
LuMp
243 posts

LuMp
@flow_motions
Getting creative with https://t.co/9Dn1Vr1nyt Hacking away at Promp' Industries https://t.co/cDRapG1mVH Learning cool things at @mars_college







🚨🇺🇸Footage of tonight's New Glenn explosion filmed from a nearby restaurant is wild. The fireball over Cape Canaveral looks straight out of a Fallout game. Imagine looking up from dinner to that...



🚨 The AI ROI numbers are starting to look very ugly. Even under "best case" assumptions — assuming zero costs, just revenue against capex — the Financial Times calculated the implied return on hyperscaler AI investment from 2025 to 2030. Only one of them clears positive. Implied return on AI investment (FT / Panmure Liberum) – Microsoft: -9.2% – Alphabet: -15.7% – Amazon: +7.2% – Meta: -28.8% – Oracle: -35.6% And remember: that's assuming zero costs. In reality, GPUs depreciate, power bills run, salaries get paid. The real returns are worse. This is exactly why the dot-com comparison keeps coming up. Incredible technology does not automatically mean sustainable economics. The internet survived. Most internet companies didn't. Two anecdotes from this week alone Vivek Garipalli, Fortune 20 insider: a CEO asked for $1B in AI-driven opex savings this year. The team spent $200M on tokens chasing it. The results? Modest customer service savings and slightly less hiring in engineering. The CEO has now ordered token costs to be dramatically slashed because the ROI isn't there. Axios: an AI consultant reported a single client spent half a billion dollars in one month after forgetting to put usage limits on Claude licenses for employees. Right now hyperscalers are spending trillions hoping future demand catches up to present capex. That's not certainty. That's a leveraged bet. The technology is real. The infrastructure buildout is real. The eventual winners will be real. But "AI is transformative" and "every hyperscaler will earn its capex back" are two completely different statements. In 2000, the internet was real too. Cisco has recovered. After 26 years…




















Why doesn’t Trump just do this?


























