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Reposted by Ian Carrillo

Ian Carrillo @iansociologo.bsky.social · 3h

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Ian Carrillo @iansociologo.bsky.social · 3h

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Ian Carrillo @iansociologo.bsky.social · 3h

bsky.app/profile/just...

Justin Hendrix @justinhendrix.bsky.social · 4h

"Sceptics are privately - and some now publicly - asking whether the rapid rise in the value of AI tech companies may be, at least in part, the result of what they call 'financial engineering'. In other words - there are fears these companies are overvalued."

A tangled web of deals stokes AI bubble fears in Silicon Valley

Some are worried that the rapid rise in the value of AI tech companies may be a bubble waiting to burst.

www.bbc.com

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Reposted by Ian Carrillo

Brett "Solidarity 2025" Banditelli @banditelli.org · 4h

Our enemies are cowards, and we are going to defeat them.

Kombiz Lavasany @kombiz.bsky.social · 4h

Mom's 4 Liberty finally realizes they are on the losing end of a 75-25 issue seeing @rweingarten.bsky.social celebrating banned books and just decide to go with, no, no, the liberals are the book banners.

moms 4 liberty tweet attacking "the left" for being the real book banners because Randi Weingarten is celebrating banned book week.

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Reposted by Ian Carrillo

Ian Carrillo @iansociologo.bsky.social · 7h

Thinking about how The Big Short depicted the finance bros that drove the 2008 crash, and how whatever movie about the AI bubble will be all about various strands of tech creeps.

NightMar on Hicks Street, Part 4: The Rabbit’s Revenge @histoftech.bsky.social · 2d

“Concerns over an AI bubble bursting have grown lately, with analysts recently finding that it’s 17 times the size of the dotcom-era bubble and four times bigger than the 2008 financial crisis.”

Hang onto your butts. This “correction” is gonna hurt.
futurism.com/artificial-i...

Bank of England Warns of Impending AI Disaster

The Bank of England has sounded the alarm, warning of an intensifying risk of a "sudden correction" due to an AI spending frenzy.

futurism.com

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Reposted by Ian Carrillo

Ian Carrillo @iansociologo.bsky.social · 6h

Just saw someone sincerely say that "everyone uses AI" in research, and that is just not a true statement.

Ian Carrillo @iansociologo.bsky.social · May 17

About 30% of researchers have used AI to write or edit their paper, and a majority who have done so did not disclose it.

www.nature.com/articles/d41...

A chart showing percentage of ppl who use AI to edit, translate, make summaries, and write first draft

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Reposted by Ian Carrillo

Ian Carrillo @iansociologo.bsky.social · 6h

youtu.be/0ue-YP-wvsY?...

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Ian Carrillo @iansociologo.bsky.social · 6h

Just saw someone sincerely say that "everyone uses AI" in research, and that is just not a true statement.

Ian Carrillo @iansociologo.bsky.social · May 17

About 30% of researchers have used AI to write or edit their paper, and a majority who have done so did not disclose it.

www.nature.com/articles/d41...

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Ian Carrillo @iansociologo.bsky.social · 6h

youtu.be/0ue-YP-wvsY?...

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Reposted by Ian Carrillo

Cheryl Lynn Eaton @cheryllynneaton.bsky.social · 13h

The message must be "No bailouts for billionaires." AI is not too big to fail. And should it fail, the richest men in the world should be held accountable and take responsibility for their failures.

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Reposted by Ian Carrillo

Cheryl Lynn Eaton @cheryllynneaton.bsky.social · 13h

I think the Democrats need to start making the likely AI crash an issue right now. It has everything they need, and unlike the "boys in girls' sports" issue, it is actually rooted in reality.

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Ian Carrillo @iansociologo.bsky.social · 7h

Thinking about how The Big Short depicted the finance bros that drove the 2008 crash, and how whatever movie about the AI bubble will be all about various strands of tech creeps.

NightMar on Hicks Street, Part 4: The Rabbit’s Revenge @histoftech.bsky.social · 2d

“Concerns over an AI bubble bursting have grown lately, with analysts recently finding that it’s 17 times the size of the dotcom-era bubble and four times bigger than the 2008 financial crisis.”

Hang onto your butts. This “correction” is gonna hurt.
futurism.com/artificial-i...

Bank of England Warns of Impending AI Disaster

The Bank of England has sounded the alarm, warning of an intensifying risk of a "sudden correction" due to an AI spending frenzy.

futurism.com

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Ian Carrillo @iansociologo.bsky.social · 7h

bsky.app/profile/hist...

NightMar on Hicks Street, Part 4: The Rabbit’s Revenge @histoftech.bsky.social · 2d

“Concerns over an AI bubble bursting have grown lately, with analysts recently finding that it’s 17 times the size of the dotcom-era bubble and four times bigger than the 2008 financial crisis.”

Hang onto your butts. This “correction” is gonna hurt.
futurism.com/artificial-i...

Bank of England Warns of Impending AI Disaster

The Bank of England has sounded the alarm, warning of an intensifying risk of a "sudden correction" due to an AI spending frenzy.

futurism.com

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Ian Carrillo @iansociologo.bsky.social · 7h

bsky.app/profile/mark...

Mark Lemley @marklemley.bsky.social · 7h

And this:
92% of the growth in the entire country this year has been data centers. And some of that is "circular deals" that dont involve actual money

fortune.com/2025/10/07/d...

Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says | Fortune

Is a U.S. without data centers a country without GDP growth?

fortune.com

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Ian Carrillo @iansociologo.bsky.social · 8h

Abstract
Large language models (LLMs) are increasingly being introduced
in workplace settings, with the goals of improving efficiency and
fairness. However, concerns have arisen regarding these models’
potential to reflect or exacerbate social biases and stereotypes. This
study explores the potential impact of LLMs on hiring practices.
To do so, we conduct an AI audit of race and gender biases in one
commonly-used LLM, OpenAI’s GPT-3.5, taking inspiration from
the history of traditional offline resume audits. We conduct two
studies using names with varied race and gender connotations:
resume assessment (Study 1) and resume generation (Study 2). In
Study 1, we ask GPT to score resumes with 32 different names (4
names for each combination of the 2 gender and 4 racial groups)
and two anonymous options across 10 occupations and 3 evalua-
tion tasks (overall rating, willingness to interview, and hireability).
We find that the model reflects some biases based on stereotypes.
In Study 2, we prompt GPT to create resumes (10 for each name)
for fictitious job candidates. When generating resumes, GPT re-
veals underlying biases; women’s resumes had occupations with
less experience, while Asian and Hispanic resumes had immigrant
markers, such as non-native English and non-U.S. education and
work experiences. Our findings contribute to a growing body of
literature on LLM biases, particularly in workplace contexts.

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Ian Carrillo @iansociologo.bsky.social · 8h

They want to intensify the bigotry in chatgpt.

dl.acm.org/doi/10.1145/...

The Silicon Ceiling: Auditing GPT’s Race and Gender Biases in Hiring

Lena Armstrong
University of Pennsylvania
United States of America
lena318@sas.upenn.edu
Abbey Liu
Temple University
United States of America
abigail.liu@temple.edu
Stephen MacNeil
Temple University
United States of America
stephen.macneil@temple.edu
Danaë Metaxa
University of Pennsylvania
United States of America
metaxa@seas.upenn.edu

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Reposted by Ian Carrillo

David Berri @wagesofwins.bsky.social · 9h

I suspect the Venn Diagram of men who do not care that AI doesn't generate a profit and the men who insist the WNBA isn't profitable (and think that matters if it was true) is a damn circle.

Matthew Terrill @matthewterrill.bsky.social · 10h

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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Reposted by Ian Carrillo

Ian Carrillo @iansociologo.bsky.social · 13h

A DHS camera man calmly films this kavanaugh stop.

Eventually the public will see some (though not all) of this recorded footage, and it will reveal human rights violations beyond what we thought we knew.

The Tennessee Holler @thetnholler.bsky.social · 13h

“YOU hit HER.”

CHICAGO - Trump’s ICE goons ram into a passing car after snatching someone, then brutally drag the female driver of the car they hit out of her car with guns drawn and arrest her too. (Her brother says she’s a citizen)

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Ian Carrillo @iansociologo.bsky.social · 10h

bsky.app/profile/ians...

Ian Carrillo @iansociologo.bsky.social · 15d

"AI infrastructure spending will require $2 TRILLION in annual AI revenue by 2030."

"Morgan Stanley estimates that last year there was around $45 billion of revenue for AI products."

That's quite the gap to overcome.

This week, consultants at Bain & Co. estimated the wave of AI infrastructure spending will require $2 trillion in annual AI revenue by 2030. By comparison, that is more than the combined 2024 revenue of Amazon, Apple, Alphabet, Microsoft, Meta and Nvidia, and more than five times the size of the entire global subscription software market.

Morgan Stanley estimates that last year there was around $45 billion of revenue for AI products. The sector makes money from a combination of subscription fees for chatbots such as ChatGPT and money paid to use these companies’ data centers.

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Reposted by Ian Carrillo

Ian Carrillo @iansociologo.bsky.social · 14h

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 AI 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?

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Reposted by Ian Carrillo

Ian Carrillo @iansociologo.bsky.social · 14h

Everyday now there is new information detailing just how economically unviable AI is. Data centers will be the new abandoned Walmarts, but on an even larger scale.

futurism.com/future-socie...

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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Larry Glickman @larryglickman.bsky.social · 1d

4) I find the "uniformity of thought" critique simplistic. How does this operate in engineering, the natural sciences, computer science, and business, the fields which most students study? I don't think it is a fair critique of how the humanities and social sciences operate either./4

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Larry Glickman @larryglickman.bsky.social · 1d

Most of this laundry list of "overwhelming evidence" is tendentious. Let's go through them.
1) A big driver of high costs at public universities has been a decrease in state appropriations. Many public schools have been forced to act on a public/private model as a result..../1

The evidence is overwhelming: outrageous costs and prolonged indebtedness for students; poor outcomes, with too many students left unable to find meaningful work after graduating; some talented domestic students and scholars have been crowded out of enrollment and employment opportunities by international students; and a high degree of uniformity of thought among faculty members and administrators, which can result in a hostile environment for students with different ideas.

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Ian Carrillo @iansociologo.bsky.social · 13h

A DHS camera man calmly films this kavanaugh stop.

Eventually the public will see some (though not all) of this recorded footage, and it will reveal human rights violations beyond what we thought we knew.

The Tennessee Holler @thetnholler.bsky.social · 13h

“YOU hit HER.”

CHICAGO - Trump’s ICE goons ram into a passing car after snatching someone, then brutally drag the female driver of the car they hit out of her car with guns drawn and arrest her too. (Her brother says she’s a citizen)

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Reposted by Ian Carrillo

Comfortably Numb @numb.comfortab.ly · 15h

They're literally installing Racism Dial bsky.app/profile/numb...

Comfortably Numb @numb.comfortab.ly · Jan 15

vox populi

Altman: thanks a lot for these! some common requests:

AGI (a little patience please)
GPT-5
better voice mode
higher rate limits
better GPTs
better reasoning
control over degree of wokeness/behavior
video
personalization
better browsing
'sign in with openai
open source

Quoting:
what would you like openai to build/fix in 2024?

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