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VOICE ARCHIVE

Trung Phan

@trungtphan
174 posts
2026-03-09
If Apple is ramping its premium (but low-volume) line of Ultra products, we need the iPhone Chunk: no camera bump, giant 100-hour battery life and self-defense tool all in one. Easily charge $3,000 for this thing. [image]
2026-03-09 View on X
Bloomberg

Thoughts on the MacBook Neo, as Apple expands its superpremium tier via “Ultra” products; sources say Apple plans to 3D-print aluminum for the Watch and iPhone

Apple has taken the wraps off its $599 MacBook Neo, entering new territory in a way that could shake up the computer market.

2026-02-27
Citrini Research after getting cooked non-stop for 3 days for saying mass white-collar unemployment was coming becaue your grandma could vibe code Doordash or Visa replacements seeing Block lay off 40% of its 10,000 person team: [video]
2026-02-27 View on X
Reuters

Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B

Block (XYZ.N) on Thursday said it will cut over 4,000 jobs, nearly half its workforce, as part of an overhaul …

when you watch the new HBO Film, produced with Warner Bros, a Paramount company, which is a Skydance corporation, in partnership with South Park Digital Studios (a Comedy Central subsidiary) financed by Oracle stock, surging on OpenAI data centre orders, with funding from Nvidia [video]
2026-02-27 View on X
CNBC

Netflix walks away from a deal to buy WBD's studio and streaming assets after WBD deemed Paramount's $31/share bid to be superior; NFLX jumps 8%+

Netflix is walking away from a deal to buy Warner Bros. Discovery's studio and streaming assets after the WBD board on Thursday deemed …

Citrini Research after getting cooked non-stop for 3 days for saying mass white-collar unemployment was coming becaue your grandma could vibe code Doordash or Visa replacements seeing Block lay off 40% of its 10,000 person team: [video]
2026-02-27 View on X
CNBC

Block says it is laying off 4,000+ of its 10,000+ employees, saying AI tools have changed “what it means to build and run a company”; XYZ jumps 15%+

Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount.

2026-02-26
Nvidia acquired Mellanox — which does data centre networking software and hardware — for $7B in 2019. For its latest quarter, Nvidia reported $11B in Networking revenue ($31B for past year and $50B+ for past 3 years). This is one greatest tech acquisitions ever, up there with [image]
2026-02-26 View on X
CNBC

Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings

Kai Nicol-Schwarz /CNBC:

Nvidia acquired Mellanox — which does data centre networking software and hardware — for $7B in 2019. For its latest quarter, Nvidia reported $11B in Networking revenue ($31B for past year and $50B+ for past 3 years). This is one greatest tech acquisitions ever, up there with [image]
2026-02-26 View on X
Bloomberg

Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates

Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …

@claudeai this is like having a mouse jiggler to show your “at your desk and doing work” on steroids
2026-02-26 View on X
@claudeai

Anthropic unveils scheduled tasks in Cowork, enabling Claude to complete recurring tasks at specific times automatically

New in Cowork: scheduled tasks. Claude can now complete recurring tasks at specific times automatically: a morning brief, weekly spreadsheet updates, Friday team presentations. [vi...

2026-02-25
Stripe buying PayPal would be truly full circle. Elon and Peter Thiel invested in Stripe in 2011 (a $2m round at $20m valuation). TechCrunch headline: “Stealth Payment Startup Stripe Backed By PayPal Founders” [image]
2026-02-25 View on X
Bloomberg

Sources: Stripe, which is privately held, has expressed preliminary interest in a potential PayPal acquisition or buying its assets; PYPL closed up 6.7%

Payment processing firm Stripe Inc. is considering an acquisition of all or parts of PayPal Holdings Inc., according to people familiar with the matter.

“Claude, build me a Blackstone replacement. But with more AUM. I'll take $2T. Also, no private credit. Citrini says it will blow up because of you. Make no mistakes.” [image]
2026-02-25 View on X
Bloomberg

Anthropic unveils Claude Cowork updates, including new plugins for HR, investment banking, design, and other fields, plus tools to help companies customize them

Anthropic PBC is expanding the reach of its Claude chatbot into new sectors, weeks after the startup sparked a market meltdown …

ASML has some incredible merch. Back in 2020, BBC called the chip machine maker a “relatively obscure Dutch company” (it was valued at >$150B; now it's worth $571B and the top European firm). Since then, ASML has given hoodies with the quote to employees (new recruits [image]
2026-02-25 View on X
Reuters

ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030

2026-02-24
A must read. Here is one section on how AI agents negotiating 24/7 for the user will massively drive down profit margins on professional services (travel booking, insurance renewals, financial advice, real estate agents etc). Any category where the value prop is “I will [image]
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 …

“Claude, build me a Blackstone replacement. But with more AUM. I'll take $2T. Also, no private credit. Citrini says it will blow up because of you. Make no mistakes.” [image]
2026-02-24 View on X
Bloomberg

Anthropic launches Claude Cowork agent tools for investment banking, HR, design, and more, including a specialized financial plugin developed alongside FactSet

Anthropic PBC is expanding the reach of its Claude chatbot into new sectors, weeks after the startup sparked a market meltdown …

ASML has some incredible merch. Back in 2020, BBC called the chip machine maker a “relatively obscure Dutch company” (it was valued at >$150B; now it's worth $571B and the top European firm). Since then, ASML has given hoodies with the quote to employees (new recruits [image]
2026-02-24 View on X
Reuters

ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030

Researchers at ASML Holding say they have found a way to boost the power of the light source in a key chip making machine to turn …

A must read. Here is one section on how AI agents negotiating 24/7 for the user will massively drive down profit margins on professional services (travel booking, insurance renewals, financial advice, real estate agents etc). Any category where the value prop is “I will [image]
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

2026-02-23
A must read. Here is one section on how AI agents negotiating 24/7 for the user will massively drive down profit margins on professional services (travel booking, insurance renewals, financial advice, real estate agents etc). Any category where the value prop is “I will [image]
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

2026-02-18
Anthropic really going after normies now.  First, spends $30m on that Super Bowl ad.  Second, new Sonnet 4.6 demo shows Claude renewing someone's license plate at the DMV (still not AGI until it can fix the actual DMV).
2026-02-18 View on X
Anthropic

Anthropic launches Claude Sonnet 4.6 with improvements in coding, computer use, instruction following, and more; it features a 1M token context window in beta

Claude Sonnet 4.6 is our most capable Sonnet model yet.  It's a full upgrade of the model's skills across coding, computer use …

2026-02-17
Anthropic really going after normies now. First, spends $30m on that Super Bowl ad. Second, new Sonnet 4.6 demo shows Claude renewing someone's license plate at the DMV (still not AGI until it can fix the actual DMV). [video]
2026-02-17 View on X
Anthropic

Anthropic launches Claude Sonnet 4.6 with improvements in coding, consistency, and more, for Free and Pro users; it features a 1M token context window in beta

Claude Sonnet 4.6 is our most capable Sonnet model yet.  It's a full upgrade of the model's skills across coding, computer use …

2026-02-07
Last year, Claude worked with Norway's ~$2T sovereign wealth to create a Financial Analysis tool plugged into real-time data (Factset, Morningstar, Pitchbook, Palantir, S&P). Fund's CEO said it led to ~20% (or 213,00 work hours) productivity gains by “automating monitoring of [image]
2026-02-07 View on X
CNBC

Goldman Sachs says it has been working with Anthropic on AI agents to automate more roles at the bank, like trades, transactions, client vetting, and onboarding

2026-02-06
Last year, Claude worked with Norway's ~$2T sovereign wealth to create a Financial Analysis tool plugged into real-time data (Factset, Morningstar, Pitchbook, Palantir, S&P). Fund's CEO said it led to ~20% (or 213,00 work hours) productivity gains by “automating monitoring of [image]
2026-02-06 View on X
CNBC

Goldman Sachs says it has been working with Anthropic on AI agents to automate more roles at the bank, like trades, transactions, client vetting, and onboarding

Goldman Sachs has been working with the artificial intelligence startup Anthropic to create AI agents to automate a growing number …

2026-02-04
PayPal's implosion is wild. PYPL hit a peak market cap of $356B on July 23rd, 2021. Nearly on par with Mastercard and more valuable than Bank of America, Wells Fargo, Morgan Stanley, Amex or Goldman Sachs. Since then, fell 89% to $39B and is worth far less than all those firms. [image]
2026-02-04 View on X
Bloomberg

PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%

PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss …