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Lark Davis
Lark Davis|10月 31, 2026 23:36
S&P just revised Meta’s credit outlook to Negative (rating remains AA-). The catalyst: explosive AI spending. • 2026 Capex: $135B–$145B • Q3 FCF deficit: -$2.12B • S&P projects cash burn through 2028 • Meta plans to raise $97.5B in stock to fund the buildout Big Tech’s AI cash burn is finally catching rating agencies’ attention.
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10月 31, 19:10The internet faces serious security vulnerabilities and data breaches.
10月 31, 15:35The Golden Age of Hacking and the Use of Artificial Intelligence
10月 31, 15:25OpenAI cuts funding target by $10 billion
10月 31, 14:15Analysis of the Binance hack and its impact on Bitcoin
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10月 30, 22:00S&P warns that Meta's credit rating may be downgraded.
10月 30, 19:45Artificial intelligence makes it easier for attackers to lock down Bitcoin holders.
10月 30, 18:52Wikimedia believes that AI training falls under fair use.
10月 30, 16:29Artificial intelligence has a significant impact on the formulation of short- and medium-term monetary policies.

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