Gregory Blake

@agregoryblake.bsky.social

Founding Engineer at Tenino Research Group. Operations at Specialty Granite Supply. Tryhard Bassist/Vocalist Consummate Hater. https://www.teninoresearchgroup.com/

Being a parent is pretty tough, but it's all worth it for that moment, every once in a while, when you get to take your kid to the city to see a marching band and say, "Will you defeat them? Your demons and all the non-believers, the plans that they have made?"

Order going out Friday. Dad used to set an outgoing order on its side like fish in a boat bottom but a month ago, Mom and I decised that stock should stand in the 'yard as it would be seen in a feature. Well, for excavator practice, I put today's order grouped upright and yeah, that looks awesome.

Bild

One of the (many) reasons I think people are so anti-AI is that it’s a gratuitous display of wealth inequality. The average person’s life is difficult, expensive, and getting any kind of loan sucks - unless you’re raising billions of dollars to build an AI data center.

Ed Zitron@edzitron.com · 5d ago

Was awesome to join Bloomberg to talk about the lie of AI - everyone's buying into the mag7 believing CapEx is going towards diverse AI demand, when all it's really doing is supporting the circular cloud revenues of two unprofitable, unsustainable AI labs. www.youtube.com/watch?v=pHcZ...

Per UBS, OpenAI and Anthropic will account for 27% of Google Cloud's 2026 revenue and more than 48% of 2027's. Investors are being sold a story about diverse AI demand that is simply not true - hyperscalers spent a trillion dollars to feed money back to themselves and pretend it's real growth.

Ed Zitron@edzitron.com · 5d ago

Was awesome to join Bloomberg to talk about the lie of AI - everyone's buying into the mag7 believing CapEx is going towards diverse AI demand, when all it's really doing is supporting the circular cloud revenues of two unprofitable, unsustainable AI labs. www.youtube.com/watch?v=pHcZ...

Premium Newsletter: AI is becoming way too expensive. The 190GW of planned data centers need between $1.62 trillion and $2.92 trillion in annual compute demand that doesn't exist - and every new data center costs way more than the last. www.wheresyoured.at/premium-ai-is-getting-way-too-expensive/

Premium: AI Is Getting Way Too Expensive

A great deal of the discussion of the so-called benefits or problems with AI comes down to the theoretical jobs that are (or are not) lost as a result of things LLMs can (or cannot do), or the equally...

wheresyoured.at

Here's my interview with CNBC on how Zuckerberg's vacuous talking points about AGI and open source exist to distract from how Meta burned $180bn in capex (and more off-balance-sheet) to make also-ran LLMs that don't deliver an iota of the promise of "personal superintelligence."

Free newsletter: The more you buy, the more you lose. Hyperscalers are trapped in a vicious cycle where the more AI data centers they build, the more expensive GPUs - and the debt to buy them - become, and debt markets are becoming exhausted. www.wheresyoured.at/the-more-you-buy-the-more-you-lose/

The More You Buy, The More You Lose

If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, in...

wheresyoured.at

Premium Newsletter: The Hater's Guide To Oracle Part 2. Oracle is dying. Its revenue has been flat for 20 years, even with $20bn+ in acquisitions. Its employees and customers hate it, and AI data centers may be what finally kills it. www.wheresyoured.at/premium-the-haters-guide-to-oracle-part-2/

Premium: The Hater’s Guide To Oracle (Part 2)

Good morning premium subscribers! As ever, please ping me at ez@betteroffline.com if you have any questions. Oracle has one of the strongest mythologies in the tech industry. Ask a regular person and...

wheresyoured.at

Today was still warmer than is ideal, so I cleaned up the right hand side of the back of the saw before I retreated into the cool to code. Finished DevBlog tonight. It releases on Monday even if it posts to the website earlier than that.

Bild