Ian Hooper
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sporadictenacity.bsky.social
Ian Hooper
@sporadictenacity.bsky.social
110 followers 55 following 96 posts
Aus high school educator.
Former hospo + wine guy. Cat dad.
At this point, just a shill for Cool Zone media.
Opinions shared are independent and not affiliated.
Posts Replies Media Videos
sporadictenacity.bsky.social
Both my parents are planning to retiring this year and I'm scared for them.
The impact of this AI Bubble is going to ripple through the world, people's savings, and economies it didn't deserve to touch.
It's going to be as invasive and annoying as when Co-Pilot tries forcing itself on you.
edzitron.com Ed Zitron @edzitron.com · 1d
Tomorrow's premium newsletter - The AI Bubble Is A Time Bomb, with every hyperscaler facing $10bn-$20bn a quarter in depreciation in the next two years and AI startups draining all that's left of venture capital.

Here's $10 off annual.
edzitronswheresyouredatghostio.outpost.pub/public/promo...
AI labs have no path to profitability, and have to work out a way to keep raising money or dump themselves onto the public markets, and even then face the same problem of their services costing way more to provide than they bring in. AI startups have no path to profitability, and in many cases have no real way to reduce costs other than to switch model providers or sink their own money into training their own models, which will in turn be unprofitable. Neoclouds like CoreWeave and Nebius, burdened by billions in debt, ballooning capital expenditures and negative margins must find a way to muddle through until either NVIDIA makes a magical profitable GPU, or model providers find ways to become profitable. To put it simply, everybody is sitting around waiting for somebody else to solve their problems. OpenAI and Anthropic are waiting for Amazon or Google or NVIDIA or Cerebras to invent that magical profitable GPU, and for venture capital (or private debt) to plug the holes in their business models. AI startups are sitting around waiting for OpenAI or Anthropic to make models that consumers will pay more for or that will cost less to run, and for venture capital to feed them the money to keep the hounds of Hell from dragging them into the ground. Neoclouds are waiting for NVIDIA to do something that makes GPUs profitable, and for debt or venture capital to keep them alive. Even hyperscalers are sitting around waiting for somebody to wipe their ass. Crybaby loser and CEO of Microsoft Satya Nadella complained this week at Davos that it AI was at “risk of becoming a speculative bubble” if it didn’t spread, per the FT, “spread beyond big tech companies and wealthy economies”: “For this not to be a bubble by definition, it requires that the benefits of this are much more evenly spread,” said Nadella. He noted that a “tell-tale sign of if it’s a bubble” would be if only tech groups were benefiting from the rise of AI, rather than companies in other sectors. Satya, that’s your job! You’re the one who’s meant to be spreading it! Yet even hyperscalers — who until recently funded expansion using cashflow, but have now turned to over a hundred billion dollars in debt — have their own time bomb waiting in the form of all those fucking GPUs. In the space of four years, these companies have gone from asset-light, high-cashflow money printers to cretinous, fiscally obese GPU holding firms, and while they might be profitable for now, each of them have added at least $90 billion in PP&E (Property, Plants and Equipment) in that time period, slowly breeding a depreciation parasite that sits on their income statements, slowly growing every quarter, eating away at net income, and their plan appears to be to buy more of the fucking things. To make matters worse, these services are incredibly expensive to run, unpopular with customers, and do not seem to be getting “better” in any way that can make up for what, in some cases, anywhere from $4.9 billion (Meta) to $13 billion (Microsoft) cuts to net income every single quarter for the next three to five years. I’ll lay it out real simple: every time a hyperscaler buys a new GPU and installs it in a data center (this is a crucial distinction, it must be operational), said GPU begins “depreciating” on a cycle of five to six years, adding a depreciation cost to their earnings rather than an up-front cost. While there is nothing wrong with this, it is, in and of itself, a time bomb. Every hyperscaler keeps buying GPUs, and because those GPUs take anywhere from six to twelve months to install, depreciation never really comes down because of the constant cycle of new stuff entering the flow of cash. As this happens, AI services stubbornly refuse to generate a profit, meaning that these depreciation costs are burning a hole in these companies’ cashflows. Nevertheless, these companies continue to buy more GPUs and build (or lease) more data centers, which means that the depreciation cost is always growing, on top of the operating expense of running AI services, on top of all the other costs of running the company. It doesn’t matter if they’re buying GPUs from NVIDIA or building their own Silicon with Broadcom — these costs continue to balloon, and they exist regardless of whether the AI boom is real or not. As I’ve said in the past, hyperscalers are not making any profit on AI (or even that much revenue, not that they’re actually disclosing those numbers). While this isn’t a problem right now (as existing revenue streams like Meta’s ads division or Microsoft 365 continue to grow), the second that growth begins to stumble, the only guarantee that these companies have is that depreciation costs are going to continue to rise to meet them. And there are only two ways to get rid of that cost: sell the items in question, or wait for the end of a depreciation cycle, something which Microsoft, Google, Amazon and Meta all extended (in some cases multiple times) as a means of boosting their net revenue and hiding the ruinous cost of AI. Every single part of the AI bubble is operating on…
January 23, 2026 at 8:03 AM
Reposted by Ian Hooper
ronnisalt.bsky.social
My latest article in @theshot.net.au on the dark days of McCarthyism coming to Australia to eclipse our cultural landscape under the guise of eradicating communism - whoops sorry - antisemitism

The Adelaide Festival, the arts and the dark arts

#allfeedbackwelcome

🙏🏽
theshot.net.au/uncategorize...
The dark arts - The Shot
The ideology of the Israel lobby in Australia is this - burn it to the ground rather than ever allow an opposing voice.
theshot.net.au
January 21, 2026 at 6:38 AM
sporadictenacity.bsky.social
So...
What does this mean?
You can use religious text as a new form of freedom of speech?
This rejects the concept of secular society if we are now giving religion the free pass.
January 12, 2026 at 10:45 PM
sporadictenacity.bsky.social
I love that he couldn't even think of a different shape but was just like, 'Yeah, just flip it around mate.'

I also love when the grift is funny and lazy. It makes it heaps more accessible for those on the fence.

-
Screenshot from @buzzfeed.com
January 7, 2026 at 11:43 PM
Reposted by Ian Hooper
iwriteok.bsky.social
First CES panel. Intuit CMO Thomas Ranese is proud of his company's integration with OpenAI, which involves giving AI read/write access to tax data. Since prompt injection attacks are unavoidable, I asked him who will be liable when customer data is exposed: Intuit, OpenAI, etc?

He had no idea.
January 6, 2026 at 5:58 PM
Reposted by Ian Hooper
alangnixon.bsky.social
#TaxTheRich
#RebuildPublicEducation
#EndInequality
janecaro.bsky.social Jane Caro @janecaro.bsky.social · 21d
Delighted my article on Australia’s shameful education system (stealing resources from children of the poor to further advantage children of the better off) features in The Saturday Paper’s list of its best in 2025. Hope it also helps drives change. www.thesaturdaypaper.com.au/comment/topi...
The segregation crisis in schools funding
In the Albanese government’s first term, Education Minister Jason Clare observed that Australia has one of the most segregated education systems in the OECD. What is deeply shocking – though not surpr...
www.thesaturdaypaper.com.au
January 2, 2026 at 10:41 PM
sporadictenacity.bsky.social
With everything happening in the US, here's how Murdoch's media operates in Australia. The Bondi shooting doesn't happen in a vacuum here and our news sources fan the flames.
December 29, 2025 at 1:39 PM
sporadictenacity.bsky.social
It's 40°C outside and she still needs to sit by the window...why do we love the spawns of Satan so much?
December 29, 2025 at 5:21 AM
Reposted by Ian Hooper
kevinmkruse.bsky.social
Trump makes questionable comments about young girls in 1992 video In a 1992 Entertainment Tonight video, Donald Trump greets a group of young girls at Trump Tower and then brags to the camera: "I am going to be dating her in ten years. Can you believe it?" Major Garrett has more.
December 24, 2025 at 10:52 PM
Reposted by Ian Hooper
michaelwestbiz.bsky.social
Gaza as a human weapons testing lab. Turning Iran into Gaza.

That's what they are saying behind closed doors. MWM obtains fly-on-the-wall footage of Israel weapons expo
@sstephanietrann.bsky.social
michaelwest.com.au/make-iran-li...
"Make Iran like Gaza": Chilling insider view from Israel weapons expo - Michael West
How to make 'Iran like Gaza' and describing genocide as laboratory for effective warfare. An inside report from weapons tech conference.
michaelwest.com.au
December 23, 2025 at 8:19 AM
sporadictenacity.bsky.social
How it feels when you've dealt with all your family Christmas commitments before the 25th.
December 21, 2025 at 1:50 PM
Reposted by Ian Hooper
mattbevan.bsky.social
The flaw in Australia’s gun laws exposed by the Bondi attack | If You’re Listening youtu.be/-WSf_vAL2WE?...
The flaw in Australia’s gun laws exposed by the Bondi attack | If You're Listening | ABC In-depth
YouTube video by ABC News In-depth
youtu.be
December 21, 2025 at 8:05 AM
Reposted by Ian Hooper
ryanmarino.bsky.social
Trump held up a printed picture of people lifting body bags and said, "These are all white farmers that are being buried.”

The image actually shows humanitarian workers burying bodies in the city of Goma in Democratic Republic of Congo. They are not white, not farmers, and not South African.
May 24, 2025 at 9:34 AM
Reposted by Ian Hooper
edzitron.com
Every single AI company is the "discount prices" skit from Tim and Eric. Perplexity spends $102m to lose $68m a year. Incredible stuff. This is the future! Also check out how they're providing $27m in discounts - Uber One customers, free months for students, etc. These companies all STINK!
chart showing perplexity spending $102m to lose $68m
May 20, 2025 at 5:29 PM
sporadictenacity.bsky.social
The Libs and Nats have split. Our 2pp system now looks like this. Here's my 2 cents as to why the Nats left after a ~50 year collab.

1. Bargaining power over policies.
2. Leadership issues aka sexism against new leader Sussan Ley.
3. Bolster safe seats in regional Aus.
4. Sharks be smelling blood
May 20, 2025 at 1:20 PM
Reposted by Ian Hooper
mims.bsky.social
WSJ exclusive:

This Air-Traffic Controller Just Averted a Midair Collision. Now He’s Speaking Out.

Manager at Newark says his agency is understaffed, stressed out, experienced equipment failures that forced him to record flight info with pen and paper

www.wsj.com/business/air...
Exclusive | This Air-Traffic Controller Just Averted a Midair Collision. Now He’s Speaking Out.
Jonathan Stewart was badly shaken by a recent close call in airspace around Newark, N.J. “I don’t want to be responsible for killing 400 people,” he said in an interview.
www.wsj.com
May 16, 2025 at 10:59 AM
sporadictenacity.bsky.social
Australia made a big call on the weekend. There's plenty to say but there is plenty more to do. Here's hoping that the @australianlabor.bsky.social recognises that the next three years are crucial. There needs to be a push of progress over purely 'sensible'. The kids want change. Be that for us.
May 5, 2025 at 12:32 PM
Reposted by Ian Hooper
tristansnell.bsky.social
BREAKING: Trump shuts off intelligence to Ukraine, cutting off data for drones, air attacks, and air defense

This is a clear and direct violation of the Budapest Memorandum of 1994 - in which US gave security guarantee to Ukraine in exchange for Ukraine giving up nukes and ships
March 6, 2025 at 5:44 AM
Reposted by Ian Hooper
cooperlund.online
An underrated part of this video is you can watch the Dow go down in real time in the bottom right
atrupar.com Aaron Rupar @atrupar.com · Mar 3
Trump: "Tomorrow, tariffs -- 25 percent on Canada and 25 percent on Mexico. And that'll start."
March 3, 2025 at 8:01 PM
sporadictenacity.bsky.social
#auspol Update:
Peter Dutton - Aus Liberal Leader and running for PM - is hopefully going to be under scrutiny this week for buying shares in 3 of 4 big banks in Aus days before a $120b govt bailout during the '08 GFC.

He hadn't made any trades for 3 years before this.
February 25, 2025 at 10:26 AM
Reposted by Ian Hooper
jimchalmers.bsky.social
The choice at the next election: A Labor PM strengthening Medicare or Peter Dutton who strangled it. #auspol
February 23, 2025 at 4:36 AM
Reposted by Ian Hooper
markgkenny.bsky.social
Trump has replaced the head of the military, FBI, stacked SCOTUS and stated “He who saves his country does not violate any law”. He’s sided with autocrats above allies and is purging the public service of non-sycophants. AUKUS? Still beyond questioning? What would it take?
February 23, 2025 at 4:52 AM
sporadictenacity.bsky.social
* planes fall from sky down under
February 20, 2025 at 7:02 AM
sporadictenacity.bsky.social
Using Bill Gates as a reference to do the opposite of what he suggests...
chrisbowenmp.bsky.social Chris Bowen @chrisbowenmp.bsky.social · Feb 19
How can Dutton get it so wrong?
February 19, 2025 at 8:44 AM
sporadictenacity.bsky.social
A collab between a provocateur and a News Corp journalist trying to create a conflict between Jewish + Muslim communities. Hidden camera incl. This is how Murdoch press operates in Australia.

@michaelwestbiz.bsky.social and the team exposing grubby journalism yet again.

youtu.be/5rPpOQsWdNI?...
News Corp Antisemitism Stunt | The West Report
YouTube video by The West Report
youtu.be
February 16, 2025 at 9:40 AM