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VOICE ARCHIVE

Steve Hou

@stevehouf
19 posts
2025-02-11
Did BYD just quietly present a “DeepSeek moment” for autonomous driving by drastically lowering the cost of AD and going for the king of modern EV and self-driving while already out-selling Tesla in international markets? Chinese iterate fast. That's the number 1 rule about [image]
2025-02-11 View on X
Financial Times

Chinese EV maker BYD unveils a “God's Eye” self-driving system and aims to install it on its entire lineup, including its ~$9,600 Seagull hatchback

Tesla rival will equip hatchback on sale for less than $10,000 with features usually found only on upscale vehicles

2025-01-28
After using DeepSeek for the past few weeks, esp since the app came out fairly intensely, I am increasingly sensing that while DeepSeek is impressive and its UI of optionally directly displaying “machine thought process” is novel and curious, it's going to wear off. I don't
2025-01-28 View on X
Bloomberg

Sam Altman says DeepSeek's R1 is an “impressive model, particularly around what they're able to deliver for the price” and OpenAI “will pull up some releases”

OpenAI Chief Executive Officer Sam Altman welcomed the debut of DeepSeek's R1 model in a post on X late on Monday.

2024-12-13
$1 million Amazon store credit with 1 day free shipping to DC.
2024-12-13 View on X
Wall Street Journal

Sources: Amazon plans to donate $1M to Trump's inaugural fund and stream the inauguration through Prime Video; a source says “Bezos is donating through Amazon”

Amazon.com is planning a $1 million donation to president-elect Donald Trump's inaugural fund …

2024-04-12
Andy Jassy goes all in on GenAI. [image]
2024-04-12 View on X
Wall Street Journal

In his annual shareholder letter, Andy Jassy says GenAI “may be the largest technology transformation since the cloud” and Amazon is committed to cost-cutting

how does Amazon remain resilient? While simple in its wording, it's profound because it gets to the heart of our success to date as well as for the future” His response: [image] Ri...

2023-11-21
I agree with this actually. Esp this para: “see DeepMind within Google for how all the smartest people in AI can still get stymied by the bureaucracy of a giant company” Call option + downside protection (plausible deniability) was valuable to MSFT is also potentially lost.
2023-11-21 View on X
@eastdakota

Microsoft isn't a clear winner in OpenAI chaos, as its ~$11B investment is in danger, building AI systems has reputational risks, and talent might not stay

Matthew Prince / @eastdakota :

I agree with this actually. Esp this para: “see DeepMind within Google for how all the smartest people in AI can still get stymied by the bureaucracy of a giant company” Call option + downside protection (plausible deniability) was valuable to MSFT is also potentially lost.
2023-11-21 View on X
Bloomberg

Ilya Sutskever and over 700 out of ~770 OpenAI staffers sign a letter saying they may quit and join Sam Altman unless the board resigns and reinstates Altman

- Majority of OpenAI employees sign letter seeking new board  — Board member Ilya Sutskever is among the signatories

2023-05-01
ChatGPT is more “empathetic” than real doctors when it comes to providing diagnosis and answering medical questions. I mean ofc, “empathy” is emotionally costly for humans but “free” for machines. Doctors that are overworked are too busy for pleasantries. https://www.wsj.com/... https://twitter.com/...
2023-05-01 View on X
Wall Street Journal

Some US hospitals test if GPT-3 can cut the time staff spend replying to online queries; a study claims the first ChatGPT version replied better than doctors

Pilot program aims to see if AI will cut time that medical staff spend replying to online inquiries

“AI can help with labor shortage” - a real life use case https://www.wsj.com/... https://twitter.com/...
2023-05-01 View on X
Wall Street Journal

Some US hospitals test if GPT-3 can cut the time staff spend replying to online queries; a study claims the first ChatGPT version replied better than doctors

Pilot program aims to see if AI will cut time that medical staff spend replying to online inquiries

2022-11-16
Excellent almost forensic investigation and accounting of the mind-boggling losses accumulated by FTX/Alameda by @0xfbifemboy https://twitter.com/... https://twitter.com/...
2022-11-16 View on X
Reuters

A look at SBF's desperate efforts to raise $7B+ from Sequoia, Apollo, TPG, the Saudis, and others; FTX's internal accounting software hid FTX-Alameda transfers

As customers withdrew billions of dollars from crypto exchange FTX one frantic Sunday this month, founder Sam Bankman-Fried worked …

Excellent almost forensic investigation and accounting of the mind-boggling losses accumulated by FTX/Alameda by @0xfbifemboy https://twitter.com/... https://twitter.com/...
2022-11-16 View on X
Milky Eggs

Everything we know about FTX's collapse: losses are likely >$15B, trades became increasingly risky, SBF was erratic, rash, and relied on stimulants, and more

If you want to read a poorly researched fluff piece about Sam Bankman-Fried, feel free to go to the New York Times (PDF).

2022-02-25
Some evidence that Putin's “special military operation” came also as a surprise to many Russians, who had either not paid very close attention or had hoped/wished/prayed that it was mostly sabre-rattling that wouldn't really come to pass. https://twitter.com/...
2022-02-25 View on X
Reuters

Sources: Ukraine is asking for volunteers from its hacker community to protect critical infrastructure and conduct cyber spying missions against Russian troops

The government of Ukraine is asking for volunteers from the country's hacker underground to help protect critical infrastructure …

Some evidence that Putin's “special military operation” came also as a surprise to many Russians, who had either not paid very close attention or had hoped/wished/prayed that it was mostly sabre-rattling that wouldn't really come to pass. https://twitter.com/...
2022-02-25 View on X
New York Times

Experts say Russia could use cryptocurrency tools to lessen the impact of US sanctions, including a forthcoming digital ruble and spoils from ransomware attacks

or Russia Allison Morrow / CNN : Financial sanctions are easier than ever for Russians to evade. Thank Bitcoin Jessica Sier / Australian Financial Review : Russia could use crypto ...

2021-04-02
So the U.S. as a country is investing $200B per year on infrastructure as the most ambitious “one in a generation” effort. TSM, a chip manufacturer in Taiwan, is investing $33B/year or 1/6 of the U.S. entire infrastructure plan? https://twitter.com/...
2021-04-02 View on X
Bloomberg

TSMC says it plans to spend $100B over the next three years to expand its chip fabrication capacity

Debby Wu / Bloomberg :

2021-04-01
So the U.S. as a country is investing $200B per year on infrastructure as the most ambitious “one in a generation” effort. TSM, a chip manufacturer in Taiwan, is investing $33B/year or 1/6 of the U.S. entire infrastructure plan? https://twitter.com/...
2021-04-01 View on X
Bloomberg

TSMC says it plans to spend $100B over the next three years to expand its chip fabrication capacity

Taiwan Semiconductor Manufacturing Co. plans to spend $100 billion over the next three years to expand its chip fabrication capacity, the company said Thursday.

2021-01-11
This is a very good interview of @lloydblankfein, whose many observations herein I agree with. I particularly agree his suggestion of a mandatory “national service”. I think that's a very good thing. Have young people or HS graduates work in communities, national parks etc. https://twitter.com/... https://twitter.com/...
2021-01-11 View on X
Washington Post

Trump searches for a new social network after his Twitter ban, as a source says the president will spend the final days of his term railing against Big Tech

I heard the news last week that Twitter had permanently banned Trump and thought “oh my.” New York Post : Big Tech's assault on Parler proves it's gone full cartel Tweets: Brian Be...

This is a very good interview of @lloydblankfein, whose many observations herein I agree with. I particularly agree his suggestion of a mandatory “national service”. I think that's a very good thing. Have young people or HS graduates work in communities, national parks etc. https://twitter.com/... https://twitter.com/...
2021-01-11 View on X
Wall Street Journal

Sources: Stripe will no longer process payments for Trump's campaign website and fundraising efforts, after violations of policies against encouraging violence

Financial-technology company's move follows last week's riot at the Capitol  —  Stripe Inc. will no longer process payments …

2020-02-11
I guess Didi can't be bothered to make up an excuse. https://www.reuters.com/... https://twitter.com/...
2020-02-11 View on X
TechCrunch

MWC bans visitors from China's Hubei province and will require those who have been to China prove they were outside the country for 14 days before the event

Brian Heater / TechCrunch :

2020-02-10
I guess Didi can't be bothered to make up an excuse. https://www.reuters.com/... https://twitter.com/...
2020-02-10 View on X
TechCrunch

MWC bans visitors from China's Hubei province and will require those who have been to China prove they were outside the country for 14 days before the event

A couple of weeks out, Mobile World Congress organizer, the GSMA, has issued some fairly sweeping safeguards over growing concerns around the coronavirus.

I guess Didi can't be bothered to make up an excuse. https://www.reuters.com/... https://twitter.com/...
2020-02-10 View on X
Reuters

Sources: over 300 Chinese companies, including Xiaomi, Megvii, and Didi Chuxing, are seeking bank loans totaling $8.2B to soften coronavirus' impact

BEIJING (Reuters) - More than 300 Chinese firms including Meituan Dianping (3690.HK), China's largest food delivery company …