@FTLex

Lex is the FT's agenda-setting daily column on business and finance. Premium FT subscribers can sign up to our popular twice weekly newsletter Best of Lex ⬇️

 London, New York, Hong Kong
ft.com/lex
Joined February 2009
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851Media
Tesla-SpaceX: a huge corporate constellation with Musk at its centre ft.trib.al/A4JeMvz

Tesla-SpaceX: a huge corporate constellation with Musk at its centre

A merger of Elon Musk’s listed companies has some logic, but other shareholders might end up with less influence than they have today

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Don’t underestimate Netflix’s power to flip the script ft.trib.al/EGuNfMI

Don’t underestimate Netflix’s power to flip the script

Focusing on making more Oscar winners would double down on territory YouTube has struggled to conquer

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To replace Starlink, Europe will have to reawaken its animal spirits ft.trib.al/t8VIafY

To replace Starlink, Europe will have to reawaken its animal spirits

Even splurging on homegrown options won’t, by itself, solve the problem in a reasonable length of time

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Why globetrotting retail banks are back in fashion ft.trib.al/rRpn6PV

Why globetrotting retail banks are back in fashion

The fear is that it’s those who stay at home, rather than those who venture abroad, who will end up lifelong losers

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Microsoft gives data centre hopefuls a pre-IPO reality check ft.trib.al/H1awxP5

Microsoft gives data centre hopefuls a pre-IPO reality check

The US tech giant calling time on its Nscale deal exposes faultlines running through this fast-growing area of the AI sector

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BYD is playing the long game in Japan ft.trib.al/RsgDaxB

BYD is playing the long game in Japan

There are signs that the company is customising its offering to the Japanese market

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768
Indonesia’s market is dysfunctional, not uninvestable ft.trib.al/QcWMRSv

Indonesia’s market is dysfunctional, not uninvestable

Banks are decent investments based on their growth and profitability

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Why we just can’t quit the site formerly known as Twitter ft.trib.al/1ZmBci3

Why we just can’t quit the site formerly known as Twitter

By some measures Elon Musk’s $44bn purchase of the platform now called X has already paid for itself

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1,130
This earnings season, what CEOs say matters more than what they’ve done ft.trib.al/OQ8H2Zx

This earnings season, what CEOs say matters more than what they’ve done

Bosses who start shaping their narrative now will have a head start on a bumpy year

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Starlink spectrum deal piles Elon Musk’s plate ever higher ft.trib.al/YrVW6ZA

Starlink spectrum deal piles Elon Musk’s plate ever higher

Move may be part of a bigger plan but it spells even more capital expenditure at a company already spending beyond its means

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Why law firms should resist the lure of the AI spin-off ft.trib.al/RExV0tD

Why law firms should resist the lure of the AI spin-off

A carve-out could raise capital, but it’s a crowded sector and valuations don’t accord with the sector’s lack of profitability

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Monte dei Paschi should try the ‘just say maybe’ bid defence ft.trib.al/2sWUBZm

Monte dei Paschi should try the ‘just say maybe’ bid defence 

Even a much-weakened MPS could try to argue that it deserves a better deal

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How AI mega-rounds make life harder for VC firms ft.trib.al/hiKNMlU

How AI mega-rounds make life harder for VC firms

Fewer-but-bigger deals mean investors are having to put more eggs in a single basket

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Europe’s defence stocks send a geopolitical distress signal ft.trib.al/CyAJMGG

Europe’s defence stocks send a geopolitical distress signal

Even when governments do sign big cheques, it takes a while for defence contractors to ramp up production

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590
By going private, Bumble may finally make a good match ft.trib.al/ik9YNxS

By going private, Bumble may finally make a good match

Sharpening the AI tools at its disposal could improve outcomes and potentially enable the dating app to get people to pay

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Will bank earnings growth become a thing of the past? ft.trib.al/HcfGELV

Will bank earnings growth become a thing of the past?

It would be foolish to think the Wall Street giants can’t outrun the threat of AI

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Trump’s loan to a US defence start-up adds to Apollo’s war chest too ft.trib.al/G2BAsiA

Trump’s loan to a US defence start-up adds to Wall Street’s war chest too

The question is why, if Wolfspeed’s prospects are so enticing, other private sector capital providers weren’t racing to provide funding too

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Watch out luxury: mid-market fashion brands are staging a comeback ft.trib.al/yZolEf9

Watch out luxury: mid-market fashion brands are staging a comeback

While LVMH’s sales slid more than the market expected in recent months, Uniqlo’s are going gangbusters

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Academic publishing is a study in fighting AI slop ft.trib.al/OCmgHqG

Academic publishing is a study in fighting AI slop

Original thought, especially in the humanities, is more likely to remain the preserve of humans

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971
Caribbean cruises are going cheap, and so are operators’ shares ft.trib.al/gX3Xy85

Caribbean cruises are going cheap, and so are operators’ shares

Cut-price holidays reflect capacity outpacing demand

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