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VOICE ARCHIVE

Robert Smith

@bondhack.ft.com
11 posts
2026-02-22
‘"I would rather have an interesting life than a couple hundred million dollars in my bank account.  Racing cum is definitely interesting."  I found Eric very hard not to like.’  —  Delicious writing from Sam Kriss harpers.org/archive/2026...
2026-02-22 View on X
Harper's

Interviews with Cluely's Roy Lee, Donald Boat, and other highly “agentic” young men, as agency becomes more valuable than technical skills in Silicon Valley

Tech's new generation and the end of thinking … Cluely and its co-founder Chungin “Roy” Lee were intensely, and intentionally, controversial.

2025-11-03
I don't usually criticise my colleagues in public, but I'm dismayed that this FT article has overlooked the capital's true proprietary trading whale.  —  I am of course taking about East London's GSR (Gary Stevenson Research).  —  www.ft.com/content/8a65...
2025-11-03 View on X
Financial Times

London is establishing itself as a center for quantitative finance; filings show trading firms XTX, Qube, and Quadrature each made £1B+ revenue in the past year

I am of course taking about East London's GSR (Gary Stevenson Research).  —  www.ft.com/content/8a65... Forums: r/Economics : London becomes ‘quant’ powerhouse as traders rake in r...

2025-07-08
Have to hand it to CoreWeave: pretty shrewd corporate finance to use your massively pumped up share price to take out $10bn of onerous leases!  —  on.ft.com/4eB4KqJ
2025-07-08 View on X
Bloomberg

CoreWeave says it has agreed to acquire bitcoin miner Core Scientific in a ~$9B all-stock deal, set to close in Q4 2025, to expand its AI data center capacity

#DataCenters  —  #CoreWeave  —  #PowerIsTheMoat @notreload : $CRWV -2.8%, $CORZ -18% [CoreWeave's all-stock acquisition of Core Scientific caused Core Scientific's stock to fall du...

2025-05-25
Let he who hasn't presided over a suspected revenue inflation scheme centred around a cluster of potentially dubious Dubai businesses cast the first stone.  [image]
2025-05-25 View on X
Financial Times

Sources: Builder.ai collapsed after it revised its 2024 revenue estimate from $220M to ~$55M and restated its previously reported 2023 sales from $180M to ~$45M

With the sublime @cynthiao.bsky.social and @alexandraheal.bsky.social [embedded post] Mando / @mrmandolino.itch.io : All of this is following the exact same arc that the crypto\NFT...

🚨Builder.ai's founder Sachin Dev Duggal has sounded out investors on a potential deal to buy the failed UK software company out of insolvency🚨  —  Comes hot on heels of the FT revealing an internal investigation found evidence of potentially bogus sales  —  Details only in the FT here: …
2025-05-25 View on X
Financial Times

Sources: Builder.ai collapsed after it revised its 2024 revenue estimate from $220M to ~$55M and restated its previously reported 2023 sales from $180M to ~$45M

With the sublime @cynthiao.bsky.social and @alexandraheal.bsky.social [embedded post] Mando / @mrmandolino.itch.io : All of this is following the exact same arc that the crypto\NFT...

We just broke news of a crazy plot twist in one of the craziest corporate scandals I've ever covered (and I've covered a lot of 'em)  —  With the sublime @cynthiao.bsky.social and @alexandraheal.bsky.social [embedded post]
2025-05-25 View on X
Financial Times

Sources: Builder.ai collapsed after it revised its 2024 revenue estimate from $220M to ~$55M and restated its previously reported 2023 sales from $180M to ~$45M

With the sublime @cynthiao.bsky.social and @alexandraheal.bsky.social [embedded post] Mando / @mrmandolino.itch.io : All of this is following the exact same arc that the crypto\NFT...

2025-05-24
We just broke news of a crazy plot twist in one of the craziest corporate scandals I've ever covered (and I've covered a lot of 'em)  —  With the sublime @cynthiao.bsky.social and @alexandraheal.bsky.social [embedded post]
2025-05-24 View on X
Financial Times

Sources: Builder.ai collapsed after it revised its 2024 revenue estimate from $220M to ~$55M and restated its previously reported 2023 sales from $180M to ~$45M

Failed UK start-up revised down revenues to just a quarter of prior estimates  —  Microsoft-backed Builder.ai collapsed …

Let he who hasn't presided over a suspected revenue inflation scheme centred around a cluster of potentially dubious Dubai businesses cast the first stone.  [image]
2025-05-24 View on X
Financial Times

Sources: Builder.ai collapsed after it revised its 2024 revenue estimate from $220M to ~$55M and restated its previously reported 2023 sales from $180M to ~$45M

Failed UK start-up revised down revenues to just a quarter of prior estimates  —  Microsoft-backed Builder.ai collapsed …

🚨Builder.ai's founder Sachin Dev Duggal has sounded out investors on a potential deal to buy the failed UK software company out of insolvency🚨  —  Comes hot on heels of the FT revealing an internal investigation found evidence of potentially bogus sales  —  Details only in the FT here: …
2025-05-24 View on X
Financial Times

Sources: Builder.ai collapsed after it revised its 2024 revenue estimate from $220M to ~$55M and restated its previously reported 2023 sales from $180M to ~$45M

Failed UK start-up revised down revenues to just a quarter of prior estimates  —  Microsoft-backed Builder.ai collapsed …

2025-02-24
“White, who started his career repairing guitars for members of the band AC/DC in the 1970s...”  —  Never change Australian business stories, never change!  —  By @nicfildes.ft.com www.ft.com/content/05b9...
2025-02-24 View on X
Financial Times

Australian tech company WiseTech's shares dropped 22% after most of its board, including the chair, resigned over clashes on co-founder Richard White's role

Never change Australian business stories, never change!  —  By @nicfildes.ft.com www.ft.com/content/05b9...

2025-02-17
Banks were making 50m x 50m markets in X/Twitter's debt following its most recent syndication.  Don't ever recall seeing markets that big in leveraged credit before, let alone a loan to a private company.  —  Recall that this debt was basically toxic until a few months ago  —  www.ft.com/content/4f44...
2025-02-17 View on X
Financial Times

Sources: Wall Street banks led by Morgan Stanley have offloaded almost all of Elon Musk's $12.5B in loans used to buy Twitter, and now hold $1B+ in X debt

Investor perception of debt has changed since Donald Trump's election victory  —  Wall Street banks have rid themselves of almost … Bluesky: @bondhack.ft.com Bluesky: Robert Smith ...