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singedsun

@singedsun.bsky.social
327 followers 596 following 642 posts

Cherith IT Professional | Certified AI Hater Fandom enthusiast, writer and music nerd singedsun.carrd.co

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Reposted by singedsun
Greg Pak @gregpak.net · 5h
get the fuck off of x, the nazi site for nazis
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singedsun @singedsun.bsky.social · 4h
LRP: They're not acting on their own. They're given parameters and tools and then they're doing as directed. This is nothing more than PR spin with jazz hands to show how dangerous they CAN be -- and oh, don't you want something this powerful in your hands?
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Micah @rincewind.run · 16h
if your agents are going to commit crimes, you are legally responsible if you cannot figure out how to prevent your agents from doing crimes, you’re going to have to choose between releasing them and protecting yourself from criminal liability imo this would do more for “ai safety” than a sex cult
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Dominic Tarason @dominictarason.com · 08/10/2026
There's playtest signups open for Pony Island 2, and the original mystery rabbit-hole is just free right now. Let your friends know and don't tell them anything beyond 'Play it'.
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The Skiffy and Fanty Show @skiffyandfanty.com · 06/10/2026
And it's here. We've been promising it. Now it's real! Announcing our 2026 Fundraiser and Membership Drive! We've got two goals, three TTRPG events, some giveaways, and more! Read our announcement for full details, dates, and more! Spread the word! skiffyandfanty.com/b...
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Gory Thing @korybing.bsky.social · 08/10/2026
For what is a reliquary if not a Medieval Funko Pop
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Chuck Wendig @chuckwendig.bsky.social · 08/10/2026
This is a great read, and you should, well, read it.
wired.com
Who Killed Paulina Borsook’s Career?
A quarter-century ago, Borsook published a wildly prophetic, penetrating book about Silicon Valley called Cyberselfish. Then she disappeared.
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Charles Keener @charleskeener.bsky.social · 06/10/2026
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Robert Reich @rbreich.bsky.social · 06/10/2026
The richest man owns X. The second richest man owns The Washington Post. The third and fifth richest men control Google. The sixth richest man owns Facebook, Instagram, and WhatsApp. And the eighth richest man now owns both Paramount and Warner Bros. See the problem here?
bbc.com
Paramount takes over Warner Bros in $110bn Hollywood merger
The merger of two of Hollywood's biggest movie studios comes after months of legal disputes and concern over competition
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Bookshop.org @bookshop.org · 06/10/2026
Anti-Prime Day starts…NOW! 🥳 Today through midnight on 10/7, enjoy free shipping site-wide, all while supporting local, independent bookstores.
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Ed Zitron @edzitron.com · 06/10/2026
The world where neoclouds run out of money and NVIDIA's revenues drop 90%, where hundreds of billions of hyperscaler revenue bookings evaporate, is at this point inevitable. The worst part of it was that the warning signs were always there. www.wheresyoured.at/credit-crunch/
Even if you think AI is the most wonderful, beautiful software tool ever imagined, there is no rational basis under which you can look at the current economic picture and say that everything will be fine. 

The future I am talking about — one where most data center debt goes unpaid, where OpenAI and Anthropic fail to meet their obligations, and when AI GPU sales grind to a halt — involves Google, Microsoft and Amazon having catastrophic misses on their earnings expectations, and their future revenue growth stories collapsing, along with NVIDIA’s revenues dropping as much as 90% once the debt-backed AI capex boom ends. It involves CoreWeave, IREN, Nebius, and every other neocloud running out of money, fucking over investors in both their stock and debt some time in the next few years, with the underlying collateral made up of otherwise-useless data center construction and GPUs that will, at that point, be in a supply glut rivaling the Atari video game burial.

I must be clear that I only have to be half right for things to be extremely bad. NVIDIA’s revenue growth cannot be sustained without endless debt issuance at a time when issuing debt is incredibly expensive, all in pursuit of data center construction that takes years to complete for customers that may or may not exist when it does so. Hyperscalers have no other hypergrowth ideas left — no new Google Search, Microsoft 365, or Facebook — to sell investors, and in pursuit of AI have become the most asset-burdened companies on the Fortune 500, rivaling ExxonMobil, Berkshire Hathaway and Chevron, except instead of oil and diverse stocks they have GPUs that only retain value during a hype cycle.

And there really is no hope for the $800 billion or so invested in AI startups in the last four years, as AI acquisitions are thin thanks to their high costs, miserable revenues and utter lack of intellectual property. I’m not sure venture capital — or anyone covering venture capital — has actually conceptualized how significant the losses may be, because I can see a world where virtually every AI investment goes to zero at a time when venture capital is facing an historic losing streak.

In fact, I’m not sure anyone is trying to conceptualize what actually happens once the bubble bursts, because doing so requires you to think not just in terms of wasted capital, but about hundreds of billions of dollars of unpaid loans, dead AI investments, half-finished data center projects, and a stock market where 24% of the S&P 500’s value comes from five companies with stock prices boosted by theoretical returns on AI investments that are mostly from OpenAI and Anthropic.

The fact we’re living in this bizarre juxtaposition of reality where we can run headlines about OpenAI-connected data centers never getting completed and its massive losses aside headlines about $50 trillion in data center construction by 2050 is a sign that nobody is taking the threat seriously enough. I would love to say that I think I’m overreacting somehow, but I spend every single week running the numbers and actively looking for evidence that I’m wrong, mostly because the world, despite discussing the fragility of the AI bubble, doesn’t seem to want to think about it actually bursting. 

I encourage you to do so, even if you’re pro-AI, even if you truly disagree with me, because this is extremely serious, and you can’t pay $1.3 trillion in commitments with hope. You can truly, madly love LLMs, you can name your dog Dario and your guinea pig Sam, I don’t care, but please, I’m begging you, stop making assumptions based on the best-case scenario, and start taking this seriously, because the consequences of me being right have global stakes.
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singedsun @singedsun.bsky.social · 06/10/2026
2 for one kind of day
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Kashana @kashana.blacksky.app · 05/10/2026
Every day I have a new reason to hate AI, but today’s is that they faked the work of one of my longtime collaborators.
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Mike Drucker @mikedrucker.bsky.social · 05/10/2026
Just saw someone say their AI runs their fantasy football team and I can’t stop laughing. Like, I’m sure everyone’s doing it or something but it’s very funny to me that pretending to be a team manager was so hard that you needed to pretend to pretend to be a team manager
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Kat Out of Hell @katriddell.bsky.social · 05/10/2026
THAT’S A LOAD-BEARING COWBOY
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Caræsten 🇵🇸 @cara.city · 05/10/2026
believe it or not this is what a datacenter looked like before ai
strong bad and coach z, both cartoon characters, in front of beige computers labeled datum center
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Edgar Allan Hoe @dlcrumbdump.bsky.social · 05/10/2026
my body is a machine that turns [seeing an AI generated youtube thumbnail] into [clicking "do not recommend channel"]
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singedsun @singedsun.bsky.social · 05/10/2026
Happy Monday!
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rahaeli @rahaeli.bsky.social · 05/10/2026
No lies detected
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The Daily Tism @thedailytism.com · 05/10/2026
One autistic individual is reported to be living the dream, having opened a bookshop and then displayed a large sign in the window reading NO CUSTOMERS.
thedailytism.com
The dream! Autistic person opens second-hand bookshop where no one is allowed to buy books or come in
One autistic individual is reported to be living the dream, having opened a bookshop and then displayed a large sign in the window reading NO CUSTOMERS. Alix Gardner, 42, has embraced their inner…
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Cat Rambo @catrambo.bsky.social · 05/10/2026
It's a good day when it includes a new John Wiswell story!
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Merriam-Webster @merriam-webster.com · 05/10/2026
The SPEAKER implies. The LISTENER infers. The DUDE abides.
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John Leavitt @leavittalone.bsky.social · 02/10/2026
One of the reasons Dracula works and is good is cause it’s about every single middle-class British neurosis and paranoia AT ONCE
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Smo - Screaming for vengeance @smomotion.tv · 03/10/2026
Fleischer Studios quietly uploaded the ORIGINAL superman short from 1941 to their youtube: youtu.be/Izw59y7yVio?... Some of the most well animated shorts to this day [and still the best Superman!]
youtu.be
Superman, released September 26, 1941 was the first of Fleischer Studios' acclaimed Superman series!
YouTube video by Fleischer Studios
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Marisa Kabas @marisakabas.bsky.social · 03/10/2026
robert kraft screaming, crying, throwing up
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Jessie Gender @jessiegender.bsky.social · 03/10/2026
I think it is evidence of how so much we have been made to think that gaining an audience is the goal of life in this attention-seeking economy that saying "a rapist shouldn't seek a public persona that is available for consumption" is taken as equivalent to saying they "can never rejoin society."
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Luna P. @satelitesnaturales.bsky.social · 02/10/2026
🌟
A pink and gray poster: featuring a guillotine shaded in black halftones. The words "IT ENDS HERE", and an arrow and a manicule pointing towards the head hole of the guillotine. A white star in the middle of it. at the bottom of the poster, a painting of flames in turquoise, with the words "nothing to lose" and other embelishments in pink.
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Stella Glitterbomb @shoelais.bsky.social · 02/10/2026
Now’s a great time to join DSA! KC DSA has political education and mini fig painting nights, free clinics to fix tail lights on cars, historically informative bird walks, rapid response and know your rights trainings, a new radio show, and so much more. There is no limit to what we can do together!
act.dsausa.org
Join DSA. Become a member today.
Democratic socialists have an historic opportunity and responsibility to play a central role in continuing the political revolution for the long term. As a democratic, grassroots organization, DSA is ...
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Ed Zitron @edzitron.com · 02/10/2026
Megamind “no bitches?” Meme but it says “no Jevon’s paradox?”
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Tammy Komoff @tammykomoff.bsky.social · 01/10/2026
Make art!
Go into the arts. I'm not kidding. The Arts are not a way to make a living. They are a very human way of making life more bearable. Practicing an art, no matter how well or badly, is a way to make your soul grow, for heaven's sake. Sing in the shower. Dance to the radio. Tell stories. Write a poem to a friend, even a lusy poem. Do it as well as you possibly can. You will get an enormous reward. You will have created something. -Kurt Vonnegut
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singedsun @singedsun.bsky.social · 01/10/2026
Me: Oh what a cool sounding Kickstarter project! *reads through campaign description* Obviously AI generated art. Statement of AI use, and the specific artist style being leveraged for the art. Me: Welp, actually nevermind. Appreciate you stating how much AI you're planning to use.
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Boots on the Ground Midwest @bootsonthegroundkc.bsky.social · 30/09/2026
There's an updated map of Kansas 287(g) agreements in this article ⬇️⬇️⬇️
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Chronic Illness Humor @chronicillness.bsky.social · 30/09/2026
catmat on Tumblr
May 8, 2023
I don't know if it's just me, but when I speak with healthy people, I feel like I'm living in a completely different reality.

What? You don't worry about getting seriously ill everyday? Your biggest inconvenience is traffic? You don't wake up in pain? You can do multiple activities without physical consequences? You have income for things other than necessities?

How are we even living in the same society?
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Garth Marenghi's Catbus @catbus.phd · 30/09/2026
don't bother addressing a congregation unless you're in the baroque creature pulpit
Baroque pulpit ca. 1750, rebuilt 1856, Parish church in Dobroszów.

a fanciful scaled sculpture where the serpents open mouth serves as the pulpit
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Jeb 🇦🇺 🏳️‍⚧️ AT PAX AUS @jebdarsh.bsky.social · 30/09/2026
TIME LOOPS ARE A GO If you havent backed this you should
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NinaLewis @ninalewis.bsky.social · 30/09/2026
Once upon a time there was a guy whose friends believed - on flimsy evidence - that one of the friend's fiancée had been unfaithful to him. The bridegroom and his boss decided to shame the innocent!! bride at the altar. Her own father called her a slut, even though she denied +
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Tressie McMillan Cottom @tressiemcphd.bsky.social · 30/09/2026
“For months, Anthropic has been hosting private meetings like this one, shuttling in dozens of religious scholars from across the world, papering them with nondisclosure agreements and demanding that key aspects of many conversations remain confidential.“ www.nytimes.com/2026/09/29/u...
nytimes.com
Is Claude Conscious? Inside Anthropic’s Quest to Instill Morality Into Its A.I. Models (Gift Article)
In a series of private meetings, the company consulted religious scholars to help instill morality into its A.I. models — and make the case that Claude could be conscious.
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Failbetter Games | Wishlist Mandrake on Steam! @failbettergames.com · 30/09/2026
We're hiring! We're looking for a Writer and Narrative Designer to join the Fallen London team at a senior or mid level. This position is permanent, remote, and full time, which for us means 35 hours a week. #GamesJobs
Night. The House of Chimes - a tower which you might immediately think of as Big Ben - is adrift in the River Thames. It still seems to be keeping time. In the background, a large, alien building looms over the city of London.
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Jeffrey Vagle @jvagle.me · 30/09/2026
How many times must we say this? AI* software does not “go rogue” any more than your printer “got religion” when it stopped working Sunday. Software does not have intent or agency. People do. And this feels like some people might be exposed to liability. www.nytimes.com/2026/09/29/t...
Months before OpenAI’s artificial intelligence went rogue, two employees raised an alarm with top executives. They were ignored.

In emails, the employees said they worried that OpenAI’s newest artificial intelligence models were not being appropriately monitored during testing to gauge the technology’s sophistication and to secure the models, according to messages viewed by The New York Times.
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singedsun @singedsun.bsky.social · 30/09/2026
Do you promise?
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Evan Urquhart @evanurquhart.bsky.social · 29/09/2026
Definitely click through on this story for the quotes from the Third Way spokesperson, who AGREED Democratic candidates should NOT adopt Republican language on trans issues. I was floored - even tried to get Billie to put it in the headline. This is not just analysis, these quotes are news.
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Ed Zitron @edzitron.com · 29/09/2026
Anthropic's numbers are as bad as my worst expectations, and it's impossible to see how it manages to make good on its spending commitments. OpenAI and Anthropic are toxic companies with rotten economics, and should not be allowed to go public. www.wheresyoured.at/dead-money/
In any case, these numbers are as bad as I’ve always thought they’d be, if not a little worse. I don’t see how this company becomes one that can afford its $518 billion in compute commitments, nor do I see how it magically works its way out of the economic equivalent of septic tank. 

This company will, if allowed to go public, likely lean on the very same junk-grade/high-yield debt that AI data centers and neoclouds like CoreWeave currently need, and it will do so at volumes of somewhere between $50 billion and $100 billion a year for a company with few assets, endless losses and a CEO with the grace of a drunk elephant. 

Anthropic is not the future of technology, nor is it the next Google, nor is it the next Microsoft, nor is it, to quote Reuters, capable of “[transforming] the global economy more profoundly than industrialization, electricity and the internet.” It is impossible to rationally argue that the economics of OpenAI and Anthropic make any real sense. To claim that this is “just like Uber” or “just like Amazon Web Services” or “just like the Dot Com Bubble” is to bury one’s head in the sand or, on some level, want to know less about the world. This is serious, dangerous, and should not be seen as “business as usual.”

We must treat OpenAI and Anthropic as what they are: economic disasters waiting to happen. 

To do anything less is to directly invite danger to the door of every investor that’s allowed to believe that they’re funding the next industrial revolution.
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Ed Zitron @edzitron.com · 29/09/2026
Free newsletter: When will the AI bubble burst? When the money runs out. Raising debt for AI data centers is becoming untenable, infrastructure break-even points keep getting further away, and many of VC's AI investments look like dead money. www.wheresyoured.at/dead-money/
wheresyoured.at
https://www.wheresyoured.at/dead-money/
If you liked this piece, you should subscribe to my premium newsletter, and you can subscribe on the following links: $70 a year, $18 a quarter, or $7 a month. In return you get a weekly premium…
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singedsun @singedsun.bsky.social · 29/09/2026
Lol nice try Marshall. Streisand effect in action.
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singedsun @singedsun.bsky.social · 29/09/2026
Oh............................................... No......................................
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Joshua @ughsighshrug.bsky.social · 29/09/2026
As Daniel Sloss said in his fantastic special which is most certainly making the rounds again... "I believe that most men are good, of course we are. But if 1 in 10 men is shit and the other 9 do nothing, then they might as well not fucking be there." Abhorrent.
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singedsun @singedsun.bsky.social · 29/09/2026
RIP Dennis Haskins. This show was bonkers, but it was my childhood from the original Miss Bliss, to the College Years and wedding special.
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Calvinball Congress @emericanjezebel.bsky.social · 28/09/2026
yall, ig is popping off. the girlies are doxxing every single admin they can find at cornell, plus the cornell 7 and their families. women are (correctly) going scorched earth.
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singedsun @singedsun.bsky.social · 29/09/2026
Both him and Teddy Swims just feel disrespectful. Pretty sure you could've EASILY found some more gritty soulful queer singers to fill out the rotation. We shouldn't always have to rely on Adam Lambert to sell the thing (love him, but others do exist!)
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manewt.bsky.social @manewt.bsky.social · 29/09/2026
Friend who works at meta: “Do not use the muse agent, it’s like inviting a Vampire inside”
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