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VOICE ARCHIVE

James Pethokoukis

@jimpethokoukis
105 posts
2026-03-06
“... we are aware of no serious company ever having gone public at anything close to the enterprise value-to-sales multiple apparently being contemplated here.” https://www.ft.com/...
2026-03-06 View on X
Financial Times

A look at SpaceX's potential IPO, which reportedly aims to raise up to $50B at a $1.75T valuation, more than 7x higher than its ~$200B valuation in October 2024

Star Trek's warp drive allows a starship to bend space-time and exceed the speed of light without breaking Einstein's general theory of relativity.

2026-02-25
“... cutting the supply of chips from Taiwan would lead to the largest economic crisis since the Great Depression. U.S. economic output would plunge 11 percent, twice as much as the 2008 recession.” https://www.nytimes.com/...
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
“... cutting the supply of chips from Taiwan would lead to the largest economic crisis since the Great Depression. U.S. economic output would plunge 11 percent, twice as much as the 2008 recession.” https://www.nytimes.com/...
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 …

“... cutting the supply of chips from Taiwan would lead to the largest economic crisis since the Great Depression. U.S. economic output would plunge 11 percent, twice as much as the 2008 recession.” https://www.nytimes.com/...
2026-02-24 View on X
Wall Street Journal

Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years

The company will move some production of the desktop computer to Foxconn facility in Texas  —  Apple will move some production …

2025-08-10
I would note that the one person in this story that thought seriously about their value proposition landed a job rather quickly. https://www.nytimes.com/... via @NYTimes
2025-08-10 View on X
New York Times

CS grads struggle to land jobs as tech companies lay off workers and embrace AI; CS majors face a 6.1% unemployment rate in the US among grads aged 22 to 27

Manasi Mishra recently graduated from Purdue University with a degree in computer science.Madeleine Hordinski for The New York Times

2025-03-20
“But they also believe Bezos is operating with a dose of fear about Trump, as well as resentment towards what he considers to be the Democrats' “vilification” of Big Tech during the Biden administration.” https://www.ft.com/...
2025-03-20 View on X
Financial Times

Sources detail how Jeff Bezos made peace with Donald Trump; many pointed to Amazon losing the $10B JEDI contract during Trump's first term as a watershed moment

In the past year, the Amazon founder has executed a sharp public reversal in his relationship with the president that has surprised even longtime associates

2024-11-30
Connection is at the core of Up Wing economics
2024-11-30 View on X
TechCrunch

Sources: Meta plans to build a fiber-optic subsea cable that is 40,000+ kilometers long and extends around the world, a project that could cost more than $10B

Meta, the parent of Facebook, Instagram, and WhatsApp, is the second-biggest driver of internet usage globally.

2024-11-25
“Fujikura, which makes wire cabling for data centers, is the best performer on the Nikkei 225 Stock Average index, with its shares surging more than 400% this year.” AI Boom Makes 139-Year-Old Cable Company Japan's Hottest Stock @business [image]
2024-11-25 View on X
Bloomberg

Shares of Japan's Fujikura, which specializes in fiber optic cables for data centers, are up 400%+ in 2024 due to the AI boom, leading the Nikkei 225 index

Aya Wagatsuma / Bloomberg :

2024-04-01
seems a bit prudish ◾️ Playboy image from 1972 gets ban from IEEE computer journals: Use of “Lenna” image in computer image processing research stretches back to the 1970s. https://arstechnica.com/...
2024-04-01 View on X
Ars Technica

IEEE stops accepting papers with the “Lenna image”, featuring a 1972 Playboy model, after complaints that it makes some women feel unwelcome in computer science

2024-03-31
seems a bit prudish ◾️ Playboy image from 1972 gets ban from IEEE computer journals: Use of “Lenna” image in computer image processing research stretches back to the 1970s. https://arstechnica.com/...
2024-03-31 View on X
Ars Technica

IEEE stops accepting papers with the “Lenna image”, featuring a 1972 Playboy model, after complaints that it makes some women feel unwelcome in computer science

Use of “Lenna” image in computer image processing research stretches back to the 1970s.

2023-12-12
- Microsoft and Labor Unions Form ‘Historic’ Alliance on AI - Microsoft will provide workers training on how tech works - Company president says no guarantee AI won't displace jobs https://www.bloomberg.com/... via @technology
2023-12-12 View on X
Bloomberg

Microsoft partners with 60 unions representing 12.5M workers to create “an open dialogue” on AI's impact on them, and signs a ZeniMax staff contract on AI use

2023-11-22
Nvidia added that any lost sales to China “will be more than offset” by strong growth in its other markets. The company still managed to project $20 billion in revenue for the January quarter, up a whopping 231% from the same period last year https://www.wsj.com/...
2023-11-22 View on X
Financial Times

Nvidia expects strong growth in most regions to offset a “significant” drop in sales to China because of recently tightened AI chip rules

Michael Acton / Financial Times :

Nvidia added that any lost sales to China “will be more than offset” by strong growth in its other markets. The company still managed to project $20 billion in revenue for the January quarter, up a whopping 231% from the same period last year https://www.wsj.com/...
2023-11-22 View on X
CNBC

Nvidia reports Q3 revenue up 206% YoY to $18.12B, vs. $16.18B est., Data Center revenue up 279% YoY to $14.51B, and net income up 1,259% YoY to $9.2B

- Nvidia's results surpassed analysts' projections for revenue and income in the fiscal fourth quarter.

2023-11-15
If you created a bitcoin wallet before 2016, your money may be at risk A company that helps recover cryptocurrency discovered a software flaw putting as much as $1 billion at risk from hackers. https://www.washingtonpost.com/ ...
2023-11-15 View on X
Washington Post

Unciphered, which helps recover cryptocurrency, finds a BitcoinJS flaw in some wallets made before 2016, and says that up to $1B of crypto is at risk of theft

2023-10-19
“Regulating research and development in AI is incredibly counterproductive,” LeCun, one of the world's leading AI researchers, said. “They want regulatory capture under the guise of AI safety.” Meta's Yann LeCun argues against premature AI regulation https://www.ft.com/...
2023-10-19 View on X
Financial Times

Meta's Yann LeCun says regulating R&D for AI “is incredibly counterproductive” and only serves to reinforce the dominance of Big Tech and stifle competition

Their innovation is about running over peoples autonomy [embedded post] X: Stephanie Hare / @hare_brain : “There's no question that we'll have machines assisting us that are smarte...

“Regulating research and development in AI is incredibly counterproductive,” LeCun, one of the world's leading AI researchers, said. “They want regulatory capture under the guise of AI safety.” Meta's Yann LeCun argues against premature AI regulation https://www.ft.com/...
2023-10-19 View on X
Financial Times

Sources: the UK plans to announce an international advisory group on AI, loosely modeled on the UN's IPCC, at the November 2023 AI summit in Bletchley Park

The British government wants to draw on expert knowledge about the fast-developing technology  —  The UK is planning to announce …

2023-08-13
“Challenges range from practical to emotional. ... Amazon needs to determine if customers might not want to have, for instance, a giant package of toilet paper sitting on their doorsteps for all their neighbors to see.” https://www.wsj.com/...
2023-08-13 View on X
Wall Street Journal

Amazon is removing or reducing packaging to speed up deliveries, cut costs, and meet climate goals, amid concerns that visible products could lead to issues

Sebastian Herrera / Wall Street Journal :

2023-08-12
“Challenges range from practical to emotional. ... Amazon needs to determine if customers might not want to have, for instance, a giant package of toilet paper sitting on their doorsteps for all their neighbors to see.” https://www.wsj.com/...
2023-08-12 View on X
Wall Street Journal

Amazon is removing or reducing packaging to speed up deliveries, cut costs, and meet climate goals, amid concerns that visible products could lead to issues

The retail giant is reducing packaging on millions of deliveries  —  Millions of Amazon orders are arriving on doorsteps across the U.S. without any extra packaging.

2023-07-06
Buried lede! | “In reality, Ms. [Taylor] Swift's side signed the sponsorship agreement with FTX after more than six months of discussions, three people with knowledge of the deal said, and it was Mr. Bankman-Fried who pulled out.” https://www.nytimes.com/...
2023-07-06 View on X
New York Times

How Tom Brady's crypto ambitions, including a bet on FTX, collided with reality, an example of the humiliating reckoning facing celebrities who embraced crypto

The superstar quarterback is among the celebrities dealing with the fallout from the crypto crash.  Others, like Taylor Swift, escaped.

2023-07-04
“Employees at the exhibition booths of some Chinese tool makers called the U.S. restrictions unfair, citing the monthslong process of seeking import licenses with no guarantee of success.” https://www.wsj.com/... via @WSJ
2023-07-04 View on X
Wall Street Journal

At a Shanghai event, Chinese chipmakers and suppliers were grim but defiant about US plans to widen export controls; YMTC urged suppliers to show “integrity”