Made an annotated version of "Something Big Is Coming" for all of you to enjoy. I hate this guy's writing so much www.dropbox.com/scl/fi/qw6k5...

$30bn raised from a *telethon* of investors. This is insane. Never seen anything like it in my life. Anthropic is scraping every barrel dry, and guess what? This barely covers the $21 billion in orders it has with Broadcom, let alone the projected $12bn in training costs this year

Found a nuanced way to explain the rickety finances of data center development

Keep being sent this completely nonsensical hogslop. It has multiple egregious lies, which is appropriate because he’s a fraud. Back in September 2024 he falsified a bunch of benchmarks to hype up his open source model. Article is total dogshit. I should annotate it venturebeat.com/ai/reflectio...

NEW: Your average prediction market user can soon bet on the popularity of trends, brands, concepts and ideas. Everything is becoming increasingly monetized and financialized. VCs are eating it up. www.inc.com/sam-blum/pre...

I thought about doing a longer newsletter about this but I am fairly certain everyone will forget about this in a week

Made an annotated version of "Something Big Is Coming" for all of you to enjoy. I hate this guy's writing so much www.dropbox.com/scl/fi/qw6k5...

Mysterious! I thought Clamuel said they were “way over $13 billion.” No need to mention this I guess

Here’s this week’s Better Offline. Hater season continues, and I’m joined by Cal Newport to talk about the ways in which the media fails to report the truth about AI. podcasts.apple.com/us/podcast/b... Linktr.ee/betteroffline

Keep being sent this completely nonsensical hogslop. It has multiple egregious lies, which is appropriate because he’s a fraud. Back in September 2024 he falsified a bunch of benchmarks to hype up his open source model. Article is total dogshit. I should annotate it venturebeat.com/ai/reflectio...

What a nice thing to say! It also means absolutely nothing. Anthropic doesn’t own or even lease data centers and thus does not pay power bills on anything other than its office space

My “Oracle’s construction progress across our AI data centers remains on schedule and on plan” t-shirt is getting me a lot of questions answered by the shirt

Microsoft, Google, Meta and Amazon paying influencers $400k-$600k to post months of AI hype content. Absolutely busted, failed industry, embarrassing era www.cnbc.com/2026/02/06/g...

Free for four more days. Twenty five reviews. 4.9 stars. www.amazon.com/Everybody-Ha...

So that's the magic of everybody talking about 1GW data centers - this is a very new concept! they are all working it out as they go along.

Here’s this week’s Better Offline. Hater season continues, and I’m joined by Cal Newport to talk about the ways in which the media fails to report the truth about AI. podcasts.apple.com/us/podcast/b... Linktr.ee/betteroffline

?

This makes no sense. People need to stop assuming there’s a huge genius strategy behind this. It’s effectively obeying in advance, it empowers evil people with intelligence and guile they lack. They’re doing this because number went up. GPUs are not helpful in that way.

the last two days have been endless dicking around with spreadsheets but i think i've reached an actual defensible model for modeling data center costs, and even in a perfect situation these things have mediocre (30-40%) gross margins when they have a tenant and negative ones without

Premium Newsletter: The Hater's Guide to Microsoft, a decaying empire experiencing the stagnation of all of its core products that's using OpenAI's billions in inference spend to cover up the collapse of Azure's growth. It makes no more than $15bn a year from AI. www.wheresyoured.at/premium-the-...

I wrote about Jason Myers, who delivered my favorite postgame quote and was perfect in the Super Bowl, and who makes it to the top in the strangest job in sports. defector.com/jason-myers-...

So sick. I love it. Business

it offended me. how dare he buy a soda during the super bowl? how dare he? he also broke the roof of a hard working family and didn't even apologize! he even seemed happy!

chatgpt has been at 800m+ weekly actives since october. gotta wonder if they stalled out or are just saving for 1bn. but it's been a while! Took from August to october 2025 to go from 700m to 800m for example

In England they call him Naughty Rabbit

What’s also great is reading the dialogue with Claude where it stops and says “I need to stop and be honest with you about something important” and reveals it deleted every single photo. Software built for dunces

MLMLLM

In England they call him Naughty Rabbit

This is straight up manufacturing consent now

tfw you leave Plato’s cave awfulannouncing.com/nfl/pat-mcaf...

Tuning into Olympics coverage takes me from “who is Hashimoto?” to, three minutes later: “wow, this really isn’t like Hashimoto.”

The Chance The Rapper CoreWeave ad really is special in the sense that it is so obviously the top. Remarkable stuff.

God damn it is undeniable how many people just outright hate AI. I don’t think any technology in history has ever revolted so many people in such a public and prominent way

In my wildest dreams I could never have imagined a more gratuitous sign that AI is a bubble than “chance the rapper, sponsored by coreweave.” It’s beautiful. It’ll be in a movie someday

I am disgusted by this company and will in the next month or so be doing the Hater’s Guide To Adobe. I will not forget what this company has done to its customers nor will I tolerate their loose financial language they use to deceive investors about the “success” of their flaccid AI play.

One of the more maddening ai bubble weeks crested by headlines that just say “Jensen Huang says actually the buildout is sustainable.” What’s he gonna say? “Nah dude Blackwell will never pay for itself sorry lol” www.cnbc.com/2026/02/06/n...

Every time! Every time it’s “early stages” and there are no specifics about anything!

Here’s this week’s Better Offline, I’m joined by @davidgerard.co.uk for Hater Season to talk about the stupidity of Openclaw, how seemingly smart people keep being “one-shotted” by AI, and why we’ve been headed toward a calamity in the markets since 2008. podcasts.apple.com/us/podcast/b...

Joined Times Radio's Tech Report to talk about the AI bubble, Oracle's desperate attempts to raise money to fund its data center buildout, and why tech shares crashed this week. www.youtube.com/watch?v=ITxy...

Joined Times Radio's Tech Report to talk about the AI bubble, Oracle's desperate attempts to raise money to fund its data center buildout, and why tech shares crashed this week. www.youtube.com/watch?v=ITxy...

Premium Newsletter: The Hater's Guide to Microsoft, a decaying empire experiencing the stagnation of all of its core products that's using OpenAI's billions in inference spend to cover up the collapse of Azure's growth. It makes no more than $15bn a year from AI. www.wheresyoured.at/premium-the-...

For reasons I can’t understand Pakt is discontinuing my favorite travel bags, but they’re still up and 40% off. Discount shows when you add at checkout. I love these bags and they’re very well made. paktbags.com/products/pak... paktbags.com/products/25l...

Here's this week's Better Offline monologue. I walk you through the world finally realizing that NVIDIA’s $100bn deal with OpenAI was BS, and the very real possibility of Oracle’s collapse, which will be both catastrophic and kinda funny. podcasts.apple.com/us/podcast/m... linktr.ee/betteroffline

Excited for people to read this one now I've tweaked it.

Here's this week's Better Offline monologue. I walk you through the world finally realizing that NVIDIA’s $100bn deal with OpenAI was BS, and the very real possibility of Oracle’s collapse, which will be both catastrophic and kinda funny. podcasts.apple.com/us/podcast/m... linktr.ee/betteroffline

Inviting people for Hater Season is so much fun, the topic is “talk mad shit” and everybody is ready to go. Inevitable that @davidgerard.co.uk and I do this more often too