Misaligned Incentives and Hidden Risks Slip Past Sleepy Regulators
He might have left Wall Street but get @johnarnold going on misaligned incentives, hidden risks, and sleepwalking regulators and you’d never know it. A fun and timely chat
Bessent Predicts Rebound Growth After Weak Quarter
When asked whether he still sees US economy growing at 4% this year, @SecScottBessent feels @semaforben: “Obviously we’ll have some make-up to do from this quarter”
Hostile M&A Overpaying Signals Commodity Supercycle
Fun sign of the commodity-supercycle times: Hostile M&A with "we know we're overpaying and this is as good as you'll ever get" messaging https://t.co/5mgQy0oBYN
MIT Study Reveals Companies Underpay for AI Infrastructure
Consider the source of course but some welcome numbers on whether companies are actually paying for all this AI infrastructure. That MIT study was an alarming data point in a data vacuum
AI Chooses Same B2C or B2B Paths as Others
AI has the same choice in business models as everyone else: B2C and B2B. from @berber_jin1 https://t.co/WVtTCdWPLx
Anthropic CCO Warns of Monthly Token Bill Shock
We caught up this week with Anthropic chief commercial officer @realpaulsmith who was basically saying “we send these big companies bills every month for their tokens” and the sticker shock seems real
Politicians Favor Taxis
Watching local politicians protect the ride hailing jobs that they opposed while protecting the taxi jobs is a pretty good Rorschach test for economic policy & tech
Delaware Judges' LinkedIn Activity Sparks Recusal Concerns
Probably time for Delaware courts to tell their judges to stay off LinkedIn. This is the second one of these and seems like grounds for recusal. https://t.co/3rSJNF9SiL
DOJ Antitrust Chief Directly Responds to Mike Davis
First direct response from DOJ's antitrust chief to the Mike Davis of it all. I interviewed Acting AAG Omeed Assefi today in DC: https://t.co/oY9M1obKDH
Trump's Washington Faces Massive Test of Dealmaking Possibilities
If this goes anywhere, it'll be a giant test of just what's possible dealwise in Trump's Washington https://t.co/4Vzk4MOANE
Private‑Market Panic Unfounded, Says Alisa Wood
“Something we think about a lot, is this a market where if someone sneezes, everybody catches a cold?” Fun and timely chat with Alisa Wood @kkr, who thinks no. “Bring it on,” she says of current private-markets panic https://t.co/SgyyExco57
Abandoning Trust for Ads Risks AI‑Driven Obsolescence
A baffling move? Retreating from a competitive advantage (trust, privacy) in pursuit of ad dollars that AI might devour anyway
Candidate James Fishback Loses Arbitration After Cutting Lawyer Payments
Florida governor candidate James Fishback stopped paying his lawyers and lost his arbitration case against Greenlight. The great "global head of macro" drama ends with a whimper... https://t.co/MfpIKNWO1Z
VCs Must Balance Power and Responsibility in Defense
“I don’t want to be the person they call and say, can we hit the enter button on this command. But I also don’t have a God complex.” @davidu of @a16z on the Anthropic-DoD rift, why VC has a right to...
DoD Recruits Wall Street
Uncle Sam wants YOU, sponsor coverage bankers of Wall Street. @semafor scoop on DoD's push to hire investment bankers with deep ties to PE as it hunts for natsec deals https://t.co/lTRGjUesXl
