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@virtualbacon @zerohedge Agreed hyperscalers may be in trouble if AI fails however ai is being funded with institutional investors like the mag 7, blackrock, Fidelity and dot com bubble was mostly funded by retail so institutional investors are betting that AI doesn't fail

@Jacobhaley3 @zerohedge fair for the hyperscalers. but anthropic and openai run those compute bills on raised capital with no profit underneath. thats the layer that cracks first if funding gets tight

Was SK Hynix's US Debut The AI Bubble Top? BNP Says It's Still 1998 zerohedge.com/markets/was-sk…

@virtualbacon @zerohedge The capex isnt being financed by cheap money it's being financed by the most profitable companies in the world lol

@zerohedge 1998 is the right read imo. the overbuild is real but it doesnt top on the buildout, it tops when the cheap money funding all that capex finally dries up

Apple just sued OpenAI, and the wildest part is how they got caught: one candidate screenshotted confidential Apple files on his Apple work laptop hours before his OpenAI interview. Apple reads its own server logs. The recruiting pipeline generated its own evidence trail. The complaint says OpenAI's hardware chief Tang Tan, a 24-year Apple veteran, directed candidates still employed at Apple to bring "actual parts" (batteries, logic boards) to interviews for show and tell sessions. One candidate was surprised, saying he didn't even know you could take those out of the office. Apple also alleges Tan circulated an internal Apple offboarding document to coach new hires on dodging exit security checks, and that a departing engineer kept his Apple laptop, found a bug that still gave him access to Apple's cloud storage, and downloaded dozens of confidential hardware files after joining OpenAI. Then the supplier: OpenAI allegedly got one of Apple's manufacturing partners to demonstrate a proprietary metal finishing technique by letting the partner believe Apple had approved it. Over 400 former Apple employees now work at OpenAI. Apple says it flagged all of this to OpenAI in February and never got a response. Five months later, it filed. The ask reveals the strategy. Apple wants an injunction barring OpenAI from using the secrets, the return of every file, and full discovery into io, right as OpenAI preps its first device launch and an IPO. If a judge grants it, OpenAI may have to prove the device was built clean, component by component, before it ships. The device was supposed to run on the world's best hardware talent. Now its bill of materials is evidence.

@xmatrixmx @zerohedge Companies are using it to suppress wages not to bring in specialized talent

@zerohedge H1-B fraud should be investigated and stopped. However, the H1B system enroutes elites all over the world, and made/makes and keeps USA a strong and leading country on the earth. It's a short sight to hurt the entire H1-B system by throwing the baby out with the bathwater.

Trump Administration Launches Major H-1B Visa Fraud Investigation zerohedge.com/political/trum…

@zerohedge No wonder why new SW engineering college grads can't find a job

@XXL 🔥🔥

BabyChiefDoit’s “Ghetto Love Story” is picking up momentum online and quickly becoming a fan favorite this summer.

@WOLF_Financial They'll throw money at AI ipos who need the data centers for compute and then short/ding the hyperscalers who own the data centers. If hyperscalers fail it will be because ai fails. And even if AI fails data centers can still be repurposed

JUST IN: META $META CEO MARK ZUCKERBERG SAYS RENTING OUT META'S AI COMPUTE COULD MAKE SENSE He told Bloomberg the offers to use Meta's computing power have gotten so high that renting it out may beat keeping it all in-house. And this is a company that says it still has none to spare: Zuckerberg said he doesn't know anyone in the industry who feels they have too much compute, and that Meta is using everything in its arsenal right now. Meta is reportedly building plans for a cloud business: selling access to AI models on its own infrastructure (like AWS Bedrock) and selling raw compute capacity (like CoreWeave), per Bloomberg. He said the option is "certainly there any time we want to build it." The model he's watching is SpaceX's short-term rental deals at a premium, which Bloomberg Intelligence estimates could push SpaceX past $50B in revenue by 2028 and $100B by 2030. Meta also announced Thursday it will sell access to its new Muse Spark 1.1 model via an API.

Scientists have discovered a promising new neighbor for Earth. The exoplanet known as GJ 3378b orbits a red dwarf star relatively close to our solar system (25 light years). It is approximately twice the size of Earth making it one of the nearer worlds available for detailed study in the ongoing search for potentially habitable conditions. Its position stands out as particularly noteworthy. The planet lies within the habitable zone of its star also known as the Goldilocks zone. In this region temperatures could allow liquid water to exist on the surface provided the planet possesses a suitable atmosphere. This detail remains critical. Researchers have not yet confirmed whether GJ 3378b has an atmosphere. Without one liquid water would be hard to sustain and the surface would face intense stellar radiation. The planet occupies a region near what astronomers sometimes call the cosmic shoreline. This boundary helps determine if a world has sufficient gravity to retain an atmosphere against the erosive effects of its host star. Its relative proximity makes GJ 3378b a strong candidate for observation by future instruments. NASA’s upcoming Habitable Worlds Observatory planned for the coming decades aims to analyze atmospheres of Earth like planets and look for biosignature chemicals. No claims of life have been made. However the discovery offers astronomers an exciting nearby target worthy of deeper investigation. [Discovery reported in a peer reviewed astronomical study on the exoplanet GJ 3378b (2026)]

@OnlyInBOS Dis why I stick to Twitter followers only

The City of Boston has announced it is suing Meta, TikTok, Snapchat, and YouTube. The city says the companies deliberately designed addictive features like endless scrolling, notifications, and algorithms that harm kids' mental health.

@JoeyMurr Easily replaceable talent nothing special about the guy

14 mil

@ChampRDS How about he learn how to check leg kicks and protect his chin

Jiri Prochazka spent last night walking into a bush of stinging nettles as a “ceremonial strengthening” 😭 “All night body tingling, but the next day one feels cleansed and reborn.”

"They were never going to play very long together because no one was going to pay the two of them in one town, on one franchise, $600 million dollars." @RealMikeWilbon says it was only a matter of time before Jaylen Brown or Jayson Tatum were traded 😳

@ValleyBoyz02 @KalshiHoops What's laughable is you think he's better than @FCHWPO

@KalshiHoops Book leaving the suns is just not realistic brother literally said he’s retiring here

Potential Trade Scenerio: Celtics receive: • Devin Booker Suns receive: • Paul George • 2027 unprotected 1st-round pick (via BOS) • 2028 unprotected 1st-round pick (via LAC) • 2031 unprotected 1st-round pick (via PHI) • 2031 1st-round pick swap Devin Booker is secretly in a very similar situation to Brown as one of the worst contracts in the league... His massive $57 million is going to be subject to the same issues as Brown soon, per @StephNoh.

@985TheSportsHub @ZoandBertrand Beetle is hitting this on the button. It's all about the $$

REPORT: Celtics cheaped out on a possible Giannis Antetokounmpo extension. "The storied Celtics franchise has new loser ownership. Congratulations." @ZoandBertrand react:

@PatsPlanet_ Fuck that soft ass bitch

Tatum’s silence through this whole Jaylen Brown situation tells you everything you need to know.

@esidery Star hunt for who. Who is available that is better than JB or Giannis I'll wait....

After the Celtics traded Jaylen Brown for Paul George and two 1st-round picks, they could now have the ammunition to star hunt in 2027. George’s $56.6 million expiring could be a valuable trade chip with picks. A potential step-back in Boston before making an aggressive move.

@iJordanMoore Tatum and Pritchard both don't live up to hype in playoffs and feed off of bad teams JT quits when the going gets tough JB was this teams leader

Now that the dust has settled, it’s easier to understand why Boston moved on from Jaylen Brown. • 36-6 without him over the last three seasons (90-36 all-time) • Jayson Tatum’s impact metrics jump with Brown off the floor • Payton Pritchard’s numbers improve significantly without Brown • Brown finished his Celtics career with a negative on court/off differential • No NBA player suppresses his teammates’ scoring more while on the floor than Brown, according to the data Could they have gotten a better return? Absolutely. But when you factor in the looming supermax, the analytics, and the opportunity to add Paul George, it’s not hard to see why they made the move. Whether it’ll work is another conversation. But the logic behind it is pretty clear.

@JoeyMurr You mean to tell me we win more when we can sit jayeln against the Brooklyn nets, bulls, trailbalzers or pelicans? Lol ofc we do... F these analytic guys!

Celtics numbers with/without Jaylen Brown

We really traded this demon for a washed up Paul George.

@JurassicMike I worry about cost cutting that makes the organization look more like the Red Sox. Best case, they’re run like the Dodgers, but that kind of situation is typically few and far between. Having someone as talented as Brad Stevens eases a lot of concern, but it’s there.