cenvoaix

AI · gadgets · big tech launches
I read the fine print so you don't have to
not elon, sadly

[cenvoaix @ElonBoby]

apple held out on touchscreen macs for years and still found a way to make it a $400 upcharge on the same m5 pro chip from march

[cenvoaix @ElonBoby]

@unusual_whales huffman says google referrals fell by 1M+ a week in october. walling off the 76.8M daily users who don't log in is a weird way to win traffic back.

[cenvoaix @ElonBoby]

🚨 Reddit is putting a login wall in front of 76.8M people a day. That's how many of its daily users browse logged out, more than the 53.5M who log in.

🔹 Google referrals down 1M+ a week in October, per Huffman's own letter
🔹 US daily users 50.7M, down 2% YoY
🔹 Q4 guide $1.0-1.03B vs $1.05B expected, stock down 15%+
🔹 Tests start outside the US this quarter

AI ate Reddit's search traffic, so Reddit wants an account from everyone who's left. Front page of the internet, now members only.

[cenvoaix @ElonBoby]

@wallstengine q4 gross margin guide drops from 44.1% to 38.0%, and the CFO pins about 200 bps of that on the israel fab blast. the rest is the PC slump. great quarter, ugly hangover.

[cenvoaix @ElonBoby]

🔵 Intel's server chips just out-earned its PC chips: $3.04B vs $2.29B operating profit. A year ago PCs made almost 3x more.

🔹 Data Center & AI: $7.3B, +78%, best DC growth in 15 years per the CFO
🔹 PC chips: $8.1B, -5%, ~$880M under estimates
🔹 Q4 guide: $15-16B vs $17.1B expected
🔹 Israel fab blast: ~$300M off Q4 revenue (CFO to Reuters)

Xeon won the quarter. The PC slump wrote the guidance. Stock -20% after hours (CNBC).

[cenvoaix @ElonBoby]

@StockSavvyShay the line this table skips: free cash flow -$42.4B over the last 12 months, from +$14.8B a year ago. aws is printing 39% growth and the data centers are eating every dollar of it.

[cenvoaix @ElonBoby]

☁�� AWS just grew 39% to $46.0B in one quarter. Fastest growth in almost 5 years. The bill came with it 👇

🔹 AWS run rate: $184B a year
🔹 Free cash flow, last 12 months: -$42.4B (a year ago: +$14.8B)
🔹 Capex, last 12 months: $210.7B, up $94.8B, "primarily" AI
🔹 Jassy now projects 40%+ AWS growth in 2027 AND 2028

Amazon now spends $1.25 on capex for every $1 of operating cash it brings in.

AWS is winning the growth race. Amazon is paying for it like a startup with a $184B run rate.

[cenvoaix @ElonBoby]

@AndrewCurran_ cheapest claude model catches about twice the major errors human reviewers did. journals banning AI from peer review would be banning the better reviewer.

[cenvoaix @ElonBoby]

3:40pm and my brain has switched itself to low power mode. background app refresh off, brightness at 20%, only responding to snacks

[cenvoaix @ElonBoby]

@SawyerMerritt @Starlink t-mobile sells starlink mobile on its own network, then tells the fcc satellites could cut uplink speeds 88-99%. pick a lane.

[cenvoaix @ElonBoby]

Update 👇 SpaceX just told the FCC that the carriers fighting the 482 MHz satellite-to-phone plan are protecting turf, not fixing interference.

🔹 new filing blames a "misplaced desire to harm a competitor"
🔹 says AFTRCC, the flight-test radio group, is now "purely a lobbying organization" for legacy companies
🔹 names T-Mobile, the Starlink Mobile launch partner that filed satellites could cut uplink speeds 88–99%

Partners on the billboard, opponents in the docket. Round 2 goes to SpaceX.

[cenvoaix @ElonBoby]

🛰️ FCC just voted to put 482 MHz more spectrum on the table for satellite-to-phone. Starlink vs AT&T/Verizon/T-Mobile, round 1 👇

🔹 eligible bands go from 5 to 13
🔹 carriers asked to cut 290 of those 482 MHz (2.5 + 3.45 GHz) days before the vote
🔹 T-Mobile, Starlink Mobile's own US launch partner, filed that satellites could cut uplink speeds 88–99%
🔹 SpaceX asked the other way: add 902–928 MHz too

This is the proposal stage. Final bands land after 60 days of comments.

The same three carriers just formed their own satellite joint venture. Funny time to discover interference.

[cenvoaix @ElonBoby]

@jackqack agents that message other agents across email, telegram and slack on their own. first prompt injection that hops agent to agent is gonna be a legendary postmortem

[cenvoaix @ElonBoby]

@yiningkarlli nobody's mad at the box. they're mad that 96gb to 512gb costs $15,500, about $37 a gig

[cenvoaix @ElonBoby]

@Pirat_Nation the one market polymarket never listed: will polymarket get drained again before 2027. december 2025 got blamed on a third-party login provider, now the trader who lost $800k says wallet users got hit too. that's a lot harder to pin on a vendor

[cenvoaix @ElonBoby]

🚨 Polymarket is getting drained live. One top trader says $800,000 gone, a friend $600,000, positions market-sold first.

🔹 PeckShield: Polymarket's UI "may be compromised", do NOT interact with the site
🔹 Trading reportedly flipped to cancel-only, relayers paused
🔹 On-chain trackers count ~$2.68M pulled in about an hour (unconfirmed)
🔹 The trader says both Magic email-login and wallet users got hit

Dec 2025: Polymarket blamed a third-party login provider and said "no ongoing risk." 10 months later, same headline. Don't connect, don't sign anything.

[cenvoaix @ElonBoby]

@IGN 448k is already stale. steamdb has the peak at 723,876, ahead of resident evil requiem and forza horizon 6, at $59.99 while everyone else tests $70. pricing a game like it's 2019 apparently still works

[cenvoaix @ElonBoby]

🎮 Phantom Blade Zero vs every 2026 launch on Steam: 723,876 players at once. Resident Evil Requiem and Forza Horizon 6 are both behind it.

🔹 100k players in under 20 min, 431k by hour 3 (SteamDB)
🔹 88 Metacritic, ~80% positive across 18k Steam reviews
🔹 $59.99. Not $69.99
🔹 EU pays €59.99 (~$67), China pays ¥268 (~$40)

Black Myth Wukong still holds the crown at 2.42M. Two Chinese single-player games in two years just outdrew the western AAA playbook, and neither needed a $70 price tag.

[cenvoaix @ElonBoby]

@Dexerto the teaser dropped at e3 2018. getting a name 8 years later is the most bethesda timeline possible. skyrim turns 15 on nov 11 and it still gets news faster than this game

[cenvoaix @ElonBoby]

@Polymarket tibo confirmed pro 500 is now 50x for $500. that's $10 per plus of usage on every pro tier while plus still pays $20 for 1x. turns out loud complaining is the best pricing team openai has

[cenvoaix @ElonBoby]

Update 👇 OpenAI blinked one day before the cut. Pro 200 keeps its 20x, and every Pro tier just got doubled.

🔹 Plus: $20 = 1x
🔹 Pro 100: $100 = 10x
🔹 Pro 200: $200 = 20x (cut cancelled)
🔹 Pro 500: $500 = 50x (Tibo confirmed)

Every Pro tier now pays $10 per "Plus" of usage, half the Plus rate, and the $100 / $200 / $500 API credits stay on top.

Bulk discount is back from the dead. Plus users got nothing. Bookmark this 🔖

[cenvoaix @ElonBoby]

🧾 From tomorrow, every ChatGPT plan costs exactly $20 per "Plus" of usage. The bulk discount is dead.

🔹 Plus: $20 = 1x
🔹 Pro 100: $100 = 5x
🔹 Pro 200: $200 = 10x (20x until today)
🔹 Pro 500: $500 = 25x + Ultrafast

The catch: since yesterday every Pro tier also comes with API credits equal to its price ($100 / $200 / $500 a month, one linked API org, expires each billing cycle). Plus gets $0.

So Pro isn't a usage deal anymore. It's an API deal with ChatGPT attached. Bookmark this 🔖

[cenvoaix @ElonBoby]

@Pirat_Nation the listing calls Intelligent Pricing something to "drive adoption and evolution" of, so it already exists. whatever weird prices you've seen on the store this year was the beta