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melissa @melissaks.bsky.social · 12h

Flowers in the attic

A spooky photo of my house. It’s a craftsman bungalow at night. It’s dark and there are clouds. Pumpkins line the front stoop and the screened porch is aglow with lights. There’s a light on in the attic…

A closer shot of my house.A demonic looking young girl peers down from the attic window

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melissa @melissaks.bsky.social · 15h

*somebody

melissa @melissaks.bsky.social · 15h

Sometimes be once told me I looked like Diane Keaton, which is like one of the best compliments you could ever pay me (also I fucking wish)

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melissa @melissaks.bsky.social · 15h

My husband told me and I screamed “WHAT” and ran for my phone. It makes no sense???

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Tom & Lorenzo @tomandlorenzo.bsky.social · 16h

Gene Hackman, Robert Redford and Diane Keaton all going in the same year. Absolute titans of '70s cinema

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Alexandra Heller-Nicholas @horrornonna.com · 16h

HOW THE FUCK IS DIANE KEATON DEAD BUT THAT OLD BITCH WOODY ALLEN STILL ALIVE???

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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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melissa @melissaks.bsky.social · 19h

I too would erect a monument to red wine

A monument grave marker for Simone named redwine. There are green trees behind it, the sky is clear and very blue, and the moon is visible

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Microplastics Spookmelier @leastactionhero.bsky.social · 21h

ok "the stephen miller door" is a solid bit

3 panels of Ted Lieu and Sarah McBride walking around the capitol. They look in a little door near the speakers office for Stephen Miller. He is not there.

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melissa @melissaks.bsky.social · 20h

Greetings from Kenny Rogers’ final resting place

Kenny Rogers’ grave at Oakland Cemetery in Atlanta. It’s a black marble grave surrounded by six black marble columns supporting a circular top that has his name engraved in white and a message about the circle being unbroken

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melissa @melissaks.bsky.social · 1d

There 👏🏼 are 👏🏼 no 👏🏼 good 👏🏼 billionaires 👏🏼

Heather Knight @heatherknightsf.bsky.social · 1d

For years, San Franciscans considered him the rare big-hearted billionaire. But days before his Dreamforce conference begins, Salesforce CEO Marc Benioff said he would support President Trump sending the National Guard to SF and that Trump is doing “a great job.”

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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melissa @melissaks.bsky.social · 1d

Had gnudi for the first time tonight and friends? It’s great

melissa @melissaks.bsky.social · 1d

Perfect day in the ATL

The midtown Atlanta skyline as seen looking across a pond in Piedmont Park. The sky is cloudless and bright blue.

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melissa @melissaks.bsky.social · 1d

*I will not make comments about people’s looks. I will not make comments about people’s looks. I will not

CNN @cnn.com · 1d

Breaking News
Trump's handpicked US attorney Lindsey Halligan didn't coordinate with DOJ on NY AG Letitia James' indictment, sources say.
https://cnn.it/46WoSjD

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Wajahat Ali @wajali.bsky.social · 2d

With receipts!

www.theguardian.com/stage/2025/o...

‘Amoral, evil’: vitriolic backlash builds against comics who played Riyadh festival

Murder by bone-saw, lashings for rape victims, punishment amputation, jail for satirists … these are the Saudi human rights abuses fuelling the fury being directed at the likes of Louis CK, Dave Chapp...

www.theguardian.com

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Reuters @reuters.com · 2d

'When authoritarians seize power, it is crucial to recognize courageous defenders of freedom who rise and resist,' the Norwegian Nobel Committee said as it announced Maria Corina Machado as the winner of the 2025 Nobel Peace Prize

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melissa @melissaks.bsky.social · 2d

Pardon me, “Winsome Earle-Sears”?? Imma gonna discriminate against her based on that name alone

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melissa @melissaks.bsky.social · 2d

Damn fine forecast, Atlanta

10-day weather forecast for Atlanta and it’s nothing but sunshine, highs in the 70s, lows in the 50s as far as the eye can see

melissa @melissaks.bsky.social · 2d

Is this some sort of banana-flavored circus peanut thing??

The same photo of candy with a blue circle drawn around some light yellow vaguely banana-shaped candies in the middle row

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Drop Site @dropsitenews.com · 2d

Israeli tanks fired directly at civilians on Al-Rashid Street on Thursday as they were trying to return to northern Gaza.

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Doc Revan @docrevan.bsky.social · 2d

It takes 67 Senators to impeach a SCOTUS justice but only 51 with sufficient will to add 6 more justices

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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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Cooger & Dark’s Pandemonium Shadow Podcast @gonebabygone.bsky.social · 2d

The Amish are such a bottleneck of genetic disorders they have a special hospital for it

en.wikipedia.org/wiki/Clinic_...

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Raider @iwillnotbesilenced.bsky.social · 3d

A plainclothes officer sucker punches and violently arrests a man after he points out that another officer is deliberately stepping on a woman’s shoes while she is carrying her child.

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Sarah Weinman @sarahweinman.com · 2d

I *really* want more reporting on this because the book was pretty heavily vetted by lawyers in advance of publication….

Maris Kreizman @maris.bsky.social · 2d

This is so damn scary. The book claimed that Jeffrey Epstein was the one who introduced Donald and Melania. Now the CEO of Harper UK is out.

Jay Rayner @jayrayner1.bsky.social · 3d

In other news Charlie Redmayne, the long serving CEO of HC in the UK, resigned yesterday.

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