@GhostOnTheHalfShell
10k words, wrong thesis.
He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference […]
Has #ChatGPT spontaneously tried to take out a #contract on Ed Zitron yet?
#EdZitron #WheresYourEdAt #AI #LLM #hitman #RiseOfTheMachines #assassin
For some reason I lost a link I was reading and I spent sometime looking for it.
Then I remembered Ed Zitron's #WheresYourEdAt newsletter might be the source for it.
I still don't know where I found it the first time, but Ed's Better Offline linktree has a quite useful list of citations […]
Apologies to whoever in my feed posted this first, but search is bad and I can’t find you now. Anyway I found this summary of the current state of the #AIBubble useful and accurate to my knowledge https://www.wheresyoured.at/the-haters-gui/ #AI #investing #WheresYourEdAt #NVIDIA #Microsoft
I keep a ChatGPT window open most of the time. I find LLMs useful, in no small part because I can buy interesting services so far below cost.
But I'm with #wheresyouredat on this. We're five steps past the edge of the cliff, and any second now, somebody's gonna look down […]
https://overcast.fm/+ABGz6_AXnB0/7:48
“I am so angry about this. Because it’s all so needless. It’s all so needless. But everything - everything - needs to be thrown in the fire for growth.”
- Ed Zitron, Better Offline, “Facebook Was Already Zucked” 2025/01/22
#wheresyouredat #betteroffline […]