Shreyas

Shreyas

@shreyasd.bsky.social

86 followers39 following1.3K posts

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Without fixing failed economic policies of central bankers, economists and flawed economic parameters like GDP same things-high inequality, bubbles, degradation-will keep on recurring. Holding these failed economists and central bankers accountable is the first step towards fixing current problems.

Shreyas reposted

Anthropic has filed for IPO, AI industry’s gigantic debts are making investors increasingly nervous • America's AI-related firms have borrowed around US$850bn this year, or four times the 2023 amount • Together their balance-sheets carry more than US$3trn of debt www.economist.com/business/202...

Shreyas reposted

Techmeme@techmeme.com

Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens (Torsten Slok/Apollo Global Management) Main Link | Techmeme Permalink

When AI firms are acquired by other AI firms why most are non cash? Giving paper valued asset for other paper valued asset, but why? Why such equity dilution? When the revenues are brought into acquiring firm it is shown as revenues bump up at zero cost.

Shreyas reposted

1.2 million+ signatures delivered! Oceana joined fellow NGOs in calling on @jessikaroswall.ec.europa.eu not to weaken Europe's nature conservation laws. Nature and people need stronger safeguards, not rollbacks. #HandsOffNature

If one is doing badly with respect to established standard measures like net profit etc might as well come up with new like adjusted. Notes reveal the truth. If AI does not work may be SI might work. SpaceX.

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If one is doing badly with respect to established standard measures like net profit etc might as well come up with new like adjusted. Notes reveal the truth. If AI does not work may be SI might work. SpaceX.

Number of spacex rocket launches have decreased since 2025. Space segment has operating losses. Even after being subsidized by government contracts still not profitable at operating level.

Massive debt increase by SpaceX. Capex is more than the revenues of the company. In a way cost are being clubbed together into equity through stock based compensation of employees and through capex.

Shreyas reposted

This chart shows the key risk to the AI trade, and it's missing from the latest revenue announcements. The AI boom is fundamentally driven by a top 1% of companies that drive 80% of spend. Within that top 1%, 80% are venture-backed.

Shreyas reposted

You know, Elon, if you just paid your taxes, we could give those kids food and healthcare, things far more valuable than stock in a government-welfare-dependent company that is bound to go bankrupt eventually.

@economist.com Significant % of net profit of google nvidia amazon is income from non-marketable equity and debt Ghost profit from valuation changes of other unlisted companies(AI) What seems like shinny profit on surface is full of dirt Paper value on paper value Kind of like leverage on leverage

@france24.com Significant % of net profit of google nvidia amazon is income from non-marketable equity and debt Ghost profit from valuation changes of other unlisted companies(AI ) What seems like shinny profit on surface is full of dirt Dirt value on dirt value Kind of like leverage on leverage

@lemonde.fr Significant % of net profit of google nvidia amazon is income from non-marketable equity and debt Ghost profit from valuation changes of other unlisted companies(AI firms) What seems like shinny profit on surface is full of dirt Dirt value on dirt value Kind of like leverage on leverage

Shreyas reposted

And with that we have our first dead AI startup

Techmeme@techmeme.com

Character.AI files for Chapter 11 bankruptcy in the US, agrees to sell some assets to Disney for $20M, and plans to keep operating as it completes the sale (Rhea Rose Abraham/Reuters) Main Link | Techmeme Permalink