GOP: We are sending armed perverts to assault families. Even babies. We are in open warfare against all things good.
Schumer: People call him TACO, but these days it's getting hard to afford one! Can you chip in $5 today to help us hold Mr. Trump accountable for these soft shell economic policies?
Not many years ago, this would have been an existential scandal for Twitter or other social media giants.
Stephen Miller is Trump’s most important and influential aide because he channels and shares the president’s worldview. His cold-blooded assessment that might makes right is the one immutable law of history and is now the guiding concept behind US foreign policy…
ICE and CBP, among others, have violently retaliated against ICE Watch in part because the agencies correctly understand what many do not: Organized neighbors are mounting an effective defense, and an organized movement is a formidable adversary. My new feature: newrepublic.com/article/2042...
Free newsletter: NVIDIA Isn't Enron, so what is it? My 15k word guide to Wall Street's messiah - how it makes money, how its future relies on endless debt, how millions of GPUs are sitting waiting to be installed, and why it no longer makes sense to buy more GPUs.
www.wheresyoured.at/nvidia-isnt-...
The Chain of Pain While many people talk about how circular the AI bubble may or may not be, the reality is that it's far more like a chain - a deeply vulnerable one held together by debt and venture capital. A company buys GPUs from NVIDIA, at which point nobody is making any profit anymore. These GPUs are purchased, for the most part, using debt provided by banks or financial institutions. While hyperscalers fund GPUs using cashflow, even they have started to turn to debt. At that point, the company that bought the GPUs sinks hundreds of millions of dollars to build a data center, and once it turns on, provides compute to a model provider, who then begins losing money selling access to those GPUs. For example, both OpenAI and Anthropic lose billions of dollars, and rely on venture capital to fund their ability to continue paying for accessing those GPUs. At that point, OpenAI and Anthropic offer either subscriptions - which cost far more to offer than the revenue they provide - or API access to their models on a per-million-token basis. AI startups pay to access these models to run their services, which end up costing more than the revenue they make, which means they have to raise venture capital to continue paying to access those models. Outside of hyperscalers paying NVIDIA for GPUs out of cashflow, none of the AI industry is fueled by revenue. Every single part of the industry is fueled by some kind of subsidy. As a result, the AI bubble is really a stress test of the global venture capital, private equity, private credit, institutional and banking system, and its willingness to fund all of this forever, because there isn't a single generative AI company that's got a path to profitability. Our stock market is held up by NVIDIA's continued ability to sell GPUs, which is, for the most part, held up by its customers continued ability to raise debt, which is held up by its customers' ability to find other customers to pay to rent those GPUs, which is held up …
Tomorrow's Premium Newsletter: A much-demanded, 14k word guide as to how the AI bubble might burst, starting with the collapse of data center funding, venture capital for AI, OpenAI, and end NVIDIA's AI GPU era.
Here's $10 off annual.
edzitronswheresyouredatghostio.outpost.pub/public/promo...
It’s also why they think everyone can be replaced with AI: because they don’t actually know what’s going on at any level.
Definitely the latter! AI is valuable across a range of use cases but is nowhere near the broad-based utility the industry wants us to believe.
The side project of the past few days. Try it out! Pretty easy build.
ME: You need to give me $400m. I will make an app that is god
MASAYOSHI SON: You need $400 billion. No, $500 billion
We need a universally agreed upon short term for what a Bluesky “tweet” is called. Anyone? All I’ve seen is “skeet” which, is simply a nonstarter.
Cool.
Quick question are these the same chatbots being forced upon us by Microsoft and Google et al that cannot perform basic computer tasks reliably?
I’m old enough to remember Adam Neumann’s “community-based EBITDA.”
Because in reality, we all hate scrolling and wish we could throw our iPhones out the window in favor of an old flip phone.
From @vermontgmg.bsky.social:
“Across the first 25 years of the 21st century, in almost every case, the most alarmist among us have been right: On climate, on pandemics, on threats to our democracy and human rights, on geopolitical threats.”
www.doomsdayscenario.co/p/california...
Yes. Yes they have. And it's not even close.
A while back, someone in Hong Kong binged 24 hours of Chinese Manyao-style music on my account and it ruined my algorithm for months. So my guess is you were hacked!
If you teach a basic data analysis class, Spotify Wrapped is a fun way to show your students you can create billions in PR value with what amounts to a filter, a group by, a count and a sort.
This argument would make X the Data Controller- and publisher- of everything posted on the platform, liable under both GDPR and defamation laws in every country for every post.
This is a no-lose filing.
Others have noted it but I will too: The big reason Bluesky is so hot right now is that the people who add value to social media - the frequent posters in specific fields - are here now, talking to each other and creating the "spectator value" that draws users and attention.
Hello! 👋
I had a Twitter list that I pointed people towards in my "breaking into civic tech guide" for a long time—finally updating and replacing with a link to Cyd's civic tech starter pack!
www.chriskuang.com/civictech
Thrilled to learn that in the months since I last logged in here, the civic tech community decided this was the new home post-Twitter. Hello friends! #civictech
