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VOICE ARCHIVE

Adam Tooze

@adam_tooze
33 posts
2026-02-09
Did we just fail Some kind of perverse stakes-raised Turing test? We thought it was ai acting human, when in fact it was just humans acting out their fantasy of ai being super human. Or is this just the chess playing automaton for the 2020s?
2026-02-09 View on X
MIT Technology Review

Moltbook was peak AI theater; as the hype dies down, Moltbook looks less like a window onto the future and more like a mirror held up to society's AI obsessions

For a few days this week the hottest new hangout on the internet was a vibe-coded Reddit clone called Moltbook, which billed itself as a social network for bots.

2026-02-02
You could also look at it in less moralistic terms as a question of relative price. Groceries so insanely expensive that at the margin it makes relatively more sense to eat out. In NYC home cooking is borderline vanity project.
2026-02-02 View on X
New York Times

How food delivery is reshaping US mealtimes, as some users spend thousands; NRA data shows nearly 75% of 2024 restaurant orders were not eaten in a restaurant

Almost three of every four restaurant orders in the U.S. weren't eaten in a restaurant, according to recent data.

2024-01-02
“It is the worst of both worlds. Even large profitable tech companies like Alphabet and Amazon don't issue dividends because they see a road map for more growth and innovation ahead,” Why Alibaba paying a dividend is a BAD sign! https://www.ft.com/...
2024-01-02 View on X
Financial Times

Employees, sources, and experts describe a crisis at Alibaba, as the company struggles to chart a new course and an ambitious restructuring didn't go as planned

Once Asia's most valuable company, the group has fallen behind rivals amid a chaotic restructuring X: @adam_tooze X: Adam Tooze / @adam_tooze : “It is the worst of both worlds. Eve...

2023-08-15
Saudi's LLM is being developed by AI outfits at Kaust, primarily staffed by Chinese researchers. Many Chinese with AI expertise have chosen to work at Kaust because they are prevented from working in US after graduating from Chinese unis on US entity list. https://www.ft.com/...
2023-08-15 View on X
Financial Times

Sources: Saudi Arabia bought 3,000+ Nvidia H100 GPUs and the UAE purchased thousands of Nvidia GPUs; Nvidia expects to ship ~550K H100 GPUs globally in 2023

it's the $40,000 chip that has sparked a frenzied spending spree Rob Thubron / TechSpot : Saudi Arabia and UAE invest in thousands of Nvidia chips, aiming to become global AI power...

2023-07-25
Martin Dulig, economy minister of Saxony, dismissed GF's criticism of the subsidies for TSMC. “If the EU wants to raise its share of chips production from 8 to 20%, then there will be enough room for all providers to thrive,” he said. Pity the tax-payer. https://www.ft.com/...
2023-07-25 View on X
Financial Times

GlobalFoundries CEO Thomas Caulfield criticizes Germany's planned chip subsidies for TSMC, saying the company welcomes competition “on a level playing field”

Chief executive Thomas Caulfield warns that funds from Berlin will distort competition

2023-07-17
“In the past, western companies were concerned about taking electronic devices into the country over fears that China could access their data. Now they are equally concerned about sensitive data leaving China for fear of violating Beijing's rules.” https://www.ft.com/...
2023-07-17 View on X
Financial Times

Sources: US consulting firms like McKinsey and BCG split their IT systems to decouple China data, as Beijing expands anti-espionage rules and data regulation

2023-07-03
“Multiple industry sources said Luxshare was currently Apple's only assembler of Vision Pro. Separately, two China-based sole suppliers of certain components said Apple was only asking them for 130k units.” So the biggest new Apple product is all-China? https://www.ft.com/...
2023-07-03 View on X
Financial Times

Sources: Apple and Luxshare cut Vision Pro production plans from 1M to less than 400K units in 2024 due to manufacturing problems for the $3,500 headset

Initial hopes of 1mn shipments in 2024 launch year dashed by manufacturing problems  —  Apple has been forced to make drastic cuts …

2023-06-26
“In February, the US government announced the creation of a “Disruptive Technology Strike Force” to “protect critical technological assets from being acquired or used by nation-state adversaries."" https://www.ft.com/...
2023-06-26 View on X
Financial Times

A profile of Korean chip engineer Choi Jin-seok, who embarked on a quixotic mission to lead China's industry after his career stalled and faces IP theft charges

In 2006, a Korean engineer called Choi Jin-seok achieved a feat that earned him the nickname “master of semiconductor yield”.

2023-06-09
“To paraphrase the character the film Mean Girls, lawmakers should stop trying to make crypto happen.” Not beating up on crypto but making the analytical point that regulation can actually help to save industries. https://www.ft.com/... [image]
2023-06-09 View on X
Financial Times

After the SEC's recent actions and failures of FTX, Celsius, and Luna, Republican lawmakers proposing a crypto market bill is a jarring gift to the industry

Republican proposal for new legislation would legitimise the digital asset industry and undermine investor protection

2023-06-07
“Denmark, Sweden, Estonia, Latvia and Lithuania in the EU, plus the UK, have already banned Huawei from their 5G infrastructure.” What do we call the Northern hawks? https://www.ft.com/...
2023-06-07 View on X
Financial Times

Sources: the EU is considering a mandatory ban on using equipment from Huawei and other companies that are deemed to present a security risk in 5G networks

Brussels concerned lack of action by member states to bar high-risk companies threatens security of entire bloc

Only a third of EU countries have banned Huawei from critical parts of the bloc's 5G communications despite recommendations set out by Brussels, so now Breton wants a general ban in name of “collective security” to force laggards like Germany into line. https://www.ft.com/...
2023-06-07 View on X
Financial Times

Sources: the EU is considering a mandatory ban on using equipment from Huawei and other companies that are deemed to present a security risk in 5G networks

Brussels concerned lack of action by member states to bar high-risk companies threatens security of entire bloc

2023-06-01
“From its headquarters in Veldhoven, just a few kilometres away from that portacabin, ASML produces machines capable of vaporising tiny droplets of molten tin up to 50,000 times a second, creating a 13.5nm wavelength of light.” https://www.ft.com/... [image]
2023-06-01 View on X
Financial Times

As ASML reaches a ~€275B market cap, twice that of Intel, a look at the fundamental limits on making ever-smaller chips, which could finally end Moore's Law

For decades, ever-tinier semiconductors have allowed huge leaps in computing progress.  Not for much longer, warn experts Bluesky: @revan.bsky.social . Tweets: @jasoncosta , @adam_...

2023-05-23
Facebook owner Meta Platforms META was fined $1.3 billion by European Union regulators for sending user information to the U.S. -> increase pressure on US to conclude a data protection/sharing deal with the EU. https://www.wsj.com/...
2023-05-23 View on X
Wall Street Journal

The EU issues Meta a record €1.2B GDPR fine for sending European user data to the US and orders stopping the transfers and unlawful processing within six months

but only for 15 minutes European Data Protection Board : Binding Decision 1/2023 on the dispute submitted by the Irish SA on data transfers by Meta Platforms Ireland Limited for it...

2023-05-22
Facebook owner Meta Platforms META was fined $1.3 billion by European Union regulators for sending user information to the U.S. -> increase pressure on US to conclude a data protection/sharing deal with the EU. https://www.wsj.com/...
2023-05-22 View on X
Wall Street Journal

The EU fines Meta €1.2B over sending European user data to the US, a record GDPR fine, and orders Meta to stop transfers and delete the data within six months

Decision places pressure on Washington to implement surveillance changes for Europe to allow Meta to keep the data spigot open

2023-05-02
The forced sale of San Francisco-based First Republic to JP Morgan is the second-largest bank failure in US history, after Washington Mutual in 2008 — marginally bigger than Silicon Valley Bank. Also confirms JPM's preeminence in global financial system. https://www.ft.com/... https://twitter.com/...
2023-05-02 View on X
Financial Times

The FDIC and California regulators say JPMorgan Chase plans to acquire most of First Republic Bank, which was a tad bigger than SVB and had $100B+ in outflows

now JPMorgan Chase's — uninsured depositors is Sen. Dianne Feinstein who, according to her latest financial disclosure, had between $1,000,001 and $5,000,000 in a First Republic ac...

2023-04-14
Intel made its fateful decision on lithography a decade ago, but in terms of sheer market share the US lost its preeminence in chip manufacturing in the 1990s. And Europe's fall from leadership was even more precipitate. https://www.ft.com/... https://twitter.com/...
2023-04-14 View on X
Financial Times

Intel becoming a chip foundry is its biggest business shift in nearly 40 years, meaning US industrial policy rests on one of tech's most complex turnarounds yet

Once the leading player in the semiconductor industry, the company is attempting to pull off one of tech's most complex turnrounds

“a central piece of US industrial policy is riding on one of most difficult and complex tech turnrounds ever attempted. As Commerce weighs how to distribute the Chips Act subsidies, deciding how fiercely to back Intel will be a central question.” https://www.ft.com/... https://twitter.com/...
2023-04-14 View on X
Financial Times

Intel becoming a chip foundry is its biggest business shift in nearly 40 years, meaning US industrial policy rests on one of tech's most complex turnarounds yet

Once the leading player in the semiconductor industry, the company is attempting to pull off one of tech's most complex turnrounds

“In less than a decade, Intel has slipped from being one generation ahead of its rivals in the latest chip technology to being one generation behind.” The industrial policy enthusiasm around CHIPS act is a bet a long!!!! odds https://www.ft.com/...
2023-04-14 View on X
Financial Times

Intel becoming a chip foundry is its biggest business shift in nearly 40 years, meaning US industrial policy rests on one of tech's most complex turnarounds yet

Once the leading player in the semiconductor industry, the company is attempting to pull off one of tech's most complex turnrounds

2023-03-20
[The case being made was] ‘if you want the Chinese to get ahead of us, then stifle that innovation machine’." The rhetoric from the SVB lobbying was dramatic. https://www.ft.com/...
2023-03-20 View on X
Financial Times

Some investors are concerned that SVB's collapse and its US government rescue, after Silicon Valley investors' lobbying, could lead to tougher tech regulation

2023-03-02
“Our goal is to make sure that the United States . . . is the only country in the world where every company capable of producing leading-edge chips will be doing that in the United States at scale,” What is Raimondo actually saying here?? https://www.ft.com/... https://twitter.com/...
2023-03-02 View on X
Bloomberg

How Commerce Department Secretary Gina Raimondo became a key player in the US' stricter China policy, including helping steer the CHIPS Act, exports, and TikTok