yardcg.bsky.social
@yardcg.bsky.social
Australian student, writer, video game modder. (He/him) Acronym = Yet Another Roguelike Dev (and) CinemaGoer.

Fan of world cinema; perennially procrastinate on updating LB.

https://boxd.it/ciP1z

Has ascended NetHack.

Knowing history changes lives.
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Morgan Stanley is abandoning their AI endeavors, saying the costs aren’t worth the return. Hopefully this is the beginning of the AI bubble bursting
November 13, 2025 at 1:01 AM
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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
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Chatbots as a luxury good.

on.ft.com/4p4LRQS
How high are OpenAI’s compute costs? Possibly a lot higher than we thought
Inference inferred, revenue reconstructed, cash burn quantified
on.ft.com
November 12, 2025 at 5:43 PM
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Just because a system has been working for you doesn't mean it will always work. The lives of Nicias and Crassus are a cautionary example of imperial overreach and fighting the war you want, not the war you have.
Nicias and Crassus: Plutarch’s Lives, Part XIV
Nicias and Crassus were the victims of imperial overreach, at times when both Athens and Rome felt they could not fail at anything they tried.
josephstoltz.com
November 11, 2025 at 3:05 PM
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The Army post renaming cost about $6m a pop
November 12, 2025 at 10:22 PM
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TV conspiracies: we’ve hacked their computers but they’ve perfectly cleaned up the evidence!

Real conspiracies:
To: conspirator
From: famous person
Attachment: evidence.png
November 12, 2025 at 8:19 PM
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I hereby apologize to Eyes Wide Shut for thinking it was hyperbolic
November 12, 2025 at 10:10 PM
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Did Underage Girls Ruin Politics?

Tomorrow in the @nytimes.com
November 12, 2025 at 8:17 PM
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Great piece by Zadie Smith. When the right talks about classics or "Western" culture, these works are only important to the extent that it demonstrates their superiority, they have no interest in art in and of itself beyond that www.theguardian.com/commentisfre...
November 12, 2025 at 2:29 PM
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The column on the right is the inflation rate in the years leading up to Harry Truman's reelection in 1948:
November 12, 2025 at 4:54 PM
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Remember all the hype about how Uber and Lyft would allow people to live car-free?

Well, it turns out ridehail has no discernible impact on car ownership at all.

Analysis from Glenn Mercer's excellent newsletter:
glennmercer.substack.com/p/the-impact...
November 12, 2025 at 7:54 PM
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The Bipartisan Infrastructure Law passed 4 years ago. In new research @urbaninstitute.bsky.social we study its effects.

US transport spending increased by 30%, but:
—Funding for non-highway projects flatlined
—Construction cost increases resulted in no actual increase in infrastructure
Federal Infrastructure Spending on Transportation, Four Years after the Infrastructure Investment and Jobs Act
The Bipartisan Infrastructure Law is up for reauthorization in 2026. New analysis shows that the act increased spending on transportation infrastructure, but…
www.urban.org
November 12, 2025 at 5:32 PM
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After the law went into effect, we find that it produced a major boost in spending on streets/highway-related investment, adjusted for inflation.

But spending on non-streets/highway investment, like rail transit, flatlined. States & cities *reduced* spending on rail transit after the law passed.
November 12, 2025 at 5:39 PM