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VOICE ARCHIVE

Jack Farley

@jackfarley96
9 posts
2025-12-11
Very good interview. In Gavin's view, “by far most plausible and scariest bear case” to AI & data center CapEx is Edge AI (running AI on devices, not from data centers)
2025-12-11 View on X
Invest Like The Best on YouTube

Q&A with investor Gavin Baker of Atreides Management on the economics of AI, data centers in space, mistakes SaaS companies are making in adopting AI, and more

In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with investor Gavin Baker to explore the rapidly evolving AI landscape.

2025-04-07
496 of the 500 stocks in the S&P 500 are down today [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 …

496 of the 500 stocks in the S&P 500 are down today [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.

2023-10-27
Today was first time Sam Bankman-Fried spoke in his trial, here are some of the best moments: Prosecution: was it your view that Alameda Research was allowed to spend FTX customer deposits (per PAA)? SBF: I wouldn't put it that way, but to some degree, YES. 1/7
2023-10-27 View on X
Financial Times

In a testimony without the jury present, SBF says he followed the counsel of lawyers to make critical decisions around passing FTX customer money to Alameda

Former crypto billionaire blames lawyers as court hears first snippets of testimony without jury present

2023-05-02
Key difference b/w Bear & First Republic: $FRC was a real depository institution with deposits. Bear funded itself primarily in wholesale market (repo, asset-backed commercial paper, and other capital market instruments) FDIC release: https://www.fdic.gov/... 3/4 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...

2022-12-07
If SBF raised any money using these valuations, this is conclusive evidence of fraud in my opinion. Links below Financial times article https://www.ft.com/... Balance sheet on google sheets https://docs.google.com/... $HOLE on CoinMarketCap https://coinmarketcap.com/...
2022-12-07 View on X
Financial Times

Sources: FTX reached late stage negotiations with Taylor Swift for a $100M+ sponsorship deal, supported by Swift fan SBF but opposed by some FTX executives

Negotiations between singer-songwriter and Sam Bankman-Fried's crytpo group collapsed this spring

Revealed: the Alameda venture capital portfolio A look inside Sam and Caroline's grab-bag of crypto, etc. https://www.ft.com/...
2022-12-07 View on X
Financial Times

Sources: FTX reached late stage negotiations with Taylor Swift for a $100M+ sponsorship deal, supported by Swift fan SBF but opposed by some FTX executives

Negotiations between singer-songwriter and Sam Bankman-Fried's crytpo group collapsed this spring

Revealed: the Alameda venture capital portfolio A look inside Sam and Caroline's grab-bag of crypto, etc. https://www.ft.com/...
2022-12-07 View on X
Financial Times

A spreadsheet SBF used in November lists nearly 500 alleged VC investments by Alameda, including in Circle, Genesis, Sky Mavis, Paxos, StarkWare, and Anchorage

If SBF raised any money using these valuations, this is conclusive evidence of fraud in my opinion. Links below Financial times article https://www.ft.com/... Balance sheet on google sheets https://docs.google.com/... $HOLE on CoinMarketCap https://coinmarketcap.com/...
2022-12-07 View on X
Financial Times

A spreadsheet SBF used in November lists nearly 500 alleged VC investments by Alameda, including in Circle, Genesis, Sky Mavis, Paxos, StarkWare, and Anchorage