2026-10-20T19:09:21Z https://nostr.now gerikson https://nostr.now/npub1ugmeglhph73wvt4wlg62tl5k5uamzcnusvgcc2mkwcx6k972hckspnyr8s https://awful.systems/pictrs/image/9b40c389-2954-446a-bae5-73ff918ad531.jpeg https://awful.systems/pictrs/image/9b40c389-2954-446a-bae5-73ff918ad531.jpeg https://nostr.now/nevent1qqsxsq0qrq9mhn4sw56pmxqtznsjs4sxwjsxn5mpyjg8pqc9l6qg9fczyr3r09r7uxl69e3w4marff07j6nnhvtz0jp3rrptwemqm2che2lz6gzh22y In reply to <a href='/nevent1qqsqu6knnwe4jmxa9ya4qcj9lgz5dtqnvqg6tnvar95qyx9s4drdkvqanel2a'>nevent1q…el2a</a><br/>_________________________<br/><br/>This is a plausible explanation, but I am surprised that this git behavior is not more well-known as there have been multiple discussion about &#34;supply-chain attacks&#34; even before LLMs became widespread. 2026-09-24T06:55:18Z https://nostr.now/nevent1qqsxhcd2p7slm2wm5anmhnp8w3d8pul3p6hfpe9z9uwxu3vyggx8tegzyr3r09r7uxl69e3w4marff07j6nnhvtz0jp3rrptwemqm2che2lz6plsy5k In reply to <a href='/nevent1qqsqu2w837khedmde2f0ugttrh25v888ghsph4lftz0ahwyg4x6sdgqkuet0q'>nevent1q…et0q</a><br/>_________________________<br/><br/>techbros gonna techbro:<br/><br/>[The Mullvad founder gave millions to extremist far right party](<a href="https://mastodon.social/@raphaelrobert/116816274242387568">https://mastodon.social/@raphaelrobert/116816274242387568</a>)<br/><br/>btw I live in Sweden and until today I have never heard of these nutjobs 2026-06-26T17:48:26Z https://nostr.now/nevent1qqs2847lx2h4zk8pm9qlr8excekmwvqk7h2p6djzq97nkzdtpj9pysczyr3r09r7uxl69e3w4marff07j6nnhvtz0jp3rrptwemqm2che2lz6td57rw In reply to <a href='/nevent1qqsp4ew4umw7xrgupffsaccqpfv74e8644wwmzqc7x2y297s48z8s5q9q04sv'>nevent1q…04sv</a><br/>_________________________<br/><br/>Neal Stephenson comes out strong and funny against GenAI here:<br/><br/><a href="https://nealstephenson.substack.com/p/a-remarkable-assertion-from-a16z">https://nealstephenson.substack.com/p/a-remarkable-assertion-from-a16z</a><br/><br/>&#34;Hypothesis 1: it was written by a clanker&#34; 2025-11-28T12:59:40Z https://nostr.now/nevent1qqsd8ngxwznrfxdu7quzdktx2szuc76453f0fkn85kyc6t33f8jh2kszyr3r09r7uxl69e3w4marff07j6nnhvtz0jp3rrptwemqm2che2lz6zdjdd6 In reply to <a href='/nevent1qqs00qhrtm9h7gs60qxfq8yrkwlwpsuy3gs4fe52tc03r4cvkexpalcs3kqgg'>nevent1q…kqgg</a><br/>_________________________<br/><br/>An investor runs the numbers of AI capex and is not impressed <br/><br/>(n.b. I have no idea who this guy is or his track record (or even if he&#39;s a dude) but I think the numbers check out and the parallells to railroads in the 19th century are interesting too)<br/><br/>__[Global Crossing Is Reborn…](<a href="https://pracap.com/global-crossing-reborn/">https://pracap.com/global-crossing-reborn/</a>)__<br/><br/>&gt; Now, I think AI grows. I think the use-cases grow. I think the revenue grows. I think they eventually charge more for products that I didn’t even know could exist. However, $480 billion is a LOT of revenue for guys like me who don’t even pay a monthly fee today for the product. To put this into perspective, Netflix had $39 billion in revenue in 2024 on roughly 300 million subscribers, or less than 10% of the required revenue, yet having rather fully tapped out the TAM of users who will pay a subscription for a product like this. Microsoft Office 365 got to $ 95 billion in commercial and consumer spending in 2024, and then even Microsoft ran out of people to sell the product to. $480 billion is just an astronomical number.<br/><br/>&gt; Of course, corporations will adopt AI as they see productivity improvements. Governments have unlimited capital—they love overpaying for stuff. Maybe you can ultimately jam $480 billion of this stuff down their throats. The problem is that $480 billion in revenue isn’t for all of the world’s future AI needs, it’s the revenue simply needed to cover the 2025 capex spend. What if they spend twice as much in 2026?? What if you need almost $1 trillion in revenue to cover the 2026 vintage of spend?? At some point, you outrun even the government’s capacity to waste money (shocking!!)<br/><br/>__[An AI Addendum](<a href="https://pracap.com/an-ai-addendum/">https://pracap.com/an-ai-addendum/</a>)__<br/><br/>&gt; As a result, my blog post seems to have elicited a liberating realization that they weren’t alone in questioning the math—they’ve just been too shy to share their findings with their peers in the industry. I’ve elicited a gnosis, if you will. As this unveiling cascaded, and they forwarded my writings to their friends, an industry simultaneously nodded along. Personal self-doubts disappeared, and high-placed individuals reached out to share their epiphanies. “None of this makes sense!!” “We’ll never earn a return on capital!!” “We’ve been wondering the same thing as you!!”<br/><br/>[...]<br/><br/>&gt; Remember, the industry is spending over $30 billion a month (approximately $400 billion for 2025) and only receiving a bit more than a billion a month back in revenue. The mismatch is astonishing, and this ignores that in 2026, hundreds of billions of additional datacenters will get built, all needing additional revenue to justify their existence. Adding the two years together, and using the math from my prior post, you’d need approximately $1 trillion in revenue to hit break even, and many trillions more to earn an acceptable return on this spend. Remember again, that revenue is currently running at around $15 to $20 billion today. 2025-10-11T22:35:48Z https://nostr.now/nevent1qqsrmmmkvfgqnh922llkjelhp6fflqcme35nzne4nzr9dhtm6hluf9szyr3r09r7uxl69e3w4marff07j6nnhvtz0jp3rrptwemqm2che2lz6wuahsz In reply to <a href='/nevent1qqswfr3uqp7td3p27xzgchrylv8e9sy2r4yw3kh8zr5wmz9l7sr2fwsf0q9my'>nevent1q…q9my</a><br/>_________________________<br/><br/>Musk appropriating &#34;grok&#34; is on-brand for him, seeing as he fundamentally misunderstands Banks&#39; Culture series and reduces it to &#34;the one with the cool ship names&#34;. 2024-08-18T09:29:35Z