Jason MacArthur
@jasonmac404.bsky.social
Spreading kindness, curiosity, and a little bit of love, all around the world. Based in Sydney, Australia.
The New Yorker sums it up well.
February 4, 2026 at 5:07 AM
The New Yorker sums it up well.
This is the first crack in the AI bubble. 45% ($280B) of MSFT’s projected cloud earnings is for OpenAI. In total, OpenAI is has made $1.4T of commitments for energy and compute, but its revenue has barely crossed $20B. In short, Investors lack confidence that OpenAI will pay 😮
January 30, 2026 at 5:39 AM
This is the first crack in the AI bubble. 45% ($280B) of MSFT’s projected cloud earnings is for OpenAI. In total, OpenAI is has made $1.4T of commitments for energy and compute, but its revenue has barely crossed $20B. In short, Investors lack confidence that OpenAI will pay 😮
January 28, 2026 at 5:36 AM
This is a nice follow up: “What you eat can change the world”.
January 22, 2026 at 6:31 AM
This is a nice follow up: “What you eat can change the world”.
“Everyone wants to change the world, but not too much”
January 20, 2026 at 4:44 AM
“Everyone wants to change the world, but not too much”