Post

I wonder if openai suggesting the government should bail them out when markets are at an all time high had anything to do with the slide going on right rn… if I were an investor I wouldn’t really like to hear that.

The money goes to the C-Suite and the CEO. If there is any left, it pays the slaves.

bsky.app/profile/mist...

> "80-90% of AI Compute Spend Is Inference, Every New GPU Is Inference Focused - Suggesting That Inference Is The Primary Reason That OpenAI Wants More Data Centers" There's no other way this could be, since inference is how you actually *use* these things. Training them is pure cost.

Not dumb at all. This is exactly my thought. The missing $4 billion was spent on something, but isn't a loss because there is an asset somewhere. Land bought for future datacenters? Advanced deposits on contracts? Who knows?

Probably a dumb question, but how does one get away with citing annualized revenue in... November? The year is over! There's nothing to annualize! Those numbers are locked in! Maybe they had an absolute BLOWOUT October but I too am skeptical.

I've said originally Sam Altman is doomed to be Tom from Myspace but now I am pivoting and going to say he might be more like SBH lmao

Left lights on in the server room?

Capitalized expenditures?

My theory is that OpenAI's inference costs are much higher than expected. Every new GPU is marketed for inference, Stargate Abilene is full of inference-focused Blackwell GPUs, and OpenAI's latest releases have all been very, very inference intensive. www.wheresyoured.at/where-is-ope...

A billion here, a billion there, pretty soon you’re talking real money.

openai doesn't buy nvidia chips

It’s just money laundry, isn’t it?

Australia has made it legally mandatory that AI pays artists to use their material.

A crash is coming

And where is the power coming from for all that, if they somehow built it?

It's not "losses", Ed, it's stragetic investments into future growth! /s

Look at these bastards bsky.app/profile/fint...

It's like if the entire US economy was propped up by Enron.

Well, you can't make an omelet without flushing several billions of eggs down the fucking toilet.

It's like when you play one of those click farming mobile games and each level the multiplier goes up so by like level 15 you're doing the same thing as level 1 but there's more zeroes at the end of the number

an entire stadium section of people, all flipping large black and white sided cards to repeatedly spell out "IS"... "THAT"... "GOOD?"

www.fool.com/investing/20...

A crash is coming!

Has anyone been following Musk's and Altman's investment with another massively failing project NEOM?

ehh. whatever

Awesome soundtrack choice, Ed! :D

*clears throat* Clamuel Semens

If only people would all start using AI and paying for the privilege this enormous investment would finally be justified, said every huckster forever.

no capex bsky.app/profile/edzi...