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mikeoneillcloud.bsky.social
Mike O'Neill
@mikeoneillcloud.bsky.social
550 followers 720 following 240 posts
With minabird.bsky.social created very first website consent platform (which actually worked). From 2012 worked on DoNotTrack spec as invited expert in W3C TPWG https://www.w3.org/2011/tracking-protection/
anti-authoritarian socialist internationalist. 🇺🇦🇪🇺🏴
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mikeoneillcloud.bsky.social
Mike O'Neill @mikeoneillcloud.bsky.social · 23d
The European Commission's "GDPR simplification" package proposal mandates a browser level signal to allow data subjects’ to refuse a request for consent, and exercise the right to object and potentially to give their consent, see Article 88b, page 57.
Reposted by Mike O'Neill
edzitron.com
Oh really
economist.com The Economist @economist.com · 2d
Three years into the generative-AI wave, demand for the technology seems surprisingly flimsy
Investors expect AI use to soar. That’s not happening
Recent surveys point to flatlining business adoption
econ.st
December 1, 2025 at 2:01 PM
Reposted by Mike O'Neill
peterjukes.bsky.social
Charges against 5 people for acting for the benefit of foreign intelligence www.gov.pl/web/prokurat...
Zarzuty dla 5 osób za działania na rzecz obcego wywiadu - Prokuratura Krajowa - Portal Gov.pl
www.gov.pl
November 28, 2025 at 5:05 PM
Reposted by Mike O'Neill
adambienkov.bsky.social
Robbie Gibb describes the BBC's Political Editor Chris Mason as the "unsung hero of covering politics" and "absolutely first rate"
November 24, 2025 at 6:06 PM
Reposted by Mike O'Neill
stellacreasy.bsky.social
The Daily Telegraph is being bought by the Daily Mail. With columnists who write this kind of incel style bilge about someone they disagree with on immigration think it’s unnecessary tbh …
November 23, 2025 at 11:16 AM
Reposted by Mike O'Neill
bylinepodcast.bsky.social
"The clear willingness of millions and millions of people to vote tactically is really bad news for #ReformUK ..."

@peterkellner.bsky.social talks #Farage with @adambienkov.bsky.social @bylinetimes.bsky.social and @goldbergradio.bsky.social

podfollow.com/byline-times...
BYLINE TIMES PODCAST: How To Keep Farage Out Of Downing Street
Adrian Goldberg discusses whether tactical voting or even a 'progressive partnership' of parties on the centre and left of UK politics could frustrate Nigel Farage's hopes of becoming PM, despite R...
podfollow.com
November 23, 2025 at 10:06 AM
Reposted by Mike O'Neill
georgemonbiot.bsky.social
This is an important and heartfelt letter. Unfortunately there has been a real blindspot among some people on the British and European left. We should oppose imperialism and fascism, wherever they occur.
heckle.scot/2025/11/an-o...
An Open Letter to Zarah Sultana
Galina Rymbu, an activist living in Ukraine, responds to Zarah Sultana's recent remarks on support for Ukraine.
heckle.scot
November 23, 2025 at 9:24 AM
Reposted by Mike O'Neill
edzitron.com
Monday Premium: The 12.7k word Hater's Guide To NVIDIA: how it makes money, how millions of GPUs are likely sitting uninstalled, and how its entire future relies on companies raising hundreds of billions in debt.

Here's $10 off annual.
edzitronswheresyouredatghostio.outpost.pub/public/promo...
NVIDIA's Future Success Is Predicated On The Ability For Everybody To Keep Feeding It Tens Of Billions Of Dollars Every Quarter, Requiring Endless Debt, Space, and Actual AI Demand To Exist Here are some thoughts I have had: A 25MW data center takes about $1 billion, with $600 million of that being GPUs - 200 GB200 racks, to be specific. It needs about 20 acres - 100,000 square feet for the data center, roughly. NVIDIA sells about $50 billion of GPUs and associated hardware in a quarter, so let's say that $40 billion of that is just the GPUs and $10 billion is the hardware, so around 13,333 GB200 racks. I realize that NVIDIA sells far more than that (GB300 racks, singular GPUs, and so on). Deep-pocketed hyperscalers like Microsoft, Google, Meta and Amazon representing 41.32% of NVIDIA's revenue in the middle of 2025, funneling free cash flow directly into Jensen Huang's pockets... ...for now. Amazon ($15 billion), Google ($25 billion), Meta ($30 billion) and Oracle ($18 billion) have all had to raise massive amounts of debt to continue to fund AI-focused capital expenditures, with more than half of that (per Rubenstein) spent on GPUs. Otherwise, basically anybody buying GPUs at any scale has to fund doing so with either venture capital (money raised in exchange for part of the company) or debt. NVIDIA, at this point, around 8% of the value of the S&P 500 (the 500 leading (meaning they meet certain criteria of size, liquidity (cash availability) and profitability) companies on the US stock market). Its continued health - and representative value as a stock, which is not necessarily based on its actual numbers or health, but in this case kind of is? - has led the stock market to remarkable gains. It is not enough for NVIDIA to simply be a profitable company. It must continue beating the last quarter's revenue, again and again and again and again, forever. If that sounds dramatic, I assure you it is the truth. NVIDIA's continued success - and ability to continue delivering outsized beats of Wall Street's revenue estimates - depends on: The willingness of a few very large, cash-rich companies (Microsoft, Meta, Amazon and Google) to continue buying successive generations of NVIDIA GPUs. The ability of said companies to continue buying successive generations of GPUs. The ability of other, less-cash-rich companies like Oracle to continue being able to raise debt to buy massive amounts of GPUs - such as the $40 billion of GPUs that Oracle is buying for Stargate Abilene. This is becoming a problem. The ability of unprofitable, debt-ridden companies like CoreWeave, AI "neoclouds" that use the GPUs they purchase from NVIDIA as collateral for loans to buy more GPUs, to to continue raising that debt to buy more GPUs. The ability of anybody who buys these GPUs to actually install them and use them, which requires massive amounts of construction...and more power than is currently available, even to the most well-funded and conspicuous projects. In simple terms, for the debt markets to continue propping up its revenues, because there is not really enough free cash in the world to continue pumping it into NVIDIA at this rate. And after all of this, Large Language Models, the only way to make any money on any of these GPUs, must prove they can actually produce a profit. Per my article from September, I can find no compelling evidence (outside of boosters speciously claiming otherwise) that it's profitable to sell access to GPUs. Based on my calculations, there's likely little more than $61 billion of actual AI revenue in 2025 across every single AI company and hyperscaler. Note that I said "revenue." Absolutely nobody is making a profit. The NVIDIA situation is one of the most insane things I've seen in my life. The single-largest, single-most-valuable, single-most-profitable company on the stock market has got there through selling ultra-expensive hardware that takes hundreds of millio…
November 21, 2025 at 10:31 PM
mikeoneillcloud.bsky.social
One hundred ways to thwart Reform, by @peterkellner.bsky.social open.substack.com/pub/kellnerp...
One hundred ways to thwart Reform
How tactical voting could stop Nigel Farage becoming prime minister
open.substack.com
November 19, 2025 at 9:12 AM
Reposted by Mike O'Neill
econliberties.bsky.social
"We had several decades of elite impunity where if you... were in a C-suite, the government would go light on you."

"We were very clear that we were going to enforce the law in an even-handed way."

ICYMI: Lina Khan on her work as FTC chair holding corporate elites accountable👇
November 18, 2025 at 4:09 PM
mikeoneillcloud.bsky.social
Defence: Let's start the conversation...by @paulmason.bsky.social open.substack.com/pub/htsf/p/d...
Defence: Let's start the conversation...
We need a civil society campaign to stiffen resilience against hybrid aggression
open.substack.com
November 18, 2025 at 4:10 PM
mikeoneillcloud.bsky.social
On incompetence, by @chrisdillow.bsky.social
Much of our political culture is fundamentally incompetent.
"Incompetence persists because, for some powerful interests, it works quite nicely"
chrisdillow.substack.com/p/on-incompe...
On incompetence
Much of our political culture is fundamentally incompetent.
chrisdillow.substack.com
November 15, 2025 at 12:09 PM
Reposted by Mike O'Neill
financialtimes.com
Good morning, Asia. While you were sleeping, one of our most-read articles was about the ChatGPT maker’s cash burn on.ft.com/43oDIi3
November 13, 2025 at 12:27 AM
Reposted by Mike O'Neill
edzitron.com
Exclusive: Based on documents viewed by this newsletter, OpenAI spent over $12.4 billion on inference from 2024 to September 2025. As part of its Microsoft revenue share, it sent $493.8m in 2024/$865.8m Jan-Sep 2025, implying lower revenues than previously reported.
www.wheresyoured.at/oai_docs/
Exclusive: Here's How Much OpenAI Spends On Inference and Its Revenue Share With Microsoft
As with my Anthropic exclusive from a few weeks ago, though this feels like a natural premium piece, I decided it was better to publish on my free one so that you could all enjoy it. If you liked or f...
www.wheresyoured.at
November 12, 2025 at 4:30 PM
Reposted by Mike O'Neill
rivertam.bsky.social
November 10, 2025 at 9:28 PM
Reposted by Mike O'Neill
edzitron.com
Yeah, really, that’s the thing: don’t assume that OpenAI has a strategy or a masterstroke idea. This is a company that is basically running a 24/7 no IT loads refused multi-billion dollar burn rate hackathon until it runs out of cash and investors to swindle
bsky.app/profile/chan...
changa.gay Changa_Husky @changa.gay · 21d
Only $15m?

I must be cynical as I expected that number to be much larger. My experience on Tiktok these days and blocking every 3 accounts due to Sora slop invading my feed.

Do you suppose the strategy is to kill Tiktok by flooding it with slop?

Never mind, that assumes they have strategy.
November 11, 2025 at 3:48 AM
Reposted by Mike O'Neill
mikegalsworthy.bsky.social
Iodine deficiency impairs learning and lifelong productivity...

...yet the UK ranks among the worst globally for iodine intake and well below what the WHO considers adequate.
Iodine, UK policy and brain growth: a question of intelligence
While we fixate on AI, government has neglected natural intelligence: iodine, crucial for children's brains and their future potential
centralbylines.co.uk
November 10, 2025 at 8:33 PM
Reposted by Mike O'Neill
noyb.eu
⚖️📚 The #EUCommission has secretly set in motion a potentially massive reform of the #GDPR. If internal drafts become reality, this would have significant impact on people's fundamental right to #privacy and data protection.

👀 Read more here 👉 noyb.eu/en/eu-commis...
EU Commission about to wreck core principles of the GDPR
The EU Commission has secretly set in motion a potentially massive reform of the GDPR. noybs first overview of the proposed changes.
noyb.eu
November 10, 2025 at 12:40 PM
Reposted by Mike O'Neill
gateklons.bsky.social
"Other voices point at recent reporting by Politico, that Virkkunen's message to US businesses in direct meetings was that the EU will review its rules and become more business-friendly."

Left-leaning EP groups should call for resignation and ask her why she's prioritizing

noyb.eu/en/eu-commis...
EU Commission about to wreck core principles of the GDPR
The EU Commission has secretly set in motion a potentially massive reform of the GDPR. noybs first overview of the proposed changes.
noyb.eu
November 10, 2025 at 12:08 PM
Reposted by Mike O'Neill
labour4europe.bsky.social
🚨📉 Major new paper by Stanford professor Nick Bloom and coauthors.

They find Brexit has:

⬇️ Reduced UK GDP by 6-8%

⬇️ Reduced investment by 12-18%

⬇️ Reduced employment by 3-4%

⬇️ Reduced productivity by 3-4%
November 10, 2025 at 11:43 AM
Reposted by Mike O'Neill
petergeoghegan.bsky.social
This is absolutely nuts

Trump did incite the January 6 riot. Splicing a video to make that point is shoddy editorial but hardly a resignation event

When BBC is needed more than ever, Telegraph/Boris Johnson running the show

www.bbc.co.uk/news/live/cd...
BBC director general Tim Davie and News CEO Deborah Turness resign over Trump documentary edit
Davie says
www.bbc.co.uk
November 9, 2025 at 6:12 PM
Reposted by Mike O'Neill
stephenkb.bsky.social
Tim Davie and Deborah Turness both resigning at the BBC. 💥
November 9, 2025 at 6:09 PM
Reposted by Mike O'Neill
yappelbaum.bsky.social
BREAKING: Mark Wolf, appointed to the federal bench by Ronald Reagan, writes that he is resigning as a judge to have the freedom to speak out against the president's assault on the rule of law.
www.theatlantic.com/ideas/2025/1...
November 9, 2025 at 2:27 PM
Reposted by Mike O'Neill
daraghobrien.bsky.social
One has to admire the chutzpah of a spokesperson, who when faced with a 46% error rate, expresses confidence in the system because they believe the majority of cases were validly decided.
#DataQuality #DataGovernance
November 9, 2025 at 5:56 PM
mikeoneillcloud.bsky.social
The European Commission's "GDPR simplification" package proposal mandates a browser level signal to allow data subjects’ to refuse a request for consent, and exercise the right to object and potentially to give their consent, see Article 88b, page 57.
November 9, 2025 at 4:13 PM
Reposted by Mike O'Neill
sophieintveld.bsky.social
So while Musk is busy attacking democracy in Europe, and while European governments are scrambling to find budget for social security, housing and defense, Musk gets a 1 trillion dollar bonus, tax breaks and velvet enforcement of EU rules?
November 8, 2025 at 9:43 AM