Hacker News Reader

Better title: ChatGPT Ads reaches $1 billion in annualized revenue run rate in 200 days https://lnkd.in/p/g5SMjvsD

mgh2on Anthropic tells investors annualized revenue run rate climbed to $65B in July

*profitable on EBITDA, not net income

mgh2on Judge rules Trump administration illegally punished AI firm Anthropic

https://www.youtube.com/watch?v=m8GPfCQYGTY

mgh2on Andreessen Horowitz is investing billions into a bleak future

Researched some companies and their founders, many are YC alumni: LendUp W12, uBiome S14, Zenefits W13, Kalshi W19.

The halo effect is real: https://medium.com/@trendguardian/rigged-networks-1d5ad5c6f8...

mgh2on Palantir's Karp – frontier AI labs that are 'trying to drug addict us'

While the argument makes sense, the motivation is rather self-serving: he is afraid frontier models will steal his forward deployed engineering/consultancy model.

Palantir is stealing business from consultancy firms, now frontier models are going to do the same to them. He has to convince executives (main purchase decision makers) by what he does best: politics.

mgh2on OpenAI and Anthropic in price war as Chinese AI rivals gain ground

https://archive.ph/PIQiu#selection-1465.0-1465.66

mgh2on Apple in Talks to Pay Publishers for News Content to Power Siri AI

Nothing about ads, just exposure to a different way/UX of search: Siri AI replaces Google on all iOS devices. I doubt it will have a major impact initially as most people still use browsers, but maybe slowly it will chip away at mobile traffic when people can just swipe down to ask Siri AI.

mgh2on Apple in Talks to Pay Publishers for News Content to Power Siri AI

I have a hunch this might eventually displace Google as a search engine on iOS that is...because it deals directly with information recency and relevance. While Google is moving ads into Gemini, Siri AI will hopefully get rid of them completely.

mgh2on Situational Awareness and the Impending Stock Market Volatility

Luck disguised by genius aura, cult on the potential "young geniuses", similar to Elizabeth Holmes: https://news.ycombinator.com/item?id=49228779

https://medium.com/@trendguardian/rigged-networks-1d5ad5c6f8...

mgh2on Kill Chain: How AI Is Transforming Modern Warfare [video]

+SpaceX, Amazon

mgh2on Kill Chain: How AI Is Transforming Modern Warfare [video]

> Palantir, OpenAI, Microsoft, Google

mgh2on Gates Heir's Shopping App Claimed Sales It Didn't Drive

https://archive.ph/88QVz

mgh2on Google reported its first negative quarter since going public

https://finance.yahoo.com/technology/ai/articles/google-just...

mgh2on The iPhone Upgrade Program is being replaced by Apple Upgrade

This is genius, I am sure the finance department saw the benefits of the leasing model:

1. New customers: lower barrier to entry, try, or switch into the ecosystem.

2. Loyal customers: Upgrade propensity is increased as friction decreases.

3. Innovators: offers options for those who want to try a model, but might later change their minds for something that better suits them.

All this increases exposure and engagement to the brand, which translates to increasing sales and revenue.

mgh2on Five US tech giants' hidden debts soar to $1.65T on opaque AI funding

Let all these greedy AI giants go down

mgh2on Uber: Whatdoyoudo – Darden MBA Case Study (2020)

Ref: https://www.susanjfowler.com/blog/2017/2/19/reflecting-on-on...

mgh2on Hot take: Success in life is mostly due to luck (2023)

> However, the Sylvania offer is $1 dollar a month higher than the Ford offer. Chang calls Ford and asks if they’ll match the offer. But the person he speaks to is rude and dismissive, refusing to negotiate at all, and Chang gets so angry that he decides to take the Sylvania offer instead.

https://www.construction-physics.com/p/morris-chang-and-the-...

mgh2on Google Gemini Launch Delayed as Tech Falls Short of Internal Goals

https://archive.ph/GHRL6

mgh2on Google's Gemini delay: Coding stumbles, clashing teams and frustrated engineers

https://archive.ph/5R0Hv

mgh2on Apple in talks with PrismML, which shrinks AI models up to 15x to run on iPhones

If true, no more memory shortages

mgh2on Netflix plateauing engagement, stock drops after Q3 revenue falls short

Grew 2% 1st half 2026, vs. World Cup, YouTube: https://www.youtube.com/watch?v=a9snqQS5Swc

mgh2on China's LongCat-2.0 Becomes the Biggest AI Model Without Nvidia Chips

Beats Gwenn and ChatGPT 5.5

https://youtu.be/qtzzN8w2TvU?si=jTqxavBiiP5-vM0v&t=571