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$SONY · Mythos, Microsoft y el miedo real a la IA | Tertulia de Itnig
now playing · $SONY
$SONY···bearish· mediumjordi romero
Sony CEO warns memory chip scarcity from China will spike prices beyond segment norms
Sony's CEO (recently promoted from CFO) expressed extreme concern about Chinese memory chip shortage driving prices to levels that break their business segment economics, signalin…
$NET···bearish· highbernat farrero
Cloudflare confirms Anthropic model executes chained cyberattacks impossible for humans
Cloudflare tested Anthropic's unreleased 'Mizos' model and confirmed it performs multi-step chained attacks (finding vulnerability, pivoting, using credentials laterally) at super…
$ANTHROPICbullish· highbernat farrero
Anthropic revenue hit $50B in 18 months, targeting $1T with talent war win
Anthropic grew from zero to $50B ARR in 1.5 years and expects 80x growth this year; winning talent war by hiring public-company CTOs as individual contributors (Member of Technica…
$MSFT···bullish· highbernat farrero
Microsoft's only worry is data center capacity; bets on small fine-tuned Phi models for enterprise
Satya Nadella stated Microsoft's sole constraint is securing more data centers, energy, and memory; strategy centers on Phi/My models — smaller, cheaper models that enterprises fi…
$WHISPER-FLOWbullish· highbernat farrero
Whisper Flow speech-to-text app valued at billions; enables voice-first coding workflow with OS integration
Whisper Flow is a best-in-class speech-to-text startup valued at 'many billions' with free Pro tier; deeply integrated into macOS, enables 10-minute voice monologues sent directly…
$GOOGL···bullish· mediumjordi romero
Google consolidates multimodal models into Gemini Omni; leverages YouTube/Search data moat for personal agent
Google announced Gemini Omni — a unified multimodal input/output model consolidating Nano, Banana, Veo, and world models — with massive data advantage from YouTube, Search index,…
$OPENAIneutral· mediumbernat farrero
Elon Musk lawsuit loss damages OpenAI IPO reputation; Microsoft go-to-market machine remains moat
Musk lost lawsuit against OpenAI conversion to for-profit (dismissed as untimely), but public airing of private communications damaged Sam Altman's reputation and IPO prospects; M…