Because what he said is far less clear with its meaning than what you said
British, But In Las Vegas and NYC ezitron.76 Sig Newsletter - wheresyoured.at https://linktr.ee/betteroffline - podcast w/ iheartradio Chosen by god, perfected by science CEO at EZPR.com - Award-Winning Tech PR
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Because what he said is far less clear with its meaning than what you said
Yeah I am, reflected in the other reply to your quote post, I apologise
Alright, I'm wrong on this one and apologise, I did not see that. I am gonna delete my original posts because this is categorically a mistake on my part, sorry for the bother/bite back.
What does "he doesn't take big swings" mean?
If he wanted to make that point he'd have actually made it, best case he's pulling his punches which is even worse. I think he thinks it's a good question and liked it!
No he didn't? What the hell are you on about
What? I didn't use the word sauce
Why is it whenever I ask for specifics about this guy I get told something vague
Not a single person seems capable of explaining what Jay has done in any recency. Am I meant to be impressed by this? "It's not the odds it's the stakes" is the perfect kind of obfuscatory and pretentious crap that media people love to quote and ignore, but readers get little out of
Is UNC bad, or Belichick? Or is it both
"Give me an example of why this guy should be taken seriously" is absolutely a fair question to ask! I can do it with any writer I like, it isn't hard at all
A media critic who can't see an endemic problem here - that American journalists will ask a question then ignore the answer and move on - and indeed ignores the poor quality of the answer so that they can applaud the vague question - is not impressive to me. Tell me what I'm missing
I respect you so I'm up for being wrong here, what am I missing? Can you give me any links? Somehow this guy knows about the "view from nowhere" but has missed decades of American journalists doing this same thing again and again - question to question amnesia. Why should I take him seriously?
I am not reading into a single skeet, I have read his work since 2008. It has a very intellectual way of not saying much. He's made some good points, but seems incapable of making many of them that mattered in the last few years, and honestly I can't even remember the good ones!
Is it immeasurable because you don't seem to be able to explain it? I appreciate that he did work around then, sure. What recently? What have I missed? Utterly offensive to suggest I, of all people, "haven't been paying attention to the web." How's your track record?
No need to get aggressive immediately. Ask them to answer! Then hit them with that if they avoid it
BELICHICK: how win football game college how, losing game now why CHATGPT: I recommend running the ball BELICHICK: no we lose yard why you do no wrong wrong CHATGPT: you're completely right - and I want to thank you for your honest feedback
Tragic that Oliver had amnesia immediately on hearing the answer for some reason? Assume that's why he didn't bother to follow up on smith's non-answer
Another huge scoop from "best adorable baby," only on Threads
The answer in the long term is regulation in the short term it's exposing their business models
None of this is about AI. Big cloud has wanted to extend into the Middle East more and they have their justification
Elizabeth Holmes posting success memes about lifting in prison is about as close to an actual pale horse in history.
Yeah not sure that's why someone reposted a six month old article within arguably the best run of my newsletter to date. At the very least it's out of date! So many more events have occurred. Few else are what?
Yeah but it's a very specific piece getting focused attention is what's weird
For some reason this piece from February has a bunch of people retweeting it, can anyone tell me why
How did you come to find this piece today? Happy to see it get shared but it's from February and I'm wondering why it's been given new life
This guy is hilarious
Even if it's a bot it's hilarious
Yelling "I'm walking here!" from my car
Premium newsletter: My 14.5k word piece, "AI Bubble 2027" - extrapolations of what may happen in the next 18 months, conditions that might accelerate a collapse, and how OpenAI and Anthropic overstate user numbers and revenues while hiding their awful burnrates. www.wheresyoured.at/ai-bubble-20...
My latest newsletter is about the excesses of big tech, why Europe should declare war on Silicon Valley, and how it can win. whatwelost.substack.com/p/how-europe...
Here's this week's Better Offline monologue, where I consider what would happen if I'm right about the AI bubble bursting - and the consequences of both three years of myth-peddling journalism and markets addicted to growth at all costs. podcasts.apple.com/us/podcast/b... Linktr.ee/betteroffline
Wrote about the feeling of living at a literal fever pitch for the last decade, and how every day things somehow get worse but stay the same. houseofmirrors.substack.com/p/we-live-in...
The cost of inference is going UP as I SAID! The mainstream media picking this up is a huge deal and I'm so happy to see it
shout out to @edzitron.com who is the whole reason my story this week exists -- he turned me on to the trend! go read Ed: www.wheresyoured.at/how-to-argue...
Fuck yeah whatwelost.substack.com/p/how-europe...
Yet that's exactly what I did
Pretty much
Oh I did this the first time, I went on the website and looked for some sort of explainer
Hell yeah
Threads has once again recommended me the scandal slop story of Gavin Newsom saying "you can, Do what I dare not..." but this time it's from Pulitzer Prize winning publication "Best Adorable Baby"
Honestly impressive to see how she moved from being the centrist "hybrid work is actually best the office is important because serendipity :)" pick to the "use ai to replace any possible cognitive friction against your ideas, become the formless creature of workslop" daily.jstor.org/the-new-hybr...
This person was the centrist remote work person who pushed heavily for hybrid www.wsj.com/business/ret...
This is one of the strangest things I've ever read, I'm not even sure what it's about. Is any of this worth burning billions of dollars for? Is this really anything truly remarkable? Is this person really what anyone would call "a tech skeptic" in any meaningful sense of the word?
I'm so glad I landed it
I'm not a stock analyst
You could just dm lol
What challenge? What are you meeting it with?
Don't spam people
How in the world is this "more transformational than the printing press"? You're repeating marketing collateral
I get a little emotional at the end of this, who knows how people feel about it, but this stuff matters to me and I hate how people are being misled
Here's this week's Better Offline monologue, where I consider what would happen if I'm right about the AI bubble bursting - and the consequences of both three years of myth-peddling journalism and markets addicted to growth at all costs. podcasts.apple.com/us/podcast/b... Linktr.ee/betteroffline
Fucking hell we had an actual Son Of Sam Altman situation. Horrifying. www.wsj.com/tech/ai/chat...
Ethan Mollick is a nakedly corrupt grifter who would drink Sam Altmans bath water
that's the thing, GPUs don't have those economics
fucked up what? their business only loses money
oh it's standard accounting practices, it's just the kind of thing that ends poorly if/when CRWV's stock drops in the next few months
They are booking it as revenue using mark-to-market accounting, which means if it drops in value it will lose them money next quarter. Yay!!!! YAY!! IT'S ALL SO GOOD! sherwood.news/markets/nvidia-the-asset-manager-had-a-massive-q2-thanks-to-coreweaves-rally/
it appears that NVIDIA used mark-to-market accounting to say that the gain in their stock value in CoreWeave created $2.2 billion in revenue. No stock was sold. This is just from holding the asset. If CRWV's value drops between now and next quarter they'll have to show a loss for it. VERY GOOD.
yes! i know! I KNOW!!!
that's the thing, i don't know if it was, and even if it was...$2bn of your revenue was the gain on a stock investment? on earnings you barely hit?
Are you FUCKING KIDDING ME? NVIDIA barely beat earnings estimates, and it seems part of the reason they beat them was the value of their god damn CoreWeave shares?
I have some empathy here. For the most part people don't interact with technology as much and have lives where they basically believe things because everybody does. AI is the most egregious example of people's ability to believe in myth generated by capitalism
Next time somebody asks me "what if I'm wrong" I'm just going to start asking "what if I'm right?"
Yeah man that's not the headline you wanna read, and even more so not the photo you want them using of you when growth is decelerating. It's really bad when they have a shot of you where it looks like you just read the headline archive.ph/2025.08.27-2...
Yeah but this is what I've been saying a while: the market has had a fundamentally unhealthy relationship with this company and it would eventually fail to keep up
I would have many questions
Thank you so much for listening!
I do not think this is the consensus!
Inventory not revenue
They have a ton of accumulating revenue and said there's maybe $3bn to $5bn in sales possible by EoY out of china
God can you at least come up with some original doomerism please? Dull
Not saying goodnight, just saying
I tell my friends I love them all the time and don't guard my emotions, I've teared up recording the show even if it's just about the computer because I give a shit about the work and how people are treated. You don't have to hide how you feel and those who try to make you stop are weak
Tesla is not remotely similar. They're disconnected from value, an entirely different beast
This is a funny tweet because she's actually right, this the story of Berkeley. An Americanized Chinese food restaurant that appealed to WASPs happily sold out after the owners reached their elderly age and the new business serves the booming Asian population downtown. And the WASPs think its bad
Yeah but on its primary revenue metric at a time when it had to stun and it did not stun
Oh I'm no stock analyst. I'm just lookin'
Two quarters straight off of their main revenue metric will eventually matter. Their growth also needed to be great not "fine" lol who knows though. Market stupid
They didn't miss on revenue. Just data center revenue, which is 88% of it
Is it good at NVIDIA missed data center revenue estimates two quarters running? They were estimated at $41.3bn and hit $41.09bn, were estimated at $39.3bn last quarter and hit $39.1bn. Nobody wanted to talk about this last quarter, wonder if they'll pretend again this one
hmm?
Newsletter: My 16,000 word opus - How To Argue With An AI Booster, a comprehensive guide to arguing with AI boosters, addressing both their bad faith debate style and their specific (and flimsy) arguments as to why generative AI is the future. www.wheresyoured.at/how-to-argue...
nothing wrong with that
i said it on npr too!
said it on npr too lol
If @edzitron.com being invited on CNN isn't one of the four horses of doom for AI bubble, I don't know what is.
I deeply respect Matt as a person, writer and editor, and he has edited hundreds of thousands of words of my work, he's a true legend
wax to face down to melting my marrow is an insane three track run - give it a go. second album is middling other than the first track which is so good
To be specific, I randomly texted Matt at like midnight saying "wait I have it, this is SO GOOD" and he woke up to 2000 extra words, truly the most fun I've had writing
i'm from west london!
This happened with "how to argue with an AI booster," which originally had a totally different title and, while mostly the same content, didn't have the very clear threading. Matt is invaluable, an incredible editor and friend
First premium newsletter has gone live. It's a relatively short (sub-3,000 words) essay about how generative AI devalues what it means to be human, and our worth as people. open.substack.com/pub/whatwelo...
Honestly, @edzitron.com continues to be one of the most incisive voices on the subject of AI (and, if we're being honest, its many failings). His HOW TO ARGUE WITH AN AI BOOSTER from earlier this week is also essential.
have you ever heard Killer Be Killed? It's Greg plus some people from soulfly and mastodon, the first three tracks of their self-titled album are probably my favourite opening to a metal album of all time
Here's the clip! youtu.be/ZGVKZQQSJkg