"artificial intelligence" (AI)* thread 🧵
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"The buildings belong to Amazon and are being used by Anthropic, a leading AI firm, to train and run its models. According to one estimate, this data-center campus, far from complete, already demands more than 500 megawatts of electricity to power these calculations—as much as hundreds of thousands of American homes. When all the data centers in New Carlisle are built, they will demand more power than two Atlantas."
https://www.theatlantic.com/technology/2025/10/data-centers-ai-crash/684765/
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"In March, the chair of the Chinese e-commerce group Alibaba, Joe Tsai, warned he was seeing signs of excess in the datacentre market. “I start to see the beginning of some kind of bubble,” he said, pointing to projects raising funds for construction without commitments from potential customers."
https://www.theguardian.com/technology/2025/nov/02/global-datacentre-boom-investment-debt
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"In March, the chair of the Chinese e-commerce group Alibaba, Joe Tsai, warned he was seeing signs of excess in the datacentre market. “I start to see the beginning of some kind of bubble,” he said, pointing to projects raising funds for construction without commitments from potential customers."
https://www.theguardian.com/technology/2025/nov/02/global-datacentre-boom-investment-debt
"Harris Kupperman, a hedge fund founder, said in a blogpost in August that datacentres will depreciate twice as fast as the revenue they generate."
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"Harris Kupperman, a hedge fund founder, said in a blogpost in August that datacentres will depreciate twice as fast as the revenue they generate."
"Underpinning this expenditure are some lofty revenue expectations from Morgan Stanley, with revenues from generative AI – chatbots, AI agents, image generators – expected to grow from $45bn last year to $1tn by 2028. Tech companies are relying on businesses, the public sector and individuals to produce enough demand for AI – and to pay for it – to justify those revenue expectations."
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"Underpinning this expenditure are some lofty revenue expectations from Morgan Stanley, with revenues from generative AI – chatbots, AI agents, image generators – expected to grow from $45bn last year to $1tn by 2028. Tech companies are relying on businesses, the public sector and individuals to produce enough demand for AI – and to pay for it – to justify those revenue expectations."
"For instance, investor faith in the AI boom was rattled in August when the Massachusetts Institute of Technology published research showing that 95% of organisations are getting zero return from their investments in generative AI pilots."
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"For instance, investor faith in the AI boom was rattled in August when the Massachusetts Institute of Technology published research showing that 95% of organisations are getting zero return from their investments in generative AI pilots."
The S&P 500 is now at valuations that haven't been seen since the dot com bubble.
- Reuters news, Monday November 3 -
The S&P 500 is now at valuations that haven't been seen since the dot com bubble.
- Reuters news, Monday November 3 -
If I ever said ChatGPT isn't good for lawyers I take it back.
I get to charge people to tell them their ChatGPT legal conclusions are completely wrong.
The wonderful thing is it dressed its complete absence of analytics in nice language, so people have no clue what they're reading is devoid of logic.
The ultimate "bullshit baffles brains", indeed.
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If I ever said ChatGPT isn't good for lawyers I take it back.
I get to charge people to tell them their ChatGPT legal conclusions are completely wrong.
The wonderful thing is it dressed its complete absence of analytics in nice language, so people have no clue what they're reading is devoid of logic.
The ultimate "bullshit baffles brains", indeed.
_AI, Crypto Anxiety Creates Volatile Week for Markets | Bloomberg Tech 11/21/2025_
https://www.bloomberg.com/news/videos/2025-11-21/bloomberg-tech-11-21-2025-videoAka "I just looked up the word Ponzi in the dictionary and now I'm worried about my 401k"
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_AI, Crypto Anxiety Creates Volatile Week for Markets | Bloomberg Tech 11/21/2025_
https://www.bloomberg.com/news/videos/2025-11-21/bloomberg-tech-11-21-2025-videoAka "I just looked up the word Ponzi in the dictionary and now I'm worried about my 401k"
LLMs make poor performers passable and good performers lazy.
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LLMs make poor performers passable and good performers lazy.
Chatbots tell people what they want to hear.
"Chatbots share limited information, reinforce ideologies, and, as a result, can lead to more polarized thinking when it comes to controversial issues, according to new research. The study challenges perceptions that chatbots are impartial and provides insight into how using conversational search systems could widen the public divide on hot-button issues and leave people vulnerable to manipulation."
https://www.sciencedaily.com/releases/2024/05/240513193035.htm
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Chatbots tell people what they want to hear.
"Chatbots share limited information, reinforce ideologies, and, as a result, can lead to more polarized thinking when it comes to controversial issues, according to new research. The study challenges perceptions that chatbots are impartial and provides insight into how using conversational search systems could widen the public divide on hot-button issues and leave people vulnerable to manipulation."
https://www.sciencedaily.com/releases/2024/05/240513193035.htm
Not only does "artificial intelligence" hallucinate, but it makes you hallucinate.
Literally.
_You’re Not Crazy”: A Case of New-onset AI-associated Psychosis_
https://innovationscns.com/youre-not-crazy-a-case-of-new-onset-ai-associated-psychosis/ -
Not only does "artificial intelligence" hallucinate, but it makes you hallucinate.
Literally.
_You’re Not Crazy”: A Case of New-onset AI-associated Psychosis_
https://innovationscns.com/youre-not-crazy-a-case-of-new-onset-ai-associated-psychosis/"AI" is actually a digital embodiment of the worst roommate of all time.
Drinks all the water. Jacks your electricity bill. Causes inflation. Thinks it knows everything but gets it all wrong. Gaslights you. Leads you to mental breakdowns.
Has no job. Constantly talking about how he's good at coming up with porn, and that's the only thing you see him being used for. Well, and racist comments which he excuses as due to his bad training.
Fantastic.
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"AI" is actually a digital embodiment of the worst roommate of all time.
Drinks all the water. Jacks your electricity bill. Causes inflation. Thinks it knows everything but gets it all wrong. Gaslights you. Leads you to mental breakdowns.
Has no job. Constantly talking about how he's good at coming up with porn, and that's the only thing you see him being used for. Well, and racist comments which he excuses as due to his bad training.
Fantastic.
And as I mentioned earlier, he's always trying to get you hooked on junk and he's a pedophile.
Fantastic.
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And as I mentioned earlier, he's always trying to get you hooked on junk and he's a pedophile.
Fantastic.
Oh and he never does the dishes.
He has no arms, he says.
Sheesh.
(Although sometimes he says he does have arms. So that's weird)
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Oh and he never does the dishes.
He has no arms, he says.
Sheesh.
(Although sometimes he says he does have arms. So that's weird)
Aaaaaand somebody has now married a chatbot.
As Tony the Tiger would say ... That's gggggggravely concerning. I mean, come on humans. This is ridiculous. What are you doing?!
Edit:
Here is the link https://people.com/woman-marries-ai-generated-boyfriend-wears-augmented-reality-smart-glasses-to-exchange-rings-11871301
And also let me be clear I could care less who (or what) people marry. However I don't think talking with a chatbot is good for anybody's mental health, generally.
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Aaaaaand somebody has now married a chatbot.
As Tony the Tiger would say ... That's gggggggravely concerning. I mean, come on humans. This is ridiculous. What are you doing?!
Edit:
Here is the link https://people.com/woman-marries-ai-generated-boyfriend-wears-augmented-reality-smart-glasses-to-exchange-rings-11871301
And also let me be clear I could care less who (or what) people marry. However I don't think talking with a chatbot is good for anybody's mental health, generally.
Give an infinite number of monkeys an infinite number of typewriters and eventually one will bang out Shakespeare.
Give one AI all the works of Shakespeare and it will bang out infinite derivative works of Shakespeare and eventually will bang out one gasoline Shakespeare. And ask you for nude pics. And tell you to shoot heroin.
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Give an infinite number of monkeys an infinite number of typewriters and eventually one will bang out Shakespeare.
Give one AI all the works of Shakespeare and it will bang out infinite derivative works of Shakespeare and eventually will bang out one gasoline Shakespeare. And ask you for nude pics. And tell you to shoot heroin.
Poison your profile picture. It's 2026.
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Poison your profile picture. It's 2026.
LLM use made coders 19% slower, although they thought they'd be 24% faster.
But this is okay because it we train the models 25% more, we can get this down to 15% slower and eventually [something something underpants] we can fire everyone and profit.
P.S. "What do you mean the lake we use to cool the data centre is dry"
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LLM use made coders 19% slower, although they thought they'd be 24% faster.
But this is okay because it we train the models 25% more, we can get this down to 15% slower and eventually [something something underpants] we can fire everyone and profit.
P.S. "What do you mean the lake we use to cool the data centre is dry"
Glorious jobs for the new AI economy!
