justlookinghere123.bsky.social @justlookinghere123.bsky.social · 29/09/2026Strange, the headline is about how much they lost and are planning to spend next year, not about the revenue for 2026 and following years. Was the leak intented to scuttle the IPO? 001
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 21/09/2026This is how AI is going to kill us all. 000
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 18/09/2026static.klipy.comNot Funny Dwayne JohnsonALT: Not Funny Dwayne Johnson 000
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 18/09/2026This is how AI's gonna kill us all. 000
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 13/09/2026Why isn't this a violation of anti-trust collusion laws? 000
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 11/09/2026Operator: Claude, launch the missile on the yellow cake factory near the Iranian capital. Claude launches a nuclear missile on the Cheesecake factory near the US capitol. That's how AI is going to kill us all. 001
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 10/09/2026With revenues decline, its no wonder that the AI labs are propagating the doomsday scenario that AI will kill us all by 2030 to keep the hype going. 000
Reposted by @justlookinghere123.bsky.socialJesse Felder @jessefelder.com · 21/08/2026‘We need many fewer data centres than we think. If we can already replace 70% to 80% of the tasks that are expected to run on LLMs with SLMs, the hyperscalers have simply no revenue growth in the future that is nearly enough to justify the capex.’ klementoninvesting.substack.com/p/if-this-is...klementoninvesting.substack.comIf this is true, the hyperscalers are toastIn my regular research (behind a paywall), I have been saying for a while that I think the future of AI is not large language models (LLM), but small language models (SLM) run on local desktop compute... 0235
Reposted by @justlookinghere123.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 18/08/2026ROSS HENDRICKS: “.. this chart below is why Anthropic's ARR disappointed, and why they're rushing to dump the IPO onto retail bagholders .. It's also why Jensen Huang is backstopping $500B in bagholder loans to new GPU buyers .. The great AI Commodification is officially here.” 926888
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 17/08/2026Doctor: John, you have stage 4 cancer, but that's ok. 001
Reposted by @justlookinghere123.bsky.socialjustlookinghere123.bsky.social @justlookinghere123.bsky.social · 24/06/2026Classic Christensen Low-end disruption. "Good enough" products replacing incumbents. This doesn't bode well for Anthropic and OpenAI. 001
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 24/06/2026Classic Christensen Low-end disruption. "Good enough" products replacing incumbents. This doesn't bode well for Anthropic and OpenAI. 001
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 13/06/2026Today is gonna be the beginning of the end of Anthropic. 000
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 07/06/2026“First they ignore you, then they laugh at you, then they fight you, then you win.” - Gandhi 000
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 05/06/2026Not surprised to see a well respected researcher fall for this scam. The two are not the same. Embryo editing is real science. The other is a con perpetrated by Anthropic ahead of the IPO. 000
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 04/06/2026Kinda crazy. Capex spending is so out of whack that Alphabet has to borrow money to compensate employees. #Aibubble 000
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 04/06/2026static.klipy.comMagical Kai ParkerALT: Magical Kai Parker 000
Reposted by @justlookinghere123.bsky.socialjustlookinghere123.bsky.social @justlookinghere123.bsky.social · 31/05/2026💯Been coding for ~45 years now. "a toy that replicates an intern copypasting from stackoverflow" is the best description of coding agents I have come across. 131
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 31/05/2026static.klipy.comThe Emperor's New Clothes Animated TaleALT: The Emperor's New Clothes Animated Tale 020
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 29/05/2026That's 6B of the 40B Anthropic said was their ARR. Dario is running a casino! 000
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 25/05/20261.4T spent on AI so far, 613B in revenue (%80 of it by Nvidia). This is unsustainable. #Aibubble 020
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 18/05/2026The thing to note here is that placing the cardboard cutout in the path paralyzed the cars. 010
justlookinghere123.bsky.social @justlookinghere123.bsky.social · 15/05/2026Tech bro goes all in on AI, burns one years worth tokens in 3 months, realizes its cheaper to outsources software development to India! 010
