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by Paul Davies

pauljdavies.bsky.social
They definitely hear things that upset them, like: You must secure your second year accommodation by November of your first year and pay two months rent as deposit up front. We may increase the rent before you move in.

Or: Yours is a worthless degree that a future Conservative government will ban.
nateo.bsky.social
Nate O @nateo.bsky.social · 20h
Not once have I seen an explanation for why teenagers must hear things that upset them in virtue of the unspecified speech-acts being upsetting, nor have I ever seen an explanation for why teenagers will be forbidden to express displeasure with upsetting things.
William Hague: Why I’ll banish ‘safe spaces’ at Oxford The new chancellor tells Cheltenham Literature Festival that there will be no ‘cancel culture’ and students should expect to hear things that upset them October 14 2025, The Times The new chancellor of Oxford University has said there will be no safe spaces for students and warned would-be undergraduates that they will “hear things that will upset and offend them”.
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by Paul Davies

pauljdavies.bsky.social
The worst possible hack was done by the worst possible people>>>
Potentially ‘Catastrophic’ Breach of Cyber Firm Blamed on China
www.bloomberg.com/news/article...
Potentially ‘Catastrophic’ Breach of Cyber Firm Blamed on China
A potentially “catastrophic” breach of a major US-based cybersecurity provider has been blamed on state-backed hackers from China, according to people familiar with the matter.
www.bloomberg.com
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by Paul Davies

pauljdavies.bsky.social
Missed this yesterday. S&P paying bigly to sweep up more private markets data...

S&P Global agrees $1.8bn deal for private markets data provider www.ft.com/content/5382...
S&P Global agrees $1.8bn deal for private markets data provider
Buyout of With Intelligence marks latest effort to serve clients in booming private capital market
www.ft.com
1

by Paul Davies

pauljdavies.bsky.social
Thanks! I'll look at that!

by Paul Davies — Reposted by Gavin A. Schmidt, Jonathan Hopkin

pauljdavies.bsky.social
Bubbles are good, actually…

on.ft.com/476jUkn ‘Of course it’s a bubble’: AI start-up valuations soar in investor frenzy
“Of course there’s a bubble,” said Hemant Taneja, chief executive of venture capital firm General Catalyst, which raised an $8bn fund last year and has backed Anthropic and Mistral. “Bubbles are good. Bubbles align capital and talent in a new trend, and that creates some carnage but it also creates enduring, new businesses that change the world.”
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by Paul Davies

pauljdavies.bsky.social
Quite the backstory to this guy!

on.ft.com/4nOE7Cp The secretive First Brands founder, his $12bn debt and the future of private credit
The secretive First Brands founder, his $12bn debt and the future of private credit
Patrick James borrowed billions — even after presiding over a string of failed businesses
on.ft.com
2

by Paul Davies

pauljdavies.bsky.social
Oh cool. The neo-reactionary robot-weapon-industrial complex has its own stablecoin-backed bank!
US approves new bank backed by billionaires with ties to Trump www.ft.com/content/202d...
US approves new bank backed by billionaires with ties to Trump
Target market for Erebor will be businesses that are part of America’s ‘innovation economy’
www.ft.com
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by Paul Davies

pauljdavies.bsky.social
TBH, as Sir Alex Ferguson would surely put it, I think we're now squarely in the squeaky bum time of history
2

by Paul Davies

pauljdavies.bsky.social
I accidentally kicked off the funniest thread of the day. Briefly lost my place in the earnings call through sniggering
1 2

by Paul Davies

pauljdavies.bsky.social
Catchy stuff from the Morgan Stanley CEO: "We're moving on from the post-pandemic period we called the end of 'the end of history' to the period we're calling 'the continuation of history'."

Real Alan Partridge level commentary there Ted
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Reposted by Paul Davies, Aurélien Mondon, Michael Larkin

nateo.bsky.social
Not once have I seen an explanation for why teenagers must hear things that upset them in virtue of the unspecified speech-acts being upsetting, nor have I ever seen an explanation for why teenagers will be forbidden to express displeasure with upsetting things.
William Hague: Why I’ll banish ‘safe spaces’ at Oxford The new chancellor tells Cheltenham Literature Festival that there will be no ‘cancel culture’ and students should expect to hear things that upset them October 14 2025, The Times The new chancellor of Oxford University has said there will be no safe spaces for students and warned would-be undergraduates that they will “hear things that will upset and offend them”.
48 110 430

by Paul Davies

pauljdavies.bsky.social
As long as the robot is sexting you have to get up and dance...?
1 5

Reposted by Paul Davies

fintwitter.bsky.social
US Treasury Secretary Bessent: We are just seeing the beginning of an AI boom.

by Paul Davies

pauljdavies.bsky.social
Expecto Filloleum!
theguardian.com
The Guardian @theguardian.com · 20h
As if by magic: Harry Potter film crew mend potholes blighting Devon village
As if by magic: Harry Potter film crew mend potholes blighting Devon village
Villagers in Lustleigh ask council why it has taken filming of TV adaptation of JK Rowling books to secure street repairs Residents of cities, towns and villages across the UK complain their lives are blighted by the plague of potholes. But life in one small village on a moor in the English West Country is going a little more smoothly after some of its potholes were repaired as if by magic. Scenes for the new HBO adaptation of the Harry Potter books are due to be filmed in Lustleigh, Devon, and the film-makers have filled in at least some of the potholes in the area. Continue reading...
www.theguardian.com
1

Reposted by Paul Davies

theguardian.com
As if by magic: Harry Potter film crew mend potholes blighting Devon village
As if by magic: Harry Potter film crew mend potholes blighting Devon village
Villagers in Lustleigh ask council why it has taken filming of TV adaptation of JK Rowling books to secure street repairs Residents of cities, towns and villages across the UK complain their lives are blighted by the plague of potholes. But life in one small village on a moor in the English West Country is going a little more smoothly after some of its potholes were repaired as if by magic. Scenes for the new HBO adaptation of the Harry Potter books are due to be filmed in Lustleigh, Devon, and the film-makers have filled in at least some of the potholes in the area. Continue reading...
www.theguardian.com
5 9 69

by Paul Davies

pauljdavies.bsky.social
Morgan Stanley retakes lead in equities trading revenue from Goldman Sachs. Yes, some people will *really* care!
3

by Paul Davies

pauljdavies.bsky.social
Bank of America looks like it turned in its best ever quarter for equities and it has just edged Q1 2021 for record trading and investment banking revenue combined!
Chart of quarterly Ficc, equities and IB revenue at BofA going back to the start of 2017. Q3 2025 is thhe highest bar, incl: $3.1bn ficc, $2.3bn equities and $2.01bn IB fees.
3

by Paul Davies

pauljdavies.bsky.social
Good piece on multi-billion dollar *zero-revenue* speculative energy companies, incl Sam's Oklo and one run by the ex-CEO of a failed anti-woke bank >>
Heard on the Street: Forget about the froth in tech valuations. The real excess might be building up in energy stocks. www.wsj.com/tech/ai/ai-b...
The Frothiest AI Bubble Is in Energy Stocks
Concept stocks with no revenue have soaring valuations. OpenAI CEO Sam Altman has backed the biggest of these energy companies.
www.wsj.com
6 6 30

by Paul Davies

pauljdavies.bsky.social
Yes indeed... and the more they go around repeating this stuff the more it finds its echo in actual policy, too.
1

by Paul Davies

pauljdavies.bsky.social
Featuring one of the best "taking full responsibility" quotes you'll see.
Despite his allusions to infighting, Giunta still apologized. “I am so sorry to those offended by the insensitive and inexcusable language found within the more than 28,000 messages of a private group chat that I created during my campaign to lead the Young Republicans,” he said. “While I take complete responsibility, I have had no way of verifying their accuracy and am deeply concerned that the message logs in question may have been deceptively doctored.”
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by Paul Davies

pauljdavies.bsky.social
There's making the odd off-colour joke and then there's this >>>
‘I love Hitler’: Leaked messages expose Young Republicans’ racist chat politi.co/4onLnFu
‘I love Hitler’: Leaked messages expose Young Republicans’ racist chat
Thousands of private messages reveal young GOP leaders joking about gas chambers, slavery and rape.
politi.co
2 4

by Paul Davies

pauljdavies.bsky.social
This IMV is marginally worse IMV than removing the cap from a broader system risk view...
The bonus deferral period for UK bankers will be cut to four years from eight, regulators say www.bloomberg.com/news/article...

by Paul Davies

pauljdavies.bsky.social
The miserable truth is that as one of very few actual revenue funnels for an entire ecosystem of chipmakers, cloud cos, researchers, VCs and LPs, OpenAI desperately, desperately needs to start sucking in as much cash as possible as quickly as possible.
1

by Paul Davies

pauljdavies.bsky.social
"Hey, we're on the verge of creating AGI, the smartest machines ever invented!"

"Wow! Cool, bro. What are you going to do with them?"

"Put 'em on the game of course!"
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by Paul Davies

pauljdavies.bsky.social
Absolute banger>>
neilclasper.bsky.social
Neil @neilclasper.bsky.social · 1d
A bit of handbell action at the Ben Lamar Gay Ensemble gig at Cafe OTO tonight. Also feat. sousaphone, trombone, cornet, electric guitar, synths, various percussion instruments. Tremendous stuff all round. Only other time I’ve seen him was from the circle in the Barbican, so a treat to be front row.

Reposted by Paul Davies, Jacob T. Levy, Joanna Tai , and 2 more

dieworkwear.bsky.social
You gently run your hand through the rack. You can feel it—pure cotton, rich wool, Irish linen. The plump buttonholes are handsewn; the buttons attached with a firm shank. You flip the price tag over. It's affordable

You buy the jacket and go home, which is only 15 mins away. Your apt is $600/month
Headline reads: Altman says ChatGPT will soon allow erotic for adult users.
450 2.3K 18K

Reposted by Paul Davies

tobyn.bsky.social
Still, even if it's not strictly central banks (who knows?), someone's been buying @katie0martin.ft.com's pet rock. And it seems likely govts are involved.
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by Paul Davies

pauljdavies.bsky.social
Ben Lamar Gay at @cafeotodalston.bsky.social Just outstanding.
Ben singing with a suzaphone to his right and drummer behind (sorry I forgot their names already). Ben playing a muted cornet with a flat hand drum held in front. Suzaphone and drummer behind him and silver haired guitar player to his left and in the foreground.
1

Reposted by Paul Davies

neilclasper.bsky.social
A bit of handbell action at the Ben Lamar Gay Ensemble gig at Cafe OTO tonight. Also feat. sousaphone, trombone, cornet, electric guitar, synths, various percussion instruments. Tremendous stuff all round. Only other time I’ve seen him was from the circle in the Barbican, so a treat to be front row.
2 2 5

by Paul Davies

pauljdavies.bsky.social
Oh!

BBG: Credit Suisse AT1 Writedown Revoked in Partial Win for Investors
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