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drewtroast.bsky.social
@drewtroast.bsky.social
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stevekovach.bsky.social
Last night we learned 45% of Microsoft's $625 billion in remaining performance obligations comes from OpenAI

That's a lot of exposure to one company that has yet to prove itself
carlquintanilla.bsky.social Carl Quintanilla @carlquintanilla.bsky.social · 2d
That so-called “Open AI” trade has now underperformed over three months.

(via MS desk) #$ORCL #$NVDA #$MSFT
January 29, 2026 at 4:00 PM
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jordannovet.bsky.social
"We are ending the war on protein" realfood.gov
screenshot of the new realfood.gov website for the new food pyramid announced on 1/7/26. illustration shows red meat, cheese, milk, oil, avocado, some kind of cooked bird, egg, butter. text says: Protein, Dairy, & Healthy Fats We are ending the war on protein. Every meal must prioritize high-quality, nutrient-dense protein from both animal and plant sources, paired with healthy fats from whole foods such as eggs, seafood, meats, full-fat dairy, nuts, seeds, olives, and avocados. Protein target: 1.2–1.6 grams per kilogram of body weight per day. screenshot of Starbucks homepage in incognito Chrome browser tab. under website banner and a green banner underneath that "it's a great day for coffee" language and contains a "Start an order" button is a section with a header, alongside a green iced drink, that says "Caramel protein is here." Underneath the header is text that says "Power up with the new Caramel Protein Latte and Caramel Protein Matcha. Handcrafted with Protein-boosted Milk for up to 31 grams of protein per grande. Enjoy hot or iced with sugar-free options."
January 7, 2026 at 4:59 PM
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cnbc.com
Starbucks to form joint venture with Boyu Capital to run China business
Starbucks to form joint venture with Boyu Capital to run China business
In recent years, the coffee giant has seen its sales in China plummet.
cnb.cx
November 3, 2025 at 10:25 PM
Reposted
nbcnews.com
Apple’s new products are available for pre-order now, but are they worth the upgrade? @nbcselect.nbcnews.com breaks it down.
New iPhones, AirPods and Apple Watches just dropped: Here’s everything you need to know
The new AirPods Pro 3 can track workouts and do live translations.
www.nbcnews.com
September 9, 2025 at 7:55 PM
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lorak.bsky.social
CNBC, which has always stood for "Consumer News and Business Channel," will keep its name but get a new logo without the NBC peacock.
www.cnbc.com/2025/08/18/c...
Versant to rename MSNBC, drop famed peacock logos in Comcast separation
They're the first real public-facing changes in Versant's upcoming separation from Comcast's NBCUniversal.
www.cnbc.com
August 18, 2025 at 2:00 PM
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colinsmith.bsky.social
Poster by Eric Fraser for the BBC’s 1981 radio adaptation of Tolkien’s The Lord Of The Rings, alongside a preparatory colour piece by EF for the commission.
June 18, 2025 at 7:39 PM
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lorak.bsky.social
Judge finds Google holds illegal online ad tech monopolies... www.cnbc.com/2025/04/17/j...
Judge finds Google holds illegal online ad tech monopolies
Google will now head in to 2025 facing the possibility of two different U.S. courts ordering it to sell assets or change its business practices.
www.cnbc.com
April 17, 2025 at 4:03 PM
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deebosa.bsky.social
link to full 15 minute piece and interview with Perplexity CEO Aravind Srivinas
www.youtube.com/watch?v=WEBi...
How China’s New AI Model DeepSeek Is Threatening U.S. Dominance
YouTube video by CNBC
www.youtube.com
January 24, 2025 at 5:40 PM
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priscillapage.bsky.social
was mostly keeping it together until I read Kyle MacLachlan's tribute to David Lynch
"Forty-two years ago, for reasons beyond my comprehension, David Lynch plucked me out of obscurity to star in his first and last big budget movie. He clearly saw something in me that even I didn’t recognize. I owe my entire career, and life really, to his vision. What I saw in him was an enigmatic and intuitive man with a creative ocean bursting forth inside of him. He was in touch with something the rest of us wish we could get to. Our friendship blossomed on Blue Velvet and then Twin Peaks and I always found him to be the most authentically alive person I’d ever met. David was in tune with the universe and his own imagination on a level that seemed to be the best version of human. He was not interested in answers because he understood that questions are the drive that make us who we are. They are our breath. While the world has lost a remarkable artist, I’ve lost a dear friend who imagined a future for me and allowed me to travel in worlds I could never have conceived on my own. I can see him now, standing up to greet me in his backyard, with a warm smile and big hug and that Great Plains honk of a voice. We’d talk coffee, the joy of the unexpected, the beauty of the world, and laugh. His love for me and mine for him came out of the cosmic fate of two people who saw the best things about themselves in each other. I will miss him more than the limits of my language can tell and my heart can bear. My world is that much fuller because I knew him and that much emptier now that he’s gone. David, I remain forever changed, and forever your Kale. Thank you for everything."
January 16, 2025 at 9:23 PM
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stevekovach.bsky.social
OpenAI says it needs to raise boatloads more cash. Still unclear when/if OAI (or Microsoft or Google or Meta or anyone) will see a return on all this investment. No one has created a profitable AI product yet, let alone one that can generate the tens of billions in sales needed to justify the cost.
cnbc.com CNBC @cnbc.com · Dec 27
OpenAI said Friday that in moving toward a new for-profit structure in 2025, the company will create a public benefit corporation to oversee commercial operations, removing some of its nonprofit restrictions and allowing it to function more like a high-growth startup.
OpenAI says it needs 'more capital than we’d imagined' as it lays out for-profit plan
OpenAI said in a blog post Friday that heading into 2025, "we have to become an enduring company," which requires changing its structure.
www.cnbc.com
December 27, 2024 at 2:22 PM