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VOICE ARCHIVE

Turner Novak

@turnernovak
105 posts
2026-02-24
Crazy that DoorDash, the company that exists because we're lazy, will be going bankrupt in 18 months because some dude was too lazy to order DoorDash and just had his agent build his own version
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 …

Crazy that DoorDash, the company that exists because we're lazy, will be going bankrupt in 18 months because some dude was too lazy to order DoorDash and just had his agent build his own version
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
Crazy that DoorDash, the company that exists because we're lazy, will be going bankrupt in 18 months because some dude was too lazy to order DoorDash and just had his agent build his own version
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 …

2025-12-30
Manus is being acquired by Meta after going zero to $100m ARR in nine months (and recently crossed $125m). No public mention of the price, but assuming this is big enough that we'll see it disclosed in SEC filings eventually.
2025-12-30 View on X
Bloomberg

Meta agrees to acquire Singapore-based startup Manus, which makes an AI agent for SMBs; Manus said earlier in December its annual revenue run rate was $125M+

Meta Platforms Inc. has agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots …

Manus is being acquired by Meta after going zero to $100m ARR in nine months (and recently crossed $125m). No public mention of the price, but assuming this is big enough that we'll see it disclosed in SEC filings eventually.
2025-12-30 View on X
Wall Street Journal

Sources: Meta is buying Manus for $2B+; Manus was raising at a $2B valuation when Meta approached it; Manus CEO Xiao Hong will report to Meta COO Javier Olivan

The deal for more than $2 billion is one of the first in which a major U.S. tech company has bought a startup with Chinese roots

2025-12-26
“You're bearish? CEO of the company propping up the global economy is closing $20B all-cash deals on Christmas Eve and you're bearish?” [image]
2025-12-26 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Ov...

“You're bearish? CEO of the company propping up the global economy is closing $20B all-cash deals on Christmas Eve and you're bearish?” [image]
2025-12-26 View on X
The Information

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global

Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …

2025-12-25
“You're bearish? CEO of the company propping up the global economy is closing $20B all-cash deals on Christmas Eve and you're bearish?” [image]
2025-12-25 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …

2025-09-19
I use Notion every day. It's one of few products I think is perfectly positioned to take full advantage of (and get better with) AI Agents. Really excited to start playing around with this.
2025-09-19 View on X
CNBC

Notion launches customizable agents that can create documents and perform other actions in the background, and says it has passed $500M in annualized revenue

OpenAI's public launch of ChatGPT in November 2022 is widely viewed as the event that kicked off the generative AI boom …

2025-09-10
locking in for three hours to watch Apple launch the same phone for the sixth time
2025-09-10 View on X
9to5Mac

Apple announces the iPhone Air, with eSIM-only worldwide, a 5.6mm design, an A19 Pro chip, an N1 chip for Wi-Fi and Bluetooth, and a Center Stage front camera

a great choice. Gonna be hard to pick one over the other. [image] @ijustine : New iPhone 17 Air is soooo thin, wow.  Feels like the first MacBook Air announcement.. #AppleEvent ......

locking in for three hours to watch Apple launch the same phone for the sixth time
2025-09-10 View on X
The Verge

Apple says the iPhone 17 and iPhone Air have Memory Integrity Enforcement, “industry-first, always-on memory safety protection”, like Microsoft and Google offer

Memory Integrity Enforcement is always-on safety protection designed to make life harder for spyware developers.

2025-09-05
Meta has done ~$478 billion in revenue over the past 13 quarters and plans to invest $600 billion in data centers over the next 13 quarters
2025-09-05 View on X
Wall Street Journal

At a White House dinner, tech CEOs thanked Trump for promoting chip and AI investments, while Trump promised an easy energy permitting process for data centers

Mark Zuckerberg, Sundar Pichai and Sam Altman salute president's leadership on innovation as industry seeks his favor

2025-09-03
Google got so cooked by OpenAI that it actually saved them
2025-09-03 View on X
CNBC

US v. Google: a US federal judge rules that Google will not be required to divest Chrome or Android, but it must share Search data with rivals; GOOG jumps 8%+

A federal judge ruled Tuesday that the company can keep its Chrome browser but will be barred from exclusive contracts and must share search data.

2025-07-03
VCs realizing 12 of their portfolio companies have founders named Soham Parekh [image]
2025-07-03 View on X
NDTV

Mixpanel co-founder Suhail Doshi calls out Soham Parekh, who he says “works at 3-4 startups at the same time” and has “been preying on YC companies and more”

The AI founder shared Soham Parekh's resume, which shows that the techie has worked at Dynamo AI, Union AI …

LinkedIn is gonna melt when they hear about Soham Parekh next week
2025-07-03 View on X
NDTV

Mixpanel co-founder Suhail Doshi calls out Soham Parekh, who he says “works at 3-4 startups at the same time” and has “been preying on YC companies and more”

The AI founder shared Soham Parekh's resume, which shows that the techie has worked at Dynamo AI, Union AI …

2025-07-02
Zuck is the 👑 of leveraging his network for help building his business: Winklevoss Twins - Head of Ideas Evan Spiegel - Head Designer Sam Altman - Head Recruiter 🐐 🐐 🐐
2025-07-02 View on X
Wired

In a memo to OpenAI researchers, Sam Altman said “missionaries will beat mercenaries” and “there is much, much more upside to OpenAI stock than Meta stock”

neither will Meta's $100 million raid on the firm's top AI talent Rocket Drew / The Information : Sam Altman Calls Meta Recruiting Efforts ‘Distasteful’ Alexandra Tremayne-Pengelly...

Zuck is the 👑 of leveraging his network for help building his business: Winklevoss Twins - Head of Ideas Evan Spiegel - Head Designer Sam Altman - Head Recruiter 🐐 🐐 🐐
2025-07-02 View on X
Wired

Source: Mark Zuckerberg has, on 10+ occasions, offered top AI research talent up to $300M over four years, with $100M+ in total compensation for the first year

The Meta CEO is leading a hiring blitz, offering top talent at OpenAI eye-watering pay packages and endless access to cutting-edge chips.

2025-07-01
BREAKING: IBM reportedly paying employees to leave and take jobs at Meta to improve the prestige of their AI program
2025-07-01 View on X
Bloomberg

Memo: Mark Zuckerberg announces Meta Superintelligence Labs and 11 new hires for the group; Nat Friedman will “partner” with Alexandr Wang to lead the new group

Zuckerberg wrote Monday to employees that Meta's AI efforts will fall under a new group called Meta Superintelligence Labs …

2025-06-21
In the future there will only be four jobs: - Vibe coder - HVAC/Plumber - Situation minitorer - Cluely UGC intern
2025-06-21 View on X
TechCrunch

Cluely, which wants to help users “cheat on everything”, including job interviews and exams, raised a $15M Series A led by a16z, two months after a $5.3M seed

Cluely, a startup that claims to help users “cheat” on job interviews, exams, and sales calls, has raised …

2025-06-19
We went from “you'll never make money investing pre-product at $100m post” to “Zuck is paying $100m+ for AI talent” real quick
2025-06-19 View on X
The Information

Source: Meta is in advanced talks to hire Nat Friedman and Daniel Gross to help lead its AI efforts and maybe partly buy out their VC fund, NFDG, worth billions

Meta Platforms is in advanced talks to hire the prominent artificial intelligence investors Nat Friedman and Daniel Gross …