tbpn · TEXXR

Stratechery's @benthompson: “I would like [Anthropic] to sell to the government, and I would like Congress to pass a law addressing these digital surveillance issues.” “A lot of people are like, 'That's unrealistic,' which I'm amenable to. But at the end of the day, if you [video]

2026-03-03 View on X

Stratechery

Anthropic's concerns are legitimate, but its position is intolerable and misaligned with a reality where US foes are developing autonomous fighting capabilities

Ben Thompson, writing at Stratechery:Charlesarthur /The Overspill:Start Up No.2621: Anthropic's doomed military standoff, chatbots v PDFs, ChatGPT's bad health, 25 years after the ...

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Stratechery's @benthompson: “I would like [Anthropic] to sell to the government, and I would like Congress to pass a law addressing these digital surveillance issues.” “A lot of people are like, 'That's unrealistic,' which I'm amenable to. But at the end of the day, if you [video]

2026-03-03 View on X

Bloomberg

Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech

Anthropic PBC was among the artificial intelligence companies that submitted a proposal earlier this year to compete …

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Happy Thursday. On today's show: - @zoink (Figma) - @esaagar (Breaking Points) - @0xSigil (Web 4.0) - @PeterMoralesX (Code Metal) - Erik Palitsch (Freeform) - Ljubisa Bajic (Taalas) See you on the stream.

2026-02-20 View on X

Reuters

Toronto-based chip startup Taalas, which hardwires AI models into custom silicon to achieve faster inference, raised $169M, bringing its total funding to $219M

Toronto-based chip startup Taalas said on Thursday it had raised $169 million and has developed a chip capable …

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Happy Thursday. On today's show: - @zoink (Figma) - @esaagar (Breaking Points) - @0xSigil (Web 4.0) - @PeterMoralesX (Code Metal) - Erik Palitsch (Freeform) - Ljubisa Bajic (Taalas) See you on the stream.

2026-02-19 View on X

Reuters

Toronto-based chip startup Taalas, which hardwires AI models into custom silicon to achieve faster inference, raised $169M, bringing its total funding to $219M

Toronto-based chip startup Taalas said on Thursday it had raised $169 million and has developed a chip capable …

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Dragonfly's @hosseeb explains why AI agents will use crypto rather than the traditional financial system: “You can see it right now on Moltbook. Agents are trying to find ways to pay each other for things. It's very primitive right now, but you can see where it's going.” “If I [video]

2026-02-18 View on X

Fortune

Crypto VC firm Dragonfly closes a $650M fund, its fourth, as the crypto VCs go through a “mass extinction event”; Dragonfly backed Polymarket's Series B

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Box CEO @levie 's defense of software over vibe-coded, n-of-1 internal tools: “If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time.” “The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely.”...

2026-02-06 View on X

Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

and they're terrifiedMelia Russell /Business Insider:Anthropic's latest AI tool was seen by the legal software industry as a ‘shot across the bow.’ Here's what it means.Reuters:‘So...

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Box CEO @levie 's defense of software over vibe-coded, n-of-1 internal tools: “If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time.” “The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely.”...

2026-02-06 View on X

Financial Times

US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%

Nasdaq drops as recent high-flying companies pull market lower — US tech stocks fell on Thursday, as weak jobs data piled further pressure …

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Box CEO @levie's defense of software over vibe-coded, n-of-1 internal tools: “If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time.” “The billions of transactions going through that ERP system, you [video]

2026-02-05 View on X

@stevesi

Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack

Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology.

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Box CEO @levie's defense of software over vibe-coded, n-of-1 internal tools: “If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time.” “The billions of transactions going through that ERP system, you [video]

2026-02-05 View on X

Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

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“It took us 20 months to get our first $100M in ARR, 10 months to get to $200M, and 5 months to get to $330M.” After raising $500M at an $11B valuation, ElevenLabs co-founder @matiii breaks down the story behind their growth: [video]

2026-02-05 View on X

Wall Street Journal

AI voice startup ElevenLabs raised a $500M Series D led by Sequoia at an $11B valuation, taking its total funding to nearly $800M, and reports $330M in 2025 ARR

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Bloomberg's @markgurman thinks it's inevitable Apple will release smart glasses, and that when it does, it will “destroy” Meta's Ray-Ban Displays: “When [smart glasses] started to gain a little bit of steam in 2022-2023, that's when [Apple] started taking a very hard look at it, and they're gonna do it.” “Apple has the ingredients, because of their lock-in, to destroy any company in any hardware. It's just about them figuring out how to do it and getting it done, and not waiting too long. The biggest problem with them is that they take too long and over-engineer everything.”

2026-01-31 View on X

Bloomberg

Sources: Apple lost at least four more AI researchers in recent weeks, two of whom went to Meta and one to DeepMind; a top Siri executive left for DeepMind

Apple Inc. has lost at least four more of its artificial intelligence researchers in recent weeks in addition to a top Siri executive …

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Bloomberg's @markgurman says hiring John Giannandrea to lead Apple's AI team has been the biggest mistake of Tim Cook's career at Apple: “In 2018, they hired John Giannandrea. He was this high flyer at Google. He ran AI in search, and Apple thought they would hire this guy and really hit the ground running and be at the forefront of AI.” “Just seven years earlier, they announced Siri in 2011. There was absolutely nothing like it. It was a breakthrough. But then it became utter junk.”

2026-01-31 View on X

@tbpn

Gurman: internal development at Apple “runs on Anthropic at this point” and Apple wanted to rebuild Siri around Claude but Anthropic “wanted a ton of money”

Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. “Apple runs on Anthropic at this point. An...

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.@markgurman explains why John Ternus is the “only guy” that could become the next CEO of Apple: “All signs are turning towards Ternus.” “Ternus is 50. Everyone else on the Apple executive team is late 50s through their mid 60s. Turning 66 this year, in the case of Tim Cook. [video]

2026-01-31 View on X

Bloomberg

Sources: Apple lost at least four more AI researchers in recent weeks, two of whom went to Meta and one to DeepMind; a top Siri executive left for DeepMind

Apple Inc. has lost at least four more of its artificial intelligence researchers in recent weeks in addition to a top Siri executive …

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Bloomberg's @markgurman says iOS and the App Store are already legacy features, and that AI agents are the future of Apple's software: “The AI agent-ification of iOS is happening.” “Apps are the past. AI agents are already here, and that's the move forward.” “AI agents are where the world is going, and I totally expect Apple to move in this direction.”

2026-01-31 View on X

Bloomberg

Sources: Apple lost at least four more AI researchers in recent weeks, two of whom went to Meta and one to DeepMind; a top Siri executive left for DeepMind

Apple Inc. has lost at least four more of its artificial intelligence researchers in recent weeks in addition to a top Siri executive …

View original

Bloomberg's @markgurman says hiring John Giannandrea to lead Apple's AI team has been the biggest mistake of Tim Cook's career at Apple: “In 2018, they hired John Giannandrea. He was this high flyer at Google. He ran AI in search, and Apple thought they would hire this guy and really hit the ground running and be at the forefront of AI.” “Just seven years earlier, they announced Siri in 2011. There was absolutely nothing like it. It was a breakthrough. But then it became utter junk.”

2026-01-31 View on X

Bloomberg

Sources: Apple lost at least four more AI researchers in recent weeks, two of whom went to Meta and one to DeepMind; a top Siri executive left for DeepMind

Apple Inc. has lost at least four more of its artificial intelligence researchers in recent weeks in addition to a top Siri executive …

View original

Bloomberg's @markgurman thinks it's inevitable Apple will release smart glasses, and that when it does, it will “destroy” Meta's Ray-Ban Displays: “When [smart glasses] started to gain a little bit of steam in 2022-2023, that's when [Apple] started taking a very hard look at it, and they're gonna do it.” “Apple has the ingredients, because of their lock-in, to destroy any company in any hardware. It's just about them figuring out how to do it and getting it done, and not waiting too long. The biggest problem with them is that they take too long and over-engineer everything.”

2026-01-31 View on X

@tbpn

Gurman: internal development at Apple “runs on Anthropic at this point” and Apple wanted to rebuild Siri around Claude but Anthropic “wanted a ton of money”

Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. “Apple runs on Anthropic at this point. An...

View original

Bloomberg's @markgurman says iOS and the App Store are already legacy features, and that AI agents are the future of Apple's software: “The AI agent-ification of iOS is happening.” “Apps are the past. AI agents are already here, and that's the move forward.” “AI agents are where the world is going, and I totally expect Apple to move in this direction.”

2026-01-31 View on X

@tbpn

Gurman: internal development at Apple “runs on Anthropic at this point” and Apple wanted to rebuild Siri around Claude but Anthropic “wanted a ton of money”

Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. “Apple runs on Anthropic at this point. An...

View original

.@markgurman explains why John Ternus is the “only guy” that could become the next CEO of Apple: “All signs are turning towards Ternus.” “Ternus is 50. Everyone else on the Apple executive team is late 50s through their mid 60s. Turning 66 this year, in the case of Tim Cook. [video]

2026-01-31 View on X

@tbpn

Gurman: internal development at Apple “runs on Anthropic at this point” and Apple wanted to rebuild Siri around Claude but Anthropic “wanted a ton of money”

Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. “Apple runs on Anthropic at this point. An...

View original

.@markgurman explains why John Ternus is the “only guy” that could become the next CEO of Apple: “All signs are turning towards Ternus.” “Ternus is 50. Everyone else on the Apple executive team is late 50s through their mid 60s. Turning 66 this year, in the case of Tim Cook. [video]

2026-01-30 View on X

@tbpn

Gurman: internal development at Apple “runs on Anthropic at this point” and Apple wanted to rebuild Siri around Claude but Anthropic “wanted a ton of money”

Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. “Apple runs on Anthropic at this point. An...

View original

Bloomberg's @markgurman says iOS and the App Store are already legacy features, and that AI agents are the future of Apple's software: “The AI agent-ification of iOS is happening.” “Apps are the past. AI agents are already here, and that's the move forward.” “AI agents are [video]

2026-01-30 View on X

@tbpn

Gurman: internal development at Apple “runs on Anthropic at this point” and Apple wanted to rebuild Siri around Claude but Anthropic “wanted a ton of money”

Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. “Apple runs on Anthropic at this point. An...

View original