Kat
@katpick.bsky.social
4.2K followers 4.7K following 8.1K posts
A life of Art, books, guitar, and contemplation.
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gtconway.bsky.social
There is absolutely zero chance that a man who took $50,000 in cash in a paper bag from an FBI agent on camera would have been appointed to any position by any other president.
katpick.bsky.social
TY 4 your service. My father would not let me join the service in 73 when I wanted to. It would have been the Navy. Maybe from his life in the Army he did not want a daughter at risk from her fellow service people. I don’t know. Maybe he thought it would make me lesbian😹.
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onestpress.onestnetwork.com
Hamas announces that it will not disarm.

What exactly is Trump celebrating tomorrow?
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lucagalletti.bsky.social
I love the arched back, scary
Halloween kitty move! 😂
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gtconway.bsky.social
blah blah Hunter Biden blah blah Burisma yada yada
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mrsbettybowers.bsky.social
I think the only thing Chief Justice John Roberts and I both enjoy is a gay dinner party on Martha's Vineyard. Glory!
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ericpere.bsky.social
Xavier Osceola. First member of the Seminole Tribe to play division I basketball. 🏀 #WeAreStillHere
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gtconway.bsky.social
Cracks are showing in the resistance
timdickinson.bsky.social
Here for the "emergency" naked bike ride in Portland
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iwillnotbesilenced.bsky.social
ICE GOONS, laughing and pepper spraying Pastor after shooting him in the face with pepper balls, proceeded to gas the crowd who were trying to protect him.
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banditelli.org
Probably gonna be too busy this week to do much nature posting so here's a baby dolphin 🦑
Three dolphins swimming, one is clearly younger. You can see the front of a 4th but it's kinda hard. The foreground and background have been blurred to let the baby pop out more , if that makes any sense
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newscurrentnow.com
Gavin Newsom: “What more evidence of authoritarianism do you need? These guys aren’t screwing around. We can no longer screw around. It’s all at stake. People need to wake up. We can’t continue to play by the old set of rules.“
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davidkaib.bsky.social
Nothing is happening for no reason, and naming the reasons is essential.
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ronfilipkowski.bsky.social
We should mandate a work requirement for House Republicans to get their health care. How about they have to work at least one week a month to keep their government health insurance?
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matthewterrill.bsky.social
I was already a hard AI-skeptic but this cements my long suspicion that there is no feasible path to anything close to return on invested capital for these data centers. Tech would need 15 to 25 times current AI revenues within the next 2-3 years just to break even. Not financially viable.
"I clearly hit a nerve in the industry, when judging by the number of individuals who reached out to chat," he wrote in an followup blog post. "In total, l've spoken with over two-dozen rather senior people in the datacenter universe, and there was an interesting and overriding theme to our conversations: no one understands how the financial math is supposed to work. They are as baffled as I am, and they do this for a living."
Kupperman's original skepticism was built on a guess that the components in an average Al data center would take ten years to depreciate, requiring costly replacements. That was bad enough: "I don't see how there can ever be any return on investment given the current math," he wrote at the time.
But ten years, he now understands, is way too generous.
" had previously assumed a 10-year depreciation curve, which I now recognize as quite unrealistic based upon the speed with which Al datacenter technology is advancing," Kupperman wrote. "Based on my conversations over the past month, the physical data centers last for three to ten years, at most."
In his previous analysis, Kupperman assumed it would take the tech industry $160 billion of revenue to break even on data center spending in 2025 alone. And that's assuming an incredibly generous 25 percent gross margin - not to mention the fact that the industry's actual Al revenue is closer to $20 billion annually, as the investment manager noted in his previous blog. "In reality, the industry probably needs a revenue range that is closer to the $320 billion to $480 billion range, just to break even on the capex to be spent this year," Kupperman posited in his updated essay. "No wonder my new contacts in the industry shoulder a heavy burden - heavier than I could ever imagine. They know the truth."
Kupperman called that gulf between tech industry spending and actual revenue in 2025 "astonishing."
However, it doesn't even begin to scratch the surface. For example, how does it all shake out when we account for 2026, when hundreds of new data centers are expected to pop up?
"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," he writes.
"If the economics don't work, doing it at massive scale doesn't make the economics work any better
- it just takes an industry crisis and makes it into a national economic crisis," he concludes.
Overall, the pessimists broadly agree: it's no longer a matter of if Al is massively overhyped, but when the whole thing comes crashing down.
More on Al hype: Data Shows That Al Use Is Now Declining at Large Companies
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pauleric70.bsky.social
The same people who celebrated the extermination of the native Americans are those who support the genocide in Palestine🇵🇸💔😢
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mrsbettybowers.bsky.social
Do you know what you are doing on Saturday, October 18?

If the answer is no, you are deserving of nonlethal, but firm slap. #NoKings