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VOICE ARCHIVE

Shawn Donnan

@sdonnan
23 posts
2025-10-26
The AI boom is propping up the US economy.  It's also gobbling up all the people, power & capital.  —  One consequence: It's impeding the manufacturing renaissance Trump wants.  —  For @bloomberg.com with the great Brooke Sutherland, Mark Niquette & Alex Tanzi.  —  www.bloomberg.com/news/feature... …
2025-10-26 View on X
Bloomberg

The US AI data center boom is consuming capital, power, and people that the rest of the economy needs, and is crowding out Trump's manufacturing revival plans

Spending on factory construction is down 2.5% so far this year, while that for data centers is up almost 18%.

2023-12-11
The Biden administration is racing to figure out what it believes the global Internet should look like. And how much governments should be allowed to control how data flows around the world... Latest for @business @economics with @annaedge4: https://www.bloomberg.com/...
2023-12-11 View on X
Bloomberg

Sources: starting on December 13, Biden's team plans to meet companies, labor advocates, and experts to talk global data flows to avoid internet “balkanization”

- White House undertaking review after US change in trade policy  — Contentious debate underway as business groups apply pressure Mastodon: @carnage4life@mas.to . X: @sdonnan Masto...

2023-05-11
It can occasionally feel like “nearshoring” and “friend-shoring” have become new euphemisms for outsourcing work to another country that just happens not to be China... Fascinating @BW piece by my colleagues @ethomson1 & @gutavsaraiva: https://www.bloomberg.com/...
2023-05-11 View on X
Bloomberg

Tech companies increasingly hire in South and Central America because remote workers there often accept lower pay than in the US but have the same time zones

Pandemic-era labor shortages made it hard for Austin-based Fetch Package Inc. to fill positions in the US. Tweets: @bouazizalex and @sdonnan . Thanks: @colegarry2 Tweets: Alex Boua...

2023-04-27
Pretty essential reading given today's news out of Germany Re limiting exports of chip chemicals... https://www.bloomberg.com/... https://twitter.com/...
2023-04-27 View on X
Bloomberg

Sources: Germany is in talks to limit the export of chemicals used to make advanced chips to China, seeking to join US and EU allies in closing ranks on China

Germany is in talks to limit the export of chemicals to China that are used to manufacture semiconductors as Berlin steps up efforts …

2023-04-10
“Over the next four days, Bitdeer would make more than $18 million for not operating, from fees ultimately paid by Texans who had endured the storm.” Eye-popping ⁦@nytimes⁩ dive into energy use of “miners”. https://www.nytimes.com/...
2023-04-10 View on X
New York Times

A look at the impact of 34 US bitcoin mines and their extreme demand for energy, as the cost of electricity for locals increases in Texas and other areas

Bitcoin mines cash in on electricity — by devouring it, selling it, even turning it off — and they cause immense pollution.

2023-01-04
China is hitting the pause button on public investment in the semiconductor industry just as the US is ramping up... Why? China's efforts haven't really worked... Fascinating piece from my @business colleagues in China. https://www.bloomberg.com/...
2023-01-04 View on X
Bloomberg

Sources: China is pausing massive investments and costly subsidies for its chip industry amid a COVID-19 wave, seeking alternatives to help homegrown chipmakers

China is pausing massive investments aimed at building a chip industry to compete with the US, as a nationwide Covid resurgence strains …

2022-06-20
Just watched that Larry David ad on national TV urging people not to miss out on the next big thing... https://twitter.com/...
2022-06-20 View on X
The Block

After suspending withdrawals on Friday, Babel Finance says it has reached “preliminary agreements” on repayments of “some debts”, helping ease its liquidity

- Babel Finance says it has reached “preliminary agreements” with major counterparties “on the repayment period of some debts.”

Just watched that Larry David ad on national TV urging people not to miss out on the next big thing... https://twitter.com/...
2022-06-20 View on X
Bloomberg

Bitcoin fell to under $18K on Saturday, below its $19,511 high during its 2017 bull cycle, as ether dropped below $1K; both are down 70%+ since November 2021

what this means Robert Reich / The Guardian : The Crypto Crash: all Ponzi schemes topple eventually Hudson Lockett / Financial Times : Celsius warns it will ‘take time’ to stabilis...

2022-06-13
“And the total crypto market cap, which topped $3 trillion in November, was $1.02 trillion as of 5 a.m. New York time on Monday, according to CoinGecko.” https://www.bloomberg.com/...
2022-06-13 View on X
Celsius

DeFi lending platform Celsius pauses “all withdrawals, Swap, and transfers between accounts”, citing extreme market conditions

We are writing with a very important message for our community.  —  Due to extreme market conditions, today we are announcing that Celsius is pausing …

“And the total crypto market cap, which topped $3 trillion in November, was $1.02 trillion as of 5 a.m. New York time on Monday, according to CoinGecko.” https://www.bloomberg.com/...
2022-06-13 View on X
Bloomberg

Major cryptocurrencies are crashing: bitcoin drops by 17%+ to ~$23K, ether drops by 20%+ to ~$1.2K, and Solana drops 18%+ to ~$28

Bitcoin plunged to the lowest in about 18 months in Asia trading Monday as the impact of Friday's shock US inflation data continued to reverberate through global risk assets.

2022-01-30
A brilliant read from ⁦@FT⁩'s ⁦@johngapper⁩ on the intellectual and legal battle over automating warehouses. Who gets to own innovation? https://www.ft.com/...
2022-01-30 View on X
Financial Times

An in-depth look at the ongoing patent battle over warehouse automation between Norwegian robotics company AutoStore and UK supermarket giant Ocado

John Gapper / Financial Times : Tweets: @sdonnan , @johngapper , @mattvella , @alecurussell , @craigjcalhoun , @arashmassoudi , and @financialtimes Tweets: Shawn Donnan / @sdonnan...

2022-01-29
A brilliant read from ⁦@FT⁩'s ⁦@johngapper⁩ on the intellectual and legal battle over automating warehouses. Who gets to own innovation? https://www.ft.com/...
2022-01-29 View on X
Financial Times

An in-depth look at the ongoing patent battle over warehouse automation between Norwegian robotics company AutoStore and UK supermarket giant Ocado

In the village of Nedre Vats, on the edge of a 700m-deep fjord in the west of Norway, there is a white wooden house with a small red barn. Tweets: @johngapper , @craigjcalhoun , @m...

2022-01-22
We took a deep dive into the world of https://id.me/ for this @BW feature out today: https://www.bloomberg.com/... But this thread from @briankrebs is very good at getting into why https://id.me/ is becoming part of many taxpayers' digital lives. https://twitter.com/...
2022-01-22 View on X
Bloomberg

A look at ID.me, which will soon be used to verify IRS.gov logins and claims to have uncovered a $400B theft of US pandemic unemployment payments

If you were writing a techno-thriller, you'd give your hero a backstory like Blake Hall's.  He's a Harvard MBA, an alumnus …

2022-01-21
We took a deep dive into the world of https://id.me/ for this @BW feature out today: https://www.bloomberg.com/... But this thread from @briankrebs is very good at getting into why https://id.me/ is becoming part of many taxpayers' digital lives. https://twitter.com/...
2022-01-21 View on X
Gizmodo

This summer the IRS will require users to log in via ID.me, which uses facial recognition in its authentication process, to file taxes, make payments, and more

whose product does not work reliably—has embedded itself in government functions across the country https://twitter.com/... David Greene / @davidgreene : Oh FFS, please just audit ...

2021-03-13
First tangible move =s Biden tightening rather than loosening noose on Huawei... https://twitter.com/...
2021-03-13 View on X
Bloomberg

Sources: the Biden administration has informed some Huawei suppliers it is imposing more explicit prohibitions on the export of 5G components to the company

Eric Martin / Bloomberg :

First tangible move =s Biden tightening rather than loosening noose on Huawei... https://twitter.com/...
2021-03-13 View on X
Reuters

FCC designates five Chinese tech firms, Huawei, ZTE, Hytera, Hangzhou, and Dahua, as a threat to US security; Huawei challenged its prior FCC designation in Feb

WASHINGTON (Reuters) - The Federal Communications Commission (FCC) on Friday designated five Chinese companies as posing a threat …

2021-03-12
First tangible move =s Biden tightening rather than loosening noose on Huawei... https://twitter.com/...
2021-03-12 View on X
Bloomberg

Sources: the Biden administration has informed some Huawei suppliers it is imposing more explicit prohibitions on the export of 5G components to the company

- Conditions for licensed exporters went into effect this week  — Move builds on Huawei prohibitions implemented under Trump

2020-09-21
This straight out of the playbook in authoritarian countries. First you force the sale of an asset, then you force a “donation” to a foundation that acts to further your political goals. https://twitter.com/...
2020-09-21 View on X
Financial Times

ByteDance asserts it will maintain majority ownership and control over TikTok Global and will not transfer source code or technology to Oracle and Walmart

Chinese company contradicts assertions of Donald Trump, Oracle and Walmart  —  ByteDance said on Monday that it would maintain majority ownership …

This straight out of the playbook in authoritarian countries. First you force the sale of an asset, then you force a “donation” to a foundation that acts to further your political goals. https://twitter.com/...
2020-09-21 View on X
Bloomberg

Trump says he has approved Oracle's bid for the US operations of TikTok “in concept”

2020-09-19
Is the Trump administration now gunning for #Fortnite after #Tiktok? Great story from @jendeben et al on how Washington is now asking gaming companies about their investments from China's' Tencent. https://www.bloomberg.com/...
2020-09-19 View on X
CNBC

Commerce Department announces that it will ban US downloads of and business transactions with TikTok and WeChat on Sunday

- The Commerce Department announced it will ban U.S. business transactions with China-owned social apps WeChat and TikTok on Sunday.