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Posts by John Mullinax

Thread. When you hear someone claim they’re just enforcing the laws on the books, point out that’s false. They’re exercising their discretion to TURN as many people as possible who are here legally into “illegals” so they can deport as many as possible.

5 hours ago 126 56 2 0

Jay Bhattacharya has ordered that a paper showing the effectiveness of COVID19 vaccines in preventing severe disease and hospitalization be suppressed and hidden.

This man has been crying nonstop about political censorship for 6 years.

But he’s the one who is actually doing it.

7 hours ago 2470 882 40 38
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Appeals court overturns injunction that aimed to shut down ‘Alligator Alcatraz’ The majority wrote in its decision that environmental groups and the Miccosukee Tribe had failed to prove the facility is under federal control.

“'...the majority has rendered the people actually detained in the facility and Florida’s cherished environment protected by no one, and vulnerable to the whims of anyone,' [Judge Nancy Abudu] wrote."

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FYI

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WARREN: That's not my question. Are you refusing to tell us if you have investments in vehicles set up by Jeffrey Epstein?

KEVIN WARSH: Those assets will be sold if I'm confirmed

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These people gave to everything to help keep myself and my brothers and sisters safe and I will never forgive those responsible for treating them this way. Garbage people scared of their own shadows hurting those who did nothing but help keep the garbage people safe.

21 hours ago 20 7 1 0

Thirteen U.S. troops died trying to get these people to safety — Afghan interpreters, soldiers, and the families of our service members. Veterans spent sleepless nights during the chaotic withdrawal fighting to keep them alive. Now our own government is going to abandon them.

23 hours ago 1765 827 49 31
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Our Idiot President “Can’t Even Surrender Right” We will get the worst possible result from the least-worst choice.

The faster something fails, the cheaper the cost of the failure. The slower it fails, the harder it is to cut your losses. The same dynamic applies to the Iran war.

19 hours ago 217 37 3 1

So much false equivalence in media on gerrymandering in Texas vs California & Virginia. California and Virginia maps approved by the voters. That's a huge difference not enough people pointing out

20 hours ago 15718 3840 279 182
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I would submit that a gerrymander by politicians saying fuck the voters and one by voters saying fuck the politicians are two wholly different animals

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Last week, a report from Goldman Sachs revealed that (and I quote) “...companies are overrunning their initial budgets for inference by orders of magnitude (we heard one industry datapoint on inference costs in engineering now approaching about 10% of headcount cost, but could be on track to be on par with headcounts costs in the next several quarters based on current trajectories.” 

To simplify, this means that some companies are spending as much as 10% of the cost of their employees on generative AI services, all without appearing to provide any stability, quality or efficiency gains, or (not that I want this) justification to lay people off.

Last week, a report from Goldman Sachs revealed that (and I quote) “...companies are overrunning their initial budgets for inference by orders of magnitude (we heard one industry datapoint on inference costs in engineering now approaching about 10% of headcount cost, but could be on track to be on par with headcounts costs in the next several quarters based on current trajectories.” To simplify, this means that some companies are spending as much as 10% of the cost of their employees on generative AI services, all without appearing to provide any stability, quality or efficiency gains, or (not that I want this) justification to lay people off.

The Information’s Laura Bratton also reported last week that Uber had managed to blow through its entire AI budget for the year a few months into 2026: 

Uber’s surging use of AI coding tools, particularly Anthropic’s Claude Code, has maxed out its full year AI budget just a few months into 2026, according to chief technology officer Praveen Neppalli Naga.

“I'm back to the drawing board because the budget I thought I would need is blown away already,” Neppalli Naga said in an interview.

…

He wouldn’t disclose exact figures of the company’s software budget or what it spends on AI coding tools. Uber’s research and development expenses, which typically reflect companies’ costs of developing new AI products, rose 9% to $3.4 billion in 2025 from the previous year, and the firm said in a recent securities filing it expects that cost will continue rising on an absolute dollar basis.
Uber’s CTO also added that about “...11% of real, live updates to the code in its backend systems are being written by AI agents primarily built with Claude Code, up from just a fraction of a percent three months ago.” Anyone who has ever used Uber’s app in the last year can see how well that’s going, especially if they’ve had to file any kind of support ticket.

Honestly, I find this all completely fucking insane. The whole sales pitch for generative AI is that it’s meant to be this magical, efficiency-driving panacea, yet whenever you ask somebody about it the answer is either “yeah, we’re writing all the code with it!” without any described benefits or “it costs so much fucking money, man.”

The Information’s Laura Bratton also reported last week that Uber had managed to blow through its entire AI budget for the year a few months into 2026: Uber’s surging use of AI coding tools, particularly Anthropic’s Claude Code, has maxed out its full year AI budget just a few months into 2026, according to chief technology officer Praveen Neppalli Naga. “I'm back to the drawing board because the budget I thought I would need is blown away already,” Neppalli Naga said in an interview. … He wouldn’t disclose exact figures of the company’s software budget or what it spends on AI coding tools. Uber’s research and development expenses, which typically reflect companies’ costs of developing new AI products, rose 9% to $3.4 billion in 2025 from the previous year, and the firm said in a recent securities filing it expects that cost will continue rising on an absolute dollar basis. Uber’s CTO also added that about “...11% of real, live updates to the code in its backend systems are being written by AI agents primarily built with Claude Code, up from just a fraction of a percent three months ago.” Anyone who has ever used Uber’s app in the last year can see how well that’s going, especially if they’ve had to file any kind of support ticket. Honestly, I find this all completely fucking insane. The whole sales pitch for generative AI is that it’s meant to be this magical, efficiency-driving panacea, yet whenever you ask somebody about it the answer is either “yeah, we’re writing all the code with it!” without any described benefits or “it costs so much fucking money, man.”

Another of my pale horses is companies reckoning with the true cost of generative AI.

Now Goldman Sachs says that some companies are spending as much as 10% of headcount on LLM tokens, and are on course to spend *100%* in the next few quarters.

www.wheresyoured.at/four-horseme...

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AI Compute Demand Is Being Inflated By Anthropic and OpenAI, With More Than 50% of AI Data Centers Under Construction Built For Two Companies, and Only 15.2GW of Capacity Under Construction Through The End of 2028
Pale Horse: data center collapses, misc.
As I’ve discussed in the past, only 5GW of AI compute capacity is currently under construction worldwide (based on research from Sightline Climate), with “under construction” meaning everything from a scaffolding yard with a fence (as is the case with Nscale’s Loughton-based data center) to a building nearing handoff to the client. 

I reached out to Sightline to get some clarity, and they told me that of the 114GW of capacity due to come online by the end of 2028, only 15.2GW is under construction, including the 5GW due in 2026.

AI Compute Demand Is Being Inflated By Anthropic and OpenAI, With More Than 50% of AI Data Centers Under Construction Built For Two Companies, and Only 15.2GW of Capacity Under Construction Through The End of 2028 Pale Horse: data center collapses, misc. As I’ve discussed in the past, only 5GW of AI compute capacity is currently under construction worldwide (based on research from Sightline Climate), with “under construction” meaning everything from a scaffolding yard with a fence (as is the case with Nscale’s Loughton-based data center) to a building nearing handoff to the client. I reached out to Sightline to get some clarity, and they told me that of the 114GW of capacity due to come online by the end of 2028, only 15.2GW is under construction, including the 5GW due in 2026.

Last year, Jerome Darling of TD Cowen estimated that it cost around $30 million per megawatt in critical IT (GPUs, servers, storage, and so on) and $12 million to $14 million per megawatt to build a data center, making critical IT around 68% (at the higher end of construction) of the total cost-per-megawatt.

Now, to be clear, those gigawatt and megawatt numbers for data centers refer to the power rather than critical IT, and if we take an average PUE (power usage efficiency, a measurement of how efficient a data center’s power is) of 1.35, we get 11.2GW of critical IT hardware, with the majority (I’d say 90%) being GPUs, bringing us down to around 10.1GW of GPUs.

If we then cut that up into GB200 or GB300 NVL72 racks with a power draw of around 140KW, that’s around 71,429 racks’ worth of hardware at an average of $4 million each, which gives us around $285.7 billion in revenue for NVIDIA.

NVIDIA claims it had a combined $500 billion in orders between 2025 and 2026, and $1 trillion of sales through 2027, and it’s unclear where any of those orders are meant to go other than a warehouse in Taiwan. 

At this point, I think it’s fair to ask why anyone is buying more GPUs, as there’s nowhere to fucking put them. Every beat-and-raise earnings from NVIDIA is now deeply suspicious.

Last year, Jerome Darling of TD Cowen estimated that it cost around $30 million per megawatt in critical IT (GPUs, servers, storage, and so on) and $12 million to $14 million per megawatt to build a data center, making critical IT around 68% (at the higher end of construction) of the total cost-per-megawatt. Now, to be clear, those gigawatt and megawatt numbers for data centers refer to the power rather than critical IT, and if we take an average PUE (power usage efficiency, a measurement of how efficient a data center’s power is) of 1.35, we get 11.2GW of critical IT hardware, with the majority (I’d say 90%) being GPUs, bringing us down to around 10.1GW of GPUs. If we then cut that up into GB200 or GB300 NVL72 racks with a power draw of around 140KW, that’s around 71,429 racks’ worth of hardware at an average of $4 million each, which gives us around $285.7 billion in revenue for NVIDIA. NVIDIA claims it had a combined $500 billion in orders between 2025 and 2026, and $1 trillion of sales through 2027, and it’s unclear where any of those orders are meant to go other than a warehouse in Taiwan. At this point, I think it’s fair to ask why anyone is buying more GPUs, as there’s nowhere to fucking put them. Every beat-and-raise earnings from NVIDIA is now deeply suspicious.

Per Sightline, of the 114GW of announced data center capacity due to come online by end of 2028, only 15.2GW is under construction. This also means that there's only space for $285 billion of NVIDIA GPUs - meaning hundreds of billions are being warehoused.
www.wheresyoured.at/four-horseme...

1 day ago 51 7 1 1
Congratulations to all the current winners of the “Fell For It Again Award.” Per the Financial Times:

Anthropic has said it will hold off on a wider release of the model until it is reassured that it is safe and cannot be abused by bad actors. The company also has a finite amount of computing power and has suffered outages in recent weeks.

Multiple people with knowledge of the matter suggested Anthropic was holding back from a wider release until it could reliably serve the model to customers.
So, yeah, anyone in the media who bought the line of shit from Dario Amodei that this was “too dangerous to release” is a mark. Cal Newport has an excellent piece debunking the hype, but my general feeling is that if Mythos was so powerful, how did Claude Code’s source code leak? 

Did… Anthropic not bother to use its super-powerful Mythos model to check? Or did it not find anything? Either way, very embarrassing for all involved.

Congratulations to all the current winners of the “Fell For It Again Award.” Per the Financial Times: Anthropic has said it will hold off on a wider release of the model until it is reassured that it is safe and cannot be abused by bad actors. The company also has a finite amount of computing power and has suffered outages in recent weeks. Multiple people with knowledge of the matter suggested Anthropic was holding back from a wider release until it could reliably serve the model to customers. So, yeah, anyone in the media who bought the line of shit from Dario Amodei that this was “too dangerous to release” is a mark. Cal Newport has an excellent piece debunking the hype, but my general feeling is that if Mythos was so powerful, how did Claude Code’s source code leak? Did… Anthropic not bother to use its super-powerful Mythos model to check? Or did it not find anything? Either way, very embarrassing for all involved.

Also, the Financial Times reports that it looks like Mythos was held back not because of how powerful and scary it was, but because of Anthropic's ongoing capacity issues. Congratulations to everyone who fell for this.
www.wheresyoured.at/four-horseme...

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Four Horsemen of the AIpocalypse If you liked this piece, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, includ...

Today's free newsletter is about four signs that the AI bubble is bursting: Anthropic's services and economics are decaying, AI demand is inflated, more than 50% of data centers under construction are for two companies, and NVIDIA is warehousing $150bn+ of GPUs.
www.wheresyoured.at/four-horseme...

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AI as a Fascist Artifact (This is a bit of a merger of two talks I recently gave about fascism and AI. One was in German at the Cables Of Resistance conference, one in English at the Milton Wolf Seminar on Media and Diplomacy. I added some shots of the slides I used as a structure for the text which […]

In which I argue that "AI" as we understand it today is a structurally fascist artifact.

https://tante.cc/2026/04/21/ai-as-a-fascist-artifact/

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Don't hold your breath waiting for a refund check from any of these retailers. It's just a payday for them. Most likely they will blow it on stock buybacks. A few will light it on fire with some AI nonsense. Dividends would at least put some small amount of actual cash into retail investor hands.

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RFK Jrs call for mass "re-parenting" is the horrific and grotesque notion that African American children should be removed from their parents and given to other people to raise -- or be institutionalized. It's genocidal. It's difficult to wrap your mind around how evil this is.

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Rep. Sewell Presses HHS Secretary Robert F. Kennedy Jr. on Comments Suggesting Black Children Should Be “Re-Parented” Congresswoman Terri Sewell

There is scant media coverage of Robert Kennedy Jr's denial of his statement that black kids should be reparented. First he said it (on video). He then lied under testimony about his recorded statement and attacked Rep. Teri Sewell (D-AL). This is horrific but real.
sewell.house.gov/2026/4/rep-s...

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The tapestry is a little reminiscent of one of their album covers, I think?

I can also detect a faint, ghostly visage of a Django Reinhardt 78 that would not appear in physical form until 10 years later.

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The leaked memos confirm what we all knew: Big Oil effectively has the conservative Justices on retainer. This casts a disturbing pall over future cases affecting oil industry interests, including, most notably, Suncor.

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Superpower Suicide The geopolitics of our moment

“Superpower Suicide” is a concept to help understand the approach of the Trump regime to the rest of the world. We are fighting a war for no reason we can name, losing it, and covering our defeat with genocidal and apocalyptic propaganda.
snyder.substack.com/p/superpower...

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A lot of people saying the Dems in the US should do something similar in 2028. To do so, the burden is first on the VOTERS to vote in a Dem majority in the House and a Dem supermajority in the Senate! Plus a Dem president.

If you want this, you - you personally - need to get out and work for this!

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Take the social media accounts away from this crazy old man FFS!!!!!

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Wealthy home... Both a phonograph AND a pineapple!

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Judge rules Trump administration violated the First Amendment in fight against ICE-tracking ICE Sightings - Chicago Land Facebook Group and Eyes Up developer won a preliminary injunction against the government.

So many of these strong First Amendment cases -- challenging the Trump admin's censorial campaign to chill dissent -- are winning. Here's another win for free speech against surveillance & ICE tracking: www.theverge.com/policy/91461...

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"In Minnesota, a trio of justices with experience as public defenders—a very unusual concentration by national standards—is up for reelection."

FWIW: MN's judicial elections have not (to date) been as polarizing as some states. All of our current justices are Democratic appointees.

2 days ago 51 19 0 0
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Palantir Posts Manifesto Lamenting Post-War “Neutering” of Nazi Germany The surveillance giant has exploded in value as it’s scored massive contracts from the Trump administration.

Major military contractor and surveillance giant Palantir has posted a chilling manifesto that calls for tech companies to play a larger role in a dystopian future where imperialist powers are unleashed and Americans are increasingly subject to the whims of the surveillance state.

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Right now, most traditional publishing houses are not meeting the moment; time to move differently.

"Published by the Author:
Self-Publication in 19th Century African American Literature" by Bryan Sinche - free link below

#History #Lit #BlackSky

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