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VOICE ARCHIVE

@mert

@mert
24 posts
2026-03-03
welcome to 2026 where a main talking point around war is whether prediction markets should include targeted assassinations as “being out as leader”
2026-03-03 View on X
The Verge

Kalshi CEO Tarek Mansour says the startup will void certain bets related to Iran's Ali Khamenei and claims it doesn't “list markets directly tied to death”

ergo, the no price by Feb. 28th was 99 cents. Pay me my money Tarek.@0xmerp:Yes I'm sure the guy that was supreme leader since the year 1989 was planning to peacefully retire How e...

welcome to 2026 where a main talking point around war is whether prediction markets should include targeted assassinations as “being out as leader”
2026-03-03 View on X
CNBC

AWS warns of “unpredictable” Middle East operations after drones “directly struck” two UAE facilities and a drone strike near one of its Bahrain facilities

Amazon Web Services said late Monday two of its data centers in the United Arab Emirates and a facility in Bahrain were damaged by drone strikes, taking the facilities offline.

2026-03-02
welcome to 2026 where a main talking point around war is whether prediction markets should include targeted assassinations as “being out as leader”
2026-03-02 View on X
The Verge

Kalshi CEO Tarek Mansour says the startup will void certain bets related to Iran's Ali Khamenei and claims it doesn't “list markets directly tied to death”

Users say rules barring ‘profiting from death’ are unclear. … In a statement on X, Kalshi CEO Tarek Mansour …

welcome to 2026 where a main talking point around war is whether prediction markets should include targeted assassinations as “being out as leader”
2026-03-02 View on X
Reuters

AWS says its facilities in the Middle East are facing power and connectivity issues after unidentified “objects” struck its data center in the UAE

Amazon's (AMZN.O) cloud unit, AWS, said on Sunday that power to its data center in the United Arab Emirates was shut down temporarily …

2026-02-28
kinda wild that the department of war and the biggest ai lab are fighting about national security on, *checks notes*, twitter, and we've just accepted that as a normal thing this app is crazy
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

> be infra company (amazon/nvda/oracle) > sign huge gpu deal w frontier AI lab > infra company stock goes up on the news > said AI lab raises round from the same infra company because infra company now has more paper > AI lab now has the money to pay the above GPU deal > infra
2026-02-28 View on X
OpenAI

OpenAI says ChatGPT has 900M+ weekly active users, 50M+ consumer subscribers, and weekly Codex users have more than tripled since the start of the year to 1.6M

raising the stakes for AI monetizationZac Hall /9to5Mac:ChatGPT approaching 1 billion weekly active users

marco rubio finding out he has to run anthropic now [image]
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

kinda wild that the department of war and the biggest ai lab are fighting about national security on, *checks notes*, twitter, and we've just accepted that as a normal thing this app is crazy
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

marco rubio finding out he has to run anthropic now [image]
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

> be infra company (amazon/nvda/oracle) > sign huge gpu deal w frontier AI lab > infra company stock goes up on the news > said AI lab raises round from the same infra company because infra company now has more paper > AI lab now has the money to pay the above GPU deal > infra
2026-02-28 View on X
CNBC

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each

OpenAI announced a $110 billion funding round on Friday, a financing that's more than double the size of its last raise a year ago …

2026-02-27
> be infra company (amazon/nvda/oracle) > sign huge gpu deal w frontier AI lab > infra company stock goes up on the news > said AI lab raises round from the same infra company because infra company now has more paper > AI lab now has the money to pay the above GPU deal > infra
2026-02-27 View on X
CNBC

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each

OpenAI has closed a $110 billion funding round, a financing that's more than double the size of its last raise a year ago, which was a record for a private tech company.

2026-02-24
silicon valley was a documentary damn it jian yang [image]
2026-02-24 View on X
Wall Street Journal

Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products

The allegations mirror those of OpenAI, which told House lawmakers that DeepSeek used ‘distillation’ to improve models

silicon valley was a documentary damn it jian yang [image]
2026-02-24 View on X
Reuters

A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation

2026-02-23
silicon valley was a documentary damn it jian yang [image]
2026-02-23 View on X
Wall Street Journal

Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products

The allegations mirror those of OpenAI, which told House lawmakers that DeepSeek used ‘distillation’ to improve models

2026-02-10
Tempo now has dankrad, dan romero, dan robinson, matt and georgios lmao this is the golden state warriors with durant hype is probably the cavs w jeff as lebron solana is 2014 spurs will be a fun year get your popcorn ready
2026-02-10 View on X
The Block

Farcaster co-founders Dan Romero and Varun Srinivasan, along with the team at Merkle, join stablecoin startup Tempo, weeks after Merkle sold Farcaster to Neynar

Quick Take  — Romero and Srinivasan's move follows Farcaster's sale to Neynar and the founders' exit from day-to-day leadership of the protocol.

pretty awesome to have new teams with a huge density of talent to compete against now going to be very fun and full of glorious stories it is day 1 for scalable crypto and we are going to become the universal API for capitalism
2026-02-10 View on X
The Block

Farcaster co-founders Dan Romero and Varun Srinivasan, along with the team at Merkle, join stablecoin startup Tempo, weeks after Merkle sold Farcaster to Neynar

Quick Take  — Romero and Srinivasan's move follows Farcaster's sale to Neynar and the founders' exit from day-to-day leadership of the protocol.

2026-02-06
@balajis this is the year we evolve web 3.0 to capitalism 2.0
2026-02-06 View on X
Bloomberg

Why this is the worst crypto winter ever: AI crowds out BTC for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, and more

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe.  Sometimes it's us …

@balajis this is the year we evolve web 3.0 to capitalism 2.0
2026-02-06 View on X
Bloomberg

Bitcoin briefly dropped to as low as $60K on February 5, its lowest level since November 2024 and down ~50% from its October 2025 peak, as global markets fall

from Epstein to quantum to AI to the death of crypto twitter — clobbering the coins [image]@luke_metro:how low does crypto have to drop before I never have to hear about Fairshake ...

@TheStalwart lol it's none of these it's simply the spot:derivative ratios being out of whack due to colossal leverage
2026-02-06 View on X
Wall Street Journal

Strategy reports Q4 net loss up 1,749% YoY to $12.4B, as BTC trades below the company's $76,052 average purchase price; MSTR is down ~60% over the past year

Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October

@balajis this is the year we evolve web 3.0 to capitalism 2.0
2026-02-06 View on X
Wall Street Journal

Strategy reports Q4 net loss up 1,749% YoY to $12.4B, as BTC trades below the company's $76,052 average purchase price; MSTR is down ~60% over the past year

Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October