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VOICE ARCHIVE

Dave Benoit

@davecbenoit
22 posts
2025-04-27
It pays very well to be friends with Elon Musk. What CEO would go public when you can make your best friends rich controlling your share offerings instead of the New York Stock Exchange? @cdriebusch et al on SpaceX the moneymaker
2025-04-27 View on X
Wall Street Journal

Docs and sources detail the opaque market for shares of Elon Musk's private companies; Valor recently offered investors $1B worth of shares in SpaceX and xAI

www.wsj.com/business/elo... X: Dave Benoit / @davecbenoit : It pays very well to be friends with Elon Musk. What CEO would go public when you can make your best friends rich contro...

2025-04-26
It pays very well to be friends with Elon Musk. What CEO would go public when you can make your best friends rich controlling your share offerings instead of the New York Stock Exchange? @cdriebusch et al on SpaceX the moneymaker
2025-04-26 View on X
Bloomberg

Sources: XAI Holdings, the newly combined entity housing xAI and X, is in talks to raise roughly $20B, or possibly more, valuing the company at more than $120B

Elon Musk's XAI Holdings is in talks with investors to raise roughly $20 billion in funding for his newly combined artificial intelligence startup …

It pays very well to be friends with Elon Musk. What CEO would go public when you can make your best friends rich controlling your share offerings instead of the New York Stock Exchange? @cdriebusch et al on SpaceX the moneymaker
2025-04-26 View on X
Wall Street Journal

Docs and sources detail the opaque market for shares of Elon Musk's private companies; Valor recently offered investors $1B worth of shares in SpaceX and xAI

Lucrative stock deals have allowed SpaceX to avoid public scrutiny even as it has grown into one of the largest companies in the U.S.

2023-07-21
The US Virgin Islands couldn't find Sergey Brin in May while trying to serve a subpoena about Epstein and JPMorgan. Apparently they didn't check the company he owns $90 billion of. https://www.wsj.com/...
2023-07-21 View on X
Wall Street Journal

Sources: Sergey Brin has increased his visits to Google in recent months to three to four days a week, working with AI researchers building Google's Gemini

Co-founder is working alongside AI researchers at tech giant's headquarters, aiding efforts to build powerful Gemini system

2023-06-27
The Electric Kool-Aid Ketamine Test: Silicon Valley convinces themselves they know how to use drugs for “business.” ⁦By @KirstenGrind⁩ ⁦⁦@katiebindley⁩ https://www.wsj.com/...
2023-06-27 View on X
Wall Street Journal

How routine drug use by Silicon Valley executives moved from an after-hours activity squarely into corporate culture, causing issues for boards and tech leaders

Entrepreneurs including Elon Musk and Sergey Brin are part of a drug movement that proponents hope will expand minds, enhance lives and produce business breakthroughs

2023-03-21
Signature Bank thought it could survive Monday's opening if got emergency funds for the Fed. The Fed said no. Then the bank was seized. Inside the third biggest bank failure ever, w/ ⁦@RachelEnsignWSJ⁩ https://www.wsj.com/...
2023-03-21 View on X
Reuters

The FDIC plans to sell all of Signature Bank's 40 branches to Flagstar Bank, as well as some Signature loans and deposits not in its digital banking business

Bloomberg reports:  —  “Signature Bank's crypto-related deposits will be returned to customers directly … Michael Farrell : I am pleased to announce that Signature Bridge Bank, N.A...

2023-02-16
Serving crypto is becoming untenable for some banks as regulators needle them on the risks and the SEC targets the clients. W/⁦@RachelEnsignWSJ⁩ https://www.wsj.com/...
2023-02-16 View on X
Wall Street Journal

Sources: spooked by a growing regulatory crackdown, US banks are backing away from crypto companies and re-evaluating their exposure, no matter how small

SEC and banking overseers step up scrutiny following collapse of FTX  —  Crypto's Crash Has Been Swift but Largely Self-Contained.  Here's Why.

Serving crypto is becoming untenable for some banks as regulators needle them on the risks and the SEC targets the clients. W/⁦@RachelEnsignWSJ⁩ https://www.wsj.com/...
2023-02-16 View on X
CoinDesk

The US SEC proposes a rule that would bar investment advisers from storing assets at crypto platforms and lenders that are not registered as exchanges or banks

Jesse Hamilton / CoinDesk :

2023-01-23
The owners of Zelle have buried a plan for pay-by-bank-account in favor of ... another digital wallet for your credit cards. But they aren't using the Zelle name that's become nearly household. 🤔 ⁦@AAndriotis⁩ w/ latest on the 7 families https://www.wsj.com/...
2023-01-23 View on X
Wall Street Journal

Wells Fargo, BofA, JPMorgan, and four other banks are working on a digital wallet, managed by Zelle owner Early Warning Services, rolling out in H2 2023

Financial institutions behind Zelle are working on a wallet for consumers to use at online checkout  —  Big banks are teaming …

2023-01-05
Customers yanked $8.1bln out of Silvergate, forcing it to sell bonds at losses that wipe out years of profit and to cut 40% of staff this week. It remains committed to crypto. https://www.wsj.com/...
2023-01-05 View on X
Wall Street Journal

US bank Silvergate, which caters to crypto, reports liquidating debt to cover $8.1B withdrawals as FTX collapsed and laying off 40% of its staff; SI falls 40%+

Bank sold assets at a loss to cover withdrawals and cut 40% of its staff but remains committed to crypto

2023-01-04
This doesn't sound good for Silvergate: Regulators “have significant safety and soundness concerns with business models that are concentrated in crypto-asset-related activities or have concentrated exposures to the crypto-asset sector.” https://www.wsj.com/...
2023-01-04 View on X
Wall Street Journal

The US Federal Reserve, FDIC, and OCC warn banks that issuing or holding crypto “is highly likely to be inconsistent with safe and sound banking practices”

Regulators say holding cryptocurrencies is likely inconsistent with safe banking practices  —  Crypto's Crash Has Been Swift but Largely Self-Contained.

2022-11-15
SBF is searching for a whole new planet in the wild fundraising universe. https://www.wsj.com/...
2022-11-15 View on X
Wall Street Journal

Sources: Sam Bankman-Fried has unsuccessfully continued to attempt to raise $8B to plug FTX's shortfall, despite filing for bankruptcy and resigning as CEO

Alongside a few remaining employees, Mr. Bankman-Fried spent the weekend calling around in search of new commitments from investors

2021-10-02
Google was building a groundbreaking, free, easy-to-open, tech-cool bank account inside Google Pay with 11 partners, including Citigroup. That's dead now. w/ @rudegeair @amacker https://www.wsj.com/...
2021-10-02 View on X
Wall Street Journal

Google scraps plans for mobile-first bank accounts service Plex; sources say the move follows April departure of a Google Pay exec who championed the project

Tech giant had partnered with Citigroup and other banks on ‘Plex’ accounts that would sync with Google Pay

2021-07-18
That time Adam Neumann requested, and this is not a typo, $70 billion from Masa Son. 🤑 Guys, this ⁦@eliotwb⁩ ⁦@maureenmfarrell⁩ book is gonna be 🔥 https://www.wsj.com/...
2021-07-18 View on X
Wall Street Journal

How decision-making by Masayoshi Son, who estimated WeWork would be worth $10T by 2028 and wanted Adam Neumann to be “crazier”, led to WeWork's implosion

Wall Street Journal :

2021-06-29
The actual J. Pierpont Morgan controlled the economy by demanding stakes and board seats in exchange for his unmatched financing power. And then bending those boards to his will. Et tu, Amazon? ⁦@DanaMattioli⁩ https://www.wsj.com/...
2021-06-29 View on X
Wall Street Journal

Sources and docs: as part of contracts, Amazon has made 80+ deals for stakes in suppliers, often at below-market prices, a sign of how it leverages its power

Certain suppliers are asked to give Amazon the right to buy shares at potentially lower-than-market rates as part of their contract

2021-01-31
Roaring Kitty was a track star from Brockton. And then he bought some GameStop shares. https://www.wsj.com/...
2021-01-31 View on X
Under the Hood

Robinhood explains why it placed restrictions on certain securities over the past week, says its clearinghouse-mandated deposit for equities increased tenfold

managed by obscure entities at the center of the stock market called clearinghouses — kicked in Thursday, forcing Robinhood to find emergency cash to continue to be able to trade.”...

Roaring Kitty was a track star from Brockton. And then he bought some GameStop shares. https://www.wsj.com/...
2021-01-31 View on X
Wall Street Journal

Profile of the trader known as DeepFuckingValue on r/WallStreetBets, who began investing in GameStop and explaining why in YouTube videos starting in mid-2019

2021-01-30
Roaring Kitty was a track star from Brockton. And then he bought some GameStop shares. https://www.wsj.com/...
2021-01-30 View on X
Wall Street Journal

Profile of the trader known as DeepFuckingValue on r/WallStreetBets, who began investing in GameStop and explaining why in YouTube videos starting in mid-2019

Trader known as DeepF—ingValue on the WallStreetBets forum helped turn the investing world upside down.  “I didn't expect this.”

2020-02-22
I think there are too many streaming services ... but never too many crazy deal stories about them NBC wants something called Vudu https://www.wsj.com/... Fox wants something called Tubi https://www.wsj.com/...
2020-02-22 View on X
Wall Street Journal

Sources: Comcast's NBCUniversal is in advanced talks to acquire streaming-video service Vudu from Walmart

Entertainment giants increasingly look to give consumers free or low-cost alternatives to premium subscription streaming services  —  Fox Corp. and Comcast Corp. are each in discus...

2020-02-07
Elliott has a tech playbook that says companies that hit it rich once should stick to their profitable knitting, even if growth slows. Their catnip has always been companies like that who have tried to grab at shiny ideas to grow more. Enter, SoftBank. https://twitter.com/...
2020-02-07 View on X
Wall Street Journal

Sources: Elliott Management has quietly built up a $2.5B+ stake in SoftBank and is pushing for changes like stock buybacks and improved corporate governance

Wall Street Journal :