Simon Treanor
@simonjtreanor.bsky.social
190 followers 360 following 560 posts
idiot
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ewacat.bsky.social
you know how i am easily amused right? well this has broken me
lukeplunkett.com
kids teacher just sent this home as part of an assignment he's doing and i want to smash every computer at the school
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dankackroyd.bsky.social
Been doing this for years and not a single headline
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danielsohege.bsky.social
Some changes to immigration rules today, not just increasing English language requirements, mean migrants looking to live and work in UK will have to meet far far higher standards than British nationals, while paying vast sums to be allowed to do so. That isn't a system based on "fairness". 1/
simonjtreanor.bsky.social
vielleicht eine Flügelung?
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cwashington.bsky.social
I'm enjoying Andy Ngo pretending that inflatable animal costumes are terrifying.
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ewacat.bsky.social
losing my mind at that shark
50501movement.bsky.social
The Portland Frog army has now infiltrated Tulsa, OK and they’ve made an unlikely alliance with the T-Rex infantry and Sharks on Hoverboards mercenary forces.

This is truly terrifying.
Reposted by Simon Treanor
mobute.bsky.social
As Democrats contemplate a 2026 or 2028 run and wonder what message will most motivate voters, they need to understand that the minimum opening bid is vengeance.
Justice for All - Truthdig
To restore the rule of law, Democrats must enforce the constitution with brass knuckles like there’s nothing to lose. Because there isn’t.
www.truthdig.com
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davidrvetter.bsky.social
The attack on Portland was supposed to make the place look like a lawless hellhole. Instead, the authorities have succeeded in making it look like the most fun city in the world.
Reposted by Simon Treanor
guntoucher.bsky.social
SaltReminder™: hey Dave! it looks like you're preparing a recipe, would you like to add some salt?

ME: that's a good idea, thanks SaltReminder™!

SaltReminder™: no problem!
simonjtreanor.bsky.social
It’s not a cheese but a residue
politicanimal.bsky.social
Insanely happy to find that my local M&S in south east London has started stocking the best thing to come out of West Yorkshire since the Brontë sisters.
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juniorhoncho.bsky.social
pilgrim guy finishes reading a big book, leans way back in his chair and loosens the belt on his hat
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slurmsmackenzie.bsky.social
GenAI truly was the worst technology to come along at this moment.

An energy and water guzzler when we most urgently need to take climate action.

A disinformation machine as our journalism fails.

A bias machine as fascism takes root.

A job killer in a cost of living crisis.
thevoidencore.bsky.social
The "cognitive decline and brain damage from repeat COVID infections" and "easy to use robot that makes slop and melts your critical thinking skills" is a hell of a combo in a post-fact media ecosystem
simonjtreanor.bsky.social
This is triggering my trypophobia
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simonjtreanor.bsky.social
...desperate, pathetic, irredeemable, unlikable, embarrassing, stupid, ugly... - these aren't even genres!
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grantbrisbee.bsky.social
These are my favorite kinds of AI search results. I'd like to think that one percent of Lake Erie vanishes with each return like this.
A fake screenshot of someone querying "the name of a local business (I just want to see their hours)" on Google. The AI overview responds with:

Oh, shit. Don't panic. We'll get through this. Here is what your mysterious query might actually mean.  

• Local businesses tend to have names: This helps people distinguish different businesses from each other. For example, Target can't be also called "Home Depot" because that would create confusion.

• Businesses that are local take less time to reach than businesses far away: If choosing between two businesses, keep in mind that if one of them is in a different state or country, it will take you longer to get there.
Reposted by Simon Treanor
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
Reposted by Simon Treanor
jessehawken.bsky.social
It rocks that these people won, are in control, got what they supposedly wanted, and are still just as bitter as ever about everything, winning or losing makes no difference to filling the gaping holes in their souls
acyn.bsky.social
Kid Rock: Do you know what is stupid… these chicks running around on campuses with blue hair, five nose rings.
simonjtreanor.bsky.social
“Avalanche science killed my father!”
“Really?”
“Well, they hurt him pretty bad”

Enjoyed this, as always. Not familiar with Mike Francessa but still - turns radio down - enjoy the impressions
Reposted by Simon Treanor
djangowexler.bsky.social
My boss: so how's our fourth quarter looking?

Me, the sales manager at the company that makes inflatable frog suits: well, you're never going to believe this, but