Courtney (not from FL anymore)
@courtneykey.bsky.social
1.4K followers 570 following 1.5K posts
Remember that time I got run out of FL? Don’t worry I guess nobody else does either. Believe Women✌️ Community takes work. Psycho, but the linguistics kind 🤷🏻‍♀️ Hipster Geek. #UCF #FSU M.S. MHC | Ed.S Human Systems #Resist #GrowWithMe
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courtneykey.bsky.social
Momentum is so tricky huh?

#TeslaTakedown
Reposted by Courtney (not from FL anymore)
Reposted by Courtney (not from FL anymore)
luckytran.com
So now the Administration are saying that the mass firing of CDC scientists, including many responsible for preventing outbreaks, was an “error” and many will be brought back.

Whether by intention or incompetence, dismantling public health will kill people.
Reposted by Courtney (not from FL anymore)
jamellebouie.net
vought's view is that the president is an elected dictator and lo and behold he is seizing outright the power of the purse
kjephd.bsky.social
Unconstitutionally taking money that the law says must be spent on one purpose & using it for something else—when it's to establish personalist control over the FUCKING MILITARY—is about as dangerous a constitutional crisis/failure as you can imagine

Via: www.nbcnews.com/politics/tru...
The Office of Management and Budget sent a notification to Congress about their intent to use research and development funds to pay members of the military, two sources with direct knowledge tell NBC News.

A spokesperson for the OMB confirmed to NBC News that it plans to use the research and development funds and that there are two years' worth of funds available within the Department of Defense.
Reposted by Courtney (not from FL anymore)
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 Courtney (not from FL anymore)
teslatakedown.com
Activists in Seattle were there last night to make sure happy Mariners fans kept the good vibes flowing by joining the T-Mobile boycott! @stopmoneypipeline.bsky.social @cwaunion.bsky.social #BoycottTmobile #teslatakedown #MuskMustFall
Massive projection on a brick wall outside T-Mobile Park in Seattle that reads

T(rump) Mobile is funding Elon Musk tmobileboycott.org Massive projection on a brick wall outside T-Mobile Park in Seattle that reads

T(rump) Mobile lobbied to kill Medicaid and snap tmobileboycott.org Massive projection on a brick wall outside T-Mobile Park in Seattle that reads

T(rump) Mobile is busting union organizing tmobileboycott.org
Reposted by Courtney (not from FL anymore)
youranonjd.bsky.social
Stand Tall.
We Will Win.

(🎨 Nikkolas Smith) @4nikkolas.bsky.social
Reposted by Courtney (not from FL anymore)
tallyhoez.bsky.social
It's starting..

This is an AI generated video. She's holding the mic with her third arm. It's being shared around as fact. Extremely dangerous shit
Reposted by Courtney (not from FL anymore)
reichlinmelnick.bsky.social
Presented without comment, the current scene outside Union Station in DC as I got off the train.
Reposted by Courtney (not from FL anymore)
Reposted by Courtney (not from FL anymore)
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
Reposted by Courtney (not from FL anymore)
thetnholler.bsky.social
-$33 BILLION in military aid over 2 years
-$45 MILLION every day
-$144/month per every 🇮🇱 citizen from 🇺🇸

As 🇮🇱 has free health care, free college, subsidized child care… and we do not.

Study: costsofwar.watson.brown.edu/paper/AidToI...
Reposted by Courtney (not from FL anymore)
tjdfotographist.bsky.social
If I were a DC reporter, I’d consider maybe pressing Johnson on how he reconciles these two statements.
@atrupar.com

Mike Johnson: "We're so angry about it. I mean, l'm a very patient guy, but l've had it with these people. The theory we have right now -- they have a hate America rally that's scheduled for October 18 on the National Mall. It's the pro-Hamas wing and antifa people ..." @atrupar.com

Mike Johnson: "People have got to stop framing simple policy disagreements in terms of existential threats to our democracy. You can't call the other side fascists and enemies of the state and not understand that there are some deranged people in our society who will take that as cues to act."
Reposted by Courtney (not from FL anymore)
edzitron.com
Reporters just got back from OpenAI's Stargate Abilene data center project, yet don't seem to have checked if there's enough power. From my research and sources' info, they have 200MW of the 1.7GW they need, and construction *only just started* on a 1GW substation
www.wheresyoured.at/the-ai-bubbl...
We’re in a bubble. Everybody says we’re in a bubble. You can’t say we’re not in a bubble anymore without sounding insane, because everybody is now talking about how OpenAI has promised everybody $1 trillion — something you could have read about two weeks ago on my premium newsletter.

Yet we live in a chaotic, insane world, where we can watch the news and hear hand-wringing over the fact that we’re in a bubble, read article after CEO after article after CEO after analyst after investor saying we’re in a bubble, yet the market continues to rip ever-upward on increasingly more-insane ideas, in part thanks to analysts that continue to ignore the very signs that they’re relied upon to read.

AMD and OpenAI signed a very strange deal where AMD will give OpenAI the chance to buy 160 million shares at a cent a piece, in tranches of indeterminate size, for every gigawatt of data centers OpenAI builds using AMD’s chips, adding that OpenAI has agreed to buy “six gigawatts of GPUs.”

This is a peculiar way to measure GPUs, which are traditionally measured in the price of each GPU, but nevertheless, these chips are going to be a mixture of AMD’s mi450 instinct GPUs — which we don’t know the specs of! — and its current generation mi350 GPUs, making the actual scale of these purchases a little difficult to grasp, though the Wall Street Journal says it would “result in tens of billions of dollars in new revenue” for AMD.

This AMD deal is weird, but one that’s rigged in favour of Lisa Su and AMD. OpenAI doesn’t get a dollar at any point - it has work out how to buy those GPUs and figure out how to build six further gigawatts of data centers on top of the 10GW of data centers it promised to build for NVIDIA and the seven-to-ten gigawatts that are allegedly being built for Stargate, bringing it to a total of somewhere between 23 and 26 gigawatts of data center capacity.

Hell, while we’re on the subject, has anyone thought about how difficult and expensive it is to build a data cent… Nevertheless, everybody is happily publishing stories about how Stargate Abilene Texas — OpenAI’s massive data center with Oracle — is “open,” by which they mean two buildings, and I’m not even confident both of them are providing compute to OpenAI yet. There are six more of them that need to get built for this thing to start rocking at 1.2GW — even though it’s only 1.1GW according to my sources in Abilene.

But, hey, sorry — one minute — while we’re on that subject, did anybody visiting Abilene in the last week or so ever ask whether they’ll have enough power there? 

Don’t worry, you don’t need to look. I’m sure you were just about to, but I did the hard work for you and read up on it, and it turns out that Stargate Abilene only has 200MW of power — a 200MW substation that, according to my sources, has only been built within the last couple of months, with 350MWs of gas turbine generators that connect to a natural gas power plant that might get built by the end of the year.

Said turbine is extremely expensive, featuring volatile pricing (for context, natural gas price volatility fell in Q2 2025…to 69% annualized) and even more volatile environmental consequences, and is, while permitted for it (this will download the PDF of the permit), impractical and expensive to use long-term. 

Analyst James van Geelen, founder of Citrini Research recently said on Bloomberg’s Odd Lots podcast that these are “not the really good natural gas turbines” because the really good ones would take seven years to deliver due to a natural gas turbine shortage.

But they’re going to have to do. According to sources in Abilene, developer Lancium has only recently broken ground on the 1GW substation and five transformers OpenAI’s going to need to build out there, and based on my conversations with numerous analysts and researchers, it does not appear that Stargate Abilene will have sufficient power before the year 2027. 

Then there’s the question of whether 1GW of power actually gets you …
Reposted by Courtney (not from FL anymore)
briantylercohen.bsky.social
So Trump gave Argentina a $20 billion bailout and is now building a Qatari military facility in Idaho.

While Americans can’t afford groceries.
atrupar.com
Hegseth: "I'm also proud that today we're signing a letter of acceptance to build a Qatari Emeri air force facility at the Mountain Home Airbase in Idaho."
Reposted by Courtney (not from FL anymore)
prisonculture.bsky.social
They are not planning "a violent crackdown" on 10.18. What they are doing is sending a signal to their shock troops to try to cause havoc. But those shock troops will be vastly outnumbered. Go out and protest freely. Do not be cowed.
courtneykey.bsky.social
None of his companies follow the rules. Shocker.
#MuskMustFall
Reposted by Courtney (not from FL anymore)
volts.wtf
All I want in life is to persuade everyone, when encountering politics & culture, to ask, "why are we talking about this?" I mean that very literally: anything you encounter on your screens reflects a choice. Someone covered that, talked about that, rather than the many other things out there. Why?
Reposted by Courtney (not from FL anymore)
nicholasgrossman.bsky.social
The widespread media decision to frame international affairs as "will Donnie get the prize he wants?" is pathetic.

He's not the protagonist of human events. And to the extent he's a significant character in world affairs, whether or not he gets a prize is one of the least important things about it.
Reposted by Courtney (not from FL anymore)
Reposted by Courtney (not from FL anymore)
davelevitan.bsky.social
This morning there is one Nobel Peace Prize winner, 8.1 billion or so people who did not win the Nobel Peace Prize, and one Nobel Peace Prize loser.
Reposted by Courtney (not from FL anymore)
Reposted by Courtney (not from FL anymore)
ronfilipkowski.bsky.social
Republicans in Congress strangely silent on the Argentina bailout to benefit Bessent’s friends.

It also helps you to avoid talking about it when you are never asked about it.
Reposted by Courtney (not from FL anymore)
kylegriffin1.bsky.social
New statement from AG James:

"This is nothing more than a continuation of the president's desperate weaponization of our justice system.

"I am not fearful — I am fearless."