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aplewe.bsky.social

@aplewe.bsky.social did:plc:myk53lkcbo4aeogfzttwe2oq

I dad, tell computers what to do, make music, take photos, and etc. Very Nerdy. On the spectrum. The internet was a mistake. Just say no to start-up culture and kneecap the Nazis. Close-source everything. https://1x.com/saltmountain

Bei Bluesky seit

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3.339
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1.054
Posts
2.556
Tage in Ranglisten
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Zusammenfassung

aplewe.bsky.social (@aplewe.bsky.social) ist seit 17 November 2024 auf Bluesky. Das Konto hat 3.339 Follower, folgt 1.054 Konten und hat 2.556 Posts veröffentlicht.

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Zuletzt gelikte Posts

Öffentliche Likes aus dem Bluesky-Netzwerk.

  • Ed Zitron@edzitron.com

    Credible discussions going on in the valley about compute gluts and Elon musk said he had to significantly cut the limits of his “grok bot” Muse clone because “the cost was unsustainably high relative to revenue.” A great era of smiles approaches the valley

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  • Ed Zitron@edzitron.com

    The CEO of Replit is warning that user of subsidized AI subscriptions “should get ready to get rug pulled.” I may have been early, but I’m not wrong.

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  • Ed Zitron@edzitron.com

    If neocloud financing is dead that means SB Energy and Nscale’s IPOs are dead. Not sure what Lambda does about its IPO either. Super Micro already backstops one of their leases!

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  • Ed Zitron@edzitron.com

    TD Cowen reported last week that NVIDIA and Oracle are doing some sort of vendor financing/thing where Nvidia leases capacity then sub leases it to Oracle. They’re scraping the bottom of the barrel. The big trigger would be if it’s downgraded. bsky.app/profile/pzyl...

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  • Ed Zitron@edzitron.com

    By the way: I have been saying for a while that the debt markets will be what drags this era to its knees. Every single neocloud needs endless debt and will need it for the foreseeable future. Coreweave will burn, it is a time bomb as I’ve been saying a year and a half.

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