Justin Raden
@jraden.bsky.social
orca enthusiast / cat media theorist / contingent academic
Lolololololol (this is not investment advice)
OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates on.ft.com/4ij0yh8
OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates
A burning platform
on.ft.com
November 26, 2025 at 1:03 AM
Lolololololol (this is not investment advice)
Well, I’m convinced!
In the memo, “Nvidia also responds to claims that the ‘current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)’”
@barrons.com $NVDA
@firstadopter.bsky.social
www.barrons.com/articles/nvi...
@barrons.com $NVDA
@firstadopter.bsky.social
www.barrons.com/articles/nvi...
November 24, 2025 at 7:10 PM
Well, I’m convinced!
Reposted by Justin Raden
"aggressive accounting" is a fun euphemism
This feels like one of those stories you're going to look at a year from now and say to yourself, "Why didn't I move more of my portfolio into cash?" **
** (This post is for informational purposes only and should not be construed as financial or any other advice.)
🎁
www.wsj.com/tech/meta-ai...
** (This post is for informational purposes only and should not be construed as financial or any other advice.)
🎁
www.wsj.com/tech/meta-ai...
AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center
Favorable treatment off the balance sheet hinges on some convenient assumptions.
www.wsj.com
November 24, 2025 at 1:52 PM
"aggressive accounting" is a fun euphemism
Sentimental Value is fundamentally a film about Scandinavian knitwear
November 23, 2025 at 11:04 PM
Sentimental Value is fundamentally a film about Scandinavian knitwear
Reposted by Justin Raden
Holy f@$k!
“ChatGPT exhibits the highest level of anti-Black racism ever experimentally recorded.”
This whole video is jaw-dropping.
“ChatGPT exhibits the highest level of anti-Black racism ever experimentally recorded.”
This whole video is jaw-dropping.
I need everyone, esp anyone working in education or tech (but really everyone) to WATCH THIS CLIP of @drtanksley.bsky.social discussing the technologies infiltrating our schools & psyches and how she is addressing it with our young people. youtu.be/5mtcSL4S3HQ
Howard University AI Panel
YouTube video by Tiera Tanksley
youtu.be
November 22, 2025 at 2:49 PM
Holy f@$k!
“ChatGPT exhibits the highest level of anti-Black racism ever experimentally recorded.”
This whole video is jaw-dropping.
“ChatGPT exhibits the highest level of anti-Black racism ever experimentally recorded.”
This whole video is jaw-dropping.
Reposted by Justin Raden
"academic publishing is dominated by profit-oriented, multinational companies for whom scientific knowledge is a commodity to be sold back to the academic community who created it... The dominant four collectively generated... $12 billion in profits between 2019 and 2024."
November 18, 2025 at 6:48 AM
"academic publishing is dominated by profit-oriented, multinational companies for whom scientific knowledge is a commodity to be sold back to the academic community who created it... The dominant four collectively generated... $12 billion in profits between 2019 and 2024."
Reposted by Justin Raden
If Edinburgh Uni, with no operational deficit, gets to sack 1800 people, imagine what this will signal to more fiscally challenged Scottish universities?
MSPs need to realise that this is more than a local crisis – we need urgent public scrutiny of Edinburgh’s governance.
MSPs need to realise that this is more than a local crisis – we need urgent public scrutiny of Edinburgh’s governance.
November 17, 2025 at 1:02 PM
If Edinburgh Uni, with no operational deficit, gets to sack 1800 people, imagine what this will signal to more fiscally challenged Scottish universities?
MSPs need to realise that this is more than a local crisis – we need urgent public scrutiny of Edinburgh’s governance.
MSPs need to realise that this is more than a local crisis – we need urgent public scrutiny of Edinburgh’s governance.
Reposted by Justin Raden
Lots of university strikes happening at the moment (from the UCU union) over the funding crisis and cuts in the sector. Via StrikeMap:
November 17, 2025 at 12:13 PM
Lots of university strikes happening at the moment (from the UCU union) over the funding crisis and cuts in the sector. Via StrikeMap:
🫧💥
November 17, 2025 at 9:55 AM
🫧💥
“indefinitely” 🫠
Some great charts on #AI from the Wall Street Journal. t.ly/xvvbw "AI products would have to create an additional $650 billion a year, indefinitely, to give investors a reasonable 10% annual return. That’s more than 150% of Apple’s yearly revenue"
November 16, 2025 at 9:56 PM
“indefinitely” 🫠
Reposted by Justin Raden
Message to all faculty: your expertise is no longer trusted or valued at this so-called “university.”
November 14, 2025 at 12:22 PM
Message to all faculty: your expertise is no longer trusted or valued at this so-called “university.”
🫧💥
Oracle hit hard in Wall Street’s tech sell-off over its huge AI bet on.ft.com/4nQBMpP
Oracle hit hard in Wall Street’s tech sell-off over its huge AI bet
Larry Ellison’s software company falls more than rivals over its borrowing and reliance on OpenAI contracts
on.ft.com
November 14, 2025 at 5:30 AM
🫧💥
Guy who sold out US competitive advantage in slop machine race to China:
“Oh no! They’re gonna build better slop machines!!”
“Oh no! They’re gonna build better slop machines!!”
FT Exclusive: Jensen Huang has warned that China will beat the US in the artificial intelligence race, thanks to lower energy costs and looser regulations.
Read more from his interview with the Financial Times: on.ft.com/4oQbYuP
Read more from his interview with the Financial Times: on.ft.com/4oQbYuP
November 5, 2025 at 9:15 PM
Guy who sold out US competitive advantage in slop machine race to China:
“Oh no! They’re gonna build better slop machines!!”
“Oh no! They’re gonna build better slop machines!!”
Cuomo sounding pretty enthusiastic for a guy who just got his ass very publicly handed to him.
November 5, 2025 at 3:46 AM
Cuomo sounding pretty enthusiastic for a guy who just got his ass very publicly handed to him.
Damn, I guess we’ll miss out on hearing Ackman chant “MNYGA” 🤷🏻♂️
Update #2: Ackman is still convinced Cuomo is going to win, and has proposed Cuomo adopt the slogan "MNYGA"
November 5, 2025 at 2:56 AM
Damn, I guess we’ll miss out on hearing Ackman chant “MNYGA” 🤷🏻♂️
Reposted by Justin Raden
if Mamdani PR is listening I humbly request a victory speech cut to Mobb Deep
November 5, 2025 at 2:32 AM
if Mamdani PR is listening I humbly request a victory speech cut to Mobb Deep
Reposted by Justin Raden
I want to see Mamdani win in NYC tomorrow for a lot of reasons, but one of them is absolutely to watch Bill Ackman crash out
November 4, 2025 at 12:11 AM
I want to see Mamdani win in NYC tomorrow for a lot of reasons, but one of them is absolutely to watch Bill Ackman crash out
🫧💥🤷♂️
Breaking news: US stocks have dropped as jitters over highly elevated valuations for many artificial intelligence companies intensified and top Wall Street executives said markets were vulnerable to a pullback. on.ft.com/4hIMmhj
November 4, 2025 at 9:52 PM
🫧💥🤷♂️
Reposted by Justin Raden
Complicity of liberal institutions with the crackdown on student protest paved the way for the crisis of academia. To defend our work we must sever the link with the security state. Come join us at U of C tomorrow, where we will discuss how to confront the hiring of the inveterate liar John Kirby.
November 2, 2025 at 5:53 PM
Complicity of liberal institutions with the crackdown on student protest paved the way for the crisis of academia. To defend our work we must sever the link with the security state. Come join us at U of C tomorrow, where we will discuss how to confront the hiring of the inveterate liar John Kirby.
Reposted by Justin Raden
"The $8 billion paid in monthly SNAP benefits represents around 10% of retail grocery sales..." - RBC www.rbc.com/en/thought-l...
October 30, 2025 at 9:35 PM
"The $8 billion paid in monthly SNAP benefits represents around 10% of retail grocery sales..." - RBC www.rbc.com/en/thought-l...
Reposted by Justin Raden
yeah good call to unleash this on college students with the highest levels of institutional endorsement
by OpenAI’s own estimates, hundreds of thousands of ChatGPT users are showing signs of manic or psychotic crisis every week
OpenAI Says Hundreds of Thousands of ChatGPT Users May Show Signs of Manic or Psychotic Crisis Every Week
OpenAI Says Hundreds of Thousands of ChatGPT Users May Show Signs of Manic or Psychotic Crisis Every Week
www.wired.com
October 27, 2025 at 6:58 PM
yeah good call to unleash this on college students with the highest levels of institutional endorsement
Reposted by Justin Raden
This is a great essay--a must-read for anyone concerned about the use of AI as deskilling, automation, labor techno-discipline, etc.
Wrote a thing on the hot summer of uni AI adoption for @defector.com
A huge thanks to @nathankhensley.bsky.social and @anniemcc.bsky.social. @brandyjensen.bsky.social is a legend. And anything smart in hear is thanks to hours of discussion, texting, and draft reading by @smosment.bsky.social
A huge thanks to @nathankhensley.bsky.social and @anniemcc.bsky.social. @brandyjensen.bsky.social is a legend. And anything smart in hear is thanks to hours of discussion, texting, and draft reading by @smosment.bsky.social
Higher Ed’s Rush To Adopt AI Is About So Much More Than AI | Defector
If you don’t work at a university or have college-age kids, you may have missed the flurry of news stories and social media banter about AI adoption in higher ed, stories which have snowballed into th...
defector.com
October 27, 2025 at 2:45 AM
This is a great essay--a must-read for anyone concerned about the use of AI as deskilling, automation, labor techno-discipline, etc.
$30 billion for a single building in Louisiana that will consume as much energy as 4 million homes.
Wtf are we doing here??
Similar builds coming to El Paso, TX and to Ohio.
Wildly, the SPV seems to give Meta a ripcord where they otherwise would have been saddled with a long term lease.
Wtf are we doing here??
Similar builds coming to El Paso, TX and to Ohio.
Wildly, the SPV seems to give Meta a ripcord where they otherwise would have been saddled with a long term lease.
Meta, Blue Owl Seal $30 Billion Private Capital Deal for AI
Blue Owl Capital Inc. and Meta will split ownership of the Hyperion data center site in Richland Parish, Louisiana, with the tech giant retaining just 20% of it, according to people with knowledge of ...
finance.yahoo.com
October 26, 2025 at 2:35 PM
$30 billion for a single building in Louisiana that will consume as much energy as 4 million homes.
Wtf are we doing here??
Similar builds coming to El Paso, TX and to Ohio.
Wildly, the SPV seems to give Meta a ripcord where they otherwise would have been saddled with a long term lease.
Wtf are we doing here??
Similar builds coming to El Paso, TX and to Ohio.
Wildly, the SPV seems to give Meta a ripcord where they otherwise would have been saddled with a long term lease.
Something I wasn’t able to address in my article is the way faculty, esp contingent faculty, are financially incentivized to participate in AI adoption. The NYT article below links to a CfP offering grants upwards of $60k for developing “innovative teaching practices… while integrating AI tool.” 1/5
Private tech companies feeding at the trough of taxpayer-supported public institutions
www.nytimes.com/2025/10/26/t...
www.nytimes.com/2025/10/26/t...
Big Tech Makes Cal State Its A.I. Training Ground
www.nytimes.com
October 26, 2025 at 2:03 PM
Something I wasn’t able to address in my article is the way faculty, esp contingent faculty, are financially incentivized to participate in AI adoption. The NYT article below links to a CfP offering grants upwards of $60k for developing “innovative teaching practices… while integrating AI tool.” 1/5