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@Olathegreattt

Against all odds.

Nirvana Katılım Eylül 2015
510 Takip Edilen547 Takipçiler
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Vivek Sen
Vivek Sen@Vivek4real_·
BREAKING: MICROSOFT JUST ANNOUNCED TO BAN ITS OWN ENGINEERS FROM USING AI DUE TO THE COST OF USING IT. VP OF NVIDIA SAID, “THE COST OF AI FOR MY TEAM WAS MORE THAN HUMANS” “AI CAN COST MORE THAN HUMAN WORKERS NOW”
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Bull Theory
Bull Theory@BullTheoryio·
🚨 THE FIRST COMPANIES TO ACTUALLY USE AI AT SCALE ARE NOT ABLE TO AFFORD IT. Big Tech created a manufactured demand bubble by giving billions to AI startups under strict contracts that force them to hand that exact cash right back to buy cloud servers. Because this money simply travels in a circle, these startups never had to face the real, staggering expense of running giant AI models. This round trip loop created a protected environment where companies could burn through infinite data because they were essentially playing with house money. But the exact moment this technology leaves the safe loop and hits a normal company with a hard budget constraint, the unit economics break completely. Real enterprise customers do not get their cash recycled back to their own balance sheets. Every token bill is a final cash outflow. This is why Uber gave AI coding tools to 5,000 engineers and exhausted its entire annual AI budget by April, with power users burning up to $2,000 a month each. The invoices are so high that even Microsoft just ordered 100,000 of its own engineers to stop using Claude Code by June because the uncapped token billing became completely untenable. Microsoft has a multi-billion dollar partnership with Anthropic, yet had to cancel internal usage because the tool costs too much to run. Nvidia's VP of applied deep learning admitted that the cost of compute for his team is now far higher than the actual salaries of his human workers. Wall Street thinks that falling chip prices will automatically fix this, but the math behind agentic AI makes that assumption impossible. Gartner confirms that even if per-token prices drop 90% by 2030, total corporate bills will keep rising because active AI agents run continuously and resend massive conversation histories, multiplying token consumption up to 30 times per task. The circular loop successfully fabricated a massive growth story to pump up a $2 trillion cloud backlog, but it hid a product that is structurally too expensive for the real economy to actually deploy. The massive gap between optimistic earnings call statements and the actual invoices landing on corporate desks is the most mispriced risk in global finance today.
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Bull Theory@BullTheoryio

🚨 THE ENTIRE AI BOOM MIGHT BE BUILT ON FAKE REVENUE. Latest corporate filings show that OpenAI and Anthropic alone make up over half of the entire $2 trillion future cloud backlog held by Microsoft, Oracle, Google, and Amazon. This massive pipeline is actually being created through a circular accounting trick called a round trip revenue loop. But how it works ? A tech giant gives billions of dollars to an AI startup as an "investment". But hidden in the contract is a strict rule forcing the startup to hand that exact same money straight back to the tech giant to rent their computer servers. Look at the documented case of Microsoft and OpenAI. When Microsoft invested $13 billion into OpenAI, it didn't just give them cash; it gave them "cloud credits" to use Microsoft servers. OpenAI used those exact credits to train its AI models, and Microsoft then turned around and recorded that server usage as brand new "cloud revenue" from a customer. The tech giant is literally paying itself with its own money and calling it a sale. This is why OpenAI’s annual cloud bill has ballooned to over $60 billion, double its actual revenue of $25 billion, kept alive solely by this recycled funding loop. Anthropic runs the exact same play, spending $2.66 billion on Amazon Web Services in just nine months, which was basically 100% of all the money it earned at the time. This manufactured demand triggers a second accounting trick where tech giants book massive paper profits. Every time a startup gets a higher value from a new funding round, the tech giant updates the value of its investment on its books and counts that unearned paper gain as direct profit. In Q1 2026, Alphabet reported a record $62.6 billion profit, but $28.7 billion nearly half, was just a paper markup on its Anthropic investment. In the same quarter, Amazon reported $30.3 billion in profit, but $16.8 billion of it was just an Anthropic paper gain. While Amazon reported record profits, its actual free cash flow collapsed 95% to just $1.2 billion because it had to spend $44.2 billion in real cash to build physical data centers. This has created a massive danger where these giant companies rely heavily on just one or two unstable startups. Microsoft has 49% of its $627 billion future backlog tied to OpenAI, while Oracle has an incredible 54% of its entire $553 billion pipeline relying on OpenAI alone. This perfectly mirrors the 2001 dot-com crash when Global Crossing and Qwest Communications swapped identical fiber-optic network capacity with each other just to book fake sales. Qwest had to erase $1.4 billion in fake income, and Global Crossing went completely bankrupt. The only difference is that the dot-com swaps were illegal, but today's AI loop is fully legal under current accounting rules. This legal loop inflates tech company stock prices, forcing automatic retirement accounts and index funds to buy even more of these tech stocks. It is a self feeding loop where investments, sales, and stock prices all go up on paper without the AI technology ever making real cash profits.

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𝐁𝐋𝐈𝐙𝐙
𝐁𝐋𝐈𝐙𝐙@blizzstilldey·
😂😂😂😂😂😂😂😂😂😂😂😂😂😂
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Ewgi
Ewgi@Ssaasquatch·
Years since last EPL title: Arsenal: 0 Liverpool: 1 Mancity: 2 Chelsea: 9 United: 13 Looks like we have a new laughing stock in England
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Alexx Ekubo
Alexx Ekubo@AlexxEkubo·
I hope 2 See a day when Cancer wld be just a Zodiac Sign...
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Dre Foryoursoul🌱🧘🏿‍♂️
Dre Foryoursoul🌱🧘🏿‍♂️@dre_foryoursoul·
Sir @mreazi i put out this project exactly 16 days ago, no budget at all, no playlisting or nothing, presently I've Done almost 300k streams, 3k plus videos on sound on tik tok, with over 70k monthly listeners on Spotify alone, all in 15 days, will you please be kind to bless it so it can reach where it's supposed to? 🙏🏿🫶🏿
Sir Eazi@mreazi

I love it when music humbles you. Like when you put a budget on one and zero budget on another and the zero one just does its thing. Of cos I wish every release was zero budget but it’s really humbling. Question is what’s the role of $ especially when the artist already has an audience

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yimika|
yimika|@yimikaaaa·
Please get addicted to thinking positively in your life
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Money Quotes
Money Quotes@MoneyQuotesX·
Do yourself a favor, get rich.
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Shakira
Shakira@shakira·
From Maracaná Stadium, here is “Dai Dai,” the @FIFAWorldCup Official Song 2026. Coming 5/14. We’re ready! ⚽️🐺 @burnaboy
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adidas
adidas@adidas·
In this Backyard, it’s “win or go home,” and this crew hasn’t left since the 90's. Where there’s a pitch, there’s a legend. #YouGotThis
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