ikkin

週末IMAXバーフバリが控えているので来週に…と思ってたんですけど辛抱たまらずバジュランギおじさんを観てしまいました🐵 　よ　か　っ　た 　　　　よ　　　　か　　　　っ　　　　た

OpenAI's Sora made $2.1 million across its entire six-month life. That's everything the app has ever earned. In-app purchases, credit bundles, the works. Meanwhile, the app was costing over a million dollars a day just to keep the servers on. That million-a-day number is actually the low end. A Wall Street analyst broke down what it takes to make a single 10-second Sora video: about $1.30 per clip. Sounds cheap until you realize each clip needs four specialized chips running together for about 10 minutes. At roughly $2 an hour per chip, that's how $1.30 adds up. When millions of people were using it back in November, Forbes estimated the daily bill was closer to $15 million. OpenAI's own head of Sora, Bill Peebles, said it in October: "The economics are currently completely unsustainable." He was the guy running it. I keep coming back to the download curve because it shows how fast this thing bled out. November 2025: 3.33 million downloads in a single month. People were obsessed. By February: 1.13 million. Monthly downloads dropped by two-thirds in three months. Monthly revenue hit $540,000 in December and slid to $367,000 in January. The product was shrinking, and the bill wasn't. But the money wasn't even the main problem. It was what those chips couldn't do while they were busy making videos. Every chip that rendered a 10-second deepfake couldn't answer a ChatGPT question or serve a paying business customer. Fidji Simo, who runs OpenAI's apps, told employees they couldn't afford "side quests" anymore. Their CFO, Sarah Friar, was blunter on CNBC: "We just are facing a lack of compute." Meaning: we don't have enough processing power to go around, and we're burning ours on this. Disney got the worst of it. They'd put $1 billion on the table and signed a three-year deal letting Sora use characters from Marvel, Pixar, and Star Wars. Per the Wall Street Journal, Disney found out Sora was getting axed less than an hour before OpenAI told the public. No money had actually moved yet. The whole deal just evaporated. OpenAI is trying to go public later this year at a valuation of around $840 billion. A product burning an estimated $5.4 billion a year while bringing in $2.1 million total is the kind of number that makes investors choke. The app goes dark on April 26. Six months, start to finish.

京都の手摺り唐紙の400年の継承の中に、ローマにそびえる聖堂のモザイクに、連綿と続くアイヌの暮らしに、1万年前のヨーロッパの岩盤に、ミナペルホネンの新作に、時と場所を超えて人類文明と自然のあわいが至るところで生んできた、くりかえし、繰り返す、「文様」についての美しい映画を上映します。

【ニュース】リアル自由ライフシム『inZOI』開発者いわく、これまでの最大の学びは「『ザ・シムズ』がやっぱり凄い」こと。しかし“先人がやめたオープンワールド”に、あえて挑む automaton-media.com/articles/newsj…

てっきりディズニーの方からSoraと提携やめるって言ったのかと思ってたけど、実際はディズニーはSoraと提携するのにワクワクしっぱなしだったけど、急にOpenAIから「Soraサ終しま～す」つってハシゴ外された形らしい。Soraアプリは完全にパンピーから忘れ去られた上に一部のオタク（たとえば僕）にタダで動画量産されて１日あたり1.6億円の赤字垂れ流し状態だったらしい。こんなんで儲かるんだったらTikTokだってとっくにAI動画生成機能入れてるわなあ

When your country is smaller than the enemy, you must figure out their weaknesses and set priorities. How does the Russian economy work? It depends on energy. Sanctions affected it. Our deep strikes affected it. The increase in energy exports from the Middle East and the United States affected it. All of these things pushed the Russian budget into a deficit of around $100 billion in 2026. Now, their energy revenues are rising daily and this doesn’t help us. From an interview with Axios (3/3).

The timeline on this is genuinely insane. October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time. Those deals were letters of intent. Non-binding. No RAM actually changed hands. But the market treated them as gospel. Contract DRAM prices jumped 171%. A 64GB DDR5 kit went from $190 to $700 in three months. December 2025: Micron kills Crucial, its 29-year-old consumer memory brand, to reallocate every wafer to AI and enterprise customers. The company explicitly said it was exiting consumer memory to "improve supply and support for our larger, strategic customers in faster-growing segments." Translation: the AI demand signal was so loud that selling RAM to PC builders stopped making financial sense. March 2026: Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss. Cloudflare's CEO called it "Google's DeepSeek." The entire thesis that AI would consume infinite memory forever just got a six-month expiration date on it. Same month: OpenAI and Oracle cancel the Abilene Stargate expansion. The $500 billion data center vision that justified the RAM deals couldn't survive its own financing terms. Bloomberg attributed the collapse partly to OpenAI's "often-changing demand forecasting." MU is now down ~33% from its post-earnings high. Revenue up 196% year over year, EPS up 682%, and the stock is in freefall because the company restructured its entire business around a demand signal that came from non-binding letters and is now being compressed out of existence by a research paper. Micron bet the consumer division on Sam Altman's signature. The signature was worth exactly what the paper said: nothing binding.

日本人を喜ばしたければデカイ肉の画像だけじゃなくて、デカイ犬の画像を見せるだけでいい。 日本人は日本の狭い部屋で飼えないデカイ犬に死ぬほど憧れている。 いいか？デカイ犬だ。

これも市場が見ていたシナリオの一つで、停戦せずにホルムズ海峡を放置したままトランプ氏が軍を引き上げる。ホルムズ海峡はイランの制海権の下にあり、年単位で海峡封鎖が続くパターンですね。この場合は各国ともにイランとの交渉が極めて重要になりますが、日本政府は交渉を拒んでおり絶望的ですね..

岡本太郎の巨大壁画「明日の神話」が第3期改修へ。亀裂や剥落を修復し、3年にわたる大規模改修がいよいよ完了します。注目は、工事足場を覆う「タローマン」描き下ろしシート。作品の世界観と呼応するビジュアルで、通行者の視線を引きつけます。 shibukei.com/headline/19817/

When the whole world learned about Bucha. About Ukrainians butchered in the streets of Bucha by Russian occupiers. About our people tortured in basements. About those shot on the roads. About adults and children whose bodies were found in graves in Bucha. Everyone saw the horror that Russia and its aggression bring. They saw what Ukraine is really defending itself against. Today, on the fourth anniversary of Bucha’s liberation from Russian occupiers, we honored the memory of Ukrainians who were killed and tortured there. We remember and will never forget what the enemy did. Every Russian murderer, executioner, and terrorist must be held accountable for every crime against our people. Blessed be the memory of everyone whose lives were taken by Russia – to all who were killed in Bucha and across Ukraine at the hands of Russian occupiers.

古代のシーラカンスは肺を使って水中の音を聞いていた karapaia.com/archives/59382… 約4億年前のデボン紀に誕生したシーラカンスは、恐竜とともに白亜紀末期に絶滅したと考えられていたが…

One Year On: The Greatest Economic Own Goal in Living Memory A year ago, Donald Trump stood in the Rose Garden, surrounded by charts nobody understood, and declared war on mathematics. He called it Liberation Day. The Financial Times, along with every economist who has read more than a bus ticket, is marking the anniversary with a verdict that should be carved into marble: it failed. On every single front. Spectacularly. Completely. Embarrassingly. Let us be precise about this. Measured against Trump’s own three stated goals, making foreigners pay for doing business with America, narrowing the trade deficit, and punishing China, the tariffs have clearly failed.  Not partially failed. Not failed with asterisks. Failed the way a man fails when he drives a Reliant Robin onto a motorway and acts surprised when it rolls. And everyone said so. Economists said so. Trading partners said so. His own party said so. The entire field of international trade theory, developed over roughly two centuries by people who actually read things, screamed it from the rooftops. But Donald Trump, a man whose relationship with economics appears to consist entirely of gut feeling and cable television and 6 casino bankruptcies knew better. The average American household paid an extra $1,700 due to tariffs. Over 65 percent of Americans reported that everyday goods became significantly less affordable.  This is what happens when you run the world’s largest economy on instinct and vibes. One year after the Rose Garden ceremony, factory jobs are down and inflation is up.  The precise opposite of what was promised. With extraordinary confidence. Then the lawyers arrived. The Supreme Court found that Trump had exceeded his authority, ruling that the declared emergency bore no rational connection to the trade measures imposed.  In other words, the legal foundation was nonsense. The government had collected $166 billion in tariffs from over 330,000 businesses on grounds the Supreme Court found unconstitutional. The refund process is now underway.  One hundred and sixty-six billion dollars. Collected illegally. From American businesses. The financial markets, bless them, responded with the only appropriate tool available: mockery. The meme “Trump Always Chickens Out” refuses to go away, and the TACO index is now actively used by analysts to price in the president’s chronic habit of retreating.  Every serious voice warned this would happen. Trade economists. Former Treasury secretaries. The IMF. The WTO. The EU. Canada. Japan. Basically anyone who had spent more than forty minutes studying how global trade actually works. The man who ignored all of them had previously run a casino into bankruptcy and considered that a learning experience. He was not, it turns out, a fast learner. One year. Zero of three goals achieved. One Supreme Court ruling. One $170 billion refund. One economy paying more for everything and making less of it. Liberation Day. What a name for it. Gandalv / @Microinteracti1

【ニュース】のんびりお部屋改修シム『Hozy』配信後さっそく大人気に。荒れ果てた部屋を綺麗にお掃除、まったり装飾で自分好みにリノベーション automaton-media.com/articles/newsj…

ウェス・アンダーソン監督最新作 『ザ・ザ・コルダのフェニキア計画』 アマプラで4/24（金）から見放題🥂💚 うれしすぎ🥹💓 【あらすじ】 舞台は1950年代、“現代の大独立国フェニキア”。 6度の暗殺未遂から生き延びた大富豪ザ・ザ・コルダは、フェニキア全域に及ぶ陸海三つのインフラを整備する大規模プロジェクト「フェニキア計画」の実現を目指していた。 そんな中、とある妨害によって赤字が拡大、財政難に陥り、計画が脅かされることに。ザ・ザは離れて暮らす修道女見習いの一人娘リーズルを後継者に指名し、彼女を連れて旅に出る。 目的は資金調達と計画推進、そしてリーズルの母の死の真相を追うこと。 果たして、プロジェクトは成功するのか？　リーズルの母を殺したのは誰か？ そして、父と娘は「本当の家族」になれるのか──？

映画『28年後...』 4/23（木）からアマプラ見放題らしくて激アツ！！🥹💓

＜話題の記事＞ これぞ無の境地、ZENの極意！ヒマラヤマーモット、静かに穏やかに爪を切られる karapaia.com/archives/52323…

バザールに並ぶ色とりどりのハーブたち。イランの花は庭園を飾るだけではなく、食文化も彩る。ただ眺めるためだけではなく、香りや味として暮らしの中で使われていく。美しさが、実用的に暮らしに根付いている。 #1日1イラン #یک_روز_یک_ایران

тибетская лиса угарная, но вы вообще видели ебало пампасской кошки

雪割草 (Hepatica) 冬のあいだに積もった枯葉の中から アメジストみたいにキラキラな花が…！ 自然は小さな奇跡に満ちている

【スパルタ】「エビとして生きるのかにゃ？」 猫が叱る“猫背改善アプリ”が話題 news.livedoor.com/article/detail… 設定した時間間隔で「監視猫」から姿勢を正すようプッシュ通知が届くリマインダーアプリ。監視猫は三毛猫やマンチカンなど12匹から選ぶことができ、猫に上から目線でスパルタ指導を受けられる。