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VOICE ARCHIVE

Tommy

@shaughnessy119
22 posts
2026-01-01
Miami will be the finance and tech capital of America NYC/SF -> Miami talent flow will accelerate SF's wealth tax (its spending not revenue problem) and NYC's socialism will accelerate the flow.
2026-01-01 View on X
Bloomberg

Thiel Capital opens an office in Miami, as Peter Thiel and others reportedly look to cut ties with California over a proposed ballot measure to tax billionaires

Peter Thiel's private investment firm opened an office in Miami's Wynwood neighborhood, expanding the billionaire's presence in Florida, Thiel Capital announced Wednesday.

2025-11-03
Tough PR day for OpenAI. Ilya deposition, Information article, Sam's podcast clip today I think the clearest and cleanest way to play AI is going long Google
2025-11-03 View on X
The Information

Court docs: in a deposition, Ilya Sutskever discussed conflicts at OpenAI that he sent to board members before Sam Altman's firing, his OpenAI exit, and more

Anthropic initially expressed “excitement” about a possible merger with OpenAI two years ago, after OpenAI's board fired CEO Sam Altman …

2025-10-16
I feel like the top is in for closed model AI reg capture - OpenAI lawsuit backfiring - White House / Sacks calling out Anthropic for fear mongering - China topping open source AI leaderboards (US needs to innovate here)
2025-10-16 View on X
Bloomberg

David Sacks says Anthropic is running a “regulatory capture strategy based on fear-mongering”, in response to Anthropic co-founder Jack Clark's AI policy essay

On Tuesday, White House AI “czar” and venture capitalist David Sacks intensified a frustration that has been building for months.

2025-07-02
Meta hiring a bunch of OpenAI engineers is called Capitalism. Cut throat competition by companies to achieve the absolute best result for the consumer If a company can poach developers to deliver on these goals faster, let the companies compete.
2025-07-02 View on X
Wired

Source: Mark Zuckerberg has, on 10+ occasions, offered top AI research talent up to $300M over four years, with $100M+ in total compensation for the first year

The Meta CEO is leading a hiring blitz, offering top talent at OpenAI eye-watering pay packages and endless access to cutting-edge chips.

2025-03-07
A new open source reasoning model thats 5% the size of, and rivals, DeepSeek 671B China is home to Open Source AI America is losing
2025-03-07 View on X
VentureBeat

Alibaba releases open-source reasoning model QwQ-32B on Hugging Face and ModelScope, claiming comparable performance to DeepSeek-R1 but with lower compute needs

Introduction QwQ is the reasoning model of the Qwen series. Paul Barker / InfoWorld : Alibaba says its new AI model rivals DeepSeeks's R-1, OpenAI's o1 Jose Antonio Lanz / Decrypt ...

2025-01-27
Best read in recent memory on Nvidia, AI, Chips, competition and DeepSeek by @doodlestein Necessity really is the mother of all invention and DeepSeek has proven it with an open source reasoning model on par with o1 I highly recommend reading this one https://youtubetranscriptoptimizer.com/ ...
2025-01-27 View on X
YouTubeTranscriptOptimizer

A bear case for Nvidia: hardware competitors, LLM code translation to avoid CUDA lock-in, DeepSeek's training and inference efficiency breakthroughs, and more

DeepSeek recently released models claiming up to 45x more efficient training and inference compared to today's best-known large language models (like OpenAI's o1). … Forums: Hacker...

2024-11-06
Huge pro crypto win - gg @berniemoreno [image]
2024-11-06 View on X
Financial Times

Elon Musk's gamble on Donald Trump pays off, as Trump wins the race; Trump gave Musk a lengthy shout out in his victory speech, calling him “a super-genius”

“A star is born: Elon,” said Donald Trump in a lengthy shout out to his biggest donor while claiming victory in the US presidential race on Wednesday morning.

2024-05-08
The founder of @RobinhoodApp is pushing back on regulatory overreach Thank you @vladtenev 🙏
2024-05-08 View on X
Decrypt

Robinhood CEO Vlad Tenev decries a “regulatory onslaught” and calls US SEC actions “another improper attempt by the administrative state to stifle innovation”

Though Robinhood Crypto thought its “safety-first” approach was distinct, the SEC said that enforcement action is on its way.

2024-05-07
The founder of @RobinhoodApp is pushing back on regulatory overreach Thank you @vladtenev 🙏
2024-05-07 View on X
CoinDesk

Filing: Robinhood's crypto arm got a Wells notice from the US SEC on May 4; on June 27, 2023, Robinhood ended support for tokens named in previous SEC lawsuits

Aoyon Ashraf / CoinDesk :

2023-04-28
Absolutely wild that under the influence of a new technology, we have a rock-solid and professional set of U.S. actors who are actively seeking regulatory clarity and they can't get it. Great video @brian_armstrong and @iampaulgrewal https://twitter.com/...
2023-04-28 View on X
CNBC

Coinbase offers a fiery response to the SEC's Wells notice from March 2023, saying enforcement action would present “major” risks to the SEC's regulatory model

2023-03-24
Brian, and all of Coinbase's efforts, will go down in history as a pivotal stand against the government's overreach. As an American I want the U.S. to be home to the future of technology and be a proactive and inspiring home for builders. He has my full support https://twitter.com/...
2023-03-24 View on X
CNBC

Filing: Coinbase received an SEC notice warning the exchange of potential US securities law violations that could lead to enforcement actions; COIN drops 10%+

2023-03-23
Brian, and all of Coinbase's efforts, will go down in history as a pivotal stand against the government's overreach. As an American I want the U.S. to be home to the future of technology and be a proactive and inspiring home for builders. He has my full support https://twitter.com/...
2023-03-23 View on X
CNBC

Coinbase says it received an SEC notice warning the exchange of potential US securities law violations that could lead to enforcement actions; COIN drops 10%+

- The SEC issued crypto exchange Coinbase a Wells notice, warning the exchange that it identified potential violations of U.S. securities law.

2023-03-08
Looks like the SEC took two L's today. Originally they pushed back against Voyager's sale to Binance U.S. Grayscale ETF arguments ended positively. Lawyer comments say SEC can still deny for other reasons. Approval would help DCG's liq too as GBTC discount closes https://twitter.com/...
2023-03-08 View on X
CoinDesk

A New York bankruptcy judge says Voyager Digital can sell its $1B+ worth of assets to Binance.US, overruling objections by the US SEC and state regulators

The bankruptcy judge in the Voyager Digital case chose to allow the deal with Binance.US over objections from the U.S. Securities and Exchange Commission and state regulators.

2023-01-06
DCG Situation: - DCG Owes $2.025B - Genesis can call their $1.675B loan - Genesis owes $900M to Gemini DCG Liq - Grayscale $10B AUM x 2% = $200M x 3x multiple = $600M - GBTC/ETHE Holdings = 9.7%/3.8% = $629M with discount, $1.17B at Par - VC book = Firesale values in a bear https://twitter.com/...
2023-01-06 View on X
Wall Street Journal

Sources: Genesis Global laid off 30% of its staff, after a 20% cut in 2022, leaving the crypto lender with 145 workers, and is considering filing for bankruptcy

Firm suffered steep losses from loans it supplied to Alameda, Three Arrows  —  Massive crypto lender Genesis Global Trading Inc. laid off 30% …

2022-11-22
It's MIND blowing how FTX and DCG fumbled unmatchable leads - Grayscale $100m's in AUM fees and investors literally locked in. Trading down due to Genesis attachment - Alameda having direct access to FTX trading data and a no liquidation account + lost $Bs Issue = greedy risk
2022-11-22 View on X
Bloomberg

Sources: Genesis struggles to raise $1B+ funding for its lending unit and warns potential investors that it may need to file for bankruptcy if its efforts fail

Digital-asset brokerage Genesis is struggling to raise fresh cash for its lending unit, and it's warning potential investors …

It's MIND blowing how FTX and DCG fumbled unmatchable leads - Grayscale $100m's in AUM fees and investors literally locked in. Trading down due to Genesis attachment - Alameda having direct access to FTX trading data and a no liquidation account + lost $Bs Issue = greedy risk
2022-11-22 View on X
The Block

DCG's Grayscale refuses to share proof of reserves, citing “security concerns”, as Grayscale Bitcoin Trust reaches new lows and DCG's Genesis halts withdrawals

November 2022 will be remembered as one of the worst months in the crypto industry's history. Matt Turner / Bloomberg : Cathie Wood Goes On Coinbase Buying Spree as Wall Street Sou...

2022-09-14
Wild how long we've waited for this and how muted the market sentiment/reaction is. While this could be one data point toward a bottom indicator, there are just so many to weigh at the same time. https://twitter.com/...
2022-09-14 View on X
CoinDesk

Charles Schwab, Citadel Securities, Fidelity Digital Assets, and others announce cryptocurrency exchange EDX Markets, leveraging tech from US stock market MEMX

Parikshit Mishra / CoinDesk :

2021-08-27
Excited to back @3LAU, the artist who originally got me addicted to house music, as he rebuilds the music industry 🙏🏻🐐 https://twitter.com/...
2021-08-27 View on X
The Block

DJ 3LAU launches Royal, which lets users trade shares of song royalty rights as crypto tokens, with $16M in seed funding led by Founders Fund and Paradigm

optimistic, experimental, supportive and fun! If you want to work at intersection of music and pioneering technology - DM me Big vision, help creators and join an experienced team ...

2021-04-07
Geez. @coinbase 1Q21 results are in - 56M Users - 6.1M MAUs - $223 billion in assets , representing 11.3% crypto asset market share - Trading Volume of $335 billion - $1.8 billion in rev - Net Income of approximately $730 million to $800 million https://investor.coinbase.com/ ...
2021-04-07 View on X
Decrypt

Ahead of its April 14 direct listing, Coinbase reports a record quarter, with estimated profits of $730M-$800M in Q1 on revenue of ~$1.8B and 56M verified users

Coinbase announced its 2021 first quarter earnings on Tuesday, revealing that the crypto giant made a profit of between $730 million …

2020-04-30
Wonder how much of that $1.2B is going to flow back into crypto, and into which projects 👀 A huge blow for a potential smart contract war contender too https://twitter.com/...
2020-04-30 View on X
CoinDesk

Telegram postpones the launch of its TON blockchain for a second time, pushing the go-live date to April 2021, and offers to return $1.2B to investors

Messaging app Telegram postponed the launch of its TON blockchain for a second time on Wednesday, pushing the new go-live date to April 2021 …