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VOICE ARCHIVE

Jesse Felder

@jessefelder
141 posts
2026-03-09
‘Drone strikes on Amazon Web Services facilities this week in the United Arab Emirates and Bahrain highlight the vulnerability of cloud facilities — prominent symbols of US tech power in the region and hard to defend against air attack.’ www.ft.com/content/09fa...
2026-03-09 View on X
The Guardian

Iran targeting commercial datacenters in the UAE and Bahrain signals a new frontier in asymmetric warfare and raises doubts over the Gulf as a global AI hub

Why Kuwait, UAE, and Saudi Arabia Are Now a No-Go for TravelersAssociated Press:Mideast's water supply at risk as Bahrain and Iran say their desalination plants were attacked amid ...

‘Drone strikes on Amazon Web Services facilities this week in the United Arab Emirates and Bahrain highlight the vulnerability of cloud facilities — prominent symbols of US tech power in the region and hard to defend against air attack.’ www.ft.com/content/09fa...
2026-03-09 View on X
The Information

The US-led war in Iran is complicating plans by Gulf nations to spend $300B+ on AI investments, putting at risk a potential source of funding for tech companies

The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data centers, chips and other AI investments …

2026-03-08
‘Drone strikes on Amazon Web Services facilities this week in the United Arab Emirates and Bahrain highlight the vulnerability of cloud facilities — prominent symbols of US tech power in the region and hard to defend against air attack.’ www.ft.com/content/09fa...
2026-03-08 View on X
The Guardian

Iran targeting commercial datacenters in the UAE and Bahrain signals a new frontier in asymmetric warfare and raises doubts over the Gulf as a global AI hub

Iran's targeting of commercial datacentres in the UAE and Bahrain signals a new frontier in asymmetric warfare

2026-03-07
“You can never start those kids too early on sports betting,” Nigel Eccles, the co-founder and former CEO of online sportsbook FanDuel, mockingly wrote. www.wsj.com/business/med...
2026-03-07 View on X
Wall Street Journal

How prediction markets Kalshi and Polymarket are aggressively targeting college students through fraternity partnerships and student influencers

The House always wins.  The same is not true for the Frat House.Ethan Gach /Kotaku:Kalshi Reportedly Paid 15-Year-Old Gamer To Promote Online Betting Until Its Legal Department Sai...

“You can never start those kids too early on sports betting,” Nigel Eccles, the co-founder and former CEO of online sportsbook FanDuel, mockingly wrote. www.wsj.com/business/med...
2026-03-07 View on X
NPR

A look at the rivalry between Kalshi CEO Tarek Mansour and Polymarket CEO Shayne Coplan, who have competing visions for how prediction markets should grow

There's one word Kalshi CEO Tarek Mansour is loath to say: Polymarket.  —  Like a politician swiping his never-to-be-spoken …

2026-03-06
“You can never start those kids too early on sports betting,” Nigel Eccles, the co-founder and former CEO of online sportsbook FanDuel, mockingly wrote. www.wsj.com/business/med...
2026-03-06 View on X
Wall Street Journal

How prediction markets Kalshi and Polymarket are aggressively targeting college students through fraternity partnerships and student influencers

Kalshi and Polymarket pour money into deals with social-media influencers and students, who try to parlay rumors, insider information into cash; 'We know this shouldn't be allowed'

‘This week, Oracle announced internally that it would be reviewing many of the open job listings in its cloud division, effectively slowing down or freezing the hiring process, according to people with knowledge of the move.’ www.bloomberg.com/news/article...
2026-03-06 View on X
Bloomberg

Sources: Oracle is planning to cut thousands of jobs as soon as March, among its moves to handle a cash crunch from a massive AI data center expansion effort

Oracle Corp. is planning to ax thousands of jobs, among its moves to handle a cash crunch from a massive AI data center expansion effort.

2026-02-26
“The pure dollar number which is chasing [the dispersion trade] is bigger than before.  The fast money accounts like hedge funds are much more active . . . But you're also seeing the application of this [trading strategy] going way beyond just the hedge funds.” www.ft.com/content/dede...
2026-02-26 View on X
Wall Street Journal

Software stocks in the State Street ETF lost $1.6T in combined market cap in 2026 due to AI fears; Microsoft, AppLovin, Intuit, and Salesforce each lost $50B+

“The pure dollar number which is chasing [the dispersion trade] is bigger than before.  The fast money accounts like hedge funds are much more active . . . But you're also seeing the application of this [trading strategy] going way beyond just the hedge funds.” www.ft.com/content/dede...
2026-02-26 View on X
Citadel Securities

Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute

Copyright © Citadel Enterprise Americas LLC or one of its affiliates.  All rights reserved.

2026-02-25
‘A Chinese blockade of Taiwan could choke the supply of computer chips made on the island and bring the U.S. tech industry to its knees.  Two presidents have tried persuading the industry to change.  But warnings, gifts and threats have made little difference.’ www.nytimes.com/2026/02/24/t...
2026-02-25 View on X
New York Times

How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans

2026-02-24
‘A Chinese blockade of Taiwan could choke the supply of computer chips made on the island and bring the U.S. tech industry to its knees.  Two presidents have tried persuading the industry to change.  But warnings, gifts and threats have made little difference.’ www.nytimes.com/2026/02/24/t...
2026-02-24 View on X
New York Times

How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans

Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …

2026-02-23
‘It turns out that the abundant free cash flow that Meta reports to investors is something of an optical illusion.  Yes, it generated billions in cash last year but that was largely devoured by the all-too-real cash costs that come with paying stock-based compensation.’ www.wsj.com/business/c-s...
2026-02-23 View on X
Financial Times

Data center developers are seeking credit ratings even while facilities are under construction to unlock new capital; S&P, Moody's, and others expand coverage

Agencies are rushing to rate the debt of projects still under construction  —  Data centre developers are seeking credit ratings …

2026-02-20
‘The company said that it had set aside $250mn for credit losses in the fourth quarter — up almost 60 per cent on the same period in 2024.’ www.ft.com/content/dbe5...
2026-02-20 View on X
Financial Times

Klarna reports Q4 revenue up 38% YoY to $1.08B, a $26M net loss, down from a $40M net profit in Q4 2024, provision for credit losses up 59%; KLAR drops 26.9%

2026-02-17
“On the supply side, we are doing everything we can to add capacity.”  -Mark Murphy, Micron's chief financial officer www.wsj.com/tech/micron-...
2026-02-17 View on X
Wall Street Journal

Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand

For decades, memory chips were low-margin commodity products.  Now the industry can't make enough to satisfy data centers' hunger.

2026-02-13
“Everyone is going to get as much as they can before the music stops.” www.wsj.com/tech/ai/the-...
2026-02-13 View on X
Wall Street Journal

Companies like Stripe, OpenAI, Anthropic, and SpaceX are letting workers cash out before their IPOs, a move once seen as taboo and lacking long-term commitment

Companies from Stripe to OpenAI, Anthropic, Databricks and SpaceX are increasingly giving employees the ability to sell some of their shares

2026-02-10
“This case is as easy as ABC.  Addicting, brains, children.  They didn't just build apps, they built traps.  They didn't want users, they wanted addicts.” www.nytimes.com/2026/02/09/t...
2026-02-10 View on X
Associated Press

Opening statements in New Mexico's Meta lawsuit: state prosecutors argue that Meta misrepresented the safety of its platforms, while Meta's attorney pushes back

Meta has failed to disclose what it knows about the harmful effect of its platforms on children in violation …

2026-02-06
“Higher capex telegraphs that it may take longer for AI strategies to play out.  Not welcome news for investors that are already fixated on when AI-related revenue will start to show up.” www.ft.com/content/0e7f...  [image]
2026-02-06 View on X
Bloomberg

Alphabet, Amazon, Meta, and Microsoft forecast a combined ~$650B in 2026 capital expenditures, an estimated 60% YoY increase, driven by data center construction

Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 …

2026-02-01
“Let Sam announce how much he's going to raise — it's for him to decide.  But we will definitely participate in the next round of financing because it's such a good investment.”  -Jensen Huang www.bloomberg.com/news/article...  [image]
2026-02-01 View on X
Bloomberg

Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled

Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …

2026-01-31
“Let Sam announce how much he's going to raise — it's for him to decide.  But we will definitely participate in the next round of financing because it's such a good investment.”  -Jensen Huang www.bloomberg.com/news/article...  [image]
2026-01-31 View on X
Bloomberg

Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled

Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …

2026-01-28
“We are soon becoming basically one of the biggest, let's say, gold central banks in the world.” www.bloomberg.com/news/article...
2026-01-28 View on X
Bloomberg

Paolo Ardoino says Tether now holds ~140 tons of gold, worth ~$23B, has been buying one to two tons per week, and plans to keep doing so for the next few months

There are roughly 370,000 nuclear bunkers in Switzerland, a legacy of the Cold War that are now rarely used.  One of them, though, is a hive of activity.