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Cassiano Gobbet

@cassiano.wsocial.eu
21 followers 11 following 45 posts

Independent writer and analyst covering digital infrastructure, AI accountability, journalism, and platform economics. I (try to) address competition, resilience, and how concentrated cloud and media power shapes the public interest.

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Cassiano Gobbet @cassiano.wsocial.eu · 08/10/2026
Shame on the EU. The US is an to “foreign information manipulation and interference” for a long time. The situation is even worse inside the US itself. #Disinfo26
theguardian.com
EU drops sponsorship of disinformation conference at Trump officials’ request
Lithuania and Canada were also pressured to withdraw, and days before #Disinfo2026, logos were wiped off website
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Cassiano Gobbet @cassiano.wsocial.eu · 05/10/2026
This is an utter disgrace. The BBC was a differentiator—an asset that made the UK more respected. I can’t see how this loss can be compensated for.
theguardian.com
BBC morale dented by gradual ‘bloodletting’ after weeks of job cuts
Plans to shed as many as 2,000 employees have been announced in stages, and staff fear further cuts in 2027
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Cassiano Gobbet @cassiano.wsocial.eu · 01/10/2026
Netanyahu, Kushner, Trump, these names will go to history alongside the worst of the worst. Maybe in some radical paranoid groups, they won’t, just like those who nowadays still worship swastikas or hide their faces with white fabric triangles.
theguardian.com
New Google Maps images reveal massive scale of devastation in Gaza
Satellite imagery shows further destruction of homes, businesses and places of worship since fragile ceasefire
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Cassiano Gobbet @cassiano.wsocial.eu · 28/09/2026
Before we have the Jobageddon and the Skynet AI related events, we’ll hit a financial crisis due to greed, loose regulation and an extraordinary capacity humans have to cause predictable self -inflicted pain. AI hyperscalers are transforming debt
giftarticle.ft.com
AI hyperscalers are transforming debt
The sector’s huge capital needs are forcing companies and countries to rethink how they borrow money
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Cassiano Gobbet @cassiano.wsocial.eu · 27/09/2026
A special thanks to Nigel Farage, Boris Johnson and other British creatures.
theguardian.com
Northern Ireland live: controversial Orange Order march in Portadown delayed amid huge protest
Large crowd blocks route of march in Catholic enclave of largely Protestant town
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Cassiano Gobbet @cassiano.wsocial.eu · 24/09/2026
Given Israeli history, the coincidence of the name of the documentary and the perpetrators of the Holocaust ideology is unnerving and telling. The filmmakers will be seen as heroes by history. The 24 minute ovation they received in Venice is significant as well.
youtube.com
Here’s what’s in the Gaza film causing uproar in Israel
YouTube video by CNN
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Cassiano Gobbet @cassiano.wsocial.eu · 17/09/2026
Nvidia is the only company against an AI slowdown. There is a reason. The company is lending money to its own customers indirectly. If there is a slowdown, the scheme crashes. More to follow. tech.yahoo.com/ai/articles/...
tech.yahoo.com
Nvidia's Huang rejects AI slowdown, says safety and speed can coexist
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) founder and CEO Jensen Huang rejected the idea of an AI slowdown, arguing that companies can innovate quickly and release safe products without new laws or regulat...
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Cassiano Gobbet @cassiano.wsocial.eu · 16/09/2026
The play game is simple: NVidia is lending money to its customers so they can buy more. If their growth is less than expected, they won’t be able to repay nvidia. Like all bubbles, it stands on the expectation of a miracle: forever high growth and low inflation.
theguardian.com
Anthropic CEO renews call for AI slowdown as Nvidia’s urges acceleration
At San Francisco conference, OpenAI chief Sam Altman calls for more rigorous security measures
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Reposted by Cassiano Gobbet
European Democrats @europeandemocrats.wsocial.eu · 01/09/2026
Today Germany formally attributed the attempted explosive-drone attack at #Leipzig/Halle Airport to Russia. So what will Marine Le Pen, Alice Weidel, Matteo Salvini, Robert Fico and Putin’s other parrots across Europe say now?
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Reposted by Cassiano Gobbet
European Democrats @europeandemocrats.wsocial.eu · 27/08/2026
🇫🇷 The divisions within the democratic centre risk becoming the extremists’ greatest ally on the road to the Élysée. As François Bayrou has warned, the answer cannot be another war of egos or a proliferation of candidacies.
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Cassiano Gobbet @cassiano.wsocial.eu · 27/08/2026
The tide is definitely changing.
theguardian.com
Meta agrees to major changes to Facebook and Instagram as it settles US trial over teen addiction for up to $18bn
US tech giant agrees to establish further protections for teens such as daily usage limits and blocks on night-time use
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Cassiano Gobbet @cassiano.wsocial.eu · 26/08/2026
It sounds a bit too much to see the foundation stone of the AI wave to default, but a cautionary tale can come from this text. There is too much talk and almost no walk on the gold race of AI.
electronicsweekly.com
Could Nvidia Default? ⋆ Electronics Weekly
It seems unimaginable that a company which has had the gargantuan success of Nvidia can be seen as a debt default risk. But that’s what is happening.
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Cassiano Gobbet @cassiano.wsocial.eu · 21/08/2026
At this time, The Americans would need a president and an economic team who were very, very accurate in order to try to reduce their debt and deficit. The country will not succumb to any war. The fatal blow always comes to the wallet.
ft.com
US long-term bonds slide as Treasury secretary Bessent’s intervention fails to soothe investors
Yield on 30-year Treasuries rises despite move to ‘at least double’ purchases of securities
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Cassiano Gobbet @cassiano.wsocial.eu · 21/08/2026
The issue is not about how AI will affect everything (as it will), but how this new dystopian tech nobility believes they should be the ones to govern the planet they've conquered. The problems are serious, but what's really scary is the narrative.
youtube.com
Yuval Noah Harari: Elon Musk’s many AI contradictions | The Economist
YouTube video by The Economist
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Reposted by Cassiano Gobbet
W Social @wsocial.eu · 16/08/2026
Some W users experienced problems today because W was relying on Bluesky’s AppView. When their AppView went down, parts of W went down with it. Our own AppView was already under development and it kept working. So we’ve now switched W over to our own AppView, currently serving verified users only.
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Cassiano Gobbet @cassiano.wsocial.eu · 06/08/2026
Ad agencies are trying to prove their value in the AI-ad world, but it's just marketing. AI will undoubtedly dispel the exaggerated perception of its value. It is clear that the power network they rode in will become irrelevant. digiday.com/marketing/ho...
digiday.com
How AI costs are quietly reshaping principal media deals
AI doesn’t have a price. Principal media is absorbing it anyway.
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Cassiano Gobbet @cassiano.wsocial.eu · 04/08/2026
Although unlikely, producing hardware may put Alphabet in the first row of the AI race
giftarticle.ft.com
Inside Google’s $200bn Wall Street finance machine for Anthropic
Private credit, chip leases and data centre guarantees underpin a vast new model for AI spending
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Reposted by Cassiano Gobbet
Anna Zeiter @anna.wsocial.eu · 03/08/2026
Europe's X Killer Is Live! What a a headline for a Monday!😃🚀 Thank you very much for the interview, Philippe Séjalon @phisej.wsocial.eu and Patrice Séjalon @patricesej.wsocial.eu! 🙏 @wsocial.eu www.youtube.com/watch?v=fyXi...
youtube.com
Musk Threatened the EU, Europe Built Its X Rival in 6 Months!
YouTube video by The World of Risks in the AI Era
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Cassiano Gobbet @cassiano.wsocial.eu · 02/08/2026
Of all the 5 pre-AI apocalypse riders (Amazon, Alphabet, Microsoft, Musk Inc. and Meta), Zuckerberg is the weakest. Only 2% of their revenue come from non-core data mining business. After spending around US$80bn in the Metaverse flop, going gung-ho into an unwinnable war seems reckless.
finance.yahoo.com
Mark Zuckerberg’s Pivot to AI Is Blowing Up in His Face Spectacularly
Investors are not happy.
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Cassiano Gobbet @cassiano.wsocial.eu · 01/08/2026
Something that I didn’t hear so far: JP Morgan was behind both flop attempts to hijack football into private hands - the European Superleague and the sale of the World Cup. Nine Inch Nails “I am afraid of Americans” come to my mind...
theguardian.com
Fifa scraps proposal to sell off stakes in World Cup after widespread backlash
Gianni ⁠Infantino has said Fifa ​has scrapped plans to ⁠sell a stake in the World ⁠Cup to private ​investors ‌after widespread ‌backlash
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Cassiano Gobbet @cassiano.wsocial.eu · 31/07/2026
The death of the first of the “invincibili” comes close to the shameful FIFA plan to sell the World Cup to Trump lackeys. Baresi was not only a player that reshuffled the idea of a defender, but a loyalist to club and country. The king is dead Long live to the king.
theguardian.com
Franco Baresi, iconic Milan and Italy legend, dies aged 66
Baresi, who captained club and country, was one of the most recognisable players of the ⁠golden era of Italian football in the 1980s and 1990s
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Cassiano Gobbet @cassiano.wsocial.eu · 30/07/2026
UEFA had its minimum decency to deny joining this pathetic attempt of the Trumpian world buying a tournament that once was majestic. Infantino is so easy to despise that you pinch yourself to see if it’s really true. He makes one miss Havelange and Blatter.
theguardian.com
Fifa’s sales pitch revealed: more tournaments, more debt … but no mention of women’s game
Fifa’s pitch to persuade members to approve sale of World Cup’s commercial rights includes more tournaments, higher ticket prices and debt financing
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Cassiano Gobbet @cassiano.wsocial.eu · 29/07/2026
Trumpism will survive Trump and the biggest legacy of this almost-disease is that you cannot trust anyone but yourself. Lash at the EU all you want, but there is safety in numbers.
foreignpolicy.com
The Paradox of Self-Reliance
Building an independent defense industry does not mean going it alone.
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Cassiano Gobbet @cassiano.wsocial.eu · 29/07/2026
Yesterday, chipmakers stocks had another day stumbling across the world. Forecasts for AI datacenters building have been shelved by half compared to 18 months ago. Advertisers are wondering how much AI really delivers. AI will happen, sure, but the bubble is pierced. Have AI shares? Sell them now.
digiday.com
‘We’re starting to wonder’: Ad industry chases AI value as usage outpaces proof
Every choice has a price and the bill always comes due. Marketers are only just starting to work out what theirs actually costs for AI.
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Cassiano Gobbet @cassiano.wsocial.eu · 26/07/2026
This is one to monitor: It’s weird to imagine an European company to manage to be the first to create a fusion plant, but EU companies don’t fight the coal & oil lobby on a sclerotic pay-as-you-go president. Plus, Alphabet thinks long-term to fill the gap in the AI frenzy run.
powermag.com
Google Invests in $468-Million Funding Round for German Fusion Group
Proxima Fusion, a Munich, Germany-based group that is considered among the leading European companies working on fusion energy, said it completed a €411 million ($468 million) funding round. Proxima o...
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Cassiano Gobbet @cassiano.wsocial.eu · 23/07/2026
“With about 9.5 million drivers and couriers on the Uber platform, the CEO also acknowledges that autonomous vehicles will eventually fulfil a majority of those trips in the future. When asked what those millions of people do next, Dara simply says: “I do not know.’”.
aimagazine.com
Why Uber has Already Burned Through its AI Budget
Leading transportation tech company Uber exhausts its AI budget four months into the year due to rising adoption of AI tools like Claude Code and Cursor
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Cassiano Gobbet @cassiano.wsocial.eu · 23/07/2026
What would happen if LinkedIn banned posts written in the first person?
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Cassiano Gobbet @cassiano.wsocial.eu · 23/07/2026
True, Alphabet AI models lag behind, but they have unique competitive advantages: in-house chip production control (or almost), multiple revenue sources (some with no competition), a fully built datacenter fleet and global scale. They will be in the last meter head-to-head.
bloomberg.com
Google Gemini Launch Delayed as Tech Falls Short of Internal Goals
Alphabet Inc.’s Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, because the company has been taking time to try to improve its capabilities, particu...
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Cassiano Gobbet @cassiano.wsocial.eu · 22/07/2026
It was an unease feeling to visit Brazil after 3 years. Adversarial political tactics played a central role in Lula’s rise to power, but now the right wing adopted it, leading to a political dead end. Confrontation appears to be the only path forward. A briefing: share.google/aimode/0KAo8...
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Cassiano Gobbet @cassiano.wsocial.eu · 20/07/2026
There is no need to dig to find an issue here. Internet access is a public service, not just another business. Networks belonging to private players is only ok in competitive markets. Four companies owning 75% of the industry (data centres services) is a cartel. How to regulate an int’l market?
dcnnmagazine.com
BSRIA: ‘Data centres dominate global cabling’
BSRIA, a UK-based research, testing, and consultancy organisation, has released its latest analysis of the global structured cabling sector. The
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Cassiano Gobbet @cassiano.wsocial.eu · 18/07/2026
For decades, energy was an input. In the AI era, it's becoming the product.
axios.com
AI is turning energy into the hottest business in America
The scramble for electricity has become the gold rush beneath the AI boom.
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Cassiano Gobbet @cassiano.wsocial.eu · 18/07/2026
Don’t take the AI datacenter hype as granted. Very few people like the idea to have a massive datacenter as neighbor. And the disgruntled citizens next door can become a huge headache.
heatmap.news
Exclusive: Local Opposition to Data Centers Explodes in 2026
The number of data centers canceled after pushback set a record in the first quarter of the year, new data from Heatmap Pro shows.
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Cassiano Gobbet @cassiano.wsocial.eu · 18/07/2026
Energy again. Watch out for the AI datacenters clustering locations. This is where AI economy will root itself. Energy prices for citizens will still rise due to AI DC’s demand.
oilprice.com
New Jersey Bets Big on Small Nuclear Reactors | OilPrice.com
New Jersey has launched a competitive process to procure at least 1,100 MW of advanced nuclear power as it seeks reliable, carbon-free electricity to meet rapidly growing demand from AI, data centers,...
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Cassiano Gobbet @cassiano.wsocial.eu · 17/07/2026
It is clear that we no longer live in a capitalist society when a small number of players have such leverage over entire industries. The news industry is a prime example of this.
zeitgeist.digital
In chains: why journalism lives under the technofeudalism
News companies used to hold their own facilities to deliver their product. Now, they depend on a very few companies that are also their competitors.
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Cassiano Gobbet @cassiano.wsocial.eu · 17/07/2026
This is not new, but given the EU DNA of @wsocial.eu , it’s worth remembering 🙂…
instagram.com
Europa_2057 on Instagram: "La sinistra la chiama potenza coloniale eurocentrica. La destra la chiama decadenza. Tutti, in qualche modo, saltano addosso all'Europa. Per Slavoj Žižek è esattamente que...
39K likes, 1,194 comments - 2057.eu on May 25, 2026: "La sinistra la chiama potenza coloniale eurocentrica. La destra la chiama decadenza. Tutti, in qualche modo, saltano addosso all'Europa. Per Sla...
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Cassiano Gobbet @cassiano.wsocial.eu · 17/07/2026
The US digital economy will suffer dramatic consequences if the country persist in their attempts to browbeat the EU with absurd tariffs. Open models are much more resilient and hard to challenge. It’ll also force US big tech to spend more to stop the Chinese rise. www.axios.com/2026/07/17/c...
axios.com
China just erased America's AI lead
Kimi's K3 model has caught up to the American frontier.
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Cassiano Gobbet @cassiano.wsocial.eu · 17/07/2026
Alternative energy will be the crucial factor to make the datacenter economy become sustainable. Follow the moves hyperscalers will make and you’ll see the likely winners.
renewableenergyworld.com
Can upcycled EV batteries really power the grid? | Q&A with Moment Energy CEO Edward Chiang
Moment Energy co-founder Edward Chiang shares how repurposed EV batteries can benefit the grid as his company celebrates new manufacturing facilities and continued market growth.
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