Tom @moll.dev · 1hI tell you, when I saw this, I fucking fell to my kneespatreon.comEpisode 580: Sexual Harry Potter | TrueAnon PodcastDavid Z. Morris joins Liz to disentangle the freaky web of effective altruists, rationalists, and AI super freaks currently poised to rule t 120
Tom @moll.dev · 1hyeah probably just trying to get people to click on their profile and go to a stolen OF page or something. it's just funny how they copy the top comments in the first 5 minutes and then get top comments 000
Tom @moll.dev · 3hCoding is a pretty massive barrier for anyone who wants to make a game, it takes a lot of time and privilege to learn it. If an LLM is the difference between a game not existing, and existing, I think that's great 060
Tom @moll.dev · 3hWanted to pull this out into a QT: There's a reason game dev subreddits have started banning people saying a game is "slop" and generally being rude to developers who are using AI tools to make their game. 171
Tom @moll.dev · 3h1) Bluesky still has to moderate content on their platform, so yes they need a tool that doesn't respect blocks 2) Blocks do not prevent posts from being read, everything (pre-Spaces) is public, and shouldn't be treated as private anyways: pdsls.dev/at://did:plc...pdsls.devat://tsalaroth.bsky.social/app.bsky.feed.post/3mwqnhm76222w 050
Tom @moll.dev · 3hindie game dev is exploding right now because of LLM coding tools, AND it's driving a market for human made art assets because more games are being brought into existence. 0194
Reposted by TomDan Moore is at Monktoberfest @mooreds.com · 3hGreat insight here that I haven't seen mentioned before (w/r/t AI rollout). Many folks say "AI can be deployed at the speed of software" but there is lots of process re-engineering that needs to happen too. 032
Tom @moll.dev · 3hyes, the AI trade will unwind, there will definitely be winners, and some losers. but I really doubt it blows up like 2008. same for intelligence, you can't just point to a chart and go "look it's exponential!" because, obviously, intelligence can't be reduced to a singular metric 010
Tom @moll.dev · 3hthe internet drives a lot of this, we've become accustomed to instant gratification, so why shouldn't our political outcomes also, somehow, be instant? "any minute the bubble is going to pop" and "AGI is happening this year" are two sides of the same coin 120
Tom @moll.dev · 3hI think a lot of people are drawn to catastrophe politics because it's not boring, like compounding interest. They want to see a huge change, in either direction, because it would be instantly validating to their world view 120
Tom @moll.dev · 3horganizations / markets / societies have a huge amount of inertia that dampers any directional changes 130
Tom @moll.dev · 3hI'm a boring optimist, there's a limiting factor on how fast technology can really change, and that frontier of change is very jagged. at a macro level, yeah AI tools are going to revolutionize a lot of industries, just as the internet did, but I think that rollout doesn't magically accelerate 120
Tom @moll.dev · 3htl;dr there's a lot of speculation because they haven't actually released their S-1 filing, most people are going off of quotes and piecing things together from news blurbs. Anthropic will have to actually show their cards when they IPO 010
Tom @moll.dev · 3hAnthropic, yes. The others? Likely no. On the other side of the bet, if Anthropic keeps growing revenue like it has been, they will have little issue hitting those spending commitments. They've effectively reserved a massive chunk of compute to grow into. 110
Tom @moll.dev · 3hIt's not clear if the spending commitments are actual dollar amounts or "dollars of equivalent spend". 010
Tom @moll.dev · 3hAnthropic effectively has no leverage against companies who are growing 10-15% _before_ AI usage is computed. So the deals, while circular, are incredibly one sided. Anthropic is taking on massive amounts of risk, they will basically get ground into dust before any of the others lose money. 210
Reposted by TomTom @moll.dev · 10hIf you see one of these profile pictures; you're about to read the most stupid take that you've ever heard 0111
Tom @moll.dev · 9hyeesh 404 media podcast had a nicotine pouch sponsorship, money must be super tight 290
Tom @moll.dev · 9halso: Odd Lots has covered it a bunch www.youtube.com/watch?v=cvNO...youtube.comThis Is What It Takes to Get a Data Center Financed | Odd LotsYouTube video by Bloomberg Podcasts 010
Tom @moll.dev · 9hI'm skimming here, but TrueAnon did a great episode about the various financing models that I've been pointing people to: www.patreon.com/TrueAnonPod/...patreon.comEpisode 569: Computer Problems | TrueAnon PodcastComputer Problems: We dig into the anti-data center backlash sweeping the country, the increasingly weird financial machinery funding the AI 110
Tom @moll.dev · 9hEven using "tokens" as payment isn't that new, AWS has been giving startups EC2 credits for years as a form of funding. The big AI labs know their biggest customers already, and they know that giving tokens will potentially accelerate their ability to scale. 110
Tom @moll.dev · 9hthere's a lot of "well this is complicated and therefore it must be fraudulent" when most of this is just how any large business funds projects, SPVs for datacenters have been a thing since the 2000s, and they're used to build out public infra too 110
Tom @moll.dev · 9h* to be clear there's definitely debt, but that's literally how any big company is going to pay for things. the hyperscalers have enough money sitting in their bank accounts to build everything, right now, but it's easier to take a loan that's collateralized against their stock price / holdings 210
Tom @moll.dev · 9hBecause it's mostly future spending commitments, no debt has been created. If I told you that I'd buy the thing you're going to start selling in a year, does that put me into debt? 220
Tom @moll.dev · 9hHe literally got called out because he didn't know the definition of P/E, I wouldn't take anything he's said about financials seriously 020
Tom @moll.dev · 10hI would like to formally thank all the yanks for getting off bluesky so I can enjoy a nice scroll in the morning 030
Tom @moll.dev · 10hIf you see one of these profile pictures; you're about to read the most stupid take that you've ever heard 0111
Tom @moll.dev · 22hwelp, I used gemini flash-lite to pair-program a bitstring representation of a Klondike board. wasn't vibe coded in the slightest, I was basically talking to a brick wall the entire time 010
Tom @moll.dev · 29/09/2026no sorry, I didn't actually work on that today, I spent 6 hours watching Penn and Teller: Fool Us via YouTube Shorts 1130
Tom @moll.dev · 29/09/2026I'll literally DM people who I QT with less followers to ask them if it's okay 020
