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Cake day: October 23rd, 2024

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  • Very difficult project to track data for. Major difficulty is that capex budgets are like share buyback budgets. Implementation speed subject to change. It’s hard to measure revenue/profitability because AI credits tend to be bonus perks for enterprise customers, and in Meta’s case they use it for better brainwashing/ad revenue.

    The best way to measure Bubbliciousness is trends in spot GPU rentals. Nvidia has been selling more datacenter GPUs than datacenters completion for over 1 year. Those GPUs filter down to tier 2 providers because they cost $1.30 to $2.70 per hour to just sit in a warehouse. Anthropic’s deal to replace grok at Colossus 1 has significantly reduced tier 2 provider usage, and those spot rates have collapsed below their runcosts. https://lemmy.ca/comment/23443450





  • It’s a major political issue. While “everything Israel ever wants should be US priority” has solid US consensus, “Skynet for US oligarchist privatized profits to ensure compliance with Zionist supremacism, and not just subjugation of Americans through oligarchist driven unemployment but subjugation to supporting skynet” or China wins is about even with political establishment support for Israel supremacy.

    Government operations buying AI services is integral to “need to beat China”, and “evil operations”, and circular financing back to politicians meant to maximize this, is by design.