In an informal survey of 300+ Cerebral Valley AI Conference attendees asking which $1B+ valuation startup to short, most voted Perplexity, followed by OpenAI (Ben Bergman/Business Insider) Main Link | Techmeme Permalink

Here's a massive scoop from Ed showing OpenAI has been lying about their revenue for years

How high are OpenAI’s compute costs? Possibly a lot higher than we thought on.ft.com/43qoQ2L

One analytical model shows that, as of November 5th, the dismantling of U.S.A.I.D. has already caused the deaths of 600,000 people, two-thirds of them children. https://newyorkermag.visitlink.me/jUzNSc

"World's first potential trillionaire has killed 600,000 people, including 400,000 children" is the only headline that anyone should ever read about Elon Musk

Does man who spends 14 hours a day posting deserve one trillion dollars? Many posters say the matter is complicated.

Newsletter: My 16,000 word opus - How To Argue With An AI Booster, a comprehensive guide to arguing with AI boosters, addressing both their bad faith debate style and their specific (and flimsy) arguments as to why generative AI is the future. www.wheresyoured.at/how-to-argue...

Premium newsletter: using reported annualized revenues, I estimate that OpenAI has made $5.25 billion in 2025 so far, and Anthropic $1.5bn. In both cases, I have found a pattern of deceptive leaks of annualized revenues to suggest they're making far more. www.wheresyoured.at/howmuchmoney/

Trying to explain to a political party that you should support candidates that people are excited to vote for

Some people get into journalism because they’re skeptical of power, and others do so because they’re impressed by it. Moments like this are clarifying with respect to who’s who.

Who is up for a short thread on the intriguing parallels between OpenAI and Enron, as told by one of Enron's investment bankers -- that is to say, me? Here goes...