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wettyds.bsky.social

@wettyds.bsky.social
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Ed Zitron @edzitron.com · 13/10/2026
most economically-viable AI company
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Allison Gill @muellershewrote.com · 11/10/2026
LOL Ukraine hit a Russian data center and Russian bot activity immediately dropped to practically zero. Elon is mad hahahahahaha
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dragonweirdo @dragonweirdo.bsky.social · 23/09/2026
Mina the Hollower doin a lil dance Song: At Last We Rest (Old Graveyard) by Jake Kaufman
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Ed Zitron @edzitron.com · 23/09/2026
I don’t know how you read this and say that AI is going to work out financially speaking. This is a senior person at Fidelity saying money invested in AI is dead, and has been for more than three months. How much louder do people need the sound to be?
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Ed Zitron @edzitron.com · 23/09/2026
Fidelity’s Director of Global Macro saying that the AI trade has been “dead money” for three months, and that it’s inflationary, meaning (as I’ve discussed multiple times) that the more debt they raise the more expensive debt becomes and the more they build data centers the more expensive it gets
Post
...
Jurrien Timmer @TimmerFidelity
X.com
On the Al front, the trade has been dead money for more than 3 months now. The metrics I am following (token expenditures and GPU lease rates) are all flat to down. The price of memory (DRAM) seems to be the only thing that is still going up.
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Al Metrics
Daily Data. Source: FMRCo, Bloomberg
• GS Al basket
387
359
56%
283
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•Silicon Data LLM token expenditure index (50d chg)
•Silicon Data H100 GPU rental index (50d chg)
•Silicon Data A100 GPU rental index (50d chg)
Aug-25 Oct-25 Dec-25 Jan-26 Mar-26 May-26
Nov-24
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Data as of 9/20/2026. Past performance is no guarantee of future results
Jul-26
70%|
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Sep-26
A Fidelity
8:45 PM • 9/22/26 • 32K ViewsJurrien Timmer &
@TimmerFide... 2h S •
Yes, Al will change our lives (for the better l trust) and down the road it may well unleash a productivity miracle that raises the economy's non-inflationary speed limit enough to keep the world's mounting debt burden sustainable. But until then the buildout is inflationary with an unknown return for the companies who are investing trillions into compute. The demand fo capital (equity and debt) from corporates is rising at a $3.3 trillion clip.
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Crowding Out?
Monthly Data. Source: FMRCo, Bloomberg, Fed FoF Report.
non-financial corporate debt issuance (Sbi) equity share redemptions (buybacks + M&A)
Shading: US deb/GDP
inflation-adjusted
- total corporate net issuance (debt + equity)
housing bubble
+$7,924
bubble
Jun-20, +$6,597
+$3,462
dot.com bubble
Jun-00, +$3,233
+$3,999
Al capex
Jun-26, +$3,251
+$3,129
debt issuance + M&A
debt-equity arbitrage
+$123
-$197
debt-equity arbitrage
-$2.054
$2,175
-US Treasuries held by China
-$3.485
-US Treasuries held by Japan
—US Treasuries held by Fed's SOMA
—US Treasuries & agencies held by US banks
-$2,911
-$3,449
• $4,597
$3,602
$4,800
$2,400
$1,104
$1,200
$618
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$300
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Data as of 9/20/2026. Past performance is no guarantee of future resuts
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•Fidelity
L71
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Ed Zitron @edzitron.com · 11/09/2026
Holy shit. Bloomberg just verified one of my biggest scoops - that Microsoft only has 2gw of operational capacity. I had it at 1.993GW in prep for the story that @aishadown.bsky.social and I did for the guardian. Vindication! www.theguardian.com/technology/2...
Brody Ford @BrodyFord
Lot of speculation out there about how many GPUs are actually deployed.
Today, Microsoft has about 2GW of Al-specific capacity live. around 17% of the total fleet.
Only about 2 gigawatts of the company's current 12-gigawatt capacity is centered on Al-specific chips, the people said. This is expected to grow to about a third of the 38 gigawatts Microsoft plans to have online in 2032, they said.
Brody Ford @BrodyFord_ • 23h
scoop: Microsoft is planning a massive expansion of its data center fleet to 38 gigawatts. $msft w/ @mattmday bloomberg.com/news/features/...
3:15 PM • Sep 11, 2026 • 12.5K Views



1,993,608.00
W


MW


GW





Are Microsoft's AI
plans being held back by a shortage of chips?
Guardian investigation finds
apparent discrepancy between what tech company has said about its AI capacity - and the
number of advanced chips it
has in operation
By Aisha Down and Ed Zitron
A Microsoft datacentre in the North Holland village of
Middenmeer in the Netherlands. Photograph: Ramon van
Flymen/EPA
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Ed Zitron @edzitron.com · 11/09/2026
It also means that multiple different tech companies are deliberately misleading investors about the scale of their operations, and that NVIDIA has been selling a lot of gpus that are not doing anything.
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Stop Killing Games @stopkillinggames.bsky.social · 11/09/2026
It's not over until it's over. ESA lobbyists bought some time with bad arguments against #StopKillingGames but California is coming back for round two in 2027. #skg Remember to join our community Discord to get involved: discord.gg/TCE6uXwsBe
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Stop Killing Games @stopkillinggames.bsky.social · 05/09/2026
You spend ten years of your life making a game, and then it gets shut down." - Matt from Alderon Games #StopKillingGames isn't about gamers vs. developers. Ubisoft killed the game they spent years building, and they couldn't play it either. Now they can.
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Accursed Farms updates @notrossscott.bsky.social · 26/08/2026
www.pcgamer.com/games/strate...
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Trav Guy / 🎂 Birthday 10/21 🎂 @thattravguy.bsky.social · 27/08/2026
Til all are one
static.klipy.com
Transformers 2 Ending: Optimus Prime and Sam
ALT: Transformers 2 Ending: Optimus Prime and Sam
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Stop Killing Games @stopkillinggames.bsky.social · 24/08/2026
"They completely lose access...I don't think that's right" Thank you @scottwiener.bsky.social for defending consumer rights and supporting our #StopKillingGames !
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Ed Zitron @edzitron.com · 24/08/2026
There is a vague assumption that “ai is changing everything” based on everyone shoving it in everything and rich people saying it’s the future. This era is going to look very stupid in the future
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Ed Zitron @edzitron.com · 24/08/2026
Also even within articles stating AI is overhyped and a massive bubble people still say stuff like “while I don’t dispute the transformative potential of AI” or “AI will obviously one day change everything” like they’ll be shot without the disclaimer
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Ed Zitron @edzitron.com · 23/08/2026
The capex is expensive, but so is running AI GPUs. People want this to be “like the dot com bubble” to not think about how big the misallocation of capital is. All of the current demand is from companies that can’t afford to pay without endless VC dollars or people renting compute to resell to them.
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Cassandra🐊 @frozennorth.bsky.social · 11/08/2026
how I communicate with you all
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winpuss 🍥 (COMMS open) @winpuss.bsky.social · 11/08/2026
Sketch August 11, 2026
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Ed Zitron @edzitron.com · 11/08/2026
Free Newsletter: OpenAI and Anthropic are now load-bearing, unprofitable and unsustainable AI labs that represent the majority of Microsoft, Google and Amazon's future revenue growth. Without hundreds of billions in funding, the era of hypergrowth ends. www.wheresyoured.at/dont-look-up/
wheresyoured.at
Don't Look Up
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, in...
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wettyds.bsky.social @wettyds.bsky.social · 23/07/2026
and defend if not almost fetichises horrible dictatorships
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wettyds.bsky.social @wettyds.bsky.social · 23/07/2026
In a ideal world he would be judged in court for all his crimes but sadly in our world another autocrat almost-dictator was the one remove from power its not ideal but its better than nothing, my problem is not against people who call out trump bs, is for the people who dont live in this countries
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wettyds.bsky.social @wettyds.bsky.social · 23/07/2026
obiously no, i dont want that but there is a difference from saying with what autority trump kiddnap heads of state all of this is for the petroleum and saying maduro is an innocent man who was slannder for years by us media pls UN restore him as venezuelan dictator the venezuelan paradise need him.
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wettyds.bsky.social @wettyds.bsky.social · 23/07/2026
Yes mate there were people saying maduro a victim and downplaying or even negating his crimes agianst venezuelans, that why i go heisemberg some hours ago geniuses on reddit saying im "centrist slop" for saying that maduro is shit like trump withow even know were i from. Not everyone but there are
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wettyds.bsky.social @wettyds.bsky.social · 23/07/2026
seria de agradecer que dejacen de fetichizar dictaduras que no conocen y aprender que cambiar un sistema culero por uno igualmente culero y fallido no beneficia a nadie. Cruxifie me if you want but the landlord is right here i want a better future not having to decide between pig shit and bear shit.
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wettyds.bsky.social @wettyds.bsky.social · 23/07/2026
ustedes no tienen ni puta idea de lo que es vivir en un pais asi y lo tarados que se ven babeando por dictaduras horribles, no es culpa nuestra que el capitalismo gringo este tan cagado y fuera de control que el transporte publico sea "comunista" o que estedes no sepan de la existencia de dinamarca
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wettyds.bsky.social @wettyds.bsky.social · 23/07/2026
No i don't think everything is black and white that kind of thinking only give us shitty beheavor like for example how americans where defending the venezuelan dictactorship months ago, because trump is an evil imperialest dosen't mean that maduro is good, he was as evil as trump y francamente
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wettyds.bsky.social @wettyds.bsky.social · 23/07/2026
Well i'm not a landlord nor i have any type of fortune so let me tell'ya this, ed this is called ad-hominem, sorry for been a "annoying centrist" (dont even call myself a centrist in fact i dont think anybody who isnt terminally online call themself that unironicaly) but for at least for me
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Stop Killing Games @stopkillinggames.bsky.social · 17/07/2026
We have a big win! #StopKillingGames and #StopKillingInternet signed a joint letter opposing the UK government’s proposed VPN ban and we succeeded! Proud to stand alongside @mozilla.org , @proton.me @amnesty.org , Reporters Without Borders, and leading VPNs to defend a free and open internet. ...
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wettyds.bsky.social @wettyds.bsky.social · 10/07/2026
Hopes it takes the aaa gaming industry with them, the id software layoffs were one of the most vile of gaming history, sloptcha nutella and slopsha shitrma can go to hell.
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wettyds.bsky.social @wettyds.bsky.social · 02/07/2026
Ed did you see the sony playstation news and the lawsuit against 3 shipmakers fo price manipulation?
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🌸Anime Themes🌸 @animethemes.bsky.social · 08/06/2026
Anime: Undead Unluck Style: Opening Track: 01 Artist: Ziyoou-vachi Year: 2023 Studio: David Production #Anime #Animesky #AnineThemes #AnimeOpening #AnimeOpenings #AnimeOP #UndeadUnluck #Undead #Unluck
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GLITCH @glitchprod.com · 05/06/2026
💝
Hey guys, Kevin, CEO of GLITCH here. Been trying to figure out when and how to express this, but now I think is the right time:

To the fans - Thank you, deeply. You are the reason we got here. I know it can get noisy online sometimes, but the real-world reality is that you are some of the most genuine, kind people we have ever had the privilege of meeting. We saw every cosplay, every discussion circle, every sticker shared outside the theatres. That is what this is all about.

To every person at/with GLITCH - I never doubted you for a single second. You are all so incredibly talented, and I am so proud that the impact of your work is now being felt on a world stage.

To the industry - Animation and cinema is art. Art is human expression. Digital Circus was a deeply personal story created to express complex feelings. Please let that be the signal you take from all of this.

To everyone - Keep making things and keep sharing your work. We found all our creators through the internet.

Now, here’s Pomni with her signature dance move.
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Culture Crave 🍿 @culturecrave.co · 05/06/2026
Antony Starr speaks out against AI "'[AI] is coming no matter what' ... bla bla. Recent movies have proven that people want human stories. Not big ridiculous VFX-driven nonsense" "Ever tried to go to an Al movie premiere? The cast are horrible and they hate their human fans"
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Ed Zitron @edzitron.com · 02/06/2026
This is the con of generative AI. Artificial intelligence that is not intelligent, that's inherently unreliable, and its value and ROI is impossible to measure. The fact that I need to make this case shows how well the con has worked. www.wheresyoured.at/ai-doesnt-have-roi/
You are all the victims of a con. No matter how “well” your Breakfast Machine of different API calls and if-this-then-that automations may or may not function, you have been sold a bill of goods for “artificial intelligence” that is impossibly stupid. When some of you are pushed to prove the ROI of AI, you immediately return to boring talking points about Uber, or the Dot Com Bubble, or some other slop fed to you by people actively conning you at this very moment. 
The reason nobody can show you the ROI from AI is that AI does not have a return on investment. Large Language Models can speed up some things in a way that becomes increasingly less-valuable and accurate with the complexity of the task, and more investment in AI data centers does not appear to do anything other than expand the number of tasks that an LLM can attempt. 

While some people have been able to get something out of generative AI, that something never seems to be a tangible or impressive achievement. Every “successful” AI story is a result of either ignoring the obvious problems with LLMs or mitigating them at a great cost for an aggressively expensive and mediocre result. 

LLMs are sold as “AI,” a technology best-known for automating things, yet they can’t be trusted to run anything on their own. 

Instead, they manipulate the user into covering up their errors, explaining away their failures, coddling their meager returns and crediting them with the actual labor that LLMs are meant to automate away. 

They do so by their investors and executives conning the media and the markets with outright lies and half-truths that exploit society’s weak points. The media and markets are informed by people that neither understand technology nor history, and Business Idiots that have reached the heights of their careers through diplomacy and ratfucking that care only about attention and adulation for things that other people do.
I realize that some will say I’m dismissive of LLMs’ capabilities, and I’m sorry — I’m just not impressed. You spent a trillion dollars to make it somewhat easier to code some things sometimes but not in such a way that it actually results in anything, research reports that nobody will read, shitty powerpoint decks and excel spreadsheets, and art that looks like stock images because that’s exactly what it was trained on. 

This shit needs to work every time without fail and be absolutely flawless and autonomous. 

You are paying for a tool. You are paying for software. You are a customer. Your job is not to explain to others why this is exciting, nor is it your job to cover up for its mistakes. If you truly love this stuff you should be either secure enough in doing so that you don’t feel compelled to defend it or be demeaning to those that disagree.

The fact that I have to write that sentence is proof that something is very, very wrong with the AI industry, and that LLMs are about far more than software.
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Ed Zitron @edzitron.com · 02/06/2026
The AI industry is now hysterically trying to claim that AI has ROI, but you can't measure it because it's special or different somehow. These are acts of cowardice, and an attempt to make you ignore what your eyes and ears are telling you. www.wheresyoured.at/ai-doesnt-have-roi/
Late last week, SemiAnalysis wrote one of the most insane articles I’ve ever read — AI Dark Output: The Visible Cost of Invisible Output — saying that “AI output will be real before it is measurable,” and, well, whatever the fuck this is:

We are at risk of having an event on the scale of the Industrial Revolution where most of the new output is invisible even as businesses spend increasingly large amounts on AI services.
SemiAnalysis is a semiconductor analyst firm with an obvious reason to keep the AI bubble inflated, and if they’re writing a piece that amounts to “AI has a return on investment, you just can’t see it,” things are getting desperate. Here’s how they define “Dark Output”:

Dark output is AI-enabled economic value that exists but is not visible, or is badly distorted, in GDP, prices, labor statistics, or industry accounts. We categorize this into two buckets:

1. Substitution dark output is work that was previously done by humans and is now done by AI. In our Dark Output Monitor we have identified roughly $1.5T in tasks that current generation AI could substantially augment or automate.

2. New dark output is new work done by AI that wasn’t previously being done by humans (probably because it was too expensive to do until AI made it cheap). In the long run this is likely to be much larger than the substitution side.
That “substitution dark output” is explained using a theoretical example of “...a simple legal document which in theoretical GDP should have the same inflation adjusted value to a user whether a lawyer drafts it or AI drafts it,” which is nonsense.
When you pay a lawyer, you don’t pay them to “create an output,” you buy their experience and time and ability to find and adapt case law to reach an outcome, such as in the process of filing stuff, avoiding or actively participating in litigation. Just because AI can fart out an approximation of what a human output may look like — likely riddled with hallucinations — doesn’t mean that said output was created with any “experience.” Models don’t think, they have no experiences, and even if a lawyer is prompting them, that doesn’t mean that the lawyer’s discernment or taste is reflected in the final output.

Then there’s this bit:

When AI takes over the task, the receipts vanish as the cost is absorbed in tokens, and when government officials survey lawyers on the cost of services they may find that the average price has gone up, as the simplest documents are now completed by AI and not lawyers. From the perspective of GDP, the transaction has effectively vanished except for a few dollars of tokens sitting in an unrelated sector of the economy.
We’re four fucking years into it but we’re still using hypotheticals. Are “...the simplest documents now completed by AI and not lawyers”? You don’t get a lawyer to write a document because they’re the only ones who can write it — you get it to mitigate the risk using the experience of the law firm, both in the associate drafting the document and the partner overseeing it.

This flimsy, half-assed logic is how the AI bubble got inflated in the first place. Supposedly smart people continually show a total lack of awareness of how jobs work at basically every level, and in this case — where it should be theoretically possible to find and talk to a lawyer doing this — the supposed “dark output” includes “the research done to complete this article.”
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wettyds.bsky.social @wettyds.bsky.social · 29/05/2026
Maybe you should read ed's work or lisen his podcast and get or at least understand why for me and many more all of this is a discusting scam maybe you dont know how to respond because there is no responce.
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wettyds.bsky.social @wettyds.bsky.social · 29/05/2026
Look i dont know you but for what i read it seem you like this ai and robotics stuff belive me that i am the first one wanting to live in a mega-man type world (ignoring that sigma one of the villans nuke entire cities) but its not real and all of this is build and deployed unethicaly
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wettyds.bsky.social @wettyds.bsky.social · 29/05/2026
more questions with what energy? can robots walk in any place withow a problem or going insane? what happends when theres a accident who do you blame de robot or the manufacturer what happend to the displaced worker do you think they will just accept it and let their families die from stervation?
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wettyds.bsky.social @wettyds.bsky.social · 29/05/2026
"This is the worst it will be" is something i heard sinse 2023 and for me its just a like saying "this ugly ape .jpg will cost billons in a year" and robotics? maybe you dont know but all the optimus robots are controlled by humans behind curtains yes this is real you can search it and again
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wettyds.bsky.social @wettyds.bsky.social · 29/05/2026
But if the review is bad, flawled and especially COST you more than just hiring a human then all of this is pointless. and please what has really change? all of it are shitass chatbots and hallucinated reviews literally uber has just say they just burn all their token with no benefit.
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wettyds.bsky.social @wettyds.bsky.social · 29/05/2026
Bro your best example are lawfirms review everything with ai? do you dont see the news? or any social media? there has been a TON of cases where the ai just make shit up and fucks the lawsuit this has happening nonstop since 2024. So yea you can let ai review all your documents
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wettyds.bsky.social @wettyds.bsky.social · 29/05/2026
And if you insist then let me asking you why if this thing is so good why this companies have to force it on everything, why only loses money, why sora 2 died after all the hype, what happen to agents dosent 2025 was its year? were is agi? why everything is 5 months agead every year?
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wettyds.bsky.social @wettyds.bsky.social · 29/05/2026
Im sorry but after this scam dies genai will be reducted to a tiny pathetic part of internet scams like web3 or hopefully will go the way of the dodo this tech has no reason to exist other than scamming techbros whos social damage is far bigger than any good thing that ai bring if it even bring any
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wettyds.bsky.social @wettyds.bsky.social · 29/05/2026
a real human artist and come with allot of errors and problems because allucinations are imposible to remove and honestly is ironic how do you bring the wide spread of information the internet give us when is really well know that ai is making false information and scams mass produced
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wettyds.bsky.social @wettyds.bsky.social · 29/05/2026
AI even after all this years have nothing new to offer is all the same shit from 2023 resume e-mail, descrption who 80% are useless, poorly written code, what do you think that bluesky blackout are for?, and shitass "drawings" who are extremely generic or are only posible by exploiting the work of
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wettyds.bsky.social @wettyds.bsky.social · 29/05/2026
The diference is the internet have killer apps since day 1 things like chat rooms, email and the wide spread of infomation like you said, the .com bubble is just for the e-comerce side and blow up because how badly was run
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ToonHive @toonhive.bsky.social · 28/05/2026
‘Amphibia’ creator Matt Braly speaks out against the use of AI in animation: “If you need to partner with AI to get a greenlight on your project, it ain’t worth it.”
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Ed Zitron @edzitron.com · 22/05/2026
meta will die in the next decade
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wettyds.bsky.social @wettyds.bsky.social · 19/05/2026
Hey ed have you seen the openai-musk lawsuit? My biggest hope is when all of this finally crashes all the idiot judges who let openai and sam altman destroy the economy and the internet get a big and shiny DUMBASS tattoos on all their faces.
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DETTAN 🏳️‍⚧️ ☛ COMMS CLOSED @dettanarts.bsky.social · 17/05/2026
[FanArt] I'm so happy that after over well over 10 years Gameoverse is finally back! I've been waiting since I was in middle school! Congratulations @rubberross.bsky.social 🎉 #gameoverse
It's Gameoverse fanart! Kit clashing with Malice over a dying game world whilst cutesy versions of Flappers, Gobbles and Kaboodle float in the foreground ~ I'm so happy this is finally out it was so cooooool ~
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Demonbloodpal adoptables open @demonbloodpal.bsky.social · 16/05/2026
I love kit in her SF of ref great pilot #gameoverse
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