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VOICE ARCHIVE

Lisa Abramowicz

@lisaabramowicz1
116 posts
2026-03-06
Anthropic did a study on job displacement due to AI. “Workers in the most exposed professions are more likely to be older, female, more educated, & higher-paid. We find no systematic increase in unemployment for highly exposed workers since late 2022” https://cdn.sanity.io/...
2026-03-06 View on X
Axios

Anthropic debuts an early-warning system for potential AI-driven destruction of white-collar jobs and says it shows “limited evidence” of AI-led job loss so far

- An occupation's specific tasks;  — An estimate of which of those tasks can be performed by large language models.

2026-02-24
There's an increasingly dystopian tone to commentary on AI. Fed Gov Waller today: “The thing with AI is it's coming at us so fast....that it's easy to start seeing jobs that may go away before you see the new jobs that are going to be created.”
2026-02-24 View on X
CNBC

IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization

International Business Machines stock is getting slammed Monday, becoming the latest perceived victim of rapidly developing AI technology …

2026-02-23
There's an increasingly dystopian tone to commentary on AI. Fed Gov Waller today: “The thing with AI is it's coming at us so fast....that it's easy to start seeing jobs that may go away before you see the new jobs that are going to be created.”
2026-02-23 View on X
CNBC

IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization

2026-02-13
A pretty interesting release from Anthropic as they raise money to make new inroads into AI. “Recent polling finds that 69% of Americans think the government is ‘not doing enough to regulate the use of AI.’ We agree.” https://www.anthropic.com/...
2026-02-13 View on X
New York Times

Anthropic donates $20M to Public First, a super PAC pushing for AI guardrails and transparency in opposition to OpenAI-backed PACs, ahead of the US midterms

2026-02-12
A pretty interesting release from Anthropic as they raise money to make new inroads into AI. “Recent polling finds that 69% of Americans think the government is ‘not doing enough to regulate the use of AI.’ We agree.” https://www.anthropic.com/...
2026-02-12 View on X
New York Times

Anthropic donates $20M to Public First, a super PAC pushing for AI guardrails and transparency in opposition to OpenAI-backed PACs, ahead of the US midterms

Anthropic and OpenAI now have their own well-funded political groups that will square off in the midterm elections over artificial intelligence safety and regulation.

2026-02-04
Disruption is a feature of the tech cycle, but ruptures have big ripple effects. Private credit is taking a big hit from its software exposure, for example. Software now accounts for about 20% of investments in BDCs compared to around 10% in 2016: Barclays https://www.wsj.com/... [image]
2026-02-04 View on X
Wall Street Journal

Software and data stocks plunge over fears that new AI developments will supplant software; ADBE fell 7.31%, CRM 6.85%, and Thomson Reuters 15.83% on Tuesday

From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply on Tuesday

UBS analysts this week estimated that private credit could see default rates surge to as high as 13% if the software disruption is “aggressive.” https://www.bloomberg.com/...
2026-02-04 View on X
Wall Street Journal

Software and data stocks plunge over fears that new AI developments will supplant software; ADBE fell 7.31%, CRM 6.85%, and Thomson Reuters 15.83% on Tuesday

From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply on Tuesday

2025-11-06
US companies announced the most job cuts for any October in more than two decades. “This comes as AI adoption, softening consumer and corporate spending, and rising costs drive belt-tightening and hiring freezes:” Challenger, Gray & Christmas https://www.bloomberg.com/... [image]
2025-11-06 View on X
Bloomberg

Research: US companies announced 153,074 job cuts in October 2025, the most for any October since 2003, as AI reshapes industries and cost-cutting accelerates

US companies announced the most job cuts for any October in more than two decades as artificial intelligence reshapes industries …

2025-11-05
Deutsche Bank is exploring ways to hedge its exposure to data centers. It's looking at options including shorting a basket of AI-related stocks and buying default protection via synthetic risk transfers. https://www.ft.com/...
2025-11-05 View on X
Financial Times

Sources: Deutsche Bank is exploring strategies to hedge its exposure to data centers, like shorting AI stocks, after extending billions in debt to hyperscalers

Executives discussing options including shorting basket of artificial intelligence stocks or using derivatives to transfer risk

2025-04-29
Amazon's plan to show the extra cost of goods due to tariffs is a “hostile act,” Trump's spokeswoman said. Amazon shares in response: [image]
2025-04-29 View on X
CNBC

White House Press Secretary Karoline Leavitt says Amazon reportedly adding tariff pricing to each product on its site “is a hostile and political act by Amazon”

WATCH NOW  —  The White House on Tuesday slammed Amazon for reportedly planning to display the cost …

2024-08-29
Better-than-expected doesn't cut it for Nvidia. Evidently investors expect this company to blow away expectations. Even with Q3 revenue expectations of $32.5 billion vs the expected $31.9 billion, and $50 billion in planned share buybacks, the shares are down more than 7%. [image]
2024-08-29 View on X
CNBC

Nvidia reports Q2 revenue up 122% YoY to $30B, above $28.7B est., forecasts Q3 revenue above est., and approves an additional $50B in share buybacks

Nvidia reported earnings after the bell that beat Wall Street expectations for earnings and guidance, and provided stronger-than-expected guidance for the current quarter.

2023-12-04
Spotify plans to cut 17% of its staff. “Economic growth has slowed dramatically and capital has become more expensive. Spotify is not an exception to these realities.” This may be a hint of what's to come or a convenient excuse for firms looking to trim. https://www.bloomberg.com/...
2023-12-04 View on X
TechCrunch

Spotify lays off ~17% of its workforce, or ~1,500 staff, to “rightsize” its costs, citing slow economic growth and rising capital costs, its third cut in 2023

Spotify is eliminating about 17% jobs, its third round of layoffs, as the music streaming looks to become “both productive and efficient.”

2023-11-10
Shortly after the “outright bad” auction, this comes out in the FT: https://www.ft.com/...
2023-11-10 View on X
Bloomberg

Experts say LockBit is behind the Industrial and Commercial Bank of China hack, a “ransomware as a service” group that hacked the UK's Royal Mail, among others

- LockBit is what's known as a ‘ransomware as a service’ group  — It is one of the most prolific ransomware attackers in world

Shortly after the “outright bad” auction, this comes out in the FT: https://www.ft.com/...
2023-11-10 View on X
Financial Times

A ransomware attack stopped the Industrial and Commercial Bank of China, the country's largest bank, from settling US Treasury and some equity trades

I've once again recently heard the famous words from a CEO, “We don't need your services, we are all covered.” … Tyrus Kamau : Ransomware attacks keep ravaging financial institutio...

2023-05-11
Even though big tech stocks have rebounded significantly this year, valuations of private, unprofitable tech firms keep declining. A good example of this: SoftBank's Vision Fund, with just reported a fifth straight quarter of losses. https://www.bloomberg.com/... https://twitter.com/...
2023-05-11 View on X
Bloomberg

SoftBank reports Vision Fund lost ~$2B in Q4, down from ~$16B in Q4 2022, leading to a ~$32B full-year loss; investments for the year to March fell to ~$3B

SoftBank Group Corp. lost money in its Vision Fund investment unit again despite a rebound in tech stocks, as the Japanese conglomerate …

2023-04-05
Apple's China formula is under its greatest strain in recent memory. Even as Cook recently sought to smooth things over in Beijing, Apple executives were hard at work developing ties to other countries to lessen reliance on the country: via @markgurman https://www.bloomberg.com/...
2023-04-05 View on X
Bloomberg

Sources detail Apple's efforts to shift production from China, including wooing other countries and assembling “tiger teams” to solve supply chain weaknesses

In late March, when Tim Cook made his first public appearance in China since the onset of the Covid-19 pandemic …

2023-03-24
“The TikTok battles are indicative of the end of an era. This era where U.S.-China business relations can continue absent considerations of geopolitics is over.” https://www.wsj.com/...
2023-03-24 View on X
Bloomberg

Shou Chew's answers to hostile questioning did little to calm the bipartisan fury aimed at TikTok, instead giving critics more fuel to insist the US ban the app

TikTok Chief Executive Shou Chew's appearance in Congress on Thursday did little to calm the bipartisan fury directed at the viral video-sharing service.

2023-03-13
The response in HSBC shares says something about the risk tolerance of investors this morning & skepticism. https://twitter.com/... https://twitter.com/...
2023-03-13 View on X
U.S. Department of the Treasury

The US Treasury, Federal Reserve, and the FDIC say all Silicon Valley Bank depositors will be “fully” protected, and their money will be available on March 13

WASHINGTON, DC — The following statement was released by Secretary of the Treasury Janet L. Yellen …

The response in HSBC shares says something about the risk tolerance of investors this morning & skepticism. https://twitter.com/... https://twitter.com/...
2023-03-13 View on X
Reuters

HSBC plans to acquire Silicon Valley Bank UK for £1, citing “strategic sense for our business”; as of March 10, SVB UK had ~£5.5B loans and ~£6.7B deposits

HSBC (HSBA.L) said on Monday it is acquiring the UK subsidiary of Silicon Valley Bank for 1 pound.

2023-02-11
Apple hasn't enacted the mass layoffs seen at other tech giants in large part because it hired more efficiently during the pandemic. https://www.bloomberg.com/... https://twitter.com/...
2023-02-11 View on X
Bloomberg

Analysis: Apple's 2020-2022 revenue per new hire was $2.51M, up from $1.17M during 2017-2019, and above Meta's $0.79M, Microsoft's $1.06M, and other peers

There's a reason why Apple Inc. is under less pressure than tech peers to slash jobs during the current slowdown: It hired more efficiently in the first place.