The specificity of Naia’s allegations (the part about “Will basically threatened Tara” seems particularly important/bad)
The quotes from the planning document for the meeting between SBF and other Alameda execs. These give important specifics, and seem highly credible (since the four other members of the management team all agreed with them).
Holden being one of the people who was told about concerns with Sam (not shocking to me, and I think Holden was in a worse position to act on this info than e.g. Will, but still an update)
CEA doing “an internal investigation relating to CEA and Alameda” sometime in 2019. I’d love to know more about this, e.g. did the full board review the findings? Who besides Will conducted the investigation?
Thoughts after reading the article and comments:
I agree with Nathan that “The 80k interview feels even worse researched/too soft than I previously thought”
I think EA dodged a bullet in that FTX collapsed relatively soon after CEA had shored up a deficiency in PR expertise (which was done largely in anticipation of Will’s book release as I understand it). I imagine that CEA’s response, while imperfect, would have been significantly worse if that PR capacity were not in place. I also think it’s fair to wonder whether CEA leadership should have added PR expertise sooner given what they apparently knew about SBF (even if you think getting in bed with a possibly sketchy billionaire is the right move, giving yourself more protection if he does turn out to be really sketchy seems reasonable way to hedge risk.)
I’m really glad Ben West is planning to write something in the relatively near future as I think some sort communication from CEA/EVF leadership is overdue.
The specificity of Naia’s allegations (the part about “Will basically threatened Tara” seems particularly important/bad)
To the contrary, this strikes me as really unspecific. What does it mean to “basically threaten” someone? What was the implied consequence of going against Will and/or Sam? What did Will say? The article raises a lot of questions.
Yeah, while I thought Naia provided a bunch of specifics the thing about Will threatening Tara is definitely an area where I’d find more specifics very informative.
Some miscellaneous takeaways from this article…
New (to me) information included:
The specificity of Naia’s allegations (the part about “Will basically threatened Tara” seems particularly important/bad)
The quotes from the planning document for the meeting between SBF and other Alameda execs. These give important specifics, and seem highly credible (since the four other members of the management team all agreed with them).
Holden being one of the people who was told about concerns with Sam (not shocking to me, and I think Holden was in a worse position to act on this info than e.g. Will, but still an update)
CEA doing “an internal investigation relating to CEA and Alameda” sometime in 2019. I’d love to know more about this, e.g. did the full board review the findings? Who besides Will conducted the investigation?
Thoughts after reading the article and comments:
I agree with Nathan that “The 80k interview feels even worse researched/too soft than I previously thought”
I think EA dodged a bullet in that FTX collapsed relatively soon after CEA had shored up a deficiency in PR expertise (which was done largely in anticipation of Will’s book release as I understand it). I imagine that CEA’s response, while imperfect, would have been significantly worse if that PR capacity were not in place. I also think it’s fair to wonder whether CEA leadership should have added PR expertise sooner given what they apparently knew about SBF (even if you think getting in bed with a possibly sketchy billionaire is the right move, giving yourself more protection if he does turn out to be really sketchy seems reasonable way to hedge risk.)
I’m really glad Ben West is planning to write something in the relatively near future as I think some sort communication from CEA/EVF leadership is overdue.
To the contrary, this strikes me as really unspecific. What does it mean to “basically threaten” someone? What was the implied consequence of going against Will and/or Sam? What did Will say? The article raises a lot of questions.
Yeah, while I thought Naia provided a bunch of specifics the thing about Will threatening Tara is definitely an area where I’d find more specifics very informative.