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VOICE ARCHIVE

@ramahluwalia

@ramahluwalia
26 posts
2025-06-28
OPENAI TAPS GOOGLE TPU The Information reports OpenAI has tapped Google for TPUs to lower inference costs. How does Google not exceed Cloud growth expectations? Someone at AWS is not happy. [image]
2025-06-28 View on X
The Information

Source: OpenAI recently began renting Google's TPUs to power ChatGPT, marking its first significant use of non-Nvidia chips; Meta also considered using TPUs

OpenAI, one of the world's biggest customers of Nvidia artificial intelligence chips, recently began renting Google's AI chips …

2024-11-23
BREAKING: CoreWeave IPO pricing is $35 Bn I expect it pops significantly Look at $EQIX and $DLR Now compare their multiple and earnings growth... https://www.lumidadeals.com/ [image]
2024-11-23 View on X
Reuters

Sources: CoreWeave is aiming for a valuation of over $35B and is likely to target raising more than $3B in its US IPO that is expected to occur in Q2 2025

One of the greatest pivots of all time.  [embedded post] X: Craig Stephens / @accessipos : CoreWeave just closed a $650 million tender offer at a $23 billion valuation (October). N...

2024-04-23
Meta just announced Horizon OS - supports their mixed reality headset Quest Zuck knows that the Operating System and legacy apps are at risk for AI Microsoft has much more to lose than most Why do we need Windows apps if an AI can spin up a dashboard? Zuck is going for the...
2024-04-23 View on X
CNET

Meta opens its VR OS, now called Horizon OS, to third parties, and says Asus and Lenovo plan Horizon OS-compatible headsets; Meta plans an Xbox branded Quest

Apple released the Vision Pro on February 2; 12 days later Meta CEO Mark Zuckerberg delivered his verdict: Ben Lang / Road to VR : Oculus Founder Reacts to Horizon OS News: “Hopefu...

2024-04-12
@altcap @ajassy The FTC needs new leadership. But, Amazon does copy / paste IP from startups and engage in anti-competitive behavior. A lot of big tech firms do that (incl those stocks that I own). That's just calling a spade a spade. Look at Apple Watch and biometric data...
2024-04-12 View on X
CNBC

Andy Jassy criticizes US and EU regulators over blocking mergers like the iRobot deal, saying they trust Chinese companies with maps of homes more than Amazon

@altcap @ajassy The FTC needs new leadership. But, Amazon does copy / paste IP from startups and engage in anti-competitive behavior. A lot of big tech firms do that (incl those stocks that I own). That's just calling a spade a spade. Look at Apple Watch and biometric data...
2024-04-12 View on X
Wall Street Journal

In his annual shareholder letter, Andy Jassy says GenAI “may be the largest technology transformation since the cloud” and Amazon is committed to cost-cutting

how does Amazon remain resilient? While simple in its wording, it's profound because it gets to the heart of our success to date as well as for the future” His response: [image] Ri...

2024-02-29
A Beautiful Ending to the DCG - Genesis Saga (First Season) We did it :) Creditors will be made effectively whole (97% recovery) with additional remedies on the way. The upside? Gemini Earn & Creditors will receive in-kind distributions — they were forced long, by hook or...
2024-02-29 View on X
Fortune

Gemini agrees to return the $1B+ owed to customers and pay a $37M fine in a settlement with the New York Department of Financial Services related to Gemini Earn

The New York Department of Financial Services on Wednesday announced a settlement with Gemini, the crypto firm founded by the Winklevoss twins …

2023-10-03
A VC tapped Michael Lewis to ‘diligence’ SBF. Michael Lewis's psych portrait of SBF seems consistent with the profile of a sociopath. So, why give a green light on the diligence? Lewis: 'He exhibits no human emotion. Let's do this!' Also, which VC fund asked Lewis for DD? [video]
2023-10-03 View on X
New York Times

Michael Lewis depicts Sam Bankman-Fried as delusional in his new book, Going Infinite, but says SBF's explanations remain “irritatingly difficult to disprove”

“Going Infinite,” by Michael Lewis, offers a behind-the-scenes account of Mr. Bankman-Fried's rise and fall.

2023-07-27
Don't bet against Mark Zuckerberg. Unlike the CapEx binge at Google and Microsoft, Meta CapEx is *down* QoQ and flat YoY. That's in part b/c Meta is not in the Cloud business...
2023-07-27 View on X
Meta Investor Relations

Meta reports Q2 revenue up 11% YoY to $32B, net income up 16% YoY to $7.79B, and family daily active people up 7% YoY to 3.07B for June 2023; META jumps 10%+

but most of the new users came from outside the US and Canada Karissa Bell / Engadget : Meta had its best quarter since 2021 despite losing more money on the metaverse Abubakar Idr...

2023-06-07
The SEC suing Binance & Coinbase only after approving Prometheum is no accident. The SEC is trying to combat the ‘come in and register’ self-inflicted PR wound. Meanwhile it's been 4 years since the SEC update any guidance - before staking, defi, and L2s existed. https://twitter.com/...
2023-06-07 View on X
Bloomberg

A look at the similarities and differences between the SEC's lawsuits against Coinbase and Binance, as the SEC views every crypto exchange in the US as illegal

SEC v. Crypto  —  “A decent rule of thumb,” I wrote in March, “is that all cryptocurrency exchanges are doing crimes …

2023-06-06
The SEC suing Binance & Coinbase only after approving Prometheum is no accident. The SEC is trying to combat the ‘come in and register’ self-inflicted PR wound. Meanwhile it's been 4 years since the SEC update any guidance - before staking, defi, and L2s existed. https://twitter.com/...
2023-06-06 View on X
Bloomberg

The SEC sues Coinbase, alleging the exchange operated as an unregistered broker since at least 2019 and broke the rules by offering “staking”; COIN drops 15%+

The Securities and Exchange Commission sued Coinbase Global Inc. in federal court in New York on Tuesday, alleging the crypto firm for years broke its rules.

2023-03-13
1/ An extraordinary couple of days. The first digital bank runs of the internet era: Signature, Silvergate, and SVB are gone. FDIC makes unsecured depositors 100% whole. Let's dig in: - The regulator joint statement - Need more Fiat Ramps - JP Morgan & First Republic
2023-03-13 View on X
U.S. Department of the Treasury

The US Treasury, Federal Reserve, and the FDIC say all Silicon Valley Bank depositors will be “fully” protected, and their money will be available on March 13

WASHINGTON, DC — The following statement was released by Secretary of the Treasury Janet L. Yellen …

2023-03-09
Silvergate, the first crypto bank, faced a bank run that led to its downfall. Despite facing allegations around AML, it was not these issues that ultimately caused the demise of $SI. The responsibility for bank supervision lies with the Executive Branch, but this process was... https://twitter.com/...
2023-03-09 View on X
The Block

Silvergate Capital plans to wind down operations and voluntarily liquidate Silvergate Bank, including “full repayment of all deposits”; SI drops 40%+ to ~$5

- Silvergate Capital Corporation said it will wind down operations and voluntarily liquidate Silvergate Bank in accordance with applicable regulatory processes.

2023-03-07
1/ FTX CEO John Ray enters the ring. FTX filed a lawsuit against Grayscale and its parent company. This is a surprise. John Ray is turning over every rock - including legal challenges to Grayscale's model - to maximize recoveries for FTX creditors. https://www.prnewswire.com/...
2023-03-07 View on X
The Block

FTX files a lawsuit against Grayscale, CEO Michael Sonnenshein, DCG, and Barry Silbert, citing $1.3B+ in “exorbitant management fees” and seeking $550M+ shares

- FTX' debtors are suing Grayscale Investment, its owners and its CEO over their handling of the Grayscale Bitcoin …

2/ FTX allegations are similar to the Fir Tree's complaint. Fir Tree only pursued Information Rights (books & records). This time, FTX is going further and seeking court-enforced remedies.
2023-03-07 View on X
The Block

FTX files a lawsuit against Grayscale, CEO Michael Sonnenshein, DCG, and Barry Silbert, citing $1.3B+ in “exorbitant management fees” and seeking $550M+ shares

- FTX' debtors are suing Grayscale Investment, its owners and its CEO over their handling of the Grayscale Bitcoin …

9/ The timing of John Ray's complaint is a monkey wrench into the Ch 11 process. DCG is seeking approval of a joint creditor plan to avoid making a ~$575 MM payment in May and avoid a liquidity crunch. https://twitter.com/...
2023-03-07 View on X
The Block

FTX files a lawsuit against Grayscale, CEO Michael Sonnenshein, DCG, and Barry Silbert, citing $1.3B+ in “exorbitant management fees” and seeking $550M+ shares

- FTX' debtors are suing Grayscale Investment, its owners and its CEO over their handling of the Grayscale Bitcoin …

2023-02-13
1/ RE: Paxos & BUSD. The SEC issued a No Action Letter to Pocketful of Quarters - a crypto blockchain gaming token in 2019. There was no ‘expectation of profit’ - a prong of the Howey Test - since the token value was fixed (like a stablecoin). How can the SEC can treat a... https://twitter.com/...
2023-02-13 View on X
Wall Street Journal

Sources: the SEC told Paxos the agency plans to sue the crypto firm, alleging the Paxos-issued and listed Binance USD stablecoin is an unregistered security

The agency has been intensifying its enforcement of major crypto players  —  The Securities and Exchange Commission …

1/ RE: Paxos & BUSD. The SEC issued a No Action Letter to Pocketful of Quarters - a crypto blockchain gaming token in 2019. There was no ‘expectation of profit’ - a prong of the Howey Test - since the token value was fixed (like a stablecoin). How can the SEC can treat a... https://twitter.com/...
2023-02-13 View on X
Wall Street Journal

Binance says the NYDFS ordered Paxos to stop issuing more of its BUSD stablecoin, which has 6.2M holders; Paxos will continue redemptions and cut Binance ties

Firm will continue to manage redemptions of the product  —  New York regulators directed a crypto company to stop issuing …

2023-01-31
13/ Celsius lost $800 MM betting on $GBTC and other strategies. The GBTC ‘WidowMaker’ remains undefeated. https://twitter.com/...
2023-01-31 View on X
CoinDesk

Independent examiner: Celsius misled investors and sometimes used new customer funds to pay for withdrawals, CEO Alex Mashinsky made false claims, and more

Shoba Pillay was appointed by a New York bankruptcy court to look at whether the crypto lender operated as a Ponzi scheme

1/ The Celsius bankruptcy examiner report is out. My opinion is that @Mashinsky and other executives will go to jail for a long time. Celsius propped $CEL token while Mashinsky dumped on retail. Evidence show willful deception to keep the ‘flywheel’ going Highlights🧵
2023-01-31 View on X
CoinDesk

Independent examiner: Celsius misled investors and sometimes used new customer funds to pay for withdrawals, CEO Alex Mashinsky made false claims, and more

Shoba Pillay was appointed by a New York bankruptcy court to look at whether the crypto lender operated as a Ponzi scheme

2023-01-13
Nexo was raided by regulators. I called out Nexo's nonsense back in June and on @laurashin's podcast. Let's keep the clean-up operation going. Still more bad actors out there. https://twitter.com/...
2023-01-13 View on X
Bloomberg

Bulgarian police raided London-based crypto lender Nexo's office in Sofia on January 12, seeking information on suspected money laundering and tax crimes

Bloomberg :