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Cake day: October 23rd, 2024

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  • Definitely massive risk. They are giving away about $200-$400/week user credits for their Muse agent. Hardly anyone would need more than that, but it requires giving them credit card info. Massive competition being released in this personal agent space, just a few weeks after their rollout.

    SpaceX is going even more nuts. Musk is a fraud supported by Zionist first political rule over US with support for his fraud, but 1.3gw of “spec” datacenters comming online in next 3 months is 5x the hourly gpu rental inventory in the US. BS goal about 10gw extra in 2027 is still gross overspending that makes everyone else go bankrupt from Nvidia price hikes. Grok and Cursor revenue combined still under $1b (last quarter). Zionazi circular financing for GOP corruption will starve rest of industry from access to capital.

    IPOs are failing everywhere. UAE being forced geopolitically to bail out OpenAI with $30b, because they are out of cash. Coreweave needs $2b cash just to make it to end of year, but no one will give it to them. SpaceX in similar cash burn rate.

    SpaceX and Meta are both building to just rent GPUs to desperate labs without firm contracts. All labs have separate plans. Coreweave gives massive discounts that force structural losses before impossible interest costs, and Nvidia’s power to charge whatever it wants for delivery. Collapse is very near.





  • There’s this, lusting over Republican candidate asses, and bragging about finding a giraffe in a kid’s drawing.

    1. No one around him is able to give him a filter to not say dumb shit that makes him look bad.
    2. Like 2020 election, he can’t lie his way about corruption/destruction of America (Covid management was bad) promising to undo it. So he has to talk about “nothing”.

    Flexing on the world, for no gain, does show how cowardly and sycophantic that world is and continues to be. It’s still late stage empire behaviour and collapse acceleration.



  • There is a genuine “training corpus” that is an accumulated asset and grows and feeds new models. The vast majority of training cost, that should be expensed, is the training time compute. Neither of these are expensed. There was about 13 major US model releases in September. At least 7 of these replaced a 1 month old previous model family. Open AI gpt sol went from 5.6 to 6 to 6.1 in about 2 months.

    Fast model releases not only lock in structural losses, they juice revenue growth illusions. Model use rate generally drops by 66% 4 weeks after release, because of competition, and a surge of use on release for evaluation.