Rafe Uddin
@rafeuddin.ft.com
4.6K followers 470 following 51 posts
FT San Francisco Correspondent | Signal: rafeuddin.01 | +1 (415) 718-5729 | Tips: [email protected]
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rafeuddin.ft.com
🚨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: [email protected]
rafeuddin.ft.com
Mostly Richard!! We could not confirm which number wife Ellison is now on.
rafeuddin.ft.com
NEW: 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/46eLlIj
Larry 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
on.ft.com
rafeuddin.ft.com
NEW: 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/4pjqCMi
Bangladesh’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
on.ft.com
rafeuddin.ft.com
I 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.
rafeuddin.ft.com
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.bsky.social‬

on.ft.com/4mBbAQf
Meta 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
on.ft.com
Reposted by Rafe Uddin
nassosstylianou.bsky.social
New 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...
rafeuddin.ft.com
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/ai-data-cent...
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
rafeuddin.ft.com
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.fo and Stephen Morris

on.ft.com/4lKMy0P
What 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
on.ft.com
rafeuddin.ft.com
NEW: 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
rafeuddin.ft.com
NEW: 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
Reposted by Rafe Uddin
alexandraheal.bsky.social
SCOOP! 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/4k8t44A
Builder.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
on.ft.com
Reposted by Rafe Uddin
mshannahmurphy.bsky.social
After 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/4nsoktx
How 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
on.ft.com
rafeuddin.ft.com
Uber 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.
Reposted by Rafe Uddin
joshspero.ft.com
FT 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
FT Wealth in white font above a picture of a young man in polo gear sitting in a chair on a dry grass field with a dog and a classic car in the background