Augustin Mallon

@Bloomberg User Support | Microsoft & Stripe alumni | 🌏💫 views/opinions are my own

[Michael McDonough @M_McDonough]

🚨🛢️🚢 Yesterday I showed you tanker captains messaging the Houthis through their AIS "Destination" field. Today I mapped all of them.

📡95 vessels right now are broadcasting crew/ownership instead of a port — "All Chinese Crew," "Armed Guards O/B," "China Crew & Owner" — the maritime version of hands up, don't shoot.

Nearly all of them: bunched in the Red Sea & Gulf of Aden.

~4.9M DWT. ~959k metric tons of cargo. 89% seen today.

From IMO<GO> on @TheTerminal

[Augustin Mallon @AugustinMallon]

@collision @tempo @alpha_vantage Phenomenal! Bravo 👏🥳

[Augustin Mallon @AugustinMallon]

A very long time since I’ve had an ‘Aha’ / ‘WoW’ moment after seeing a product demo.

Half tempted to cancel Saturday plans &amp; start building!

I guess the example of AI &amp; power demand was the icing on the cake. Inspiring! Well done!

[John Collison @collision]

At Stripe Sessions, we showed how we think agentic commerce will often happen behind the scenes in the course of producing other final products. Here, we show our Claude Code using MPP and @tempo to buy a dataset from @alpha_vantage in the process of generating a research report for me on AI energy usage.

[Augustin Mallon @AugustinMallon]

Ok @OpenAI’s MCP (Model Context Protocol) is incredible — chatgpt connects to apps and gets things done. It created an upbeat Arabic playlist on Apple Music, scanned through my Gmail, and even Photoshop feels possible. Is this finally the West’s one app for everything? @sama 👏🎬

[Augustin Mallon @AugustinMallon]

@Valen10Francois 😂😂😂😂

[Augustin Mallon @AugustinMallon]

The 3 Protagonists at the US Open … ⁦@usopen⁩ #Alcaraz

[Augustin Mallon @AugustinMallon]

@sama Upload multiple pictures of tables and have the GPT spit out an table excel. Currently and even on GPT 5, not great. Thanks 🙏

[Augustin Mallon @AugustinMallon]

@sama @ChatGPTapp Phenomenal at driving insights on mass data when the data is ready in an excel. However please work on the technology to transcribe an image of a table into an excel. It’s awful at present 🎁 shukran!

[Mark Gurman @markgurman]

Mind blowing for anyone who has followed Apple for the last decade plus

[Trung Phan @TrungTPhan]

Tim Cook after seeing OpenAI acquire Jony Ive’s startup io for $6.4B in an all-stock deal to make a family of AI devices with a team of Apple alumni while Siri is still unable to set a simple 9am alarm wake-up call.

[Augustin Mallon @AugustinMallon]

Great first few minutes. Sometimes you listen to stuff, then you go ‘Meh’ .. next .. Other times, you are struck and deeply connect. Inspired by Jony Ive’s quote:

“What we make stands as a testament to who we are, it shows our preoccupation, what we make describes our values”

[Patrick Collison @patrickc]

My conversation with Jony Ive yesterday at @stripe sessions.

[Romy Varghese @romyvarghese]

It's usually a fool's errand to predict what Trump will say, but my colleagues @SkylarWoodhouse &amp; @stephaniealai have some clues as they break down what to expect from his address to Congress tonight. Gift link here: https://t.co/bAstnWbZAI

[Augustin Mallon @AugustinMallon]

@JavierBlas @opinion Great video and explanation Javier! Thanks!

[Javier Blas @JavierBlas]

VIDEO COLUMN: Fantasy minerals.

Many people — not least of all, US President Donald Trump — seem convinced Ukraine has a lot of rare earths minerals. It’s utter nonsense.

#Ukraine #UkraineWar @Opinion

[Augustin Mallon @AugustinMallon]

@elonmusk @CommunityNotes How does a president hold an election whilst the country is at war, a portion of their territory is occupied, citizens have fled for safety? This appears quite clearly impossible and dangerous, please do explain. Quite curious about your idea of logistics.

[Augustin Mallon @AugustinMallon]

Fascinating! Interesting take on the geopolitical matrix.. have a listen!

[Nicholas Drummond @nicholadrummond]

This is the best summary of the current geopolitical situation I have seen. Sir Alex Younger was head of MI6 between 2014 and 2020. Really worth watching.

[Javier Blas @JavierBlas]

If Trump and Putin clinch (or impose) a deal on Ukraine, the commodity markets to watch for the (potential) biggest bearish impact are:

▶️ European nat gas, oil, coal, uranium
▶️ Wheat, barley, urea fertiliser
▶️ Palladium, aluminium, nickel

(Emphasis on “potential”)

[Augustin Mallon @AugustinMallon]

@Reuters "Inference requires significant numbers of Nvidia GPUs and high-performance networking," Nvidia said in its statement.

[Augustin Mallon @AugustinMallon]

Lazy me. Asked an AI @perplexity_ai why Nvidia stock fell 16% and lost $500+ billion in market cap, even though Deepsink was a customer of theirs… here’s a thread 🧵🧶

[Augustin Mallon @AugustinMallon]

7. (Not from Perplexity but @Reuters) :

DeepSeek was struggling on Monday to accommodate an influx of new users. Servicing new users is a process that AI firms call "inference," which Nvidia said demonstrated that its chips will remain in demand.

[Augustin Mallon @AugustinMallon]

6. Profit-taking: After Nvidia's meteoric rise in recent years, some investors likely saw this as an opportunity to lock in gains, contributing to the sell-off.

[Augustin Mallon @AugustinMallon]

5. Future demand uncertainty: If DeepSeek's approach becomes widely adopted, it could lead to decreased demand for high-end Nvidia GPUs from major tech companies and cloud providers.