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VOICE ARCHIVE

Stephen Judkins

@stephenjudkins
14 posts
2026-01-30
This seems like glorified check kiting [embedded post]
2026-01-30 View on X
Reuters

Source: SpaceX and xAI are in talks to merge ahead of a planned IPO this year; under the proposed deal, shares of xAI would be exchanged for shares in SpaceX

Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year.

This seems like glorified check kiting [embedded post]
2026-01-30 View on X
Bloomberg

Sources: SpaceX is considering a potential merger with Tesla, an idea some investors are pushing, while separately exploring a tie-up between SpaceX and xAI

SpaceX is considering a potential merger with Tesla Inc., as well as an alternative combination with artificial intelligence firm xAI …

1. It seems likely this child would be dead or seriously hurt if it was the median human driver behind the wheel, both due to reaction time and that the driver would be going faster than 17MPH  —  2. AVs do not address hostile street design and fundamentally children should not be near cars going 17MPH
2026-01-30 View on X
TechCrunch

Waymo says a robotaxi struck a child at 6 mph near an elementary school in Santa Monica on January 23, resulting in minor injuries; the NHTSA opens a probe

A Waymo robotaxi struck a child near an elementary school in Santa Monica on January 23, according to the company.

2026-01-29
1. It seems likely this child would be dead or seriously hurt if it was the median human driver behind the wheel, both due to reaction time and that the driver would be going faster than 17MPH  —  2. AVs do not address hostile street design and fundamentally children should not be near cars going 17MPH
2026-01-29 View on X
TechCrunch

Waymo says a robotaxi struck a child at 6 mph near an elementary school in Santa Monica on January 23, resulting in minor injuries; the NHTSA opens a probe

A Waymo robotaxi struck a child near an elementary school in Santa Monica on January 23, according to the company.

This seems like glorified check kiting [embedded post]
2026-01-29 View on X
Reuters

Source: SpaceX and xAI are in talks to merge ahead of a planned IPO this year; under the proposed deal, shares of xAI would be exchanged for shares in SpaceX

Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year.

2026-01-02
The AI majors cannot keep burning money indefinitely, especially if the rate of burn is constantly increasing
2026-01-02 View on X
Financial Times

Sources: SpaceX, OpenAI, and Anthropic could all go public in 2026; those three deals alone would outstrip the total proceeds from the ~200 US IPOs in 2025

George Hammond / Financial Times :

2026-01-01
The AI majors cannot keep burning money indefinitely, especially if the rate of burn is constantly increasing
2026-01-01 View on X
Financial Times

Sources: SpaceX, OpenAI, and Anthropic could IPO in 2026; those three deals alone would exceed the total proceeds from roughly 200 US IPOs in 2025

Three biggest US private tech groups plan listings as early as this year, raising hopes of windfall for banks, lawyers and investors

2025-12-23
Another open-weights model creeping ever closer to the frontier models from the AI majors.  —  While it's very tough to get hardware that can run these, z.ai is selling it as a service for maybe 10% as much as anthropic charges.  Hard to see where the trillions of industry profit are going to come from!
2025-12-23 View on X
Z.ai

Chinese AI startup Z.ai releases GLM-4.7, an open-weight model that Z.ai says delivers significant improvements in coding performance compared to GLM-4.6

like 210  —  Z.ai 6.24k  —  Text Generation Transformers Safetensors English Chinese glm4_moe conversational eWeek : Chinese AI Startup Z.ai Takes On OpenAI Via Cheaper Prices Vinc...

2025-11-07
It's very hard to read this, knowing the little bit about suicide that I do, and conclude that chatgpt was not a major causal factor
2025-11-07 View on X
New York Times

Seven lawsuits in California, including four wrongful death lawsuits, claim ChatGPT encouraged dangerous discussions, leading to suicides and harmful delusions

Seven complaints, filed on Thursday, claim the popular chatbot encouraged dangerous discussions and led to mental breakdowns.

2025-11-05
Burry's predicted 10 out of the last 1 market collapses but I think he's right on this one
2025-11-05 View on X
CNBC

Samsung, TSMC, SoftBank, SK Hynix, and others closed as much as 10% down, matching their US peers, as investors worry over stretched AI and tech valuations

Shares in Japan's SoftBank Group closed 10% lower on Wednesday, amid a broader drop in AI-linked companies as investors turned wary …

2025-03-18
There is absolutely no reason to install Starlink at the White House, a place that has access to all the fiber bandwidth it could never need.  Not only is there no good reason, there is not even any bad reason to do so.  It makes no sense [embedded post]
2025-03-18 View on X
New York Times

Starlink is now accessible across the White House campus, which already has fiber cables, after SpaceX “donated” the service, as some cite security concerns

Trump administration officials said the company donated the internet service, saying the gift had been vetted …

2022-11-16
I strongly suspect use of various behavior-altering drugs will ultimately explain a lot of recent aberrant behavior of powerful people https://twitter.com/...
2022-11-16 View on X
Reuters

A look at SBF's desperate efforts to raise $7B+ from Sequoia, Apollo, TPG, the Saudis, and others; FTX's internal accounting software hid FTX-Alameda transfers

As customers withdrew billions of dollars from crypto exchange FTX one frantic Sunday this month, founder Sam Bankman-Fried worked …

I strongly suspect use of various behavior-altering drugs will ultimately explain a lot of recent aberrant behavior of powerful people https://twitter.com/...
2022-11-16 View on X
Milky Eggs

Everything we know about FTX's collapse: losses are likely >$15B, trades became increasingly risky, SBF was erratic, rash, and relied on stimulants, and more

If you want to read a poorly researched fluff piece about Sam Bankman-Fried, feel free to go to the New York Times (PDF).

2021-05-19
Soon, Ethereum will cease being a ponzi scheme poised to immiserate millions of hapless investors while consuming prodigious amounts of energy, and will become a ponzi scheme poised to immiserate millions while consuming a modest amount of energy https://blog.ethereum.org/...
2021-05-19 View on X
Ethereum Blog

Ethereum Foundation says “in the upcoming months” Ethereum will fully transition from proof-of-work to proof-of-stake, which requires far less power consumption

Carl Beekhuizen / Ethereum Blog :