Rafe Uddin
@rafeuddin_
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@FT SF Correspondent | Signal: rafeuddin.01 | +1 (415) 718-5729 | Tips: [email protected]
San Francisco, CA (He/Him)
Joined June 2011
🚨Inauguration Day: I’ve moved to the FT’s San Francisco bureau to help cover Amazon, Microsoft and Uber as well as enterprise providers inc. Oracle and Salesforce. Shoot me a line if you have any intel/gossip/advice. I’m on Signal: Rafeuddin.01 or email: rafe.uddin@ft.com.
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NEW: 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 .
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The 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
The quest for superintelligence is spurring a data centre boom — but critics question the cost, environmental impact and whether it is all needed
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We'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 and @sjhmorris .
ft.com
[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
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Remarkable Scoop from @zijing_wu and @EleanorOlcott on the movement of Nvidia chips into China, despite US export restrictions.
Glad this is finally out after months of old-school journalism. There’s so much more to the story - and it needs to be told. Reminds me why I returned to the newsroom. Nvidia AI chips worth $1bn smuggled to China after Trump export controls . Free link:
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RT @zijing_wu: Glad this is finally out after months of old-school journalism. There’s so much more to the story - and it needs to be told.….
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RT @CristinaCriddle: Amazon is weighing another multi-billion-dollar investment in Anthropic.Already $8bn in, this is an attempt to surpass….
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RT @CristinaCriddle: NEW: Microsoft is prepared to leave the negotiating table with OpenAI if it can't find a deal that is equal to or bett….
ft.com
ChatGPT maker’s plans to convert into a for-profit leads software giant to make contingency plans
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RT @FT: How have global companies fared since Donald Trump’s inauguration? . Here are the big stock market winners — and losers: https://t.….
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RT @FT: ‘Microsoft is the AI ringleader’: tech rivals flock to software giant’s stage
ft.com
Sam Altman, Elon Musk and Jensen Huang’s appearances at Build event reflect software giant’s grip on AI industry
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RT @Dimi: Have you just been fired from the #NSC and want to talk? Please message me on Signal at 202-763-4267. Here is my current story ab….
ft.com
Supporters say move is designed to staff body with Maga-aligned people
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RT @journosooz: EU competition chief Teresa Ribera told reporters that she thought Ferguson had misunderstood the EU’s main digital regulat….
ft.com
After years of co-operation to check Big Tech, competition enforcers have turned to trading barbs
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RT @stephenfoley: Uber wins multimillion-pound reprieve on disputed UK tax payments. Story with @rafeuddin_ & @EmmaAgyemang on HMRC’s big….
ft.com
HMRC has stopped demanding ridesharing company pay VAT on the full cost of rides after legal setback in related matter
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RT @FT: Billionaire philanthropist Bill Gates said in an interview that Tesla chief Elon Musk had acted through ignorance during what Gates….
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Hopped 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.
ft.com
[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
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NEW: 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.
ft.com
[FREE TO READ] Self-driving start-up is opening a facility in California’s Bay Area to increase its fleet significantly
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RT @FT: DoorDash strikes £2.9bn deal for Deliveroo
ft.com
UK food delivery company had been struggling since going public four years ago
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RT @FT: The tactic has raised alarm in countries including South Korea and Vietnam, who are wary of becoming staging posts for goods destin….
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'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.
Trump says he will impose 100% tariff on movies made abroad
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