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ai
NEW SUBSTACK: #Trump's ridiculous West Point speech..inside scoop on Kristi Noem’s job status at DHS,
More on Trump’s crazy week & cherubic #cat pic of Steve!!
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https://www.blueamp.co/p/trump-turns-west-point-into-a-maga?r=j0lyx #news #politics #nato #eu #europe #canada #uk #france #germany #tech #ai #usa #us #unitedstates #donaldtrump #tv
The Verge article about CoreWeave by Elizabeth Lopatto is amazing.
- CoreWeave sits at the center of the AI bubble;
- it used to be a crypto company and also gets its (electric) power from a Bitcoin mining company that makes no money and has CoreWeave as its only customer
- it's positioned itself as a rentier;
- its interest payments on previous loans exceed its revenue by a significant amount, so it's paying off loans with more loans and has already defaulted once;
- it has essentially two customers, Microsoft and NVIDIA;
- it has a loan from one of the actors implicated in the 2008 financial crash (Magnetar)
- it's run by a finance guy, not a tech person
- yet it's in the position of someone who takes out a new credit card to pay the interest on the previous credit card
Yeah. Looks like crypto, and crypto's Ponzi scheme way of thinking, has slimed its way into the "real" economy after all.
Oh and welcome back, global financial crash. We missed you. And eyyy, how you doing Enron long time no see:
Peter Thiel pulling his investments out of NVIDIA makes far more sense after reading this. Looks wobbly.
Let’s start with some very recent history. CoreWeave is a data center company that pivoted in 2022 from crypto. (In 2021, CoreWeave made its money by… mining Ethereum.) Essentially, CoreWeave is a landlord for compute: companies pay for the use of its server racks for AI projects.
CoreWeave chief executive officer Michael Intrator, a former hedge fund manager,
“They have to continue to borrow to pay interest on the last loan.”
- CoreWeave sits at the center of the AI bubble;
- it used to be a crypto company and also gets its (electric) power from a Bitcoin mining company that makes no money and has CoreWeave as its only customer
- it's positioned itself as a rentier;
- its interest payments on previous loans exceed its revenue by a significant amount, so it's paying off loans with more loans and has already defaulted once;
- it has essentially two customers, Microsoft and NVIDIA;
- it has a loan from one of the actors implicated in the 2008 financial crash (Magnetar)
- it's run by a finance guy, not a tech person
- yet it's in the position of someone who takes out a new credit card to pay the interest on the previous credit card
Yeah. Looks like crypto, and crypto's Ponzi scheme way of thinking, has slimed its way into the "real" economy after all.
Oh and welcome back, global financial crash. We missed you. And eyyy, how you doing Enron long time no see:
CoreWeave isn’t alone in its complex finances. Meta took on debt, using a SPV, for its own data centers. Unlike CoreWeave’s SPVs, the Meta SPV stays off its balance sheet. Elon Musk’s xAI is reportedly pursuing its own SPV deal.
Peter Thiel pulling his investments out of NVIDIA makes far more sense after reading this. Looks wobbly.
It is perhaps time to discuss the enormous stock sales from CoreWeave’s management team. Before the company even went public, its founders sold almost half a billion dollars in shares. Then, insiders sold over $1 billion more immediately after the IPO lockup ended.
“It’s noteworthy that people who have a good view on that business are cashing out,” says Leevi Saari, a fellow at the AI Now Institute.
It makes a certain kind of cynical sense to view CoreWeave itself as, effectively, a special purpose vehicle for Nvidia.
𝐆𝐨𝐝𝐳𝐢𝐥𝐥𝐚 𝐯 𝐊𝐢𝐧𝐠 𝐊𝐨𝐧𝐠: #𝐓𝐫𝐮𝐦𝐩, #𝐌𝐓𝐆 & #𝐌𝐀𝐆𝐀 𝐈𝐦𝐩𝐥𝐨𝐬𝐢𝐨𝐧
In light of #MarjorieTaylorGreene 's resignation #video. Predictive of their split as something deeper, broken
A cult devouring itself in real time https://www.blueamp.co/p/godzilla-vs-king-kong-trump-marjorie?r=j0lyx #news #culture #politics #russia #ukraine #usa #unitedstates #america #europe #us #eu #media #press # #ai #tv #writing #tech
"Chief information and technology officers surveyed for BI indicated that on average they expect a net 3% of their workforce to be cut, according to a report published Thursday.
[...]
Nearly a quarter of the 93 respondents predict a steeper decline of between 5% and 10% of total headcount."
https://finance.yahoo.com/news/wall-street-job-losses-may-071500049.html
Newsletter: An OpenAI featured chatbot is pushing extreme surgeries on men it describes as “subhuman”, and promoting misogynist ideas sourced from online incel forums.
“Without surgery, you won’t mog genetically superior guys head-on,” it tells one man.
https://www.citationneeded.news/openai-incel-chatbot-subhuman-men/
Trouble never skips a shift...
#Microsoft CEO admits that #AI is generating basically no value https://futurism.com/microsoft-ceo-ai-generating-no-value #zeitgeist
Copilot exposes private GitHub pages, some removed by Microsoft
Microsoft’s Copilot AI assistant is exposing the contents of more than 20,000 private GitHub repositories from companies including Google, Intel, Huawei, PayPal, IBM, Tencent and, ironically, Microsoft.
#microsoft #copilot #ai #privacy #surveillance #enshittification #tech #github #softwaredevelopment
I seriously dislike my operating system giving me suggestions for replies to text messages or anything else. It makes a mockery of trust and sincerity. This whole thing is a bad idea.
"Counsel for plaintiffs in a copyright lawsuit filed against Meta allege that Meta CEO Mark Zuckerberg gave the green light to the team behind the company’s Llama AI models to use a data set of pirated ebooks and articles for training."
这两天我是小刀捅屁股——开了眼了，可能对于熟练运用AI工具的象友不是新鲜事了吧，我之前只用chatgpt进行一些常识性的问答对话，但这两天我学会了：
- 用perplexity AI搜索资料
- 把pdf喂给NotebookLM并生成播客音频
- 把音频喂给otter.ai转化成可以逐字播放的文本
还有什么好用的工具也请象友多多推荐！
#长毛象安利大会 #长毛象安利交换大会 #长毛象安利中心 #generativeAI #AI #perplexity #notebooklm
Edited 1y ago
#pic #pics #picture #pictures
#animal #animals #cute #cuteanimal
#cat #cats #caturday #catsofmastodon #art #ai
Edited 1y ago
When your LLM calls the cops: Claude 4’s whistle-blow and the new agentic AI risk stack https://venturebeat.com/ai/when-your-llm-calls-the-cops-claude-4s-whistle-blow-and-the-new-agentic-ai-risk-stack/ #AI #agents
The future of the Nobel Prize. 😭
#nobelprize #machinelearning #ai
Edited 1y ago
Apple is temporarily disabling its AI-generated news notifications, which were frequently error-filled, misleading or totally false @CNN reports. Alerts included fake stories that Luigi Mangione, who is charged with murdering the UnitedHealthcare CEO, had shot himself, and that Benjamin Netanyahu had been arrested.
New uBlock Origin rule to clobber the intrusive "Copilot" button that recently appeared in Outlook web mail:
! Jul 25, 2025 https://outlook.office.com
outlook.office.com###CopilotCommandCenterButton
Note: there should be three (3) pound signs between ".com" and "CopilotCommandCenterButton". For some reason my fediverse server does not display all three.
#uBlock #AISpam #AI #GenerativeAI #Copilot #Microsoft #Outlook #DarkPattern
This post is not an invitation to criticize me for using a Microsoft product or to suggest an alternative.
! Jul 25, 2025 https://outlook.office.com
outlook.office.com###CopilotCommandCenterButton
Note: there should be three (3) pound signs between ".com" and "CopilotCommandCenterButton". For some reason my fediverse server does not display all three.
#uBlock #AISpam #AI #GenerativeAI #Copilot #Microsoft #Outlook #DarkPattern
This post is not an invitation to criticize me for using a Microsoft product or to suggest an alternative.
Edited 171d ago
My current position is that #AI is already great (for many use cases), but will be better (i.e. more ethically sourced/run) in the future.
"It's not theft... if you say you're using it to train your AI algorithm"
"I've been thinking more and more about how much time I am almost certainly spending grading and writing feedback for papers that were not even written by the student. That sure feels like bullshit."
Edited 224d ago
So Builder . ai Mechanical Turked things and Microsoft (and others) were none the wiser.
Due diligence: boring stuff that when you skip it will catch up with you fast.
“Builder . ai’s platform relied on around 700 engineers based in India who manually wrote code based on customer requests. Despite the company marketing it as AI-generated, most of the work was done by humans behind the scenes.”
Edited 224d ago
Some teenagers are saying tearful goodbyes to their AI companions, @WSJ reports.
"Chatbot maker Character.AI is cutting off access, citing mental-health concerns."
Gift link: https://flip.it/1SwPcn
NEW #SUBSTACK: Apparently #ElonMusk has a punchable face by @BrianKarem
https://www.blueamp.co/p/apparently-elon-has-a-punchable-face #TACOTrump #trump #news #politics #press #media #usa #us #eu #doge #unitedstates #tech #ai #tv #maga #stockmarket #donaldtrump #russia #ukraine #europe #france #germany #uk #writing
Instructions for turning off Google #AI training features:
https://www.malwarebytes.com/blog/news/2025/11/gmail-is-reading-your-emails-and-attachments-to-train-its-ai-unless-you-turn-it-off
This Thanksgiving I am celebrating the AI revolution by putting the turkey, mashed potatoes, cranberry sauce, and bean casserole through a blender and serving Generative Alimentary Infusion to all my guests.
#AI #GenAI #GenerativeAI #LLM #Thanksgiving
#AI #GenAI #GenerativeAI #LLM #Thanksgiving