The Information's TITV Winklevoss Twins’ Big Miss on Crypto, Top VC Tech Sector Warning, Atlassian's 10% Staff Cut
30 snips
Mar 12, 2026 
Yueqi Yang, crypto reporter who covered Gemini’s struggles and the Winklevosses’ pivot. Anissa Gardizy, cloud reporter tracking Microsoft’s Texas data-center talks. Jason Salino, equity analyst decoding Atlassian’s 10% cut and AI shift. Josh Wolfe, Lux Capital partner warning of macro risks and irrational data-center CapEx. They discuss crypto pivots, hyperscaler capacity questions, Atlassian’s AI bet, and big CapEx concerns.
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Runway Stress Tests Before Macro Shocks
- Check runway and stress-test assumptions now to avoid SVB-like vulnerability.
- Josh Wolfe urged founders to double-check cash burn, debt covenants, and supplier concatenated risks as low-cost precautions.
Equity Euphoria Versus Bond Caution
- Equity euphoria around AI diverged from bond investors’ caution, signaling market fragility.
- Wolfe noted equities hit highs while 10-year yields hit lows, a classic warning of narrative-driven markets.
Data Center Moratoriums Are Becoming A Wave
- Local political pushback created 300+ moratoriums and bills targeting data center builds across 30 states.
- Wolfe argues rising electricity costs and affordability politics are fueling a nationwide data center moratorium wave.