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VOICE ARCHIVE

Yoni Rechtman

@yrechtman
8 posts
2026-02-26
Pretty remarkable for ⁦@citsecurities⁩ to respond to ⁦@Citrini7⁩ and the response itself is remarkable as well. Discourse! 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.

This is third world/Chinese style market intervention. Whether or not Anthropic should power offensive capabilities for DoD is not the point.
2026-02-26 View on X
Axios

Sources: the DOD asked Boeing and Lockheed Martin to assess their reliance on Claude, a first step toward blacklisting Anthropic; Lockheed confirms DOD contact

The Pentagon asked two major defense contractors on Wednesday to provide an assessment of their reliance on Anthropic's AI model …

2024-09-13
Today, VC firms have to explain to the state why their companies failed and why they have lost the country's money. This is so bleak. I hope the US can welcome these talented would-be entrepreneurs from China. https://www.ft.com/... [image]
2024-09-13 View on X
Financial Times

Sources paint a bleak picture for startup founders in China; IT Juzi report: only 1,202 startups were founded in the country in 2023 compared to 51,302 in 2018

Venture capital finance has dried up amid political and economic pressures, prompting a dramatic fall in new company formation X: @carnage4life , @tonytassell , @michaelxpettis , @...

2023-12-19
Some over-extrapolation from Adobe x Figma. This was always obviously defensive M&A to catch and kill a competitive threat by the by-far dominant player in the market. It didn't take a lot of imagination to see that it could get killed for being anticompetitive.
2023-12-19 View on X
Reuters

Adobe and Figma end their $20B merger, announced in September 2022, over “no clear path” to EU and UK antitrust approval; Adobe owes Figma a $1B termination fee

Adobe (ADBE.O) on Monday shelved its $20 billion cash-and-stock deal for cloud-based designer platform Figma …

2023-10-06
https://metropolis.io/ raised a $1.7 billion Series C to buy and transform SP+. Metropolis is a great case study of the “vertical SaaS buyout” where a software company buys and transforms operating companies. This is the future of vertical SaaS and how software eats the world [image]
2023-10-06 View on X
TechCrunch

Los Angeles-based Metropolis, which sells AI parking services, raised $650M in debt and $1.05B in Series C financing to acquire parking facility company SP Plus

2020-01-15
This @stratechery diagram of @Plaid's network as a parallel to Visa's feels a bit off... As a user, I don't just use Plaid to coordinate btw banks and fintechs but btw fintechs and btw users. It's a fractal/dynamic rather than static network. Am I wrong? https://stratechery.com/... https://twitter.com/...
2020-01-15 View on X
Stratechery

Visa's Plaid acquisition will pay off if Visa can leverage Plaid's fintech network and make it worthwhile for banks to build out the APIs Plaid needs

Before the network, there is the job.  —  In the case of Visa, or, to be more exact, the Bank Americard that would eventually be spun …

2019-10-09
This from @benthompson on China, the NBA, and TikTok is really good. Strong agree that it's well past time stop letting China run roughshod over our free speech prerogatives. When it comes to tech and the national interest, we're losing an asymmetric war. https://stratechery.com/...
2019-10-09 View on X
Stratechery

As China exports its domestic standards, the US should treat China's leveraging of market access into self-censorship by US companies as trade violations

Ben Thompson / Stratechery :

This from @benthompson on China, the NBA, and TikTok is really good. Strong agree that it's well past time stop letting China run roughshod over our free speech prerogatives. When it comes to tech and the national interest, we're losing an asymmetric war. https://stratechery.com/...
2019-10-09 View on X
BuzzFeed News

Blizzard is facing an intense backlash after banning a player over Hong Kong pro-democracy comments, with some fans boycotting its games

Players are boycotting games like World of Warcraft, Overwatch, and Hearthstone after a user was punished for supporting pro-democracy protests in Hong Kong during a tournament.