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Alguien: h-
Yo: bien bien estoy con mi perrito recién adoptado y lo amo y se porta bkn y es regalón y tierno y chistoso y un poco bruto pero igual cuidadoso lo amo mucho es tan barsa jajajaja mi chiquitito. Mira, mira una foto!!

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Dr. Ayla 🍉 @draylasays.bsky.social · 1d

This is what it’s like to be Palestinian: Israel threatening you with “severe consequences” if you express any joy at the homecoming of your loved ones from captivity in Israeli prisons, where they’ve been tortured for decades.

Al Jazeera English @aljazeera.com · 1d

While Israelis celebrated the return of captives from Gaza, Israel warned Palestinian families against holding celebrations over the return of prisoners – some who had been held for decades. Al Jazeera’s Nour Odeh explains.

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Nick Harkaway @nickharkaway.com · 2d

This is a) utterly terrifying and b) vital. Don’t turn away. The crisis is fixable because it is, ultimately, political. We know the chemistry. We decline the action necessary.

Gregory Norminton @gregorynorminton.bsky.social · 2d

The headline news that won't be headline news.

'A tragedy': World may have reached first climate 'tipping point' as coral reefs face collapse

Warm-water coral reefs - on which a billion people and a quarter of all marine life depend - are on the brink of collapse, according to a major new scientific study

www.businessgreen.com

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Kendra "Gloom is My Beat" Pierre-Louis @kendrawrites.com · 1d

With alt text

@gooseymaine on Twitter writing: can somebody explain to me why it's bad if immigrants take our jobs but it's good if AI does?

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Matthew Terrill @matthewterrill.bsky.social · 3d

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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Andres Meza @nbody6.bsky.social · 2d

Columna de Daniel Matamala: Cien mil parásitos

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Marcelo Higonet @marcelohigonet.bsky.social · 2d

Linda nota que ahonda en los brutales requerimientos de agua y energía de estos centros de datos, y revela algo más: el anuncio de OpenCoso puede resumirse en "ustedes armen todo que yo después les compro toda la capacidad de procesamiento que instalen."

Irina Sternik @irinasternik.bsky.social · 2d

🧊 OpenAI ¿llega a la Patagonia?

Lo que se presenta como una “inversión tecnológica histórica” puede transformarse en una zona de sacrificio digital.

La fecha del anuncio no es casual: 12 de octubre.

En newsletter LadoBNews de hoy propongo otras lecturas.

www.ladobnews.com.ar

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elDiario.es @eldiario.es · 2d

De la Alemania nazi a los Estados Unidos de Trump: por qué el autoritarismo quiere amas de casa

Los regímenes fascistas del siglo pasado promovían narrativas de felicidad doméstica, pero dependían del trabajo no remunerado de las mujeres. En la actualidad, en Estados Unidos, las influencers de l...

www.eldiario.es

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WholesomeMemes @wholesomememe.bsky.social · 3d

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Standplaats Kraków @standplaatskrk.pl · 5d

Witch Baby (@GoAskAvery) on twitter: "TL;DR stands for "The Lord; Da Rings""

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Culture Crave 🍿 @culturecrave.co · 5d

First trailer for 'Breaking Bad' creator Vince Gilligan’s upcoming sci-fi series ‘Pluribus'

It follows 'the most miserable person on Earth' who 'must save the world from happiness'

Releasing November 7 on Apple TV+

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Lucia @verbenalimon.bsky.social · 5d

Los perros nombran sus juguetes, mientras que los elefantes se nombran entre sí. El lenguaje animal es más complejo de lo que imaginamos. www.theguardian.com/commentisfre...

Dogs name toys while elephants name each other. Animal language is more complex than we imagine | Helen Pilcher

If we really want to grasp what animals are ‘saying’, we need to understand their communication on their terms, not ours, says science writer Helen Pilcher

www.theguardian.com

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emily moonlight @threnody.bsky.social · 5d

just watched a dozen people ask microsoft copilot experts their most pressing questions and those questions were 90% “how do i turn it off?” and “when i turn it off, is it really off or is it spying on me?”

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f e m i n a c h a @femichancha.bsky.social · 5d

Que liiiiindoooo! Se ve todo un caballero ❤️ y sí, mi perrita de 16 años murió en marzo y el depto no se sentía como hogar

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f e m i n a c h a @femichancha.bsky.social · 5d

Delicioso! Y cuático lo regalón, diosmío, me encanta!

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f e m i n a c h a @femichancha.bsky.social · 5d

Después de dos intentos fallidos de adopción, en esta casa vuelve a haber un conviviente cuadrúpedo 🥰 se llama Zeus, tiene aprox un año y medio, y es el más regalón del barrio

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D4mon @kurt.estoesdantesco.com · 6d

Hacer ilegal el robo de bicicletas va a matar la industria del robo de bicicletas

The Verge @theverge.com · May 26

Nick Clegg says asking artists for use permission would ‘kill’ the AI industry

Paul McCartne, Elton John and others signed an open letter.

buff.ly

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ExaltadaLocaModerna™ @exaltada.bsky.social · 6d

HACE AÑOS NOS TUVIMOS QUE BANCAR EL BOMBARDEO CON ANUNCIOS DONDE COMPARABAN DESCARGARTE UN TORRENT CON ROBAR UN COCHE O UNA CASA Y AHORA LOS TECH BROS DE LA IA DE LOS COJONES QUIEREN CARTA BLANCA PARA USAR TODO EL TRABAJO DE CHORRIMIL ARTISTAS PARA LUCRARSE ELLOS A CAMBIO DE NADA

The Verge @theverge.com · May 26

Nick Clegg says asking artists for use permission would ‘kill’ the AI industry

Paul McCartne, Elton John and others signed an open letter.

buff.ly

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