I got one wrong. I thought, "This sounds like Cormac McCarthy on a bad day," and marked the passage as AI. But it *was* Cormac McCarthy on a bad day.
The quiz is fun, but in my experience a bit misleading. AIs can produce 3-4 pp of OK prose, but then go haywire. They should test longer passages.
"Investors are looking for ways to wager on trouble in the software industry .... While some hedge funds have used swaps in the past to short loans, many told the FT that they were unable to find a counterparty willing to take the risk of engaging in these trades." www.ft.com/content/52c4...
Yext: "Much has been said in recent months about the 'death of software.' While provocative, we believe this narrative is
overstated."
also Yext: "We will no longer provide forward-looking financial guidance." d1io3yog0oux5.cloudfront.net/_997b1cfe54b...
Salesforce says in filing that Robin Washington, a member of its board of directors its recently appointed president and chief operating and financial officer, will now also take on the role of principal accounting officer www.sec.gov/ix?doc=/Arch...
"Crux Capital, an early-stage venture capital fund, also decided to build a custom CRM after struggling to find SaaS offerings that fit its needs." www.wsj.com/cio-journal/...
well for one thing, they're doing a Nike sale
Anthropic got there www.cnbc.com/2026/02/28/a...
do you yearn for the late nineties
for those wondering, yes, i am glad to still be at CNBC! thank you. i already miss colleagues who left us this week
thoughtful @om.co take on the latest OpenAI investments om.co/2026/02/27/a...
we'll miss you!!
screenshot of MapQuest.com on desktop. shows satellite illustrated map of midtown Manhattan, a field for entering in a place and three ads. looks a little bit like Google Maps
just noticed that MapQuest still exists
"'Those things won’t make it three years before they are antiquated. It’s a huge gamble,' said an investor who has turned down multiple GPU financing pitches." www.ft.com/content/3ea1...
"Capacity under construction fell to 5.99 gigawatts at the end of 2025 from 6.35 gigawatts at the end of 2024, real estate brokerage CBRE Group Inc. reported Wednesday." www.bloomberg.com/news/article...
they did go long for Q&A, with the call ending at 3:19 p.m. PT
we're about 45 minutes in to this "earnings show," and Q&A has yet to begin
Salesforce CEO Marc Benioff talking with SaaStr CEO Jason Lemkin on the Salesforce earnings webcast
SaaStr CEO Jason Lemkin is at the earnings table now
Salesforce CEO Marc Benioff talking with Wyndham Hotels & Resorts CEO Geoff Ballotti on the Salesforce earnings webcast
Marc rolls on to the Wyndham segment
screenshot of Salesforce earnings webcast. the webcast shows an illustration of Slack Mac app during a video call, with Marc Benioff and SharkNinja CEO Mark Barrocas talking
this is now the SharkNinja portion of the Salesforce earnings call
screenshot of earnings webcast with Marc at the head of the table. Chief operating and financial officer Robin Washington is immediately at his right. Executives Patrick Stokes, Miguel Milano and Mike Spencer are also seated at the table. Marc is talking in front of a microphone and a glass of water. there is a bookshelf with books and pictures behind him
and they're streaming video of this one. reminds me of the Palantir earnings calls
i think Marc just did a dolphin imitation on TBPN?
at 1:01 p.m. PT Salesforce announced earnings
at 1:30 p.m. PT Marc Benioff got on TBPN for a livestream
at 2 p.m. PT Salesforce is scheduled to start its "Earnings Show" with company executives as well as CEOs of SharkNinja, Wyndham Hotels & Resorts and SaaStr www.cnbc.com/2026/02/25/s...
now here is something i can be pumped about www.hollywoodreporter.com/tv/tv-news/i...
"We are about to do a bad thing as a company. This is so irresponsible."
-- Meta content policy chief Monika Bickert in 2019 on the company's adoption of end-to-end encryption on all messages, per a filing in the New Mexico AG case.
www.reuters.com/legal/govern...
screenshot shows three paragraphs, and the following two sentences are highlighted: the company has partnered with credible news sources including The Associated Press, Reuters, The New York Times, The Washington Post, Forbes, as well as “more than 200 local newspapers” in the U.S. to inform Alexa+’s responses. “We have comprehensive guardrails built throughout the Alexa+ experience to help prevent potentially harmful or inaccurate content, and we continually test our models and leverage customer feedback to improve the experience,” she said. The full passage is as follows: OpenAI, Google, and Amazon do not disclose to their customers the full range of data and processes used to curate and incorporate data into their bots’ outputs or how guardrails are employed to prevent misuse, making it hard to explain the differences in the audit results. As noted above, Alexa+, Amazon’s voice-enabled LLM, did not repeat any falsehoods, obtaining a 0 percent fail rate to all three prompt types. Asked about what guardrails Amazon has put in place to explain Alexa+’s performance, Leila Rouhi, the company’s Vice President, Trust, Privacy & Accessibility for Devices and Services, told NewsGuard in a February 2026 email that the company has partnered with credible news sources including The Associated Press, Reuters, The New York Times, The Washington Post, Forbes, as well as “more than 200 local newspapers” in the U.S. to inform Alexa+’s responses. “We have comprehensive guardrails built throughout the Alexa+ experience to help prevent potentially harmful or inaccurate content, and we continually test our models and leverage customer feedback to improve the experience,” she said. OpenAI declined to comment about NewsGuard’s findings, and Google did not respond to two emailed requests for comment.
Amazon appears to have guardrails in place to prevent Alexa+ from speaking provably incorrect information aloud, and the company says partnerships with news organizations help with the production of responses www.newsguardtech.com/special-repo...
OpenAI now targeting more than $280B in 2030 revenue, my colleagues are reporting. that would presumably be over $70B per quarter.
latest quarterly revenue:
AAPL $124B
AMZN $213B
GOOGL $114B
META $60B
MSFT $81B
NVDA $57B
www.cnbc.com/2026/02/20/o...
Scoop: Gov. Pritzker today will call for a 2-year pause in tax incentives for data centers.
"It is clear the governor recognizes these facilities are increasingly politically unpopular and should not lead to higher utilities bills for families."
www.nbcnews.com/politics/pol...
"Roughly 90% of Kalshi’s trading volume goes toward wagers on sports, while roughly half of Polymarket’s trading is tied to sports" apnews.com/article/kals...
"Athenahealth spent the last six months publishing 250,000 words of 'highly targeted, highly calibrated content' aimed at 'educating' the A.I. chatbots, Ms. Simpson said. The result: The company is more likely to be cited in relevant queries than it was a year ago." www.nytimes.com/2026/02/17/t...
