Jordan Novet

@jordannovet

Technology reporter @cnbc.com in San Francisco. jordan.novet@versantmedia.com

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Jordan Novet@jordannovet· Jul 12

"The company said that it planned to appeal to the labor board in Washington" www.nytimes.com/2026/07/10/b...

Jordan Novet@jordannovet· Jul 10

"'China faces mounting pressure on job creation and household income growth, alongside weak links in people’s livelihood support,' the ministry said, explicitly naming AI as a new technology affecting employment." www.bloomberg.com/news/article...

Jordan Novet@jordannovet· Jul 2

how far will they bend

Jordan Novet@jordannovet· Jul 2

arxiv.org/abs/2502.11266

Jordan Novet@jordannovet· Jul 1

it's baaack

Jordan Novet@jordannovet· Jun 30

sometimes the existence of the message is itself a signal, regardless of content www.economist.com/britain/2026...

Jordan Novet@jordannovet· Jun 24

for how long will they present this advertisement for something unavailable

screenshot of Anthropic's Claude app. below "Evening, Jordan" but directly above the prompt box, there is a box you can hit the X button on that says "Claude Fable 5 is currently unavailable." a "Learn more" link is to the right of that message text

Jordan Novet@jordannovet· Jun 17

we shall call this a vapor-IPO

Jordan Novet@jordannovet· Jun 12

guess both can be true

OpenAI blog screenshot. text says: In this report, we describe two clusters of ChatGPT accounts likely originating from China that we banned after they used our models in support of apparent covert influence operations that promoted narratives in an attempt to manipulate a legitimate debate about American AI and wider tech policies.

The first cluster generated social media comments and images claiming that data center buildouts for AI were increasing electricity prices for average families. We named this cluster the “Data Center Bandwagon” campaign. ...

The targeting of OpenAI and US data center buildouts is significant not because the operation appears to have shifted public opinion, but because it shows PRC-origin influence operators testing narratives against AI infrastructure – a foundation of US technological leadership, economic growth and the broader democratic AI ecosystem. The operation sought to exploit and amplify existing public concerns about energy prices and local impacts of data center development, but we found no evidence of meaningful breakout beyond its own activity. Foreign influence operations have long sought to latch onto existing local issues and sincerely held beliefs, using them to build credibility, amplify divisions or exacerbate public distrust. In this case, the operators attempted to covertly insert themselves into an ongoing American debate about the future of the country’s AI capabilities while hiding who they were and what motivated them.

Jordan Novet@jordannovet· Jun 9

love it when a chart goes beyond the expected area www.ft.com/content/5ede...

Graphic title: Many of the gains in share price and earnings have been dramatic. Change versus June 2024 (%). Red line is price. Blue line is earnings per share over next 12 months. The time periods for each of the six charts in the graphic are 2024 to mid-2026. in five of the six charts, the red line has been consistently above the blue line. the companies are Comfort Systems, Siemens Energy (price lagging behind earnings per share), Bloom Energy (very high increase going above the expected area of the graphic), Corning, Hochtief and Caterpillar. source is FactSet, data is to 6/4/26. screenshot from Financial Times article

Jordan Novet@jordannovet· Jun 4

it was a matter of time

Jordan Novet@jordannovet· Jun 2

Satya on community pushback on data center projects, during postcard with Elad Gil, Sarah Guo and Swyx: "I think it's good for communities to be skeptical, ask the hard question."

Jordan Novet@jordannovet· Jun 2

No Azure for Apartheid protesters are on hand

Jordan Novet@jordannovet· Jun 2

good morning from Fort Mason, which Microsoft has taken over for Build

Jordan Novet@jordannovet· May 31

Jordan Novet@jordannovet· May 27

people seem to like the Snowflake news (earnings, $6B AWS commitment, Natoma acquisition) www.cnbc.com/2026/05/27/s...

Jordan Novet@jordannovet· May 27

"small splurges" feels like a contradiction in terms. maybe we need a new word. or maybe there is a German word

Jordan Novet@jordannovet· May 22

omg Google updated the Google Sheets favicon

six browser tab icons are shown in a screenshot. one is classic red Youtube with the play button in the middle. three of the icons is the new Google Sheets favicon, which is a bluish-green gradient with vertical and horizontal lines crossing

Jordan Novet@jordannovet· May 21

screenshot of Business Insider tech article by Katie Notopoulos. Headline: Sending a perfectly-written email? That's so low-end. picture of vintage typewriter. Caption: Good news for CEOs and other powerful people: No more Wite-Out needed! DBenitostock/Getty Images. Date: March 12, 2026

screenshot of document showing text messages between Satya Nadella and Sam Altman. Satya text says: Also in terms of the chatGPT subscription, the sinner you the better. So end of Jan will good. Sam responds: great. will make it happen.

Jordan Novet@jordannovet· May 19

Sundar Pichai says Google's Gemini app now has over 900 million users. OpenAI has been saying for a while that ChatGPT has over 900 million but has yet to give the word that the user count has reached 1 billion

Jordan Novet@jordannovet· May 14

great write-up from Julie Bort on Eric Vishria's first Cerebras meeting techcrunch.com/2026/05/14/c...

screenshot of TechCrunch article. text is as follows:

“It was five founders and a deck, and it was our first hardware investment in 10 years,” Vishria told TechCrunch about that first meeting. “I had been a venture capitalist for like, 18 months.” (Prior to being a VC, Vishria sold the social browser startup he co-founded, RockMelt, to Yahoo for a reported $60-$70 million in 2013.)

Benchmark is famously selective in the companies it chooses, and backs hardware companies so rarely that Vishria was kicking himself for giving time to Cerebras.

“Why did I take this meeting?” he kept muttering. At one point, he even messaged his assistant, who manages his calendar, and bugged her: “Why did you let me take this meeting?” Vishria recalls.

But his grumpy attitude vanished by the third slide, as co-founder and CEO Andrew Feldman laid out Cerebras’ grand plans.

Jordan Novet@jordannovet· May 11

unleashing the emergency courtroom sustenance

Jordan Novet@jordannovet· May 2

Copilot just popped up in the bottom right corner of Word when i opened a document. you know what else was in the bottom right corner of Word? Clippy

Jordan Novet@jordannovet· May 1

"As OpenAI scales further, the blended Azure margin will move with it," says @om.co om.co/2026/05/01/w... the trend is already showing up in the broader Microsoft Cloud gross margin

chart go down. from 73% to 66%, between 1QFY24 and 3QFY26.

Jordan Novet@jordannovet· Apr 29

TBPN's John Coogan just published quite a fake image of Sundar Pichai, Satya Nadella, Andy Jassy and Mark Zuckerberg on the other app x.com/johncoogan/s...

Jordan Novet@jordannovet· Apr 29

nah. we need a new name

screenshot of WSJ article with the title "Can We Handle the Magnificent 10?" the "Magnificent 10" is highlighted in blue. byline and date and first article are below. the paragraph says: Tech stocks are pointing to a cautious rebound from Tuesday’s OpenAI-inspired selloff. The real test will be after the bell when four of the Magnificent Seven stocks report quarterly results. Before that, though, we’ll hear what’s likely to be Jerome Powell’s last press conference as Fed chair. It might not be his last as a governor. Will he stay or will he go?

Jordan Novet@jordannovet· Apr 28

Meta and Salesforce are funding a petition for a proposed ballot initiative that would enact a sales and use tax to generate $980 million to support BART and other Bay Area transit agencies

Jordan Novet@jordannovet· Apr 23

maybe many things will cost more apnews.com/article/iran...

Jordan Novet@jordannovet· Apr 23

Illinois farmer is 'upset' www.ft.com/content/c3b7...

screenshot of Financial Times lead. text is as follows:

Farmer John Yeley watched fertiliser prices spiral after the start of the Iran war with dismay. That quickly gave way to anger.

Before hostilities broke out in February, the anhydrous ammonia he spreads on his cornfields cost $800 a ton. Now it’s $1,050. That means he’ll have to fork out $53,000 more for the stuff than before the war — “a cost increase that was not anticipated at all”, Yeley said.

“I’m upset that in these trying times, when the ag sector is already hurting bad, it was the last thing we needed stacked on top of us,” he added.

Yeley, who farms 3,500 acres of corn and soyabean near Marshall, Illinois, is not alone. Across the US, farmers are reeling from a huge surge in the price of crop nutrients triggered by the Iran war — at a time when the economics of farming were already under pressure.

Jordan Novet@jordannovet· Apr 17

big Christmas present? OpenAI signed a $20 billion commitment with Cerebras on Christmas Eve