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Reposted by Matthew Terrill

Jake Grumbach @jakemgrumbach.bsky.social · 2h

It’s this multiple times a day

They don't even bother to lie badly anymore.
I suppose that's the final humiliation.

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Matthew Terrill @matthewterrill.bsky.social · 18m

Right there w you Kat

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The Tennessee Holler @thetnholler.bsky.social · 4h

“This is not sustainable”

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Matthew Terrill @matthewterrill.bsky.social · 53m

A government run by family annihilators

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The Fig Economy @figgityfigs.bsky.social · 4h

Closing down disease monitoring is like a Bob Loblaw approach to pandemic management.

- WHY SHOULD YOU GO TO JAIL FOR A CRIME SOMEONE ELSE NOTICED?

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Matthew Hughes @matthewhughes.bsky.social · 1h

The math doesn’t math.

whatwelost.substack.com/p/generative...

Generative AI’s Impending Death By A Thousand Rake-Smacks

Give it enough rope...

whatwelost.substack.com

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Matthew Hughes @matthewhughes.bsky.social · 1h

Assuming OpenAI’s obligations to Oracle are spread equally each month (they aren’t, but for the sake of argument), it would need to pay $5bn a month, each month, for five years.

Assuming subscriptions remain at 70% of revenue, that means making the same amount of money as Netflix, but from ChatGPT.

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Jason Adams @jamnpp.bsky.social · 4h

Sometimes there's so much beauty in the world,... I feel like I can't take it. And my heart is just going to cave in.

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Matthew Terrill @matthewterrill.bsky.social · 1h

Please let this be the end of casting sex pest Jared Leto

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Matthew Terrill @matthewterrill.bsky.social · 1h

It’s Morbin time! 😂

Cosmic Marvel @dailycosmicmarvel.bsky.social · 3h

‘TRON: ARES’ has earned $14.3M in its opening day at the domestic box office.

For comparison, ‘MORBIUS’ opened to $17.3M.

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Matthew Terrill @matthewterrill.bsky.social · 1h

Unless, of course it’s a loss leader for techno fascism & plans to collect rents from govt contracts. And obviously each passing day that looks more and more like the plan.

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Matthew Terrill @matthewterrill.bsky.social · 1h

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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jamelle @jamellebouie.net · 3h

an incontestable fact of the second trump administration is it is actively trying to sicken and kill as many americans as it can

Lena Sun @lenasun.bsky.social · 5h

NEW: @CDCgov hit hard by massive firings that several staff describe to me as a “bloodbath.”
Among those RIFd:
—leadership of the center for immunization and respiratory diseases;
—leadership of global health center
—leadership of the measles outbreak response; 1/4

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Chris Murphy @chrismurphyct.bsky.social · 3h

When Republicans are pre-butting a pro-democracy rally like No Kings and making shit up left and right to scare people, you know they're losing and in panic mode.

Pedal to the floor.

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Burgi Zenhaeusern @burgi.bsky.social · 2d

This poem is from a delicious dialogue between Persephone and Jesus in Pádraig Ó Tuama's Kitchen Hymns (@coppercanyonpress.bsky.social, 2024). The part it's in is called "In a Garden by a Gate."
I love this book!
#poetry #bookSky 📚💙

For Such a Time as This

Your mother said your father was
a god, she said. Mine said that too,

and I see what your god does.
Abandons, tests, and traps you.

Asks for more. And more. Then more
than anyone is capable of doing.

That is not divinity.
That is a weak imagination.

I'm beginning to agree, he said,
but I don't believe he'd change.

I'm talking about you, she said.

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Matthew Terrill @matthewterrill.bsky.social · 1h

Bonkers story.
TN man posts meme after Kirk murder of Trump saying “get over it”. Some fine print notes Trump said it after a 2024 school shooting in Perry, IA. Sheriff of Perry County, TN arrests him for threatening Perry County HS & sets $2M bond. Outrageous.

reason.com/2025/10/10/t...

Larry Bushart, a 61-year-old former police officer, posted the offending meme last month. In response to a Facebook post about an upcoming vigil for Kirk, Bushart shared an image of President Donald Trump with the quote, "We have to get over it," which Trump said in January 2024 after a shooting at Iowa's Perry High School. Text added to the image said, "This seems relevant today."
[Advertisement]

Bushart did not elaborate, but the context seems clear: Why should I care about this shooting, when the sitting president said I should "get over" this other shooting?
The image was one of several Bushart posted, and it was far from the most offensive. Still, it certainly feels crass; as people mourned a brutal public murder, Bushart snidely used the occasion to make a partisan political point. But it's certainly well within the bounds of average social media discourse, and you certainly wouldn't expect it to bring the attention of the local police.

the sitting president said I should "get over" this other shooting?

The image was one of severa! Bushart posted, and it was far from the most offensive. Still, it certainly feels crass; as people mourned a brutal public murder, Bushart snidely used the occasion to make a partisan political point. But it's certainly well within the bounds of average social media discourse, and you certainly wouldn't expect it to bring the attention of the local police.
"Received a visit from Lexington PD regarding my posted memes," Bushart wrote in a September 21 Facebook status. According to Sheriff Nick Weems of nearby Perry County, "numerous...teachers, parents and students" somehow interpreted Bushart's meme—with its citation in fine print about a previous school shooting at Perry High School in Perry, lowa
—as a threat to carry out a similar shooting at nearby Perry County High School.
According to the Perry County Sheriff's Office website, Bushart was arrested the following morning on a charge of Threats of Mass Violence on School Property and Activities-a class E felony punishable by between one and six years in prison and up to a $3,000 fine. Worse, Bushart's bail is set at an astonishing $2 million.”

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David Zipper @davidzipper.bsky.social · 4h

Deep dive into the surge in US pedestrian deaths:

"It’s not that more pedestrians are getting hit by vehicles; it’s that the ones that are getting hit are more likely to die."

"[That] seems like fairly strong evidence for the theory that the rise in large SUVs is behind the uptick in ped deaths."

Why Are So Many Pedestrians Killed by Cars in the US?

It’s unfortunately not uncommon for pedestrians to be killed by cars in the US.

www.construction-physics.com

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David_j_roth @davidjroth.bsky.social · 1d

This went up last Friday around The Appointed Time, albeit not at Defector. I really liked the movie, and appreciated the opportunity to write some descriptive language about 1970s Gene Hackman movies.

Annalee Newitz @annaleen.bsky.social · 1d

Here's a super thoughtful take on "One Battle After Another" from @davidjroth.bsky.social ... he puts it in the context of 1970s thrillers whose style informed the film. Then he identifies what makes it different. And maybe more hopeful. Only on @flaminghydra.com! flaminghydra.com/winning-isnt...

Winning Isn’t Everything

It will be clear that I am not offering a self-care tip by the time you finish reading this sentence, but when things started getting dark for me around the beginning of this year I started watching m...

flaminghydra.com

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Chris Hayes @chrislhayes.bsky.social · 2h

“The struggle against the forces of repression in One Battle After Another is quite probably lost, but it is not over.”

This is so good.

Maria Bustillos @mariabustillos.com · 1d

pls read @davidjroth.bsky.social's review it is SO good!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

flaminghydra.com/issue-416/

Struggle cinema

David Roth on 'One Battle After Another'

flaminghydra.com

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Jessica Kant @jessdkant.bsky.social · 5h

Oh what’s that? They will depreciate at roughly 3 times the rate previously touted and require constant replacement and 2-3x the revenue to match initial expenditure?

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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Jessica Kant @jessdkant.bsky.social · 18h

More. Of. This. Any city that allows a corporation to build a data center will be unlivable within a year of construction.

More Perfect Union @moreperfectunion.bsky.social · 3d

Microsoft has withdrawn its proposal for a data center in a Milwaukee suburbs after community pushback.

After opposition from area residents and elected officials the 244 acre Caledonia project will not proceed.

Microsoft drops Caledonia data center after facing opposition. Company looking for new site

Outcry from residents and elected officials caused Microsoft to drop the Caledonia plan. But the company is seeking an alternative site.

www.jsonline.com