🎙 The podcast that simplifies tomorrow's tech, today. Hosted by @AlecJBurns and @JackODavies_ 🔗 https://nitter.cf/t.co/S2aMFNfsX1
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🎙 Untangling Web3
The podcast that simplifies tomorrow's technology, today.
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DoorDash has agreed to buy Instacart for $17 billion. Dinner delivery and the weekly grocery shop would sit under one roof. Both boards have approved it, but closing is not expected until late 2027 or the first half of 2028.
Prediction: competition regulators will take a long, hard look at one company holding dominant takeout and major grocery delivery. Bloomberg reported that Uber walked away from talks with Instacart. Does anyone else step in before 2028?
Full story + our take 👇
techcrunch.com/2026/10/29/do…
Untangling Web3 - the podcast that simplifies tomorrow's tech, today: untanglingweb3.com
Opaque stablecoin yield funds ask you to trust an unregulated team with your funds. Benjamin Sarquis Peillard on why Celsius and BlockFi should make you think twice before chasing managed yield.
Check out the full episode (link in the replies)
@Benjamin918_ @CapApp
Benjamin Sarquis Peillard covers bringing credit onchain in E138, including why the Celsius and BlockFi collapses should make you cautious about opaque, managed stablecoin yield. The full conversation is on YouTube: youtube.com/watch?v=I6hF3EDI…
@AlecJBurns @JackODavies_
The FCC has approved Amazon Leo's $11.5B purchase of Globalstar: 24 satellites plus mobile satellite spectrum. Spectrum is the hard thing to get, and Amazon is buying a ready-made slice to chase Starlink. Is buying the fastest way into space?
Full story + our take 👇
reuters.com/business/media-t…
Untangling Web3 - the podcast that simplifies tomorrow's tech, today: untanglingweb3.com
Anthropic's filing shows $16.3 billion of first-half revenue and an $80.7 billion net loss. The loss is nearly five times the revenue. It aims to price its IPO in mid-November, and expects infrastructure spending to rise significantly. Would you buy?
Full story + our take 👇
coindesk.com/business/2026/1…
Untangling Web3 - the podcast that simplifies tomorrow's tech, today: untanglingweb3.com
Private credit is growing faster than the teams meant to oversee it. Benjamin Sarquis Peillard on why verifying borrower collateral is becoming one of the industry's biggest headaches.
Check out the full episode (link in the replies)
@Benjamin918_ @CapApp
Checking borrower collateral is a growing headache for private credit teams. Benjamin Sarquis Peillard covers it in the full episode, along with how credit can move onchain. Watch the full conversation on YouTube: youtube.com/watch?v=I6hF3EDI…
@AlecJBurns @JackODavies_
$40B of GPU debt, closed by SpaceX according to Elon Musk, right as debt markets shut off credit for AI data centre companies. His forecast for the 200+ neoclouds: "death and consolidation". He also happens to be the one holding the capital.
My prediction: the 200+ neoclouds shrink to a handful, and the survivors are the ones who borrowed before the door closed. Would you trust a forecast of "death and consolidation" from the person who locked in funding first?
Full story + our take 👇
nitter.cf/elonmusk
Untangling Web3 - the podcast that simplifies tomorrow's tech, today: untanglingweb3.com
Sweden's Government Offices are blocking ChatGPT and Claude but keeping Microsoft Copilot.
OpenAI and Anthropic out, Microsoft in. For AI vendors the prize is a seat inside the state, and in Stockholm Microsoft just kept its while two rivals lost theirs.
More on this - Untangling Web3, tomorrow's tech today:
untanglingweb3.com
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