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VOICE ARCHIVE

@compound248

@compound248
69 posts
2026-02-03
An 80:20 split for SpaceX + xAI seems like a horrible deal for SpaceX. Giving the #5 (if that!) AI company, with limited real revenue (+ Twitter), ownership of 20% of a truly world-changing rocket company is ridiculously bad for SpaceX shareholders. SpaceX doesn't need xAI. [image]
2026-02-03 View on X
Bloomberg

SpaceX acquires xAI; sources say the all-stock deal values the combined company at $1.25T, with SpaceX valued at $1T and xAI at $250B; xAI burns ~$1B per month

Elon Musk's SpaceX has acquired xAI, in a deal that encompasses the billionaire's increasingly costly ambitions to dominate artificial intelligence and space exploration.

2026-02-02
Never forget how SpaceX calculates “profit.” [image]
2026-02-02 View on X
Bloomberg

Sources: SpaceX is in advanced talks to combine with xAI and they have informed some of their investors, as Elon Musk moves quickly to consolidate his empire

SpaceX is in advanced talks to combine with xAI, according to people familiar with the matter, as billionaire Elon Musk moves quickly to consolidate his empire.

2026-01-30
I think the idea of being “first” to IPO (before Anthropic) is irrelevant Wall Street pressure BS. THAT SAID, Sundar should go SO hard to mess up OpenAI's KPIs. $GOOG has one chance to F-up the OAI post-IPO cap table and should go crazy hard at it. [image]
2026-01-30 View on X
Wall Street Journal

Sources: OpenAI is laying the groundwork for an IPO in Q4 2026, and its executives have privately expressed concerns about Anthropic beating OpenAI to an IPO

Rivals are competing to be the first major generative AI startup to tap the public markets  —  OpenAI is laying the groundwork …

2025-12-15
“The most entertaining outcome is the most likely.” -@elonmusk After its acquisition by Amazon was blocked by Lina Khan, Roomba maker iRobot failed today and is being acquired in bankruptcy by a Chinese competitor, which will now be mapping your house. Can't make this sh!t up. [image]
2025-12-15 View on X
TechCrunch

A look at iRobot, founded in 1990, and its slow collapse after US and EU regulatory pressure killed Amazon's $1.7B deal in 2024 amid growing Chinese competition

There's something painfully American about the arc of iRobot, the company that taught your vacuum to navigate around the furniture.

“The most entertaining outcome is the most likely.” -@elonmusk After its acquisition by Amazon was blocked by Lina Khan, Roomba maker iRobot failed today and is being acquired in bankruptcy by a Chinese competitor, which will now be mapping your house. Can't make this sh!t up. [image]
2025-12-15 View on X
Bloomberg

iRobot files for Chapter 11 bankruptcy and reaches a restructuring agreement to hand over control to its secured lender and main Chinese supplier Shenzhen Picea

iRobot Corp., the company that revolutionized robot vacuum cleaners in the early 2000s with its Roomba model …

2025-11-02
30 minutes after Sam shutdown Brad's question about, “can you actually afford $1.4 TRILLION of spend,” Sam dropped off the pod. The VERY FIRST thing Brad did w/ Satya after Sam left was return to the topic, defend his question, & reiterate he's a buyer, not a seller, of OAI. 😂 [video]
2025-11-02 View on X
@bg2pod

Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more

BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap — (00:00) Intro (02:28) Microsoft's Investment in OpenAI (03:19) The Nonprofit Structure and Its ...

Apparently, if you ask @sama how his $13 billion money-losing for profit not-for-profit can support $1.4 TRILLION of spend commitments, he gets very defensive and starts to attack non-existent short sellers. I cannot wait for @OpenAI to be a public company. [video]
2025-11-02 View on X
@bg2pod

Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more

BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap — (00:00) Intro (02:28) Microsoft's Investment in OpenAI (03:19) The Nonprofit Structure and Its ...

2024-02-15
Zuck's beautifully passive aggressive review of Apple Vision Pro's many deficiencies vs Meta Quest is art. [video]
2024-02-15 View on X
The Verge

In a video, Mark Zuckerberg shares his thoughts on the Vision Pro, saying Quest 3 “is the better product, period”, highlighting Apple's tradeoffs, and more

closed won mobile but open won PC, and i believe open will win the next” is not only brilliant but even more bullish for crypto than VR Tobi Lutke / @tobi : Great message, lots of ...

2024-02-14
Zuck's beautifully passive aggressive review of Apple Vision Pro's many deficiencies vs Meta Quest is art. [video]
2024-02-14 View on X
The Verge

In a video, Mark Zuckerberg shares his thoughts on the Vision Pro, saying Quest 3 “is the better product, period”, highlighting Apple's tradeoffs, and more

Now that it can be strapped to our faces and worn in strange places, opinions about Apple's Vision Pro are flying left and right.

2023-06-15
Preparing for more, annoying DMCA takedowns... https://www.wsj.com/...
2023-06-15 View on X
Bloomberg

The US National Music Publishers' Association sues Twitter, alleging the company violates the copyright of songwriters by using ~1,700 songs without permission

Lucas Shaw / Bloomberg :

2023-04-28
$SNAP call:😳 “Meta has the luxury of walking & chewing gum; I'm not sure you have that luxury.” “Evan, what gives you confidence you can return to robust growth, cause - obviously - the big challenge here is investor confidence in you & the team.” @RichLightShed spitting 🔥. https://twitter.com/...
2023-04-28 View on X
CNBC

Snap reports Q1 revenue down 7% to $989M, vs. $1.01B est., global DAUs up 15% YoY to 383M, vs. 384M est., and a $329M net loss, vs. $360M YoY; SNAP drops 15%+

- Snap came in light on revenue and ARPU in its first-quarter earnings report.  — The company said its “internal forecast” …

2023-03-15
The “TWITTER CREATED BANK RUN CONTAGION RISK” narrative is off to the races. Think any of the highlighted pyromaniacs have regrets? Illusion of Control bias started this. Overconfidence bias dug them in. Cognitive Dissonance will prevent honest reflection. @WSJ highlights.👇 https://twitter.com/...
2023-03-15 View on X
Wall Street Journal

As SVB collapsed, prominent investors, internet provocateurs, and others helped fuel concerns over the US banking system, creating a “Twitter-fueled bank run”

Rapid spread of concerns prompts lawmaker to call it ‘Twitter-fueled bank run’  —  The Collapse of Silicon Valley Bank: What You Need to Know

The “TWITTER CREATED BANK RUN CONTAGION RISK” narrative is off to the races. Think any of the highlighted pyromaniacs have regrets? Illusion of Control bias started this. Overconfidence bias dug them in. Cognitive Dissonance will prevent honest reflection. @WSJ highlights.👇 https://twitter.com/...
2023-03-15 View on X
Washington Post

Interviews with 20 people detail the Biden admin's response to SVB's and Signature's collapse, as tech executives and investors lobbied to protect all deposits

It seemed like a simple question: Did the treasury secretary have any concerns about the economic risks posed by Silicon Valley Bank?

2023-01-18
2. Alameda (Sam's personal accounts) had over $260 million in crypto assets at 3rd party brokerages. https://twitter.com/...
2023-01-18 View on X
CNBC

FTX identifies ~$5.5B in “liquid” assets for recovery, including $415M in “unauthorized third-party transfers” possibly tied to a hack found after its collapse

- FTX has identified about $5.5 billion worth of digital assets for recovery, a number that includes $415 million in “hacked crypto.”

SBF might make the worst-looking and least-intuitive spreadsheets of any 30-year old career finance guy I've ever seen. Awful.👀 Oh, he also claims Sullivan & Cromwell (lawyers) accidentally (or not!) leaves hundreds of millions of $ in cash out of the FTX US bk estate calc.💰👇 https://twitter.com/...
2023-01-18 View on X
CNBC

FTX identifies ~$5.5B in “liquid” assets for recovery, including $415M in “unauthorized third-party transfers” possibly tied to a hack found after its collapse

- FTX has identified about $5.5 billion worth of digital assets for recovery, a number that includes $415 million in “hacked crypto.”

2023-01-13
Claim: FTX US was solvent and had $350mm in cash in excess of client assets. https://twitter.com/...
2023-01-13 View on X
Axios

Sam Bankman-Fried publishes a Substack post offering his account of how FTX collapsed, sticking to his claims of innocence even after ex-executives pled guilty

think there shouldn't be a paying option anymore... Dave Weisberger / @daveweisberger1 : https://www.wsj.com/... It is tiresome to read SBF's half truths. 1/ His claims about Binan...

FTX and Almeida were both “legitimately” profitable in 2021 (better than illegitimately profitable!). In the billions each. But Almeida lost at least 80%!! In 2022. Whoops! https://twitter.com/...
2023-01-13 View on X
Axios

Sam Bankman-Fried publishes a Substack post offering his account of how FTX collapsed, sticking to his claims of innocence even after ex-executives pled guilty

think there shouldn't be a paying option anymore... Dave Weisberger / @daveweisberger1 : https://www.wsj.com/... It is tiresome to read SBF's half truths. 1/ His claims about Binan...

SBF claims Alameda (Sam's personal account) ended 2021 with nearly ONE HUNDRED BILLION OF NET ASSET VALUE. 👀 Holy. Shit. I had to read three times. $100,000,000,000 is the claim. “Marked to market...by my model.” In case anyone wonders, Compound248 is worth $100 trillion. https://twitter.com/...
2023-01-13 View on X
Axios

Sam Bankman-Fried publishes a Substack post offering his account of how FTX collapsed, sticking to his claims of innocence even after ex-executives pled guilty

think there shouldn't be a paying option anymore... Dave Weisberger / @daveweisberger1 : https://www.wsj.com/... It is tiresome to read SBF's half truths. 1/ His claims about Binan...

Holy shit - @SBF_FTX just launched a Substack! Lol Issue 1 highlights below. 👇 BTW, should I join the Founding Tier for only $150/year? I'm stealing from SBF at that price. Downside: can't pay in crypto... missed opportunity to create an $FTT use case. https://twitter.com/... https://twitter.com/...
2023-01-13 View on X
Axios

Sam Bankman-Fried publishes a Substack post offering his account of how FTX collapsed, sticking to his claims of innocence even after ex-executives pled guilty

think there shouldn't be a paying option anymore... Dave Weisberger / @daveweisberger1 : https://www.wsj.com/... It is tiresome to read SBF's half truths. 1/ His claims about Binan...

Then @cz_binance attacked us. It wasn't a crypto crash - it was a targeted attack on me and FTX. Waa waa 😭 https://twitter.com/...
2023-01-13 View on X
Axios

Sam Bankman-Fried publishes a Substack post offering his account of how FTX collapsed, sticking to his claims of innocence even after ex-executives pled guilty

think there shouldn't be a paying option anymore... Dave Weisberger / @daveweisberger1 : https://www.wsj.com/... It is tiresome to read SBF's half truths. 1/ His claims about Binan...