Russell Korus
russellkorus.bsky.social
AI infrastructure bubble analyst. 30 years in tech. Tracking: CoreWeave debt crisis, DeepSeek efficiency disruption, hyperscaler FCF collapse. The bubble is real. The tech is real. Both can be true.
👤 Joined on 18 January 2025
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- 18 Oca 2025, 00:01
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If the $750B AI infrastructure bubble is built on sand, what happens when the tide of economic reality sweeps away the capex mirage, and the software sector bears watch the collapse nervously?
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Turning to the public markets, we see more evidence of enshittification. CoreWeave is utterly rotten and debt-ridden - OpenAI has negotiated *net 360 payment terms*, and NVIDIA in its earnings admitted it's had to backstop an entity that's very likely CoreWeave. www.wheresyoured.at/the-enshitti...
Show PostNo, there is not "insatiable demand for AI compute." 75% of AI compute is bought by Microsoft, Meta, Amazon, OpenAI or NVIDIA - the company selling the GPUs. If demand were real, NVIDIA wouldn't have to buy $5-6bn of AI compute every year for the next 3 years. www.wheresyoured.at/ai-mythbuste...
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Not in the vast majority of cases! The big labs don’t release the exact contents of their training data in terms of proportions but the amount of real (as opposed to synthetic, generated with simulated or in house lab users for a specific purpose) user interactions that end up in the set is low
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"Riddle me this, what is consciousness but the synthesis of meaning?" sure yeah you got it brother. ask that machine why this toast has Jesus' face on it if God isn't real maybe it'll get somewhere.
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