Brian Moura

@brianmoura.bsky.social

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Analysts estimate that 70%+ of Microsoft, Google and Amazon's present and future AI revenues are from Anthropic and OpenAI's compute spend and model sales. Outside of two unsustainable AI labs, demand barely exists, and they've massively overbuilt capacity. www.wheresyoured.at/the-ai-deman...

The AI Demand Bubble

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

And the bottom has yet to fall out for Bari Weiss at CBS Mornings. Two weeks after posting its lowest-rated week ever, CBS Mornings set another record. According to Nielsen, the program averaged just 1.568 million viewers and 213,000 in the key 25-54 advertising demo last week -- both new lows.

🚨NEW: Todd Blanche’s new order rescinds the May 18 Anti-Weaponization Fund—but quietly leaves the May 19 IRS immunity settlement intact. Instead of rescinding it, the accompanying memo reaffirms DOJ’s interpretation, arguing the immunity applies only retroactively and only to the parties involved.1/

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Rosie Drottar, a 5-year-old Labrador retriever from Santa Cruz, was the most decorated athlete at Saturday’s World Dog Surfing Championships. Rosie won the Large Dog Surfing Heat, plus tandem and stand-up paddleboard titles, before taking home the Spirit of Surfing Award.

Trump confirmed today that he will appeal the ruling from a federal judge in Florida who found the president effectively colluded with his own government in bringing a $10 billion suit against the IRS. Trump has no intention of dropping the IRS slush fund which doesn't look good for Todd Blanche.

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Looks like Gavin Newsom is going to bat for California Forever, the Network State "tech utopia" project backed by Marc Andreessen and other tech billionaires. 70% of local residents oppose it. But the billionaires hired Newsom's favorite lobbyist. Welcome to Sacramento. nypost.com/2026/07/29/u...

Exclusive | Inside Gavin Newsom’s desperate bid to save billionaire pals’ dream city

Newsom has been quietly whipping support for California’s billionaire-backed megacity as it faces the loss of a key tenant.

nypost.com

FLASH: Justice Dept seeks to dismiss Lincoln Memorial Reflecting Pool criminal case against former Olympian David Hearn Trump Admin acknowledges: "Damage to the Lincoln Memorial Reflecting Pool in June 2026 was the result of flawed installation by the contractor"

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Six congressmen bought between $83,000 to $245,000 in SpaceX stock just before its IPO: -Jared Moskowitz -Gil Cisneros -Dan Meuser -John McGuire -William Timmons -John James Five serve on committees whose work impacts SpaceX's business. We must ban members of Congress from trading stock.

At our municipal grocery stores, New Yorkers will get a 30% discount on eggs, milk, chicken, produce and other everyday essentials. In the wealthiest city in the richest country in the world, no one should have to wonder how they’ll afford the food they need to feed themselves or their families.

Mayor Mamdani holds up bananas with a 30% off sticker on them. Shelves of produce and canned goods, all with 30% off stickers on them. New Yorkers clap at the press conference announcing the 30% discount for municipal grocery stores.

📌Very interesting tidbit from Larry Sabato's Crystal Ball this morning: "By a number of metrics, the 2026 House map is no more favorable to Republicans than the 2018 map, and it may actually be a little less favorable." NOTE: Dems flipped 41 seats in that wave election.

I'm late to this story, but it's hilarious. "Edsel sales dropped each year the model was on the market, and Ford discontinued the car in 1959. Cybertruck sales are off to an even worse start. Only 7,133 have been registered in the US this year through May [despite] SpaceX building out a fleet."

Tesla’s Cratering Cybertruck Sales Evoke Ford Edsel Comparisons

Both automakers expected consumers to buy hundreds of thousands of their futuristic models per year. Tesla’s pickup is missing the mark by a wider margin.

bloomberg.com