2026-02-10
How does this investment vehicle help anyone other than Nvidia and Apollo? Why would xAI add another layer of fees to its infrastructure? [embedded post]
The Information
Source: Apollo nears a ~$3.4B loan deal to a Valor-led investment vehicle to buy Nvidia chips for leasing to xAI; through fall 2025, xAI was burning $1B+/month
2026-02-09
How does this investment vehicle help anyone other than Nvidia and Apollo? Why would xAI add another layer of fees to its infrastructure? [embedded post]
The Information
Source: Apollo nears a ~$3.4B loan deal to a Valor-led investment vehicle to buy Nvidia chips for leasing to xAI; through fall 2025, xAI was burning $1B+/month
Apollo Global Management, one of Wall Street's biggest private credit firms, is nearing a deal to lend about $3.4 billion …
2026-01-28
They're saying they'll have the same revenue as NVIDIA (!!!) in three years??? Selling what exactly? [embedded post]
The Information
Sources: Anthropic raises its revenue forecasts to $18B in 2026, $55B in 2027, and $148B in 2029, delaying its cash flow positive expectations by a year to 2028
They're saying they'll have the same revenue as NVIDIA (!!!) in three years??? Selling what exactly? [embedded post]
Financial Times
Sources: Anthropic is set to raise about $20B led by Singapore's GIC and Coatue, double the amount it had targeted, at a $350B valuation
Company in talks to raise new funds from Coatue, GIC, Iconiq and Sequoia at $350bn valuation — Anthropic is set to raise about $20bn from venture capitalists …
2020-07-19
This doesn't feel like some ham-handed Bitcoin scam for a couple hundred thousand dollars. https://twitter.com/...
Twitter
Twitter provides an overview of what it knows about Wednesday's hack so far: how it happened, what the attackers accessed, how it reacted, and the next steps
As we've been informing via the @TwitterSupport account, on Wednesday, July 15, 2020, we detected a security incident at Twitter and took immediate action.
2020-07-18
This doesn't feel like some ham-handed Bitcoin scam for a couple hundred thousand dollars. https://twitter.com/...
Twitter
Twitter provides an overview about what it knows about Wednesday's hack so far: how it happened, what the attackers accessed, its actions, and the next steps
As we've been informing via the @TwitterSupport account, on Wednesday, July 15, 2020, we detected a security incident at Twitter and took immediate action.
2020-01-14
A cool thing about this Burisma hack is that if GRU begins leaking emails, there is no agreed-upon ethical response from major news outlets. No executive editor or executive producer ever decided whether it's ok to just run back the same terrible journalism all over again. FUN! https://twitter.com/...
New York Times
Security experts say Russia's GRU phished login credentials, accessed servers for Burisma, a gas company on whose board Hunter Biden served, starting Nov. 2019
With President Trump facing an impeachment trial over his efforts to pressure Ukraine to investigate former Vice President Joseph R. Biden Jr …