@rwmcmorrow

Tech and finance reporter in SF after a long time in China @ft formerly @afp @nytimes @FulbrightPrgrm @ucla bruin. [email protected]

 San Francisco
Joined September 2014
  • Tweets1.6K
  • Following1.8K
  • Followers4K
83Media
Ryan McMorrow retweeted
Zijing Wu@zijing_wuOct 16
MofCom & MIIT just confirmed our earlier scoop with a full update of export controls on AI, semiconductor, healthcare etc : google.com/url?q=https://www…
Zijing Wu@zijing_wuJul 21
Scoop: China weighs tighter export controls on 1. taking data overseas for training; open model weights 2. advanced chip fab overseas 3. acquisition of AI start-ups * Regulators are consulting tech firms with no final decision made as.ft.com/r/fc745fce-6280-47…

China weighs tighter export controls on AI models and chips

Beijing consults companies on ways to stop west acquiring its advanced technologies and star start-ups

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Ryan McMorrow retweeted
George Hammond@GeorgeNHammondOct 14
FT has the scoop from Anthropic's investor conclave: ft.com/content/11632d03-358c… @ameliajpollard

Anthropic tells investors quarterly revenue up nearly 50% to $16.8bn ahead of IPO

Rapid growth is slower than some anticipated as fears about AI trade rattle markets

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Ryan McMorrow retweeted
Antoine Gara@AntoineGaraOct 14
Anthropic revenue jumps to $16.8bn in third quarter ft.com/content/11632d03-358c… via @ft

Anthropic tells investors quarterly revenue up nearly 50% to $16.8bn ahead of IPO

Rapid growth is slower than some anticipated as fears about AI trade rattle markets

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Ryan McMorrow retweeted
Tom Braithwaite@TBraithwaiteOct 9
Financial Times
@FTOct 9
The hazy OpenAI growth metric driving Wall Street ft.trib.al/pjnfB84

The hazy OpenAI growth metric driving Wall Street

Revelations that the AI giant’s annualised revenues were $20bn less than previously reported triggered volatility in US stocks

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Ryan McMorrow retweeted
Antoine Gara@AntoineGaraSep 18
Excellent investigation led by @leee_harris on the money moving around Mark Walter’s empire as investors recently dug into a revenue shortfall at his asset manager. giftarticle.ft.com/giftartic…
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Ryan McMorrow retweeted
George Hammond@GeorgeNHammondSep 15
Scoop: OpenAI is in talks with investors for a new round at a ~$1.2tn valuation. Convos are early and terms could change, not least because the market is working out how to price in existential risk from AI. w/ George Steer ft.com/content/27509db8-b032…

OpenAI weighs funding round at $1.2tn valuation before IPO

Sam Altman’s start-up could capitalise on demand for its technology after new model launches

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OpenAI has proposed that the US government takes a 5% stake, worth around $40bn at its current valuation — my latest exclusive w / @GeorgeNHammond
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Ryan McMorrow retweeted
Techmeme
@TechmemeJun 22
Bain says it is using AI coding tools to recreate pieces of target companies' software, making hundreds of rough prototypes in recent years as due diligence (@rwmcmorrow / Financial Times) (Visit Techmeme dot com for the link and full context!)
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Ryan McMorrow retweeted
Antoine Gara@AntoineGaraJun 4
Goldman Sachs expects SpaceX’s AI revenue to surge 100 times by 2030 ft.com/content/516cd0e5-a402… via @ft

Goldman Sachs expects SpaceX’s AI revenue to increase 100-fold by 2030

Projections by Wall Street bank underpin the $1.78tn valuation group is pitching in IPO

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Ryan McMorrow retweeted
Madhumita Murgia@madhumita29Jun 4
I spent the last 2 months getting under the skin of Anthropic and its leaders. My @FTMag cover story this weekend captures the world’s most valuable AI start-up in this moment as it looks ahead to its next act. Here’s 6 things I learnt during my reporting ft.com/content/e17665ea-c5ca…

Anthropic’s relentless race to the top

Can the AI company hold on to its ethical founding principles as it strides to market with its most powerful and unnerving tool yet?

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Ryan McMorrow retweeted
Tim Bradshaw
@timMay 15
Brilliant read on all the ways that Elon is exerting his control over SpaceX in the upcoming IPO by @sjhmorris @GeorgeNHammond @rwmcmorrow. It’s like a corporate governance masterclass in reverse. Investors are lapping it up anyway.
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Ryan McMorrow retweeted
Antoine Gara@AntoineGaraMay 6
The FT spoke to Henry Kravis and George Robert as KKR turned 50. We spoke about the private markets they helped create and which now face a crunch, and how their once rebel partnership had changed the corporate mainstream before ultimately entering it. giftarticle.ft.com/giftartic…
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Ryan McMorrow retweeted
Hannah Murphy
@MsHannahMurphyMay 5
SCOOP: Meta is building its own OpenClaw equivalent to carry out everyday tasks for its billions of users The advanced assistant will be powered by its new Muse Spark model It comes after OpenClaw founder Peter Steinberger chose to join OpenAI over Meta as.ft.com/r/e9dea469-e3d0-4f…
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After a decade reporting in China, I've finally moved home to SF! As my wife noted, I'm bringing back two girls and an extra forty pounds Hope to meet old friends and new and excited to be reporting on finance and tech in the FT's SF bureau with @rafeuddin_ @MsHannahMurphy @CristinaCriddle @GeorgeNHammond @sjhmorris
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And of course @MActon93 too!
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Ryan McMorrow retweeted
Patrick McGee@PatrickMcGee_Apr 20
This story - November 14 - received considerable criticism at the time. Congrats to my colleagues @tim @sjhmorris @MActon93 @DanielThomasLDN for nailing it. Enormous scoop, now confirmed by @apple
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Ryan McMorrow retweeted
Patrick McGee@PatrickMcGee_Apr 14
Great story — also the subject of the Apple in China epilogue, coming out for the paperback edition next month. It ends: “China, once the world’s work-shop, has emerged as something far more consequential: an innovation and production hub, with gargantuan scale and equal ambition. This is the largest geopolitical shift of our lifetimes, and we’re just beginning to reckon with what that means.”
Financial Times
@FTApr 14
China shock 2.0: the flood of high-tech goods that will change the world ft.trib.al/wwZVSHC

China shock 2.0: the flood of high-tech goods that will change the world

Impelled by furious competition, hefty subsidies and sheer scale, the country’s companies are cutting a swath through the world’s most advanced industries

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Ryan McMorrow retweeted
Hannah Murphy
@MsHannahMurphyApr 13
NEW: Meta has been attempting to build photorealistic, AI-powered characters. But so-called 3D "embodiment" is difficult due to compute demands and latency issues So Meta is now focused on developing an AI clone of Zuckerberg And the CEO is personally training and testing it
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Ryan McMorrow retweeted
Zijing Wu@zijing_wuMar 25
China reviews Manus sale to Meta as founders barred from leaving country * Red & Peak restricted from exiting after NDRC meeting, re potential FDI violations * No official investigation or charges; both remain free to travel within China More details: as.ft.com/r/6bd99a37-410d-4f…

China reviews $2bn Manus sale to Meta as founders barred from leaving country

Deal scrutiny deepens over official fears of strategic tech flowing overseas

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