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VOICE ARCHIVE

Paul J Davies

@pauljdavies
19 posts
2026-02-27
This is such an important story imo.  And the US really has the worst possible guy in charge of WAR at this incredibly significant moment.  —  Anthropic's high-stakes conflict with the Pentagon gets to the heart of just how far AI can shape the future of war www.bloomberg.com/news/feature...
2026-02-27 View on X
Politico

Some AI policymakers and lawyers warn that DOD's threats to Anthropic are contradictory and could chill partnerships between the government and Silicon Valley

Anthropic's high-stakes conflict with the Pentagon gets to the heart of just how far AI can shape the future of war www.bloomberg.com/news/feature...

This is such an important story imo.  And the US really has the worst possible guy in charge of WAR at this incredibly significant moment.  —  Anthropic's high-stakes conflict with the Pentagon gets to the heart of just how far AI can shape the future of war www.bloomberg.com/news/feature...
2026-02-27 View on X
Anthropic

Dario Amodei says Anthropic cannot “in good conscience” accede to DOD's request to remove safeguards and will work to ensure a smooth transition if offboarded

I believe deeply in the existential importance of using AI to defend the United States and other democracies, and to defeat our autocratic adversaries.

2025-11-12
@chrismaxbryant.bsky.social digs into the optimistic chip depreciation rates of datacenter builders and finds different risks for hyperscalers and more debt-funded neocoloud companies >> www.bloomberg.com/opinion/arti...
2025-11-12 View on X
Bloomberg

Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt

Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …

2025-10-19
Good piece on multi-billion dollar *zero-revenue* speculative energy companies, incl Sam's Oklo and one run by the ex-CEO of a failed anti-woke bank >>  —  Heard on the Street: Forget about the froth in tech valuations.  The real excess might be building up in energy stocks. www.wsj.com/tech/ai/ai-b...
2025-10-19 View on X
Wall Street Journal

A look at some US energy companies linked to AI infrastructure, such as Sam Altman-backed Oklo, whose stocks have soared despite having little to no revenue

Concept stocks with no revenue have soaring valuations  —  Forget about the froth in tech valuations.  The real excess might be building up in energy stocks. X: @aaronback . Linked...

2025-10-16
The worst possible hack was done by the worst possible people>>>  —  Potentially ‘Catastrophic’ Breach of Cyber Firm Blamed on China  —  www.bloomberg.com/news/article...
2025-10-16 View on X
Bloomberg

Sources: F5 blames its breach on state-backed hackers from China who used the Brickstorm malware to infiltrate its network for 12+ months and steal source code

A potentially “catastrophic” breach of a major US-based cybersecurity provider has been blamed on state-backed hackers from China …

2025-10-08
What they've all learned I think is lessons from Elon in how hype and spinning up valuations helps you suck in money to spend on generating more hype...?  —  Nvidia and OpenAI's wave of circular deals is sparking fears that the AI boom is being artificially propped up. www.bloomberg.com/news/feature... …
2025-10-08 View on X
Bloomberg

Nvidia and OpenAI's wave of circular deals escalates concerns that they're artificially propping up the $1T+ AI market that is tied to every part of the economy

A wave of deals and partnerships are escalating concerns that the trillion-dollar AI boom is being propped up by interconnected business transactions.

2025-09-24
Ooo... industrialized fraud tech enters the the large scale geopolitical disruption game >>  —  Federal agents dismantled a network of devices in the New York area that was used to threaten senior US government officials and bore signs of foreign involvement www.bloomberg.com/news/article...
2025-09-24 View on X
Bloomberg

The US Secret Service says it has dismantled 300+ SIM card servers in the NYC area that could have disrupted communications ahead of the UN General Assembly

NYTimes https://www.nytimes.com/... Anthony Guglielmi / @ajguglielmi : While investigating threats against senior officials, the @SecretService uncovered & dismantled a telecom net...

2025-09-23
Ooo... industrialized fraud tech enters the the large scale geopolitical disruption game >>  —  Federal agents dismantled a network of devices in the New York area that was used to threaten senior US government officials and bore signs of foreign involvement www.bloomberg.com/news/article...
2025-09-23 View on X
Bloomberg

The US Secret Service says it has dismantled 300+ SIM card servers in the NYC area that could have disrupted communications ahead of the UN General Assembly

Federal agents dismantled a network of devices in the New York area that was used to threaten senior US government officials …

2025-08-29
No one: ...  Absolutely no one: ...  US Dept of Commerce: “With today's announcement we are now in a world where government data lives on blockchains, and market participants can participate in real time.”  —  www.bloomberg.com/news/article...
2025-08-29 View on X
Bloomberg

The US starts publishing GDP data on nine public blockchains including Bitcoin, Ethereum, and Solana, with the help of Coinbase, Kraken, and Gemini

together with DOC, we're showing how. David Tso / @davidtsocy : Coinbase is partnering with the U.S. Department of Commerce to bring official government macroeconomic data onchain ...

2025-08-28
No one: ...  Absolutely no one: ...  US Dept of Commerce: “With today's announcement we are now in a world where government data lives on blockchains, and market participants can participate in real time.”  —  www.bloomberg.com/news/article...
2025-08-28 View on X
Bloomberg

The US starts publishing GDP data on nine public blockchains including Bitcoin, Ethereum, and Solana, with the help of Coinbase, Kraken, and Gemini

The US government on Thursday began distributing gross domestic product data on public blockchains, marking the latest Trump administration endorsement of the crypto industry.

2024-06-10
Forget the Unicorns and Decacorns (FFS!) - investors should be all about the colts and thoroughbreds in the race for the next big thing, says @parmy https://www.bloomberg.com/... via @opinion [image]
2024-06-10 View on X
Bloomberg

Dealroom analysis of European startups: as of May 2024, the UK had 785 startups with at least $25M of annual revenue, France had 309, and Germany had 255

Parmy Olson / Bloomberg : X: @pauljdavies X: Paul Davies / @pauljdavies : Forget the Unicorns and Decacorns (FFS!) - investors should be all about the colts and thoroughbreds in t...

2023-03-07
A different kind of growth cost>> Payments startup #Stripe plans to use money from its latest #fundraising to help cover a roughly $3.5 billion #tax bill as employee shares expire via @jennysurane and @GillianTan https://www.bloomberg.com/... via @markets
2023-03-07 View on X
Bloomberg

Investor document: Stripe seeks to raise ~$2.3B to cover Q1 tax withholdings and plans to withhold an additional $500M in 2023 and $700M in 2024

Bloomberg :

2023-02-03
See what I need with this story is a number for their collective annual expenses for context on this *big number*... The answer is $403 billion for 2022, acc'ing to a quick terminal search, more than half of which is AMZN, So these massive charges = 2.5% of current costs.... https://twitter.com/...
2023-02-03 View on X
Financial Times

Amazon, Meta, Alphabet, and Microsoft will collectively incur $10B+ in charges related to 50,000 job cuts, real estate changes, and other cost saving measures

Dave Lee / Financial Times :

2022-12-15
@ben_mckenzie Here was my argument ICYMI > Crypto values kept gaining zeros as they traded virtually. But how much was really involved in real, honest cash? https://www.bloomberg.com/... via @opinion
2022-12-15 View on X
Bloomberg

An attempt to understand how much real-world money was lost by SBF and FTX, a key question for the SEC, suggests only a fraction of crypto's peak $3T value

Paul J. Davies / Bloomberg :

The SEC, DoJ and CFTC are queueing up to ask: “Where's the money, Sam?” Their cases against #FTX might also help us all work out how much *real money* ever went in to the whole #crypto #bubble. https://www.bloomberg.com/... via @opinion
2022-12-15 View on X
Bloomberg

An attempt to understand how much real-world money was lost by SBF and FTX, a key question for the SEC, suggests only a fraction of crypto's peak $3T value

Paul J. Davies / Bloomberg :

The SEC, DoJ and CFTC are queueing up to ask: “Where's the money, Sam?” Their cases against #FTX might also help us all work out how much *real money* ever went in to the whole #crypto #bubble. https://www.bloomberg.com/... via @opinion
2022-12-15 View on X
Chainalysis

Analysis of weekly realized gains and losses of all personal crypto wallets in 2022: UST's collapse caused $20.5B in losses, Celsius and 3AC $33B, and FTX $9B

Allow us to state the obvious: There's been a lot of doom and gloom in conversations around cryptocurrency over the last month.

@ben_mckenzie Here was my argument ICYMI > Crypto values kept gaining zeros as they traded virtually. But how much was really involved in real, honest cash? https://www.bloomberg.com/... via @opinion
2022-12-15 View on X
Chainalysis

Analysis of weekly realized gains and losses of all personal crypto wallets in 2022: UST's collapse caused $20.5B in losses, Celsius and 3AC $33B, and FTX $9B

Allow us to state the obvious: There's been a lot of doom and gloom in conversations around cryptocurrency over the last month.

This whole @ben_mckenzie senate testimony is a great read. And I'm not just saying that because he makes a similar case to me that only maybe a few hundred bill of real money ever was behind supposedly trillions of crypto “value” > https://www.banking.senate.gov/ ... https://twitter.com/...
2022-12-15 View on X
Chainalysis

Analysis of weekly realized gains and losses of all personal crypto wallets in 2022: UST's collapse caused $20.5B in losses, Celsius and 3AC $33B, and FTX $9B

Allow us to state the obvious: There's been a lot of doom and gloom in conversations around cryptocurrency over the last month.

This whole @ben_mckenzie senate testimony is a great read. And I'm not just saying that because he makes a similar case to me that only maybe a few hundred bill of real money ever was behind supposedly trillions of crypto “value” > https://www.banking.senate.gov/ ... https://twitter.com/...
2022-12-15 View on X
Bloomberg

An attempt to understand how much real-world money was lost by SBF and FTX, a key question for the SEC, suggests only a fraction of crypto's peak $3T value

Paul J. Davies / Bloomberg :