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VOICE ARCHIVE

Steve Kovach

@stevekovach
667 posts
2026-02-21
Microsoft Gaming isn't growing, even after the $69 billion Activision deal  —  Huge leadership shakeup in the House of Xbox to turn things around  —  www.cnbc.com/2026/02/20/m...
2026-02-21 View on X
CNBC

Phil Spencer will retire after 38 years at Microsoft; Asha Sharma, the president of product in Microsoft's Core AI business, will become the CEO of gaming

Microsoft's head of gaming, Phil Spencer, is leaving the software maker following a 38-year tenure, as the company's Xbox business faces increased challenges.

2026-02-20
Microsoft Gaming isn't growing, even after the $69 billion Activision deal  —  Huge leadership shakeup in the House of Xbox to turn things around  —  www.cnbc.com/2026/02/20/m...
2026-02-20 View on X
IGN

Xbox President Sarah Bond, long thought to be Phil Spencer's heir, is leaving; Xbox Game Studios head Matt Booty is promoted to Chief Content Officer

Spencer's run with Xbox ends just months shy of the brand's 25th anniversary.  —  Microsoft Gaming CEO Phil Spencer …

Microsoft Gaming isn't growing, even after the $69 billion Activision deal  —  Huge leadership shakeup in the House of Xbox to turn things around  —  www.cnbc.com/2026/02/20/m...
2026-02-20 View on X
CNBC

Phil Spencer will retire after 38 years at Microsoft; Asha Sharma, the president of product in Microsoft's Core AI business, will become the CEO of gaming

Microsoft's head of gaming, Phil Spencer, is leaving the software maker following a 38-year tenure, as the company faces increased challenges in its Xbox business.

2026-02-14
Facebook is going to add facial recognition to its AI glasses because it thinks you're too distracted by politics to notice  —  www.nytimes.com/2026/02/13/t...
2026-02-14 View on X
New York Times

Memo: Meta considered adding facial recognition to its smart glasses during a “dynamic political environment” in the US when civil society groups are distracted

In an internal memo last year, Meta said the political tumult in the United States would distract critics from the feature's release.

2026-02-13
Facebook is going to add facial recognition to its AI glasses because it thinks you're too distracted by politics to notice  —  www.nytimes.com/2026/02/13/t...
2026-02-13 View on X
New York Times

Memo: Meta considered adding facial recognition to its smart glasses during a “dynamic political environment” in the US when civil society groups are distracted

In an internal memo last year, Meta said the political tumult in the United States would distract critics from the feature's release.

2026-02-11
This is going to be an interesting S-1 [embedded post]
2026-02-11 View on X
CNBC

Elon Musk announces an xAI reorganization that “required parting ways with some people”, after two xAI co-founders announced they were leaving this week

SpaceX CEO Elon Musk on Wednesday announced the the company's xAI artificial intelligence venture implemented a reorganization that …

This is going to be an interesting S-1 [embedded post]
2026-02-11 View on X
New York Times

xAI all-hands meeting: Elon Musk told employees that xAI needs a factory on the moon to build AI satellites and a massive catapult to launch them into space

In a meeting with employees at his company xAI, Mr. Musk revealed a vision for a facility that includes a giant catapult to launch his satellites into space.

2026-01-30
I wonder if the SpaceX board will approve [embedded post]
2026-01-30 View on X
Bloomberg

Sources: SpaceX is considering a potential merger with Tesla, an idea some investors are pushing, while separately exploring a tie-up between SpaceX and xAI

SpaceX is considering a potential merger with Tesla Inc., as well as an alternative combination with artificial intelligence firm xAI …

I wonder if the SpaceX board will approve [embedded post]
2026-01-30 View on X
Reuters

Source: SpaceX and xAI are in talks to merge ahead of a planned IPO this year; under the proposed deal, shares of xAI would be exchanged for shares in SpaceX

Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year.

2026-01-29
I wonder if the SpaceX board will approve [embedded post]
2026-01-29 View on X
Reuters

Source: SpaceX and xAI are in talks to merge ahead of a planned IPO this year; under the proposed deal, shares of xAI would be exchanged for shares in SpaceX

Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year.

2026-01-13
Big win for Google, big loss for OpenAI.  —  Apple previously said OpenAI had the “best” AI system with ChatGPT, which is why Apple integrated it with Siri.  But the Siri-ChatGPT experience is... um... suboptimal.  —  So now it's Google's turn.  —  www.cnbc.com/2026/01/12/a...
2026-01-13 View on X
MacRumors

Elon Musk says Apple and Google's Gemini deal “seems like an unreasonable concentration of power for Google, given that [they] also have Android and Chrome”

Elon Musk today expressed concern about Apple and Google partnering on a more personalized version of Siri powered by Google's generative AI platform Gemini.

Big win for Google, big loss for OpenAI.  —  Apple previously said OpenAI had the “best” AI system with ChatGPT, which is why Apple integrated it with Siri.  But the Siri-ChatGPT experience is... um... suboptimal.  —  So now it's Google's turn.  —  www.cnbc.com/2026/01/12/a...
2026-01-13 View on X
CNBC

Apple signs a multiyear Google deal to use Gemini models to power a more personalized Siri in 2026, saying Google's tech “provides the most capable foundation”

Apple is joining forces with Google to power its artificial intelligence features for products such as Siri later this year.

2026-01-12
Big win for Google, big loss for OpenAI.  —  Apple previously said OpenAI had the “best” AI system with ChatGPT, which is why Apple integrated it with Siri.  But the Siri-ChatGPT experience is... um... suboptimal.  —  So now it's Google's turn.  —  www.cnbc.com/2026/01/12/a...
2026-01-12 View on X
CNBC

Apple signs a multiyear Google deal to use Gemini and Google Cloud to power Siri's features in 2026, saying Google's tech “provides the most capable foundation”

- Apple is teaming up with Google to use Gemini models for an AI-powered Siri

2026-01-03
If LeCun is right about this, 100s of billions have been spent on a fantasy [embedded post]
2026-01-03 View on X
Financial Times

Yann LeCun admits that Llama 4's “results were fudged a little bit”, and that the team used different models for different benchmarks to give better results

The interview took place in a great restaurant in Paris: Yannick Alléno's Pavyllon. … Bluesky: Rob Delaney / @robdelaney : 💩💩💩 [embedded post] SE Gyges / @segyges : this puts a bun...

2026-01-02
If LeCun is right about this, 100s of billions have been spent on a fantasy [embedded post]
2026-01-02 View on X
Financial Times

Yann LeCun says Llama 4's “results were fudged a little bit”, and that the team used different models for different benchmarks to give better results

The AI pioneer on stepping down from Meta, the limits of large language models — and the launch of his new start-up

2025-12-19
When your philanthropy is inconvenient for your business with the president [embedded post]
2025-12-19 View on X
Bloomberg

Sources: The Chan Zuckerberg Initiative cuts ties with FWD.us, an immigration advocacy group founded by Mark Zuckerberg, eliminating FWD.us' main funding source

Mark Zuckerberg's philanthropy has cut ties with the pro-immigration advocacy group that he founded more than a decade ago …

2025-12-18
You're telling me the man who wears a pin of the president on his lapel is not independent?  —  www.cnbc.com/2025/12/17/f...
2025-12-18 View on X
Axios

FCC Chairman Brendan Carr tells a Senate committee the FCC “is not an independent agency”; the agency removed “independent agency” from its site as he testified

FCC Chairman Brendan Carr said in his Wednesday Senate testimony that the agency he governs “is not an independent agency, formally speaking.”

2025-12-05
Meta spent the last few months raiding Apple's top AI talent and designers.  —  Apple took Meta's lawyer.  [embedded post]
2025-12-05 View on X
CNBC

Apple says general counsel Kate Adams and policy chief Lisa Jackson are retiring, and Jennifer Newstead, Meta's chief legal officer, will replace Adams in March

Apple's general counsel, Kate Adams, and its vice president for environment, policy, and social initiatives, Lisa Jackson …

2025-11-06
The news here: Apple will pay Google, not the other way around, to bring Gemini to Siri.  [embedded post]
2025-11-06 View on X
Bloomberg

Sources: Apple is finalizing a deal to pay Google ~$1B per year for a 1.2T-parameter Gemini model to help power the new Siri, which is on track for next spring

Apple Inc. is planning to pay about $1 billion a year for an ultrapowerful 1.2 trillion parameter artificial intelligence model developed …

2025-11-04
Alex Karp to CNBC regarding earnings: “these are the single best numbers ever printed in enterprise software.”  —  (Microsoft booked about 77x more revenue in the same quarter.)  —  www.cnbc.com/2025/11/03/p...
2025-11-04 View on X
CNBC

Palantir reports Q3 revenue up 63% YoY to $1.18B, vs. $1.09B est., US government revenue up 52% YoY to $486M, and projects Q4 revenue above est.; PLTR drops 5%+

So Why Is The Stock Crashing? Naomi Li Gan / Tech in Asia : Palantir posts $1.2b Q3 revenue on strong AI demand Danny Vena / Motley Fool : Palantir CEO Alex Karp Just Delivered Inc...