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Reposted by Lynnae Terrill

Matthew Terrill @matthewterrill.bsky.social · 3h

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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Lynnae Terrill @lynnae.bsky.social · 3h

I think the issue with this is that even government subsidies aren’t enough to cover the needed revenue for these companies. Maybe one or two of them will survive by pivoting to gov surveillance/oppression, but not the whole industry.

Plus their products don’t actually work!

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Lynnae Terrill @lynnae.bsky.social · 3h

PLEASE

Matthew Terrill @matthewterrill.bsky.social · 3h

Please let this be the end of casting sex pest Jared Leto

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Lynnae Terrill @lynnae.bsky.social · 3h

😩😩 sold out already nooo 😩😩

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Reposted by Lynnae Terrill

Jessica Kant @jessdkant.bsky.social · 8h

Oh what’s that? They will depreciate at roughly 3 times the rate previously touted and require constant replacement and 2-3x the revenue to match initial expenditure?

AI Data Centers Are an Even Bigger Disaster Than Previously Thought

An investment manager realized he made a crucial mistake — and that his grim prediction about AI investments may not have been cynical enough.

futurism.com

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Charlie Warzel @cwarzel.bsky.social · 16h

holy shit i flew over it as it happened!

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Courtney Milan @courtneymilan.com · 19h

I think we should confiscate all his wealth for this weird shit ALONE

Soraya Nadia McDonald @sorayanadiamcdonald.com · 19h

People paid $200 a ticket to listen to Peter Thiel do bog issue antisemitism for four lectures about his belief in the antichrist.

Lots of fools wishing to be relieved of their money, I guess.

www.theguardian.com/us-news/2025...

Screenshot text from The Guardian:
He believes the Armageddon will be ushered in by an antichrist-type figure who cultivates a fear of existential threats such as climate change, AI and nuclear war to amass inordinate power. The idea is this figure will convince people to do everything they can to avoid something like a third world war, including accepting a one-world order charged with protecting everyone from the apocalypse that implements a complete restriction of technological progress. In his mind, this is already happening. Thiel said that international financial bodies, which make it more difficult for people to shelter their wealth in tax havens, are one sign the antichrist may be amassing power and hastening Armageddon, saying: “It’s become quite difficult to hide one’s money.”

It’s because the antichrist talks about Armageddon nonstop. We’re all scared to death that we’re sleepwalking into Armageddon. And then because we know world war three will be an unjust war, that pushes us. We’re going hard towards peace at any price.

What I worry about in that sort of situation is you don’t think too hard about the details of the peace and it becomes much more likely that you get an unjust peace. This is, by the way, the slogan of the antichrist: 1 Thessalonians 5:3. It’s peace and safety, sort of the unjust peace.

Let me conclude on this choice of antichrist or Armageddon. And again, in some ways the stagnation and the existential risks are complementary, not contradictory. The existential risk pushes us towards stagnation and distracts us from it.

How does Thiel think Armageddon will happen?
Thiel rarely gives a definitive answer about who exactly the antichrist might be or how Armageddon might come about – a central point across his lectures is that nothing is written in stone or inevitable – but he does give the contours of what a global conflict that could lead to Armageddon might look like.

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Marco Rogers @polotek.bsky.social · 18h

I had a lot of convos with people who said they were sympathetic, but Defund the Police was a "bad slogan". I told them it wasn't a slogan. It was an answer. It was an answer to the constant question "what can we do to actually lower crime and make our neighborhood's safer?"

Anyway. Here we are.

Jay Perk @johnathanperk.bsky.social · 19h

Should’ve defunded the police like we instructed smh

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Vicky ACAB @vickyacab.bsky.social · 18h

I mean maybe everyone just repeatedly taking short term memory loss, brain fog and other blows to their brains, nervous and circulatory systems over the last five years helped create the conditions for the fascist total unreality

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TRT 🇺🇦🇵🇸 @trt.bsky.social · 19h

Yeah he’s on deaths door

Reuters @reuters.com · 19h

Trump, 79, has "cardiac age" of 65-year-old, doctor says reut.rs/4mZNZbu

Trump, 79, has "cardiac age" of 65-year-old, doctor says

Donald Trump was found to be in "exceptional health" in a medical evaluation, the U.S. president's doctor said in a memo released by the White House on Friday, with his "cardiac age" 14 years younger than in "chronological age."

reut.rs

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Coach Finstock @coachfinstock.bsky.social · 17h

Making a period piece is Ralph ineson in it yes you're good no cast him

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Nathan Kalman-Lamb @nkalamb.bsky.social · 1d

is this what people on the right side of history say

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Greg Sargent @gregsargent.bsky.social · 19h

This really captures the nexus of cruelty and corruption at the core of MAGA:

Gillian Brockell @gbrockell.bsky.social · 1d

NEW: The private jet that flew 10 shackled migrants to an Eswatini prison last weekend is owned by Israeli-American billionaires with close ties to Trump.

It’s oligarchs all the way down.

My first for @zeteo.com:

zeteo.com/p/this-famil...

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Matthew Terrill @matthewterrill.bsky.social · 21h

There’s a lady in our neighborhood that I see weekly but have never met. She wears a lot of tracksuits & faded ball caps, & most importantly, she walks like the hip hop dance teacher from Bob’s Burgers. Our name for her is Hip Hop Lady, & she is absolutely one of my favorite people on earth.

a cartoon of a man dancing with the words that 's hip hop above him

ALT: a cartoon of a man dancing with the words that 's hip hop above him

media.tenor.com

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Micah @rincewind.run · 19h

the list of things that needs to be done to repair this country is extensive but high up on it is breaking the power of the tech lords

they are convinced they are untouchable feudal barons whose money allows them to dictate everyone else's life and they must be disabused of that notion

Mike Masnick @mmasnick.bsky.social · 20h

Being a billionaire must really fuck with your mind. www.nytimes.com/2025/10/10/u...

Marc Benioff Says Trump Should Send Guard Troops to San Francisco

www.nytimes.com

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Gwen Snyder is undead @gwensnyder.bsky.social · 21h

New Orwellianism just dropped

Prem Thakker ツ @premthakker.bsky.social · 22h

Huh: TikTok took down my 8-second video featuring this image of Debbie Brockman — the news producer just detained by Trump’s CBP agents — saying it violates the “joy of TikTok”

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Nikkolas Smith @4nikkolas.bsky.social · 1d

after millions of views and shares of my Portland Frog art. (thank you all🙏🏾) I got requests to highlight priests, and chickens, and Chicagoans, and T-Rexes, and more… all of us who refuse to bend the knee. so this is for US.
𝚂𝚝𝚊𝚗𝚍 𝚃𝚊𝚕𝚕.
𝚆𝚎 𝚆𝚒𝚕𝚕 𝚆𝚒𝚗.

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Lynnae Terrill @lynnae.bsky.social · 19h

lol lmao

Prem Thakker ツ @premthakker.bsky.social · 1d

Update: Bari Weiss’s first pitch at CBS — a roundtable with Antony Blinken, Mike Pompeo, and Hillary Clinton that ended up being a virtual interview with Clinton & Condoleezza Rice — has about 150 viewers on YouTube.

Added with the 24/7 CBS stream, it’s just over 1200 viewers.

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Emily J. Edwards (but witchy) @msemilyedwards.bsky.social · 22h

every time you post a photo of some new soulless ghoul billionaire into my feed i just wonder why they’re all so UGLY

every single one of ‘em! not a single
one of them even pretty enough to be in a basic cable Christmas movie as the barista in the background of the meet cute in Act 1!!!

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Lynnae Terrill @lynnae.bsky.social · 19h

I think any savvy pol would understand why she would say this, but it’s still disappointing.

Senate Gabe @senategabe.bsky.social · 22h

Oh look at that looks like he won the prize anyway.

This recognition of the struggle of all Venezuelans is a boost to conclude our task: to conquer Freedom.

We are on the threshold of victory and today, more than ever, we count on President Trump, the people of the United States, the peoples of Latin America, and the democratic nations of the world as our principal allies to achieve Freedom and democracy.

I dedicate this prize to the suffering people of Venezuela and to President Trump for his decisive support of our cause!

Reposted by Lynnae Terrill

The New Republic @newrepublic.com · 23h

His slip of the tongue reveals who’s really in charge. trib.al/mIvP0yE

“Illinois governor says we’re provoking actions that are unlawful,” Miller said on CNN. “If I put federal law enforcement and National Guard into a nice sleepy Southern town, is anyone gonna riot?”

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Barred and Boujee aka Madiba Dennie @audrelawdamercy.bsky.social · 22h

aaand we are officially in the hide-your-neighbors stage

Sophie Sherry @sophiesherry.bsky.social · 1d

During a military-style raid on a building in Chicago’s South Shore, one resident heard a knock on his door.   It wasn’t the feds — it was a mom and her 7-year-old daughter, pleading for help.

He let them hide in his unit for the next 3 days.

chicago.suntimes.com/immigration/...

Neighbor shielded 7-year-old during South Shore federal raid: ‘I didn’t want them to take her’

During the Sept. 30 raid one tenant protected a terrified girl and her mom. Remnants at the complex, including a detailed map of all the units, offer clues to what authorities may have known before th...

chicago.suntimes.com

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Chris Kluwe @chriswarcraft.bsky.social · 22h

Everyone, I’m just <sniffs> I’m just so proud of us all.

We finally did it.

LibsOfTikTok finally targeted me.

<single tear rolls down cheek>

I’ve been waiting for this moment for so long <unfolds acceptance speech> and first I want to thank everyone who made it possible: Harambe, Kony2012, my fa

A post from failed real estate agent and local ghoul Chaya Raichik aka LibsOfTikTok targeting me. Text of the post reads:

“Leftist CA State Assembly candidate Chris Kluwe, who promotes the harassment of ICE online, was ARRESTED at a Huntington Beach City Council meeting earlier this year.

Chris was protesting a proposed library plaque that featured a phrase similar to ‘Make America Great Again’

Chris called MAGA a ‘Nazi movement’ before leaving the podium and approaching the council member, where he was grabbed by police and carried out.

This unhinged lunatic wants to be an elected official…”

Thanks for the free advertising, Chaya!

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Reality Winner @reazlepuff.bsky.social · 22h

What a time to have access to top secret documents and Epstein files

The Washington Post @washingtonpost.com · 3d

Breaking news: Nearly a quarter of FBI agents across the country are currently reassigned to immigration enforcement.

The large number of reassignments reflect a vast reshaping of the agency and could put other priorities at risk.

A quarter of FBI agents are assigned to immigration enforcement, per FBI data

Nearly a quarter of FBI agents are currently reassigned to immigration enforcement, with the number climbing above 40 percent in the bureau’s largest field offices.

wapo.st

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Lindsay Beyerstein @beyerstein.bsky.social · 1d

Of all the clerics they could have popped, those ICE idiots had to hit Hot Priest.

Presbyterian minister David Black on CNN, who was shot with pepper balls while praying outside an ICE facility.

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