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Google LLC
Google considers charging for AI-powered search in big change to business model
...It added: “We don’t have anything to announce right now.”...
April 3, 2024
FT Alphaville
Doug Cifu has let FT Alphaville down
...And you know what, a lot of good people at the SEC agree with me. They won’t say it publicly....
March 13, 2024
FT Live
Transforming the Finance Function with AI
Strategies for delivering advanced analytics, automation and decision-making
Thursday, 25 AprilDigital Conference
Unhedged
Dealing with the dividends doubters Premium content
...If it doesn’t happen, I will see you in a decade and I will apologise. Sounds fair....
February 21, 2024
Due Diligence
Apollo’s expense scandal gets another day in court Premium content
...And DS Smith isn’t alone....
March 28, 2024
Unhedged
Armen Panossian: why the Fed might not cut Premium content
...Our losses, our burn against the coupon, haven’t been that material through a cycle....
February 16, 2024
Unhedged
If the Magnificent 7 are expensive, so is the market Premium content
...Things that look like a crisis from the outside often aren’t enough [to force change]. Deep financial stress is often what it takes. And that is something Boeing hasn’t had....
February 7, 2024
FT Live
Financial Adviser Service Awards 2024
Who gives you 5 star service?
Thursday, 14 NovemberNatural History Museum, Cromwell Road, London, UK
Automobiles
European ports turned into ‘car parks’ as vehicle imports pile up
...“Any new brand will be facing this issue, if you don’t have scale, if you don’t have regular deliveries, then you are not the [trucking groups’] largest clients,” they added....
April 9, 2024
Football
Google DeepMind unveils AI football tactics coach honed with Liverpool
...“This is the way that AI can help us approach football in a chunked or categorical way — as opposed to thinking it’s just this one big continuous flow and we don’t know what’s going on,” he said....
March 19, 2024
The Big Read
How Google lost ground in the AI race
...“Scale isn’t always good for you,” he said this week, since it makes it harder to “move fast [and] maintain a culture of risk-taking”....
April 5, 2024
Inside BusinessRichard Waters
The EU’s giant experiment in tech micromanagement
...But that doesn’t lessen the potential impact....
March 7, 2024
Sundar Pichai
Sundar Pichai: AI can strengthen cyber defences, not just break them down
...Fundamentally, we need to guard against a future where attackers can innovate using AI and defenders can’t....
February 15, 2024
Unhedged
What Big Tech antitrust gets wrong Premium content
...I can’t rule that out, but it just doesn’t sound very promising to me. So I don’t see a lot coming out of the Amazon case. Unhedged: How about the two cases against Google?...
January 19, 2024
Disrupted Times
Brussels blasts Big Tech
...Judging by the record share prices enjoyed by some of these companies in recent months, Wall Street doesn’t believe it either....
March 25, 2024
Tiger Global Management LLC
Tiger Global closes $2.2bn fund well below its original target
...“The fund hasn’t been marketed to investors in six months. [The long deadline] was to give people time to digest the Scott news,” they said....
April 1, 2024
Letter
Letter: Why debt limits don’t work
...It was just such a ratio that was used to justify the post-financial crisis adoption of austerity policies, the negative effects of which are still being felt here in Britain....
April 19, 2024
FT Live
Building an AI-First Organisation
How can business leaders use AI to drive value?
Thursday, 25 AprilHôtel Lutetia, Paris, France
Apollo Global Management LLC
Apollo calls off Yellow bankruptcy manoeuvres with $500mn loan sale
...In a hearing last Wednesday, Yellow’s lawyer from Kirkland & Ellis, Patrick Nash, said the trucking group had fought against the inclusion of the $500mn loan roll-up provision....
August 15, 2023
Unhedged
Everyone calm down about CPI Premium content
...JB Hunt, which is a big old capital-intensive diesel-burning trucking company that owns its own trucks, earned 11 per cent (and that was its worst year in more than two decades; trucking is in a slump)....
February 14, 2024
Unhedged
Where are the cheap stocks? Premium content
...The Magnificent Seven just don’t look that expensive relative to their growth rates....
January 10, 2024
Scoreboard
The sports payday made in Manchester Premium content
...If the brutality of a marathon or ultra-endurance event doesn’t appeal, how about a shorter-race? The FT’s HTSI delves into the growing Tracksmith Amateur Mile, a one-mile race....
January 20, 2024
News in-depthPrivate credit
The former rugby lawyer shaking up the world of private credit
...“I can’t say it was that memorable, as neither of us remembered it,” he said....
April 7, 2024
Central banks
What happens when a central bank runs out of money?
...A lot of countries seem to countenance recapitalisation even if they don’t all elaborate on the specific mechanics (coloured red on the map)....
April 8, 2024
#techAsia
Telecom chips move in-house and the US takes aim at TikTok Premium content
...By the end of the industry event, I could barely squeeze out a sound. And that wasn’t the only mini-drama....
March 14, 2024
Walt Disney Co
Top proxy adviser Glass Lewis backs Disney’s Iger in Peltz fight
...In response, Disney filed its own report titled “You cannot ‘restore the magic’ if you don’t understand magic”, in which the company argued that Peltz’s approach would “absolutely damage Disney”....
March 18, 2024
Due Diligence
Tiger Global readies for new private bets Premium content
...It quoted one of Saban’s sayings, “you don’t win a game on the first play . . . you have to dominate on the 60th play”, and told investors, “relentlessness and endurance are characteristics that differentiate...
March 1, 2024
FT Alphaville
Might we, in fact, gotta hand it to Cathie Wood?
...How wrong she wasn’t. Blame it on whatever you want — the stupidity of crowds, quantitative easing etc — but Tesla shares soared....
January 4, 2024

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