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VOICE ARCHIVE

Joe Weisenthal

@thestalwart
676 posts
2026-03-03
Worth reading the replies and QTs
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...

Worth reading the replies and QTs
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
Worth reading the replies and QTs
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 …

Worth reading the replies and QTs
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 …

2026-02-27
Anthropic statement is out saying it won't accede to Hegseth's demands https://www.anthropic.com/...
2026-02-27 View on X
Axios

Anthropic says new DOD “contract language” made “virtually no progress” on preventing Claude's use for mass domestic surveillance or fully autonomous weapons

Anthropic CEO Dario Amodei on Thursday said there has been “virtually no progress” on negotiations with the Pentagon.

Anthropic statement is out saying it won't accede to Hegseth's demands https://www.anthropic.com/...
2026-02-27 View on X
Axios

President Trump calls Anthropic a “radical left, woke company” and says he is directing every federal agency in the US to stop using its products

The Trump administration has decided to blacklist Anthropic in the most consequential and controversial policy decision to date …

Anthropic statement is out saying it won't accede to Hegseth's demands https://www.anthropic.com/...
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.

2026-02-26
I'm honestly astonished that Citadel Securities published a rebuttal to the @Citrini7 piece. https://www.citadelsecurities.com/ ...
2026-02-26 View on X
Citadel Securities

Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute

Copyright © Citadel Enterprise Americas LLC or one of its affiliates.  All rights reserved.

$NVDA just had its biggest Q/Q revenue growth in history and it says that data center revenue is now up 13x since ChatGPT was released [image]
2026-02-26 View on X
CNBC

Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings

Kai Nicol-Schwarz /CNBC:

$NVDA just had its biggest Q/Q revenue growth in history and it says that data center revenue is now up 13x since ChatGPT was released [image]
2026-02-26 View on X
Bloomberg

Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates

Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …

2026-02-24
The @Citrini7 selloff [image]
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

The @Citrini7 selloff [image]
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

2026-02-23
The @Citrini7 selloff [image]
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

2026-02-12
The make of one of China's most advanced coding models is public and has a market cap of less than $18 billion https://www.bloomberg.com/... [image]
2026-02-12 View on X
Reuters

Z.ai says it will raise prices by at least 30% for new GLM coding plan subscribers to accommodate surging demand for its AI coding tools

The make of one of China's most advanced coding models is public and has a market cap of less than $18 billion https://www.bloomberg.com/... [image]
2026-02-12 View on X
Z.ai

Z.ai launches GLM-5, saying its flagship open-weight model has “best-in-class performance among all open-source models” in reasoning, coding, and agentic tasks

We are launching GLM-5, targeting complex systems engineering and long-horizon agentic tasks.  Scaling is still one of the most important ways …

2026-02-11
Seeing a lot of posts from software engineers that are like “AI is devouring my job and soon it will happen to everyone”. And it's like maybe, but just because you have an easy job doesn't mean everyone else does.
2026-02-11 View on X
Matt Shumer

GPT-5.3-Codex and Claude Opus 4.6 can meaningfully contribute to the improvement of AI models, a sign of what's coming for most knowledge work within five years

Think back to February 2020.  —  If you were paying close attention, you might have noticed a few people talking about a virus spreading overseas.

2026-02-10
The last time a tech company announced a 100-year bond, it was Motorola in 1997 https://www.bloomberg.com/... [image]
2026-02-10 View on X
Bloomberg

Alphabet raised $20B in its biggest ever US dollar bond sale, more than the $15B initially expected, after drawing more than $100B of orders

Here's all we knowErin Woo /The Information:Alphabet Reportedly Set for $20 Billion US Bond SaleEstefano Gomez /Crypto Briefing:Alphabet draws $100B+ demand for $15B bond sale to f...

The last time a tech company announced a 100-year bond, it was Motorola in 1997 https://www.bloomberg.com/... [image]
2026-02-10 View on X
Financial Times

Sources: Alphabet plans to sell a rare 100-year sterling bond, as Big Tech companies borrow more to fund their capex growth; IBM sold a 100-year bond in 1996

Deal comes as Google parent steps up AI borrowing rush with $15bn sale of dollar bonds  —  Alphabet has lined up banks to sell …

2026-02-06
This is the key thing. It's not about price. It's about loss of faith and industry demoralization.
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

This crypto winter is hitting different
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