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honestposter.bsky.social

@honestposter.bsky.social
14 followers 7 following 25 posts
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honestposter.bsky.social @honestposter.bsky.social · 10/10/2026
youtu.be/ihIJZ8HHNhY?...
youtu.be
We Uncovered The Radical Solution To Our Rigged Tax Code
YouTube video by More Perfect Union
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honestposter.bsky.social @honestposter.bsky.social · 10/10/2026
youtu.be/I5ePAPLSzFU?... The truth is that Russia is importing diesel because so many of its refineries have been damaged/destroyed by Ukraine. = the moron in Chief, the a-hole in Chief, has no idea what he's talking about. The orange anus delusional fool needs to be impeached ASAP!
youtu.be
Trump thanks Putin for a deal to supply the US with Russian diesel
YouTube video by Associated Press
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Jesse Felder @jessefelder.com · 09/10/2026
‘Stress among neocloud companies is already visible, but I hadn’t appreciated the extent of their leverage or the relatively short maturity of their debt. That combination leaves them particularly exposed to refinancing risk amid rising yields.‘ blinks.bloomberg.com/news/stories...
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Jesse Felder @jessefelder.com · 09/10/2026
“The fact that they would front run their customers, it shows their sort of disdain for their customers. Why would a company buy their product when they can look at your private notes and beat you to market?” www.cnbc.com/video/2026/1...
cnbc.com
NYU's Tristan Buckmaster on the controversy over OpenAI's math findings
Tristan Buckmaster, NYU Mathematics professor, joins 'Squawk Box' to discuss the Navier–Stokes equation, controversy around OpenAI findings, and more.
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honestposter.bsky.social @honestposter.bsky.social · 09/10/2026
youtu.be/Ze2NFfsRwUQ?... " 86% of the stocks in the s&p 500 are in a bear market" meaning they are down more than 20% off their peaks Only a very few stocks related to AI are holding the whole market up. And they are dependent upon 2 private cash burning machines = A huge stock crash is coming
youtu.be
OpenAI Is In Bigger Trouble Than You Think(Worse Than Dot Com)
YouTube video by Meerkat Explains
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honestposter.bsky.social @honestposter.bsky.social · 09/10/2026
youtu.be/Ze2NFfsRwUQ?... Ai is a massive Ponzi scheme! if you don't understand who the patsy is, it's because it's you! The big AI companies are losing more money than any cos in history & the losses grow worse as they larger = Why their only exit scheme is to sell stock to the Public
youtu.be
OpenAI Is In Bigger Trouble Than You Think(Worse Than Dot Com)
YouTube video by Meerkat Explains
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honestposter.bsky.social @honestposter.bsky.social · 09/10/2026
www.ft.com/content/97d8... If Amazon, the most profitable hyperscaler, is feeling financial stress, & needs to offload Nvidia chips, it's telling you: 1) The AI ecosystem can't even handle the current level of spending 2)Amazon sees Nvidia chips as a bad investment =A stock crash is coming soon
ft.com
Amazon seeks to offload $8bn of Nvidia chips to investors
The move aims to improve the tech group’s balance sheet health as AI spending soars
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honestposter.bsky.social @honestposter.bsky.social · 09/10/2026
youtu.be/RsEYbb5Ng50?...
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The OFFICIAL Trump 2026 Campaign Song
YouTube video by Bruce W. Nelson
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honestposter.bsky.social @honestposter.bsky.social · 09/10/2026
youtu.be/rHaPfdnRoZ4?... Open ai & anthropic have compute contracts for a combined amount of about $150 billion in 2027 and that's going to rise in 2028. So these companies who are already burning $100 billion a year are going to default. = A default on $1.3 trillion of obligations = Stock crash
youtu.be
Mostly Economics Podcast #55: Who pays when the AI bubble bursts with Ed Zitron
YouTube video by Center for Economic and Policy Research
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honestposter.bsky.social @honestposter.bsky.social · 09/10/2026
youtu.be/Mxr4sc8tUVI?... AI execs are the biggest bullshit artist gaslighting aholes in history. It's all about greed! These over-educated aholes have made all sorts of claims about curing diseases & helping society, but it's all a bunch of lies =It's the biggest pyramid Ponzi scheme in history
youtu.be
The AI Takeover Just Backfired!
YouTube video by Meerkat Explains
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honestposter.bsky.social @honestposter.bsky.social · 09/10/2026
US ARMY FIRING SQUAD EXECUTION OF FORT HOOD SHOOTER TO BE LIVESTREAMED DECEMBER 3 — PENTAGON OFFICIAL George Carlin predicted this in 1992. It was a comedy routine, but it wouldn't surprise him that it's happening today , because he understood the sickness of our society youtu.be/wjjPlEW9bRM?...
youtu.be
George Carlin - Balance the Budget
YouTube video by feralboy101
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honestposter.bsky.social @honestposter.bsky.social · 08/10/2026
If you don't understand the fact that mean regression in the stock market is guaranteed, then you don't understand long-term investing = Even if the long-term trend stays intact, a "correction" to the uptrend support line is about 30% below the current level = A huge stock crash is coming soon
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Jesse Felder @jessefelder.com · 08/10/2026
“The liabilities might be a $2 trillion or $4 trillion risk to society, even before you consider the mass-extinction they talk about, making the companies worth less than zero overall.” www.bloomberg.com/news/article...
bloomberg.com
Anthropic IPO Investors Struggle to Put a Price on Rogue AI Risk
Investors considering Anthropic PBC’s planned mega-IPO are grappling with an unusual conundrum: How to value a company that some fear could help wipe out the human race.
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Jesse Felder @jessefelder.com · 08/10/2026
“It is a situation where people are just focusing on one thing and one thing only, and that is earnings and in particular tech earnings. And they excuse every macro, credit or whatever headwind that you can come up with that story.” www.bloomberg.com/news/article...
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Jesse Felder @jessefelder.com · 08/10/2026
“The honeymoon phase of being tied to one model maker is gone. Things change so quickly.” www.wsj.com/tech/ai/the-...
wsj.com
The AI Price War Is Heating Up—and OpenAI Is Gaining Ground on Anthropic
Both companies need to show Wall Street they have sustainable businesses ahead of planned IPOs.
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Jesse Felder @jessefelder.com · 08/10/2026
‘If AI doesn’t deliver on its promise then we face a double blow to growth: because AI didn’t expand our productive capacity as hoped, and because other investments which might have didn’t take place.’ www.ft.com/content/bf40...
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Jesse Felder @jessefelder.com · 08/10/2026
‘Not only are crude oil futures increasingly unreliable as a proxy for genuine supply and demand, they are also no longer useful as a hedge either and further disconnected from the fuel prices that drive inflation.’ www.ft.com/content/5cad...
ft.com
What is the real price of oil?
Crude futures are no longer a reliable guide to the inflationary impact of fuel prices
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Jesse Felder @jessefelder.com · 08/10/2026
‘Tech and AI stocks now comprise over 40% of the S&P 500's market cap. ​That's higher than the peak of the dotcom bubble in early 2000. Add in AI-related companies, and tech's footprint tops 50%, ⁠also a record.’ www.reuters.com/commentary/r...
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honestposter.bsky.social @honestposter.bsky.social · 08/10/2026
Cnbc has become unwatchable you can't see a single honest person on there discussing the insanity that's going on with this AI mania. It's just intolerable. such a bunch of assholes I really hope that bad things happen to them because they're bad people, cuz they're misleading people.
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honestposter.bsky.social @honestposter.bsky.social · 08/10/2026
open ai raised $122 billion only 7 months ago and now they're trying to raise another $30 billion their burn rate is beyond anything ever in history. But investors are only focused on top-line growth. The 2 US cash money machines are going BK =Stock crash giftarticle.ft.com/giftarticle/...
giftarticle.ft.com
OpenAI annualised revenues $20bn less than previously signalled
AI group recently told investors the critical figure was approaching $50bn in September, far less than the $70bn that was widely reported
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honestposter.bsky.social @honestposter.bsky.social · 08/10/2026
The Russell 2000 index just breached its 200-day moving average. When it did this on February 21, 2025, it was a signal to sell the S&P 500, which was less 1% from its all time high, & then crashed 20% This is almost the exact situation today...
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Toby Nangle @tobyn.bsky.social · 08/10/2026
Remember all the way back in September when Jev ranked as the fastest-adopted new model, slashing token costs for a bunch of use cases? Well, someone's coded up a fast open-source open-weight version that runs locally on your laptop and doesn't use a token. github.com/Rizzo-AI-Aca...
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Jesse Felder @jessefelder.com · 08/10/2026
‘As Anthropic barrels toward a potential $2 trillion market cap on the Nasdaq, one research firm is valuing the artificial intelligence company at a mere $150 billion and says Wall Street is about to face an “unprecedented test of investor gullibility.”’ www.cnbc.com/2026/10/07/a...
cnbc.com
Anthropic will be 'most ridiculous IPO' of year, analyst says
Anthropic reportedly plans to list on the Nasdaq before Thanksgiving, and one bearish advisory firm suggests that investors sit this one out.
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honestposter.bsky.social @honestposter.bsky.social · 08/10/2026
youtu.be/roe3SgezmmU?... Stock market is now a rigged game. It's for suckers so if you're a sucker then put your money into the stock market ... and I'm going to watch you lose in a huge way over the next few years
youtu.be
The Stock Market Is Being Used as a Dumping Ground
YouTube video by Casual Finance
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honestposter.bsky.social @honestposter.bsky.social · 08/10/2026
youtu.be/zGderMnaNZ8?...
youtu.be
The AI Bubble Is Entering Its Final Stage!
YouTube video by Meerkat Explains
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honestposter.bsky.social @honestposter.bsky.social · 08/10/2026
youtu.be/mWBvjGpztI8?...
youtu.be
No One Alive Has Ever Seen What Is About to Happen to AI Next Year
YouTube video by Dylan John
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Jesse Felder @jessefelder.com · 07/10/2026
BofA: “Low breadth is a classic feature of bubbles building and typically doesn’t stop until they pop… US tech stocks currently rank with the highest Bubble Risk Indicator reading.” www.bloomberg.com/news/article...
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honestposter.bsky.social @honestposter.bsky.social · 07/10/2026
BSsent = BullShit artist “A lot of people in the investment community had hoped he was the adult in the room. Investors are starting to see him as acting more and more like Trump…and that’s shaking confidence in him.” www.wsj.com/politics/pol...
wsj.com
Inside Bessent’s Treasury: Tension, Turnover and Unmet Economic Goals
Ahead of midterms that could turn on high prices and borrowing costs, the secretary dresses down officials.
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Jesse Felder @jessefelder.com · 07/10/2026
‘Token usage may have surged temporarily in the second quarter, attributed by some to so-called “tokenmaxxing.“ If "tokenmaxxing" has dissipated, as many believe, overall spending on LLMs by businesses and consumers could be lower than it was three months ago.’ www.reuters.com/commentary/r...
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honestposter.bsky.social @honestposter.bsky.social · 07/10/2026
bsky.app/profile/jess... Falling prices and usage of open ai and anthropic will increase their losses and result in their bankruptcy = A default on $1.3 trillion of liabilities This is what is happening under the surface of this mania. This is why I'm positioning for a tremendous stock crash
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Jesse Felder @jessefelder.com · 07/10/2026
‘What if AI models have just reached commodity status?’ tomtunguz.com/what-if-the-...
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Jesse Felder @jessefelder.com · 07/10/2026
‘Competitive factors are pushing AI spend down. The introduction of highly performant standard and lite models, and highly token-efficient models designed for specific enterprise use cases will threaten OpenAI and Anthropic’s revenue growth among businesses.’ econlab.substack.com/p/top-saas-v...
econlab.substack.com
AI spend is being pulled in two different directions
Top SaaS Vendors on Ramp (October 2026)
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Jesse Felder @jessefelder.com · 07/10/2026
‘Semiconductor revenue and unit growth have parted ways. Industry sales are up triple digits, while unit growth is much lower and in some cases negative. The AI hardware boom is expensive chips and memory, not proportionately larger shipment volumes.’ paulkedrosky.com/roundup-cape...
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Jesse Felder @jessefelder.com · 07/10/2026
‘If one or both of the labs gets their lunch eaten by the much-cheaper open source models, then not only will the demand for the hyperscalers’ compute shrink, but their non-operating income from their stakes in the labs will fall meaningfully.‘ econjared.substack.com/p/a-budding-...
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honestposter.bsky.social @honestposter.bsky.social · 07/10/2026
substack.com/@kenluskin/n...
substack.com
Ken Luskin (@kenluskin)
Below is my email to the authors of the following article in the Wall Street journal https://www.wsj.com/world/europe/france-debt-bonds-spending-c7981557?st=gSQXLn 10 yr yields: France 4.75% vs US ...
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web_rant @webrant.bsky.social · 07/10/2026
Another unsafe scam for more universal surveillance and mental manipulation for oligarch control.
Muse as Elizabeth Holmes in You Can See Everything
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honestposter.bsky.social @honestposter.bsky.social · 07/10/2026
bsky.app/profile/carl... Fuck Muse and the horse they road in on = fuck fuckerberg The recipient of the fuckhead of the decade award.
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Jesse Felder @jessefelder.com · 06/10/2026
”Pursuing a tech path that can never support the guarantees of safety that we will need when systems become sufficiently capable to be of really high value, it’s a wrong turn that we took, so further investment in these models is throwing good money after bad.” www.theinformation.com/articles/ali...
theinformation.com
Aligning AI With Human Goals Might Be Impossible, Says AI Prof. Stuart Russell
Last week, OpenAI scrapped the model it had slated to release as GPT-6.1 Astra due to test results showing that it was deceptive and otherwise misaligned. “I think it’s about time,” said Stuart Russel...
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Jesse Felder @jessefelder.com · 06/10/2026
‘Le Marquer said an AI model “swarm” — in which autonomous agents work together to cause a hack, outside the control of humans — could also be likened to an oil spill, potentially giving the public the ability to bring claims over damage caused by AI businesses.‘ www.ft.com/content/a5ca...
ft.com
Insurance claims to test Altman and Amodei liability for ‘rogue’ AI
Insurers and lawyers weigh the cost of potential massive lawsuits and damages against the leaders of OpenAI and Anthropic
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Jesse Felder @jessefelder.com · 06/10/2026
‘Healthcare expenses were the leading economic ‌concern for ⁠Americans surveyed, with 60% of respondents saying they are very or somewhat worried about affording health costs. Gasoline and grocery costs followed at 59% and 52%, respectively.’ www.reuters.com/legal/litiga...
reuters.com
Most Americans support switch to Medicare for all health insurance
Most Americans now favor government-paid health insurance for all, according to a ‌new poll, as voters across party lines see major healthcare reforms as a priority less than a month before midterm el...
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Carl Quintanilla @carlquintanilla.bsky.social · 06/10/2026
JEFFERIES: “.. We think this chart is also very interesting … it shows the percent of S&P 500 companies outperforming the index. September’s 24% reading was near the lowest level we’ve seen in~45 years.”
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Jesse Felder @jessefelder.com · 06/10/2026
‘The other possible reason for the disclosure is as a stage magician's flash and smoke, so you don't watch his hands. The end-of-the-world disclosure is the flash. The lack of useful information for valuation in the prospectus is the hands.’ www.bloomberg.com/opinion/arti...
bloomberg.com
What Anthropic’s ‘Existential Risks’ Tell IPO Investors
Anthropic PBC’s public listing prospectus warned investors of “existential risks to humanity.” Why? Being long or short the artificial intelligence lab’s shares will not matter to investors wiped out ...
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