
SigSour
2.3K posts




Sources: SpaceX decided to rent its Colossus 1 data center to Anthropic after internal teams struggled to use it for Grok development due to latency issues (@edludlow / Bloomberg) (Visit Techmeme dot com for the link and full context!)









I find the 2 most insufferable group of people on the planet are lifetime educators and lifetime politicians. Both live in a fantasy world that lacks common sense and would not survive a day in the real world


US forces shoot down two Iranian one-way attack drones: US official


Cloud AI revenue is partially circular capital, not demand. Bill Gurley (@bgurley), former Benchmark GP, broke down the mechanic on The Knowledge Project: cloud provider gives $5B to Anthropic. Anthropic spends it back on compute. Cloud books revenue. Dario Amodei confirmed the structure at DealBook - "if you didn't give them the money, they wouldn't have spent it." No new money entered the system. The sector's apparent growth is an accounting loop. Circular deals also delay the correction and make it larger when it comes. If you hold cloud infrastructure for AI revenue growth, you need to separate circular capital from genuine demand. When the loop breaks, it does not unwind gradually. Gurley's map of what cloud AI revenue looks like when the circular loop breaks: podcastalpha.substack.com/p/bill-gurley-… Source: The Knowledge Project Podcast - youtube.com/watch?v=yBBhd0…



Murderous migrants beheading innocent people in their home town is what’s making people angry, not “social media”!












