NEW: Anthropic has closed its latest mega round of $30b in new funding, at a $380 post-money valuation. As we prev reported, GIC and Coatue leading the deal w/ many co-leads including Founders Fund, Iconiq, D.E. Shaw https://www.bloomberg.com/...
2026-02-13 View on X
Anthropic

Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation

We have raised $30 billion in Series G funding led by GIC and Coatue, valuing Anthropic at $380 billion post-money.

NEW: Anthropic has closed its latest mega round of $30b in new funding, at a $380 post-money valuation. As we prev reported, GIC and Coatue leading the deal w/ many co-leads including Founders Fund, Iconiq, D.E. Shaw https://www.bloomberg.com/...
2026-02-13 View on X
Wall Street Journal

Anthropic adds Chris Liddell, a former Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO

The former Microsoft and GM executive Chris Liddell has previously worked for the Trump administration

2026-02-12
NEW: Anthropic has closed its latest mega round of $30b in new funding, at a $380 post-money valuation. As we prev reported, GIC and Coatue leading the deal w/ many co-leads including Founders Fund, Iconiq, D.E. Shaw https://www.bloomberg.com/...
2026-02-12 View on X
Anthropic

Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation

We have raised $30 billion in Series G funding led by GIC and Coatue, valuing Anthropic at $380 billion post-money.  The round was co-led by D. E. Shaw Ventures, Dragoneer, Founder...

2026-01-22
Anthropic released a new “constitution” to guide the values of its chatbot, Claude. It's a thorough document, over 20k words. Interesting to see different approaches AI labs are taking in shaping their models' character
2026-01-22 View on X
The Information

Sources: Anthropic projected a 40% gross margin from selling AI to companies and developers in 2025, down from est. of 50%, due to 23% higher inference costs

www.theinformation.com/articles/ ant... …

Anthropic released a new “constitution” to guide the values of its chatbot, Claude. It's a thorough document, over 20k words. Interesting to see different approaches AI labs are taking in shaping their models' character
2026-01-22 View on X
Fortune

Anthropic overhauls Claude's “constitution” to enable the AI model to “generalize and apply broad principles rather than mechanically follow specific rules”

Anthropic is overhauling a foundational document that shapes how its popular Claude AI model behaves.

2026-01-17
From last night: Elon Musk's case against OpenAI and MSFT is going to trial. As part of her decision, the judge cited Greg Brockman's note from 2017 below. OpenAI called the suit “baseless” and a part of Musk's “ongoing pattern of harassment,” https://www.bloomberg.com/... [image]
2026-01-17 View on X
Sources

Unsealed docs from Elon Musk's OpenAI lawsuit, set for a jury trial on April 27: Sutskever's concerns about treating open-source AI as a “side show”, and more

The case is going to jury trial in April, and based on the evidence that has been unsealed so far, it's going to be a wild one sources.news/p/20-revelat...

From last night: Elon Musk's case against OpenAI and MSFT is going to trial. As part of her decision, the judge cited Greg Brockman's note from 2017 below. OpenAI called the suit “baseless” and a part of Musk's “ongoing pattern of harassment,” https://www.bloomberg.com/... [image]
2026-01-17 View on X
Bloomberg

Filing: Elon Musk seeks $79B-$134B damages from OpenAI and Microsoft, alleging OpenAI defrauded him by abandoning nonprofit roots and partnering with Microsoft

Elon Musk wants OpenAI Inc. and Microsoft to pay him damages in the range of $79 billion to $134 billion over his claims …

2026-01-16
From last night: Elon Musk's case against OpenAI and MSFT is going to trial. As part of her decision, the judge cited Greg Brockman's note from 2017 below. OpenAI called the suit “baseless” and a part of Musk's “ongoing pattern of harassment,” https://www.bloomberg.com/... [image]
2026-01-16 View on X
Sources

Unsealed docs from Elon Musk's OpenAI lawsuit, set for a jury trial on April 27: Sutskever's concerns about treating open-source AI as a “side show”, and more

Musk v Altman is headed to trial.  I read thousands of pages of unsealed evidence in the case.  Here are the highlights.

2025-11-25
Interesting nugget from Anthropic about its Opus 4.5 release today: company says the model got s higher score than any Anthropic interviewee candidate ever has on an engineering take-home assignment from @rachelmetz https://www.bloomberg.com/... [image]
2025-11-25 View on X
Anthropic

Anthropic launches Claude Opus 4.5, saying it is “the best model in the world for coding, agents, and computer use” and “meaningfully better at everyday tasks”

Our newest model, Claude Opus 4.5, is available today.  It's intelligent, efficient …

Interesting nugget from Anthropic about its Opus 4.5 release today: company says the model got s higher score than any Anthropic interviewee candidate ever has on an engineering take-home assignment from @rachelmetz https://www.bloomberg.com/... [image]
2025-11-25 View on X
VentureBeat

Anthropic says Opus 4.5 outscored all humans on a take-home exam it gives to prospective performance engineering candidates, within a prescribed two-hour limit

Michael Nuñez / VentureBeat :

2025-11-19
Does this mean Waymos are getting cheaper? https://www.cnbc.com/...
2025-11-19 View on X
CNBC

Amazon's Zoox says users in San Francisco can now sign up for its Zoox Explorers program to take free rides in its robotaxis in select neighborhoods

Annie Palmer / CNBC :

2025-11-06
More on OpenAI CFO Sarah Friar's rejection of bubble anxieties: “I kind of reject the premise completely” around circular financing, said Friar. https://www.bloomberg.com/...
2025-11-06 View on X
Wall Street Journal

OpenAI CFO Sarah Friar says an “IPO is not on the cards right now”, and that OpenAI hopes the US government will “backstop” financing of its data center deals

Sarah Friar says the AI giant could reach break-even quickly and would like government backstop on data-center investments

At WSJ live conference in rainy Napa, OpenAI CFO Sarah Friar pushes back on AI bubble worries against backdrop of market anxieties this AM “I don't think there's enough exuberance about AI” [image]
2025-11-06 View on X
Wall Street Journal

OpenAI CFO Sarah Friar says an “IPO is not on the cards right now”, and that OpenAI hopes the US government will “backstop” financing of its data center deals

Sarah Friar says the AI giant could reach break-even quickly and would like government backstop on data-center investments

2025-11-05
“Amazon's a company that we've actually taken a lot of inspiration from,” but “I don't think it's customer centric to force people to use only their assistant, which may not even be the best shopping assistant.” @AravSrinivas told me
2025-11-05 View on X
Bloomberg

Amazon sues Perplexity, accusing it of computer fraud, after sending a cease-and-desist letter demanding it stop letting Comet make purchases on users' behalf

Amazon.com Inc. is suing Perplexity AI Inc. to try and stop the startup from helping users buy items on the world's largest online marketplace …

This is one of the first examples of what's sure to become a bigger battle around how much freedom AI agents should have to use the web on a user's behalf
2025-11-05 View on X
Bloomberg

Amazon sues Perplexity, accusing it of computer fraud, after sending a cease-and-desist letter demanding it stop letting Comet make purchases on users' behalf

Amazon.com Inc. is suing Perplexity AI Inc. to try and stop the startup from helping users buy items on the world's largest online marketplace …

NEW: Amazon sent a cease and desist to Perplexity demanding it stop letting allowing its AI browser agent, Comet, to make purchases online for users. Perplexity is pushing back, accusing Amazon of bullying a smaller competitor and limiting user choice. https://www.bloomberg.com/...
2025-11-05 View on X
Bloomberg

Amazon sues Perplexity, accusing it of computer fraud, after sending a cease-and-desist letter demanding it stop letting Comet make purchases on users' behalf

Amazon.com Inc. is suing Perplexity AI Inc. to try and stop the startup from helping users buy items on the world's largest online marketplace …

2025-10-24
NEW: OpenAI has acquired Software Applications Incorporated, startup founded by frmr Apple employees (@AriX + team) who built an AI-powered user interface for Mac. Part of plans to make ChatGPT “actually do stuff for you,” said OAI's @nickaturley https://www.bloomberg.com/...
2025-10-24 View on X
Bloomberg

OpenAI acquires Software Applications Incorporated, which is building an AI-powered user interface for macOS and raised $6.5M from Sam Altman and others

a natural language interface for Mac. https://openai.com/... Kyle Russell / @kylebrussell : meanwhile if Apple manages to transform iOS with local agents it will be on the back of ...

2025-10-16
Interesting to see AI execs use some of the same language from social media content moderation debates with regard to chatbots. Zuck also cited concerns about being “paternalistic” for example, as a reason not to ban beauty filters on Instagram source: https://www.nytimes.com/...
2025-10-16 View on X
CNBC

Sam Altman says OpenAI is “not the elected moral police of the world”, after receiving backlash for saying that ChatGPT will offer “erotica for verified adults”

plus 3 other reasons I've switched to Claude for productivity Grace Priscilla Teo / Tech in Asia : Sam Altman says OpenAI shouldn't act as global moral authority Jensen Huang / Mon...

2025-09-30
Gov. Newsom just signed CA Sen Wiener's AI transparency bill, SB 53, requiring AI companies w/ over $500m in rev to disclose safety protocols + creating protections for AI whistleblowers. Much less industry pushback on this than Wiener's previous AI liability bill, SB 1047
2025-09-30 View on X
Politico

California Governor Gavin Newsom signs SB 53 into law; the first-in-the-nation AI safety law requires AI companies to disclose their safety testing regimes

“California has proven that we can establish regulations to protect our communities while also ensuring that the growing AI industry continues to thrive.