The hottest Tech Companies Substack posts right now

And their main takeaways
Category
Top Technology Topics

Nebius Part 1: the Smooth (Developer) Operator

Interconnected • 277 implied HN points • 17 Feb 25
🕹 Technology AI Cloud Computing Developer Tools Investment Tech Companies
  1. Nebius is focused on creating a smooth experience for developers. They make it easy for developers to start using their platform without unnecessary steps, which is important for building cool AI projects.
  2. The company has a strong background thanks to its roots in Yandex, which gives it experience in running cloud services effectively. This experience helps Nebius offer a wide range of cloud solutions, not just GPU rentals.
  3. While some may worry about Nebius's Russian connections, the company has distanced itself from that past. With significant funding and a solid road ahead, it seems ready to grow and succeed free from those burdens.

“Nvidia could soon take a serious hit, too”

Marcus on AI • 4228 implied HN points • 27 Jan 25
🕹 Technology AI Market Trends Economics Tech Companies Data Analysis
  1. Nvidia's stock might be facing a big drop, which is a concern for investors. A decline over 10% indicates that something is going on in the market.
  2. The market can behave in unpredictable ways, and this uncertainty can be tough for investors to manage. Today might be a key moment in the stock market.
  3. Overall, the economics of generative AI can lead to unexpected changes, making it a wild area to watch for investors and tech enthusiasts.

The Nvidia Way

The Chip Letter • 8736 implied HN points • 23 Dec 24
💼 Business Tech Companies Entrepreneurship Corporate culture Innovation Leadership
  1. Nvidia became a leader in AI chip technology by focusing on developing powerful graphics processing units (GPUs) that meet market needs. This success was not just luck; it stemmed from smart investments and a clear strategy over many years.
  2. The company's culture, driven by CEO Jensen Huang, emphasizes risk-taking and execution. Nvidia's approach combines hardware and software innovation, allowing them to stay ahead of competitors and adapt quickly to market changes.
  3. While Nvidia has built a strong market position, questions remain about its future leadership and strategy. The book suggests that the company's core strengths and Huang's influence will be crucial in maintaining its success.

Roblox’s Hindenburg moment

SuperJoost Playlist • 238 implied HN points • 10 Oct 24
💼 Business Finance Investments Tech Companies Market Trends Regulatory issues
  1. A financial report claims Roblox might have been lying about its user numbers, saying they inflate how many people really play the game each day.
  2. The report also points out safety issues for kids, saying Roblox doesn't do enough to protect young users from inappropriate content and predators.
  3. Lastly, there's a concern that Roblox could struggle to grow due to reaching most of its potential markets, which might affect its future profits.

Reflections on Palantir

Nabeel S. Qureshi • 1678 implied HN points • 15 Oct 24
💼 Business Tech Companies Data Integration Software Development Corporate culture Entrepreneurship
  1. Palantir focuses on solving tough problems in important industries like healthcare and manufacturing. The company aims to tackle complex issues that others often ignore, offering a unique opportunity for engineers who want to make a real impact.
  2. The role of forward deployed engineers (FDEs) is key at Palantir. They work closely with customers to understand their needs and integrate data effectively, helping to create software solutions that solve real business problems.
  3. The culture at Palantir is intense and promotes open communication, where criticism and debate are welcomed. This environment encourages employees to think deeply and cultivate a unique set of skills that can lead to successful startups.
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IG meme pages rejoice!

Taylor Lorenz's Newsletter • 2567 implied HN points • 04 Dec 24
🇺🇸 U.S. Politics Social media Content Moderation Political speech Censorship Tech Companies
  1. Meta's content moderation has had too many mistakes, often removing harmless posts by creators. They want to improve how they enforce rules to protect free expression.
  2. Memes and funny content, especially on Instagram, have been heavily affected by Meta’s strict moderation. Creators are frustrated with the inability to distinguish between humor and real misinformation.
  3. The conversation around internet freedom is changing, with voices like Joe Rogan suggesting that recent shifts in moderation policies are paving the way for more free speech. However, many argue that these changes started before recent events.

Problems at Viasat (VSAT)

The Bear Cave • 349 implied HN points • 06 Nov 24
💼 Business Tech Companies Market Competition Aviation Government Influence
  1. Viasat is facing tough competition from SpaceX's Starlink, which offers better internet services with lower costs and faster speeds. This competition is stealing customers from Viasat's main markets.
  2. Starlink's quick response during disasters, like Hurricane Helene, shows its effectiveness and has gained recognition from notable figures like President Trump. This has raised its profile and user demand.
  3. Viasat's challenges are significant enough that many believe it could struggle to survive, as Starlink continues to grow and dominate the satellite internet industry.

Matt Gurney: Australia, but in a bad way

The Line • 2653 implied HN points • 13 Jul 23
📰 News Media Regulation Tech Companies Government Response Journalism Ethics
  1. Some tech giants have exited the Canadian news market due to a new law, C-18, prompting comparisons to the situation in Australia.
  2. Australia implemented legislation on big tech companies supporting local journalism, which initially led to threats of pullouts but ultimately resulted in deals being struck.
  3. The concerns in Canada are whether the deals with big tech companies will save journalism or end up benefiting legacy companies more, potentially undermining media independence.

Briefing: Super Google Sheets, Netflix’s app snub, Finding Nimo

Department of Product • 1238 implied HN points • 18 Jan 24
🕹 Technology Apps AI Mobile Software Tech Companies
  1. Notion integrates Indie calendar Cron into a new standalone Calendar app for sharing with stakeholders.
  2. Numerous plugin enhances Google Sheets with generative AI for tasks like creating formulas and translating text.
  3. Netflix's decision not to build a dedicated app for visionOS is a setback for Apple, while Nimo gains popularity as a lighter AR alternative.

Latest Cyber Security Risks - August 18, 2024

Vigilainte Newsletter • 59 implied HN points • 18 Aug 24
🕹 Technology Cybersecurity Data Breaches Ransomware Tech Companies
  1. ADT confirmed a data breach where customer information was leaked online. They are investigating how deep the breach goes and are working on fixing their systems.
  2. A major background check company had a huge data breach exposing nearly 3 billion records. This raises concerns for anyone who has had a background check done.
  3. Microsoft revealed multiple serious vulnerabilities in their products. Users are advised to update their systems promptly to protect against potential attacks.

Don't expect the tech platforms to help us this time.

The Future, Now and Then • 162 implied HN points • 09 Nov 24
🇺🇸 U.S. Politics Political strategy Government Regulation Media influence Election Dynamics Tech Companies
  1. Tech platforms like Facebook and Google may not help protect democracy like they did in the past. They're more focused on their own interests now.
  2. The government can't be relied on to regulate these platforms effectively for a long time. Rebuilding proper regulation will take years or even decades.
  3. Expect tougher times ahead as the political landscape changes. The courts, media, and tech platforms that were once allies may not be as supportive this time around.

Chip Letter Links No. 18: NexGen, Nvidia, Die Topology, FastGPT in Fortran and more

The Chip Letter • 2184 implied HN points • 04 Jun 23
🕹 Technology Semiconductors Machine Learning Tech Companies
  1. Nvidia briefly joined the trillion dollar market cap club, surpassing Intel, AMD, and TSMC combined.
  2. Jensen Huang, CEO of Nvidia, gave a commencement speech while unveiling the Grace Hopper 'superchip'.
  3. Explanation on why Rosetta 2 runs so fast on Apple Silicon Macs, highlighting the engineering tradeoffs made.

Oxford Nanopore Interim Results

ASeq Newsletter • 21 implied HN points • 13 Jan 25
💼 Business Finance Investing Market Analysis Corporate News Tech Companies
  1. Oxford Nanopore reported total revenue of £183.0 million in 2024. This shows the company is generating significant income.
  2. The company’s performance is being compared to a steady growth rate of 12% from 2020 onward. This indicates they have been growing consistently.
  3. The interim trading update was released before a major presentation, highlighting its importance for investors and stakeholders. This kind of update can be crucial in informing decision-making.

Bet on YouTube

Political Currents by Ross Barkan • 46 implied HN points • 21 Dec 24
🕹 Technology Social media Streaming Content creation Digital innovation Tech Companies
  1. YouTube is growing and could become the main streaming service, taking over traditional TV as more people cut their cable. It’s very popular and has a huge library of music and videos.
  2. While many tech innovations are disappointing, YouTube stands out as a great platform for finding unique content like deep cuts in music and various genres of videos.
  3. Even though big companies like Google and Meta seem powerful, there’s a lot of creativity and energy in smaller communities on YouTube that could change things in the future.

Bye Bye Blue Check

Drezner’s World • 786 implied HN points • 31 Mar 23
🕹 Technology Social media Tech Companies Digital Content Online Culture Monetization
  1. Twitter is changing their verification program and making it tied to subscribing to Twitter Blue for $8 a month.
  2. There is controversy and dissatisfaction among users about having to pay to keep their blue checkmark.
  3. Elon Musk's decisions regarding Twitter's verification system and revenue generation strategies have faced criticism and led to speculation about his ability to run the company.

Briefing: Shopify Magic, Vision Pro Zoom, AX vs UX

Department of Product • 393 implied HN points • 01 Feb 24
🕹 Technology Products AI Remote work Software Development Tech Companies
  1. MultiOn and Arc Browser are challenging the assumption that users interacting with products are human by automating browsing tasks
  2. Shopify introduced over 100 new product updates in its Winter Edition, including a media editor for generating product images instantly
  3. Google, PayPal, Zoom, TikTok, and OpenAI all revealed new features and products this week, showcasing advancements in technology

Last Week in AI #254: DeepMind's AI cracks geometry problems, Meta commits to open-source AI, China and US firms hold secret AI safety talks, first AI chatbot for presidential candidate, and more!

Last Week in AI • 457 implied HN points • 22 Jan 24
🕹 Technology AI Open Source Safety Tech Companies
  1. DeepMind's AlphaGeometry AI solves complex geometry problems using a unique combination of language model and symbolic engine.
  2. Meta, under Zuckerberg, is focused on developing open-source AGI with the Llama 3 model and increasing compute infrastructure.
  3. US AI companies and Chinese experts engage in secret diplomacy on AI safety, signaling unprecedented collaboration amid technological rivalry.

AI Roundup 097: Model Mayhem

Artificial Ignorance • 46 implied HN points • 13 Dec 24
🕹 Technology AI Models Machine Learning Software Development Data science Tech Companies
  1. Google has launched new AI models such as Gemini 2.0, which can create text, images, and audio quickly. They also introduced tools to summarize video content and help users with web tasks.
  2. OpenAI released several features, including a text-to-video model named Sora for paying users. They also improved ChatGPT's digital editing tool and added new voice capabilities for video interactions.
  3. Meta and other companies are also advancing in AI with new models for cheaper yet effective performance and tools for watermarking AI-generated videos, showing that competition in AI is heating up.

2023, the Year of AI; 2024?

Sector 6 | The Newsletter of AIM • 399 implied HN points • 01 Jan 24
🕹 Technology Artificial Intelligence Machine Learning Software Development Tech Innovation Tech Companies
  1. 2023 saw major advancements in AI technology, leading to exciting stories and developments. The growth of AI in various sectors sparked interest and engagement from the public.
  2. Microsoft announced a significant investment in OpenAI, marking the third phase of their partnership. This collaboration aims to enhance AI supercomputing and make breakthroughs in technology.
  3. As we move into 2024, there is anticipation for more innovative AI content and opportunities. The community looks forward to exploring how AI can further evolve and impact our lives.

AI Roundup 096: Happy Shipmas

Artificial Ignorance • 42 implied HN points • 06 Dec 24
🕹 Technology AI Development Tech Companies 3D Modeling Software Tools
  1. DeepMind released Genie 2, an AI that can create interactive 3D worlds from text and images. This shows how AI is evolving to understand complex concepts like physics and causality.
  2. OpenAI is launching new features through its '12 Days of Shipmas,' including a premium subscription for ChatGPT Pro that offers users unlimited access to powerful models. This could bring added perks for subscribers soon.
  3. There is growing concern among companies about the influence of Elon Musk and new political dynamics in the business landscape, particularly how it might impact competition and regulations in the AI industry.

447: Nvidia vs Hyperscalers, TSMC, Tech IPOs, SpaceX & Starlink, $5bn for Old Songs, ChatGPT vs 17 Doctors, and Phoebe Waller-Bridge

Liberty’s Highlights • 471 implied HN points • 18 Sep 23
🕹 Technology Tech Companies AI Cloud Services Semiconductors Data Centers
  1. Having a creative outlet can shift your mindset and generate more ideas.
  2. Writing online is competitive, requires multiple skills, and is ruled by power laws.
  3. Nvidia is making strategic moves in cloud services, there is competition in AI chips, and TSMC's Arizona plant chips still need to be shipped to Taiwan.

455: Rolex Pricing, Jensen & Nvidia, China Chip Ban 1.5, Costco, Google Maps to Optimize Cities, Bicycle for the Mind, and Beckham

Liberty’s Highlights • 452 implied HN points • 18 Oct 23
🕹 Technology Chips Algorithms Data Analysis Artificial Intelligence Tech Companies
  1. It's liberating to realize that most fields are understandable to an interested outsider, focusing on big ideas.
  2. Exploring new fields and combining knowledge from different areas can lead to rich and interesting discoveries.
  3. Taking calculated risks and thorough preparation can lead to successful outcomes in business decisions, like pushing all the chips in.

Notebook: Exercising Intelligence

Book Post • 216 implied HN points • 09 Feb 24
🕹 Technology AI Development Tech Companies Regulation Ethics Market Impact
  1. Big tech companies are cutting jobs while gaining significant market value, redirecting resources towards the development of artificial intelligence.
  2. There are concerns regarding the control and development of Artificial General Intelligence by large corporations, highlighting the need for more transparency and oversight.
  3. The race for AI development raises questions about the influence and power of tech giants, emphasizing the importance of ethical considerations and regulatory frameworks.

My Data, My Self?

Technically Optimistic • 79 implied HN points • 27 Apr 24
🕹 Technology Data Privacy Social media AI Tech Companies
  1. It's important to review the data that social media platforms like Facebook or Instagram have collected on you, as it can reveal surprising insights about your online presence and preferences.
  2. Being mindful of how tech companies collect and use our data can help us better understand our online identity and the content we are exposed to.
  3. Engaging in simple exercises, like requesting and reviewing your data from social media platforms, can lead to eye-opening discoveries about the information being gathered about you.

Is Bitcoin Anti-Productive?

Points And Figures • 319 implied HN points • 14 Feb 24
💰 Finance Cryptocurrency Investing Blockchain Regulation Tech Companies
  1. Bitcoin is often underestimated as a fraud, but it has potential for legitimate uses in finance and marketing.
  2. Investing in new, seemingly 'crazy' ventures like cryptocurrency is risky but crucial for progress and innovation.
  3. Cryptocurrency has the potential to revolutionize industries by breaking down monopolistic structures and introducing new possibilities like tokenized systems for immigration and voting.

THINK's Lightspeed C

Computer Ads from the Past • 512 implied HN points • 27 Sep 23
🕹 Technology Computers Programming Software Tech Companies Computer History
  1. Lightspeed C was a C programming language software developed in the mid-1980s for Atari systems and Macintosh computers.
  2. Clearstar Softechnologies created Lightspeed C for Atari systems in 1985, and the company was later purchased by Omega Soft in 1988.
  3. THINK Technologies released Lightspeed C for Mac and later renamed it to THINK C in the mid-1980s, receiving positive reviews for its speed and user-friendliness.

Hell is other people: performance management at Big Tech

lcamtuf’s thing • 282 HN points • 29 Jan 24
💼 Business Tech Companies Performance Management Promotions Corporate culture
  1. Performance management at Big Tech companies can cause anxiety and stress among employees due to the focus on fairness and comparison with peers.
  2. Tech companies like Google have introduced peer-based performance evaluations to enhance fairness and transparency.
  3. Despite efforts to create more egalitarian performance management processes, the actual outcomes often involve bland feedback and reliance on managers for decisions.

How Apple Won Generative AI 17 Years Ago

The Algorithmic Bridge • 265 implied HN points • 07 Feb 24
🕹 Technology AI Tech Companies Generative AI Tech industry Innovation
  1. Tech giants are racing to lead in generative AI with various strategies like endless research and new product releases.
  2. Apple seems unruffled amidst the chaos, hinting at a predetermined winner in the race for generative AI.
  3. While other companies are actively engaged in the AI race, Apple remains silent and composed, suggesting a different approach to innovation.

Notes on Product management theater | Marty Cagan (Lenny's Podcast)

The Beautiful Mess • 330 implied HN points • 17 Mar 24
💼 Business Product Management Career development Tech Companies Leadership
  1. Common principles and practices among top product companies exist but may not fully capture the uniqueness and nuances of each company's success.
  2. During challenging times like the pandemic, companies may overhire, lower hiring standards, and create unnecessary roles instead of addressing core issues.
  3. Companies globally should strive to evolve product development methods based on customer needs, regardless of their location, and individuals should take more control over their product management career.

Google, Reddit, Snap earnings, and do we need an economic crisis?

Alex's Personal Blog • 32 implied HN points • 30 Oct 24
💼 Business Earnings Tech Companies Market Trends Advertising Investments
  1. Alphabet had strong earnings in Q3 2024, with big revenue growth driven by its AI tools. Their cloud services and YouTube also saw significant increases.
  2. Reddit's user engagement is increasing with higher revenue, especially from advertising and data licensing. They had great year-on-year growth and are becoming more popular.
  3. Snap also improved its financials with more users and less net loss, showing signs of becoming more profitable. They're reaching out to more smaller advertisers and expanding in Europe.

Oops, Trouble!

Sector 6 | The Newsletter of AIM • 79 implied HN points • 29 Feb 24
🕹 Technology AI Social media Tech Companies Image Generation Global Issues
  1. Google is facing global criticism for some errors in their technology, which has sparked rumors of their CEO potentially stepping down.
  2. Despite the issues, Google is handling the situation well and sees these problems as minor setbacks.
  3. They plan to fix and relaunch their Gemini image generator soon, admitting it wasn't working as intended.