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VOICE ARCHIVE

Giles Wilkes

@gilesyb
7 posts
2026-02-15
www.nytimes.com/2026/02/13/t...  Just checking in with those ardent defenders of free speech
2026-02-15 View on X
New York Times

Sources: the US DHS recently sent hundreds of administrative subpoenas, which do not need a judge's approval, to tech firms to identify people critical of ICE

The department has sent Google, Meta and other companies hundreds of subpoenas for information on accounts that track or comment …

2026-02-14
www.nytimes.com/2026/02/13/t...  Just checking in with those ardent defenders of free speech
2026-02-14 View on X
New York Times

Sources: the US DHS recently sent hundreds of administrative subpoenas, which do not need a judge's approval, to tech firms to identify people critical of ICE

The department has sent Google, Meta and other companies hundreds of subpoenas for information on accounts that track or comment …

2025-12-02
Google, Nvidia, and OpenAI stratechery.com/2025/google- ...  fascinating Stratechery on the moats that Google looks to breach in the other two
2025-12-02 View on X
Stratechery

Google, with its structural advantages, is a threat to both OpenAI and Nvidia; OpenAI has a meaningful moat with 800M+ ChatGPT users, but must monetize via ads

OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.

Google, Nvidia, and OpenAI stratechery.com/2025/google- ...  fascinating Stratechery on the moats that Google looks to breach in the other two
2025-12-02 View on X
The Information

Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads

OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshal more resources to improve ChatGPT …

2025-11-06
Read of the day: Ben canters through recent pro-bubble literature.  The most surprising thing for me is his argument that by massively augmenting the demand for energy at this (imho fraught) time, the data centre bubble might leave a hugely positive legacy.  —  stratechery.com/2025/the-ben...
2025-11-06 View on X
Stratechery

The AI boom is driving coordinated innovation in the US: new fabs and power generation capacity could produce lasting infrastructure even if the bubble bursts

It's funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to write …

2023-02-09
Just so entertaining. https://www.ft.com/...
2023-02-09 View on X
Financial Times

Inside FTX's final hours, described by employees, chat logs, and Sam Bankman-Fried: panic selling assets, trying to raise funds, SBF's silence, and bankruptcy

In January, I walked up the front steps of a single-storey, grey-shingled house in a neighbourhood on the fringe of Stanford University.

2023-01-28
Tulipmania barely affected the Dutch economy. Britain's railway boom plotted out rail investments worth 200% of GDP - the biggest investment boom ever. So much is good in this piece from @TimHarford https://giftarticle.ft.com/... on the difficulties of calling bubbles
2023-01-28 View on X
Financial Times

What poet, playboy, and prophet of investment bubbles Charles Mackay, plagiarizing in 1841 on the Dutch tulip bubble, can tell us about crypto's rise and fall

One winter morning in early 1637, a sailor presented himself at the counting-house of a wealthy Dutch merchant and was offered a hearty breakfast of fine red herring. Tweets: @pked...