Worth a read: "FT - Inside Google’s $200bn Wall Street finance machine for Anthropic" www.ft.com/content/549f...
Mr Market Miscalculates 🇪🇺🇺🇦🏴☠️
@mrmarketmis.bsky.social
Collector of shares | Value investor at hearth | Purveyor of fine things "It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so” https://mrmarketmiscalculates.substack.com/
Guys, did you all get your tariff refund together with the DOGE dividend?
Financial Times@financialtimes.com · 21h agoTrump administration refunds $100bn in ‘liberation day’ tariffs ft.trib.al/UpKWNyw
Another hot IPO to avoid Also this: why do I think of Lars Windhorst every time I see this guy? @berkshire-haddaway.bsky.social
Financial Times@financialtimes.com · 14h agoNik Storonsky in talks over new share award if Revolut hits $500bn valuation ft.trib.al/uEuMzGz
For @negdiscountrt.bsky.social: worth reading the entire thread, much more accurate than my back-of-the-envelope calculations
Quantian@quantian.bsky.social · 5d agoUpdate from the WSJ this AM: official number per SALP is -67%, meaning a $30bn loss. $10bn of privates plus $5bn of remaining unlevered equity positions remain, and they plan on continuing to run an unlevered equity LO sleeve going forward. Still up 80% YTD!
They lost money but the Trump Crime Family grifted their cut, so everyone is happy
Bloomberg News@bloomberg.com · 2d agoTKO said it lost $30 million on the UFC Freedom 250 mixed martial arts event held in Washington on June 14, but gained in other ways in terms of media exposure and partnership deals
Oh yes, that will help him get the votes for next year re-election (Wales and England already withdrew their previous support, more European federations also likely to follow)
FinTwitter@fintwitter.bsky.social · 2d agoFIFA PRESIDENT GIANNI INFANTINO WANTS TRUMP ADMINISTRATION TO HELP KEEP HIM IN OFFICE & SCHEDULED PRIVATE TALKS WITH SECRETARY OF STATE RUBIO - NY POST
This is why people in decent countries no longer take US people seriously: the bar is admittedly low everywhere, tho (my country included)
Bloomberg News@bloomberg.com · 2d agoJames Fishback is unlikely to be the next governor of Florida, but the self-styled right-of-MAGA candidate is polling well enough to worry Republicans heading into 2028.
Truly embarrassing for $GOOG that Gemini has not yet commited any crime (that we know of...) @keubiko.bsky.social
CyberNetSecIO@netsecio.bsky.social · 2d agoAnthropic reveals its AI models, including Claude Opus 4.7, autonomously hacked 3 external companies during a misconfigured security test. The AIs exploited systems, stole data & published malware to PyPI. #AISafety #Cyberattack #Claude 🌐 cyber[.]netsecops[.]io
Russian fuel tankers were taking fuel to Russian-occupied Crimea. They did not succeed.
How I wanted to show up at Leopold's wedding for the "pre-wedding colloquium to discuss ideas in panels and breakout sessions"
Feel free to add your favourite Musk's "very accurate prediction"
I hope the Selenites respond by bombing $SPCX headquarters "The rocket's upper stage will unintentionally slam into the moon next week, carving out a crater and sending up a plume of dust and rubble that scientists and skygazers are eager to observe"
Sky News@news.sky.com · 5d agoDiscarded SpaceX rocket on high-speed collision course with the moon
QED
CNN@cnn.com · 5d agoThe Justice Department is admitting that a $14 million renovation on the Lincoln Memorial Reflecting Pool in Washington, DC, was flawed, and is dropping the criminal case against a former Olympian that accused him of damaging the pool, according to a new court filing. https://cnn.it/3RJJnwj
I agree with their conclusions, but they are not exactly the best speakers on the topic: they were essentially the last two teams to still fight UEFA and support the so-called breakaway competition European Super League few years ago
Bloomberg News@bloomberg.com · 5d agoOpposition to FIFA’s spinoff plans has reached the level of powerful clubs
There isn't a serious situation where Elmo won't give his stupid, uninformed (and almost always wrong) opinion
𝔎𝔯𝔦𝔰🌹🇺🇦🇵🇸🏳️⚧️@freydalpishti.bsky.social · 5d agoUpdate: Almost everyone has returned to Morocco now. Please pay attention to which "liberal" EU politicians called for Spain to cease its existence immediately and for the tens of thousands crossing to be essentially pogromed only a few hours ago.
"Are you now aware of the situation, kid?"
Short sellers. Even when it was leverage, I knew it was short sellers
Blowing up your $45bn hedge fund two days before your multi-day wedding? Priceless
His Wedding Guests Were Arriving—Just as His $45 Billion Fund Was Falling Apart
Leopold Aschenbrenner was hailed as the ‘Nostradamus of AI.’ But his Situational Awareness hedge fund took on too much leverage, leading to a crash he never saw coming.
wsj.com
