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VOICE ARCHIVE

Mike Bird

@birdyword
80 posts
2026-02-27
It's been a rough time to be a fintech, but I'm not sure you can look at this and say Block's been doing very well as a business [image]
2026-02-27 View on X
Reuters

Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B

Block (XYZ.N) on Thursday said it will cut over 4,000 jobs, nearly half its workforce, as part of an overhaul …

It's been a rough time to be a fintech, but I'm not sure you can look at this and say Block's been doing very well as a business [image]
2026-02-27 View on X
CNBC

Block says it is laying off 4,000+ of its 10,000+ employees, saying AI tools have changed “what it means to build and run a company”; XYZ jumps 15%+

Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount.

2026-02-18
Claude Code can't completely replace software developers until it learns how to move an often-used button somewhere else during an update for no apparent reason.
2026-02-18 View on X
Anthropic

Anthropic launches Claude Sonnet 4.6 with improvements in coding, computer use, instruction following, and more; it features a 1M token context window in beta

Claude Sonnet 4.6 is our most capable Sonnet model yet.  It's a full upgrade of the model's skills across coding, computer use …

2026-02-17
Claude Code can't completely replace software developers until it learns how to move an often-used button somewhere else during an update for no apparent reason.
2026-02-17 View on X
Anthropic

Anthropic launches Claude Sonnet 4.6 with improvements in coding, consistency, and more, for Free and Pro users; it features a 1M token context window in beta

Claude Sonnet 4.6 is our most capable Sonnet model yet.  It's a full upgrade of the model's skills across coding, computer use …

2026-02-11
Donald Trump is only tagged six times in this 13-post thread. I'm afraid that's just not going to cut it for a pardon, those are rookie numbers.
2026-02-11 View on X
Bloomberg

Sam Bankman-Fried, who is serving 25 years for fraud, files a long-shot request for a retrial, claiming new witness testimony may refute the prosecution's case

2026-02-06
If you're a bitcoin investor freaking out about the selloff, have no fear: it's only down over the last week in dollar terms (fake fiat money). It's up in silver. [image]
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

If you're a bitcoin investor freaking out about the selloff, have no fear: it's only down over the last week in dollar terms (fake fiat money). It's up in silver. [image]
2026-02-06 View on X
Bloomberg

Bitcoin briefly dropped to as low as $60K on February 5, its lowest level since November 2024 and down ~50% from its October 2025 peak, as global markets fall

from Epstein to quantum to AI to the death of crypto twitter — clobbering the coins [image]@luke_metro:how low does crypto have to drop before I never have to hear about Fairshake ...

2026-02-05
If you're a bitcoin investor freaking out about the selloff, have no fear: it's only down over the last week in dollar terms (fake fiat money). It's up in silver. [image]
2026-02-05 View on X
Bloomberg

Bitcoin falls to ~$66K, its lowest level since President Trump's election win in November 2024 and down 44%+ from its October 2025 peak as global markets fall

Bitcoin slumped below $70,000, a level last seen 15 months ago, as a broad risk-off sentiment engulfed global markets.

2026-02-03
Hoping that the Epstein emails finally kill the all-lowercase writing trend. Might start calling it Little Saint James style.
2026-02-03 View on X
Wired

The US DOJ releasing emails between tech industry notables and Jeffrey Epstein kicks off a renewed flurry of acrimonious social posts and lurid news coverage

The Department of Justice has released more than 3 million documents and photos related to Jeffrey Epstein.

2026-02-02
People get angry at this point but aggregate American spending on eating/drinking out or having that food delivered is at a record high, and the proportion spent on store-bought food is at a joint-record low with the peak housing bubble era. [image]
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.

2026-01-03
.@danwwang's annual letter is a real treat as ever. I'm glad to have made a footnoted contribution, always important to stay on message. [image]
2026-01-03 View on X
Dan Wang

Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, how China and the US are building the future, and more

danwang.co/2025-letter/ Conor Sen / @conorsen : This is how I learned I'm a better fit for finance culture and tech culture.  You only succeed in tech culture by fully embracing th...

2026-01-02
.@danwwang's annual letter is a real treat as ever. I'm glad to have made a footnoted contribution, always important to stay on message. [image]
2026-01-02 View on X
Dan Wang

Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, and how China and the US are building the future

One way that Silicon Valley and the Communist Party resemble each other is that both are serious, self-serious, and indeed, completely humorless.

2025-11-26
Amazing that this is still up
2025-11-26 View on X
CNBC

Nvidia says it is “delighted by Google's success” but “Nvidia is a generation ahead”, after a report that Meta could use Google's TPUs in its data centers

Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street's concerns … Source: @nvidianewsroom .

2025-11-23
I'm sure some of these are state/political projects, but I suspect most are just smart people in low and middle income countries doing it for the money, because Twitter invented a direct and quick way to make cold hard cash from making Americans angry and upset online.
2025-11-23 View on X
The Daily Beast

X's new About This Account feature reveals that some top accounts, including many MAGA influencers, are based in countries like Russia, India, and Nigeria

ROLE PLAY  —  A new feature on Elon Musk's X has given deeper insight into the online “America First” movement.

2025-10-07
AppLovin -13% (leaving it up only 74% this year at a $194bn market cap)
2025-10-07 View on X
Bloomberg

Sources: the SEC has been probing AppLovin over allegations that it violated platform partners' agreements to push more targeted ads to consumers; APP drops 14%

Olivia Solon / Bloomberg :

2025-04-13
Smart move from the administration here 👇. They could go even further by exempting all products used by American consumers and businesses, to put the full squeeze of the tariffs firmly on China.
2025-04-13 View on X
Bloomberg

The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”

President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …

If you were running a secret strategy to undermine American manufacturing, exempting popular finished consumer goods from tariffs and keeping them in place for intermediate goods, capital goods and raw materials would be a good way to go about it.
2025-04-13 View on X
Bloomberg

The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”

President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …

2025-04-12
If you were running a secret strategy to undermine American manufacturing, exempting popular finished consumer goods from tariffs and keeping them in place for intermediate goods, capital goods and raw materials would be a good way to go about it.
2025-04-12 View on X
Bloomberg

The Trump administration excludes smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from reciprocal tariffs

President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …

2025-04-07
If the S&P 500 closes tomorrow where futures are right now, it will be the biggest three-day selloff in 38 years, a faster drop than any during either the global financial crisis in 2008 or the Covid-19 panic in March 2020. [image]
2025-04-07 View on X
CNBC

US tech stocks fall for a third session after US tariffs: Apple, Tesla, Meta, Amazon, Microsoft, and Alphabet drop; an X post caused stocks to jump temporarily

Technology stocks teetered in volatile trading Monday as President Donald Trump stood by his sweeping global tariff plans following last week's devastating selloff.

If the S&P 500 closes tomorrow where futures are right now, it will be the biggest three-day selloff in 38 years, a faster drop than any during either the global financial crisis in 2008 or the Covid-19 panic in March 2020. [image]
2025-04-07 View on X
Wired

Nintendo of America President Doug Bowser says the company is “actively assessing” the impact of US tariffs, which “weren't factored into” its Switch 2 pricing

Nintendo of America president Doug Bowser tells WIRED the company is still figuring out how to address tariffs …