Premium newsletter: The AI bubble is entirely circular, with 90% of revenues flowing through OpenAI and Anthropic. Outside of two companies, the majority of GPU customers need far fewer GPUs, meaning that the DeepSeek problem is industry-wide. www.wheresyoured.at/premium-ais-circular-psychosis/

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Companies like Lovable, Base44, Replit, and Netlify use AI to let anyone build a web app in seconds—and in thousands of cases, spill highly sensitive data onto the public internet. www.wired.com/story/thousa...

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Thinking does not need permission. I don't need you, but it's good to have you.

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so I guess anthropic is running off the high-pollution datacenters we use as examples of what not to do? I'd really like this not to be true, but idk how else to interpret this news

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Free newsletter: Microsoft, Amazon and Google's $2 Trillion in AI investments are almost entirely circular, with OpenAI and Anthropic making up 75%+ of AI revenues and $748bn in revenue backlogs. The majority of AI demand is hyperscalers feeding themselves money. www.wheresyoured.at/am-i-meant-t...

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