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Reposted by Kelly Thompson

Rich Raho @richraho.bsky.social · 16h

Chicago priest Fr. Larry Dowling describes procession to ICE facility: “No one had the courage to speak directly to us. No one from Homeland Security could stand in the presence of the Monstrance holding the Blessed Sacrament. No wonder. Evil is repelled, recoils in the presence of Christ.”

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Kelly Thompson @kellythompson.bsky.social · 18h

It’s so fucking useless and stupid (and often wrong).

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Dave Levitan @davelevitan.bsky.social · 18h

“We can give $20 billion to Argentina but we can’t afford the CDC’s measles experts” is a hell of an argument

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Matthew Terrill @matthewterrill.bsky.social · 19h

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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Dr. Lucky Tran @luckytran.com · 19h

They have fired the staff of the CDC’s Morbidity and Mortality Weekly Report and 70 Epidemic Intelligence Service officers, who are disease detectives that respond to outbreaks around the world.

I cannot emphasize enough how dangerous it is to dismantle our disease surveillance infrastructure.

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Alex Zalben @azalben.bsky.social · 22h

Best part of the Marvel booth imo

Jeff the land shark dressed like an adorable pumpkin at the NYCC Marvel booth

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Kyle Clark @kylec.bsky.social · 20h

Colorado AG Phil Weiser (D) is calling on Coloradans to turn out en masse for Oct 18 demonstrations against President Trump’s use of the military in American cities. “Don’t be afraid,” Weiser said. “Don’t be afraid to show up.” #copolitics

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Elizabeth Picciuto @epicciuto.bsky.social · 20h

I block very rarely, much less than most of you. But I just instituted a policy of blocking any account that posts AI video as real, and doesn’t take out down several hours after being informed.

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Zohran Kwame Mamdani @zohrankmamdani.bsky.social · 1d

UNTIL IT’S DONE, Ep. 4: Sylvia Rivera

In the 1970s, queer New Yorkers had been pushed to the margins of NYC. Our trans neighbors faced immense cruelty. But in Sylvia Rivera, they found a champion.

As we combat Trump’s politics of darkness, her legacy can light the path forward.

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Gurihiru（グリヒル） @gurihiru.bsky.social · 1d

【お知らせ】ジェフのハロウィンスペシャルが始まりました！
カップルで参加するコスチュームコンテストに出たいジェフは、自分の相方を探すべくマーベルヒーロー達に声をかけますが…。ライターは Kelly Thompson( @kellythompson.bsky.social )、アートをグリヒルといういつものジェフコンビでお送りします🦈 🎃

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David Corn @davidcorn.bsky.social · 23h

A classic case of irresponsible both-sidesism from the NYT. The story is that Trump and MAGA propagandists are lying about Portland to incite a conflict, not that there are different views of the matter.

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808-Comic Book Fan @jasondkim3.bsky.social · 1d

Marvel Infinity Comic
It’s Jeff Halloween Special: The Great Costume Caper (Part One) by @kellythompson.bsky.social (W) and @gurihiru.bsky.social (A) is a cute, and funny story to get you in the mood for Halloween.

Image courtesy of Marvel Unlimited.

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Matt Novak @paleofuture.bsky.social · 1d

This is AI.

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Jonathan Loves X-Men @jonathanlovesx-men.bsky.social · 2d

#spoilers

Hey!

There's a new It's Jeff Halloween Special on Marvel Unlimited RIGHT NOW!

🦈🎃

Two panels from Marvel's It's Jeff Halloween Special
Panel one: a flyer with tape on the edges - Couples Costume Contest. Big Candy Prize. A large pile of candy with a two smaller "ghosts," one with a pumpkin head.
Panel two: Jeff smiling and drooling - "Mrrrr" with a larg pile of candy in the background

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Orbitdyne @orbitdyne.bsky.social · 1d

Jeff! @kellythompson.bsky.social

preternia @preternia.com · 1d

McF Marvel Rivals 1/10 + Jeff for the Jeff heads

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Kelly Thompson @kellythompson.bsky.social · 1d

Yessssss.

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Escape The Mojoverse @mojoversepod.bsky.social · 2d

Absolute Wonder Woman is excellent and one of the books we most look forward to each month. Allison was lucky to sit down with @kellythompson.bsky.social to discuss its first year of publication, the process of creating the pitch, and what we might expect going forward. It’s a fun one! #comicsky

Absolute Wonder Woman: Year 1 Talk Back with Kelly Thompson | Escape the Mojoverse: An X-Men Comics Podcast

Absolute Mojoverse Premium

shows.acast.com

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Kelly Thompson @kellythompson.bsky.social · 1d

Thank you so much. We have an incredible team -- it takes a village. 🖤

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GHOULLIKEHELLMACHINE @golikehellmachine.com · 1d

“we are telling you right now that we do not intend to honor anything we agree to” is certainly a negotiating position one can take

Aaron Rupar @atrupar.com · 1d

Q: Rescission are something Dems have said is a reason for a lack of trust. What rescissions are you discussing?

JOHNSON: We have more than $37t in debt. We're doing everything we can to get us back to sound fiscal responsibility. What does that include? A rescission package is part of our process

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Tim Dickinson @timdickinson.bsky.social · 1d

If you want to understand why the ICE facility in Portland is such a hotbed of protest, this story is all the context you need...

Sean Woods @seanwoods.bsky.social · 1d

"They disappeared her." This story from @timdickinson.bsky.social is so upsetting. www.rollingstone.com/politics/pol...

Her Kids Are U.S. Citizens. Trump's Admin Disappeared Them Anyway

Donald Trump's Customs and Border Protection (CBP) disappeared an immigrant mom living in Portland and her four U.S. citizen children.

www.rollingstone.com

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Laura Jedeed @laurajedeed.bsky.social · 2d

Portland Frog gets it

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Kelly Thompson @kellythompson.bsky.social · 2d

One of my favorite writer quotes of all time.

Juno Rylee Schultz @junoryleejournalism.com · 3d

David Simon, creator of ‘The Wire’, being interviewed by Ari Shapiro (NPR)

SHAPIRO: OK, so you've spent your career creating television without Al, and I could imagine today you thinking, boy, I wish I had had that tool to solve those thorny problems...
SIMON: What?
SHAPIRO: ...Or saying...
SIMON: You imagine that?
SHAPIRO: ...Boy, if that had existed, it would have screwed me over.
SIMON: I don't think Al can remotely challenge what writers do at a fundamentally creative level.
SHAPIRO: But if you're trying to transition from scene five to scene six, and you're stuck with that transition, you could imagine plugging that portion of the script into an Al and say, give me 10 ideas for how to transition this.
SIMON: I'd rather put a gun in my mouth.

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Gabe Ortíz @tusk81.bsky.social · 2d

$20 BILLION.

Remember that we’re being lied to whenever we’re told that we can’t afford something that helps American families.

The Washington Post @washingtonpost.com · 2d

The Trump administration confirmed that the U.S. bailed out Argentina.

Treasury Secretary Scott Bessent said he had directly bought Argentine pesos in global currency markets in a bid to relieve pressure on the nation’s embattled President Javier Milei, a supporter of President Trump.

The U.S. just bailed out Argentina, Treasury Secretary confirms

The US Treasury has finalized a $20 billion financial rescue of Argentina, including a currency swap arrangement with the country's central bank.

www.washingtonpost.com

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chira 🎋 @artofchira.bsky.social · Jun 1

whenever i encounter people who say they can't understand shakespeare verses I always send them this clip from the 2019 Shakespeare in the Park production of Much Ado About Nothing

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Alex Wayne @aawayne.bsky.social · 2d

“Oklahomans would lose their mind if Pritzker in Illinois sent troops down to Oklahoma during the Biden administration.”

The Republican chair of the National Governors Association breaks with Trump.

www.nytimes.com/2025/10/09/u...

Oklahoma’s Republican Governor Criticizes National Guard Deployment in Chicago

www.nytimes.com

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