Rafe Uddin @rafeuddin.ft.com · 10/12/2025FT readers contribute: "(f)rpo's (forever) remaining performance obligations [until cancelled]" 110
Reposted by Rafe UddinIan Smith @iankmsmith.ft.com · 10/12/2025Oracle slightly living down to investor worries over AI: higher than expected capex, lower than expected revenues. Shares down in afterhours, @rafeuddin.ft.com reports www.ft.com/content/3633...ft.comOracle shares slide as data centre spending mountsLarry Ellison’s company is investing billions to supply huge amounts of computing power to AI groups such as OpenAI 172
Rafe Uddin @rafeuddin.ft.com · 08/12/2025New: Big Tech is spending billions on data centres in the US to train and deploy AI models. But these plans could fail due to a power bottleneck. w/ @financialtimes.com visual storytelling and energy colleagues. Full article: ig.ft.com/ai-power/ig.ft.comThe power crunch threatening America’s AI ambitionsA lack of electricity for new data centres could deflate the AI ‘bubble’ 052
Rafe Uddin @rafeuddin.ft.com · 18/11/2025I've been working with colleagues for several months to tell the story of Larry Ellison's institute in Oxford. It's a tale of grand vision and turbulent management. Please reach out on Signal at rafeuddin.01 or via email at rafe.uddin@ft.com if you have relevant information. on.ft.com/4pkBtF2on.ft.comLarry Ellison scales back £10bn Oxford science institute in leadership rift[FREE TO READ] Trump-supporting billionaire narrows EIT’s ambitions by cutting initiatives and tightening control 042
Reposted by Rafe UddinFinancial Times @financialtimes.com · 20/10/2025Breaking news: Amazon’s cloud business was hit by an outage on Monday. Websites including Snapchat, Lloyds Bank and BT were all suffering from disruption www.ft.com/content/f9d1... 810239
Reposted by Rafe UddinFinancial Times @financialtimes.com · 17/10/2025Salesforce boss Benioff walks back Trump praise after widespread backlash on.ft.com/4ojL2n0on.ft.comSalesforce boss Benioff walks back Trump praise after widespread backlashVenture capitalist Ron Conway resigns from board of company’s philanthropic arm in protest at comments 2310037
Rafe Uddin @rafeuddin.ft.com · 12/09/2025Mostly Richard!! We could not confirm which number wife Ellison is now on. 010
Rafe Uddin @rafeuddin.ft.com · 12/09/2025Cleaner read from @bryce.lol: www.ft.com/content/8689...ft.comOracle’s astonishing jam-tomorrow OpenAI tradeIn the long run, we are all data 000
Rafe Uddin @rafeuddin.ft.com · 12/09/2025We also wrote about how Oracle reached this point and some of the complications in the deal here: on.ft.com/4n0cu91on.ft.comHow Oracle’s Larry Ellison rode the AI ‘tsunami’[FREE TO READ] Tech billionaire capitalised on the AI boom to briefly claim the title of world’s richest person 100
Rafe Uddin @rafeuddin.ft.com · 12/09/2025NEW: Larry Ellison was back in the spotlight this week with Oracle hitching its wagon to OpenAI with a $300bn five-year deal. Can it deliver? Can the start-up afford it? Investors think so. Fun to help Richard Waters on the @financialtimes.com Person in the News. on.ft.com/46eLlIjon.ft.comLarry Ellison, the tech world’s great survivor[FREE TO READ] At 81, Oracle’s co-founder has reinvented himself as a power in AI to become (briefly) the richest person in the world 231
Rafe Uddin @rafeuddin.ft.com · 11/09/2025NEW: Earlier this year the FT launched an investigation into UK City Minister Tulip Siddiq’s links to alleged embezzlement in Bangladesh. Our investigation contributed to her resignation, but also invited us to take a deeper look at the alleged looting of billions of dollars. on.ft.com/4pjqCMion.ft.comBangladesh’s missing billions, stolen in plain sight | FT Film[FREE TO READ] Over $200bn was allegedly plundered from Bangladesh during Sheikh Hasina’s time as prime minister 195
Rafe Uddin @rafeuddin.ft.com · 26/08/2025I had a lot of fun dragging a cofounder to go and catch Cofounders the Musical. A show that reminds audiences that trillions of dollars in market cap runs on cringe. Column includes thoughts from show-backer Reid Hoffman and co-writer Ryan Nicole Austin. 020
Rafe Uddin @rafeuddin.ft.com · 21/08/2025NEW: During a hearing in London, Meta sought to block the disclosure of docs in a employment tribunal. Following a application by the FT, we were able to report claims Meta inflated its ad performance and bypassed Apple’s privacy rules. w/@mshannahmurphy.bsky.social on.ft.com/4mBbAQfon.ft.comMeta inflated ad performance and bypassed Apple’s privacy rules, tribunal hears[FREE TO READ] Former product manager alleges social media platform misled marketers in push for revenues 11810
Reposted by Rafe UddinNassos Stylianou @nassosstylianou.bsky.social · 31/07/2025New visual story: Inside the relentless race for AI capacity The quest for superintelligence is spurring a data centre boom — but critics question the cost, environmental impact and whether it is all needed ig.ft.com/ai-data-cent... 32212
Rafe Uddin @rafeuddin.ft.com · 31/07/2025The FT's Visual Storytelling team has published the first part in a trilogy exploring the relentless race for AI capacity and the data centres at the heart of hundreds of billions of dollars in capital investment. It's a tale of breathless ambition: ig.ft.com/ai-data-cent...ig.ft.comInside the relentless race for AI capacityThe quest for superintelligence is spurring a data centre boom — but critics question the cost, environmental impact and whether it is all needed 050
Rafe Uddin @rafeuddin.ft.com · 24/07/2025We've encouraged recent visitors to the FT's San Francisco bureau to hail a ride with Waymo. The experience is proving popular in the tech-forward city but how will robotaxis meaningfully scale across the globe? Story with @tim.fo and Stephen Morris on.ft.com/4lKMy0Pon.ft.comWhat will it take for robotaxis to go global?[FREE TO READ] The concept has been proved, but scaling up services beyond a handful of cities will require tens of billions in new investment 243
Reposted by Rafe UddinFinancial Times @financialtimes.com · 17/07/2025Uber agrees multibillion deal with Lucid for electric robotaxi fleet on.ft.com/3GTjvIZon.ft.comUber agrees multibillion-dollar deal with Lucid for electric robotaxi fleetRide-hailing app to buy 20,000 EVs and invest $300mn in Lucid alongside partnership with self-driving start-up Nuro 2195
Rafe Uddin @rafeuddin.ft.com · 11/07/2025NEW: Google is expected to agree a discount deal with the General Services Administration over current cloud contracts. Amazon and Microsoft to follow suit as Trump presses Big Tech, according to a senior GSA official. Story with @joemillerjr.ft.com and Stephen Morris 033
Rafe Uddin @rafeuddin.ft.com · 10/07/2025NEW: Amazon is discussing plans to invest billions more into AI start-up Anthropic as it tries to position itself ahead of Google and capitalise on Microsoft’s fraying OpenAI relationship. Story with @criddle.bsky.social and @georgehammond.bsky.social 011
Reposted by Rafe UddinMatthew Garrahan @mattgarrahan.bsky.social · 06/07/2025NEW: Tony Blair's staff took part in a BCG project for the redevelopment of Gaza along the lines of the 'Trump Riviera' plan www.ft.com/content/0b1b...ft.comTony Blair’s staff took part in ‘Gaza Riviera’ project with BCGFormer UK prime minister’s institute participated in meetings on plan to turn shattered enclave into trading hub 39372231
Reposted by Rafe UddinAlexandra Heal @alexandraheal.bsky.social · 25/06/2025SCOOP! Sachin Duggal, founder and "chief wizard" of the now defunct tech unicorn Builder.ai, made $20mn from selling shares in the company Builder.ai collapsed last month, after raising half a billion dollars, when revenues had to be dramatically restated With @bondhack.ft.com on.ft.com/4k8t44Aon.ft.comBuilder.ai ‘Chief Wizard’ Sachin Dev Duggal made $20mn in share sales[FREE TO READ] Former chief executive of collapsed Microsoft-backed start-up also borrowed against holdings 085
Reposted by Rafe UddinHannah Murphy @mshannahmurphy.bsky.social · 20/06/2025After months of reporting (and even my own attempt at a jiu jitsu class), my FT Magazine cover story on Mark Zuckerberg’s metamorphosis to red-blooded “Maga Mark” is out! Is this political expediency, a midlife crisis or who Zuck has been all along? on.ft.com/4nsoktxon.ft.comHow Mark Zuckerberg unleashed his inner brawler[FREE TO READ] The boss’s transformation shocked liberals at Meta, but his closest allies say this is who he was all along 1914840
Rafe Uddin @rafeuddin.ft.com · 18/06/2025EXC: Microsoft has considered walking away from talks with OpenAI over the future of their partnership, instead sitting on a favourable contract that runs until 2030. Story from @criddle.bsky.social, @tabbykinder.bsky.social and @georgehammond.bsky.social on.ft.com/3ZCHyCpon.ft.comMicrosoft prepared to walk away from high-stakes OpenAI talks[FREE TO READ] ChatGPT maker’s plans to convert into a for-profit leads software giant to make contingency plans 022
Reposted by Rafe UddinFinancial Times @financialtimes.com · 12/06/2025Barbie-maker Mattel partners with OpenAI to make artificial intelligence child’s play www.ft.com/content/7a9d0c47-5294-46…ft.comBarbie-maker Mattel partners with OpenAI to make artificial intelligence child’s playToymaker and tech group team up to ‘bring the magic of AI to age-appropriate play experiences’ 342
Reposted by Rafe UddinFinancial Times @financialtimes.com · 11/06/2025Oracle shares jump after upbeat forecast for cloud division www.ft.com/content/dadc5cbe-67a5-44…ft.comOracle shares jump after upbeat forecast for cloud divisionChief says cloud infrastructure business was expected to grow more than 70% in the next fiscal year 0101
Reposted by Rafe UddinFinancial Times @financialtimes.com · 07/06/2025Microsoft to rank ‘safety’ of AI models sold to cloud customers www.ft.com/content/02f39b33-fa6e-4b…ft.comMicrosoft to rank ‘safety’ of AI models sold to cloud customersTech group’s corporate clients use its ‘leaderboard’ to assess rival offerings by likes of OpenAI and Elon Musk’s xAI 362
Reposted by Rafe UddinFinancial Times @financialtimes.com · 06/06/2025Triumphing under Trump: the corporate winners and losers www.ft.com/content/368586a4-80e6-47…ft.comTriumphing under Trump: the corporate winners and losersHow global companies have fared since the US president’s inauguration 0158
Rafe Uddin @rafeuddin.ft.com · 02/06/2025Uber looks to be readying for life after Dara Khosrowshahi, but one former executive tells the FT that they can't conceive of a business where he might hold the same amount of control. 010
Reposted by Rafe UddinJosh Spero @joshspero.ft.com · 30/05/2025FT Wealth is out in today’s paper, with a fresh redesign and fabulous stories, from India’s Instagram prince to the chances of a billionaire tax. You can read all the stories here too www.ft.com/ft-wealth 083
Reposted by Rafe UddinFinancial Times @financialtimes.com · 29/05/2025New York Times agrees first AI deal with Amazon www.ft.com/content/bc73404e-6f01-4b…ft.comNew York Times agrees first AI deal with AmazonPaper will license its editorial content to ecommerce giant to train its artificial intelligence models 196
Rafe Uddin @rafeuddin.ft.com · 28/05/2025SpaceX rocket goes boom. Again. on.ft.com/43ii3bNon.ft.comSpaceX Starship rocket fails to deploy satellites and explodes on re-entry[FREE TO READ] Company unable to deploy payload on test flight while part of vehicle explodes on return into the atmosphere 111
Reposted by Rafe UddinFinancial Times @financialtimes.com · 27/05/2025Humanoid robots spark debate about safety, form and function www.ft.com/content/02f72125-dbc9-45…ft.comHumanoid robots spark debate about safety, form and functionDemand for humanlike two-legged machines is growing fast 1104
Rafe Uddin @rafeuddin.ft.com · 25/05/2025This week various tech chiefs gathered on screen at Microsoft's Build dev conference in Seattle, reflecting how dependent they've become on a half-century-old software giant. The likes of Elon Musk, Sam Altman and Jensen Huang are relying on Microsoft to make AI work. 000
Reposted by Rafe UddinFinancial Times @financialtimes.com · 19/05/2025Microsoft to offer Elon Musk’s xAI models to cloud customers www.ft.com/content/ea49c61c-4ad2-42…ft.comMicrosoft to offer Elon Musk’s xAI models to cloud customersTech giant’s move is latest signal of cooling relations with OpenAI 274
Reposted by Rafe UddinFinancial Times @financialtimes.com · 09/05/2025FT Weekend, the Saturday edition of the Financial Times, is now on Bluesky. Follow us for the best of our journalism, from Life & Arts, HTSI magazine and House & Home to FT Weekend Magazine, FT Money and FT Globetrotter's city guides bsky.app/profile/ftwe... 38918
Reposted by Rafe UddinFinancial Times @financialtimes.com · 08/05/2025Billionaire philanthropist Bill Gates said in an interview that Tesla chief Elon Musk had acted through ignorance during what Gates described as misguided cuts to US development assistance www.ft.com/content/bdd9... 1830196
Rafe Uddin @rafeuddin.ft.com · 07/05/2025Hopped in a Waymo down to the Design District in SF to ride around in a Zoox with co-founder Jesse Levinson. We chatted about Cruise, Waymo, Uber and Elon Musk. Full interview below. on.ft.com/3EHTrQfon.ft.comJesse Levinson of Amazon Zoox: ‘The public has less patience for robotaxi mistakes’[FREE TO READ] The autonomous ride service co-founder reflects on the bumpy road for self-driving vehicles and the company’s attempt to achieve scale and maintain safety 110
Rafe Uddin @rafeuddin.ft.com · 07/05/2025NEW: Amazon's Zoox has secured a site in the Bay Area to ramp up production as it seeks to expand in Waymo's backyard in San Francisco. on.ft.com/4d7VPwmon.ft.comAmazon’s Zoox to scale up robotaxi production for US expansion[FREE TO READ] Self-driving start-up is opening a facility in California’s Bay Area to increase its fleet significantly 110
Reposted by Rafe UddinFinancial Times @financialtimes.com · 06/05/2025DoorDash strikes £2.9bn deal for Deliveroo www.ft.com/content/641f2cbc-e7d7-49…ft.comDoorDash strikes £2.9bn deal for DeliverooTakeover comes after UK company has struggled since going public four years ago 3121
Rafe Uddin @rafeuddin.ft.com · 05/05/2025'Escape from Alcatraz' aired on PBS last night. Less than 24 hours later and US President Donald Trump said he would tariff movies made overseas and reopen the notorious prison. Cinema truly moves people. 041
Reposted by Rafe UddinFinancial Times @financialtimes.com · 04/05/2025Chinese exporters ‘wash’ products in third countries to avoid Donald Trump’s tariffs www.ft.com/content/147fddbb-7031-43…ft.comChinese exporters ‘wash’ products in third countries to avoid Donald Trump’s tariffsAsian neighbours wary of becoming staging posts for trade actually destined for US 710033
Reposted by Rafe UddinRobert Smith @bondhack.ft.com · 03/05/2025Warren Buffett just announced his retirement! www.ft.com/content/2d8a...ft.comWarren Buffett to step down from Berkshire Hathaway after six decadesThe ‘Oracle of Omaha’ announces plans to retire from his sprawling conglomerate at annual meeting 1030357
Reposted by Rafe UddinFinancial Times @financialtimes.com · 02/05/2025Jeff Bezos to sell up to $4.75bn in Amazon stock www.ft.com/content/bc4465d2-59ae-41…ft.comJeff Bezos to sell up to $4.75bn in Amazon stockLatest share sale disclosed after e-commerce giant warns of impact from Donald Trump’s global trade war 72513
Reposted by Rafe UddinClara Murray @claradoodle.bsky.social · 02/05/2025New 📈✍️ with @rafeuddin.ft.com Trump execs suggest robots can fill US manufacturing labour gaps after reshoring. But experts say cost and lack of skilled workers mean companies can't "pivot on a dime". China & Korea's 🤖 booms came after lots of government subsidies. US robots will be tariffed... 181
Reposted by Rafe UddinFinancial Times @financialtimes.com · 02/05/2025Microsoft wins Big Tech’s first earnings battle since Donald Trump’s tariffs www.ft.com/content/6ed1f0ed-935a-4b…ft.comMicrosoft wins Big Tech’s first earnings battle since Donald Trump’s tariffsApple and Amazon lose out as trade war threatens to hit hardware and ecommerce hardest 1153
Reposted by Rafe UddinFinancial Times @financialtimes.com · 01/05/2025Amazon falls after profit forecast misses expectations www.ft.com/content/fb135172-c94a-40…ft.comAmazon falls after profit forecast misses expectationsEcommerce giant also sets lower sales guidance range below Wall Street forecasts 177218
Reposted by Rafe UddinFinancial Times @financialtimes.com · 30/04/2025Microsoft shares jump after software giant’s earnings top forecasts www.ft.com/content/9443ca4b-09c1-4f…ft.comMicrosoft shares jump after software giant’s earnings top forecastsProfits rise nearly 20% in March quarter sending stock up nearly 6% after-hours 1202
Reposted by Rafe UddinFinancial Times @financialtimes.com · 29/04/2025White House lashes out at ‘hostile and political act by Amazon’ www.ft.com/content/a06e80e7-97d0-4f…ft.comWhite House lashes out at ‘hostile and political act by Amazon’Spat comes after report alleged the tech giant was planning to display price increases caused by Trump’s tariffs 213912
Rafe Uddin @rafeuddin.ft.com · 29/04/2025New: Amazon is pressuring suppliers to cut prices to dampen the impact of tariffs as it races to save its third quarter when a bumper Prime Day sales event is planned. My rundown of the e-commerce giant’s tariff playbook. 51114