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Guy Bailey

@guybailey.bsky.social

Can see around corners. Was a gift, it's now a curse. Writer, Stoic, Socialist, Dad, Gamer, Curmudgeon, Antifa, Karen. @Boro @RedcarBears @AtlantaFalcons @F1

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Ed Zitron@edzitron.com · 2h ago

News: Microsoft disclosures and Bloomberg analyses suggest that OpenAI's $24.1 billion in revenue accounted for 70% or more of Microsoft's FY26 AI revenue, and more than 7% of its entire FY26 revenues. Microsoft has spent $261.3bn in capex since 2022. www.wheresyoured.at/news-microso...

Executive Summary: Microsoft disclosures and Bloomberg analyses show that OpenAI's compute spend and revenue share accounted for 70% or more of Microsoft's FY26 AI revenues, and more than 7% of Microsoft's overall FY2026 revenues. Microsoft has spent $261.3 billion in capital expenditures since the beginning of 2022. OpenAI accounted for $24.1 billion of Microsoft's FY2026 revenues.
Ed Zitron@edzitron.com · yesterday

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...

Oisín McGann@oisinmcgann.bsky.social · 4w ago

You really have to take a moment and think about how insane this is. That’s a quarter of the entire output of the country’s public infrastructure going to support about one hundred sites.

StephDickenson.bsky.social@stephdickenson.bsky.social · 4w ago

“Data centres accounted for almost one quarter of the electricity consumed in Ireland last year, up from 5% in 2015, the CSO said today. A total of 7,663 gigawatt-hours of electricity was used by data centres in 2025, up 10% from 6,973GWh in 2024.” www.irishtimes.com/business/202...

Oxford Clarion@oxfordclarion.bsky.social · yesterday

Leaders of flag-raising group Raise the Colours Oxfordshire placed trackers on highway workers’ cars to find out their home addresses, the High Court has heard. RTC then attempted to intimidate the highway staff into no longer removing flags by repeating their addresses to them.

Flags on the Abingdon Road
Ed Zitron@edzitron.com · yesterday

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

John C@badsocialism.bsky.social · yesterday

This is, imo, absolutely the consequence of politicians, media figures and others being actively unwilling to condemn this behaviour

Charles EP Murphy@cepmurphy.bsky.social · 2d ago

news.sky.com/story/nhs-st... stereotypically this has been seen as Old People, but not only would the old people of now have often been born post-Windrush, lot of this will be younger people who've always lived in a diverse Britain. The guy with a pregnant wife likely millennial at oldest

Rob Manuel@robmanuel.b3ta.com · yesterday

Someone, is getting dunked on this website. And I'm reminded how out of proportion these things are due to network effect / going viral. They need two people going "oh fuck off mate, you're talking crap" and they get 600 as everyone sticks a boot in a drive-by kicking.

Marie Le Conte@youngvulgarian.marieleconte.com · 2d ago

saying this not as a dig to Paul but as a general point, but it does worry me that we've ended up in a world where the two options are seemingly "leftist bubble" or "oh hey the nazis are here" - surely we should be able to have a politically heterogenous platform with tight rules on hate speech etc?

Paul Bernal@paulbernal.bsky.social · 2d ago

The new CEO of Bluesky wants to change Bluesky from being a leftist bubble. The thing is, there’s nothing wrong with being a leftist bubble: the idea that everything has to be all-encompassing and suitable for everyone is a trap. 🧵 1/4

George Monbiot@georgemonbiot.bsky.social · 3d ago

We should never forget how the BBC has changed this country by giving endless airtime to Nigel Farage and other rightwing extremists, while shutting out progressive voices.

Nicolas Chinardet@zefrog.eu · 3d ago

And why is #r4today giving (yet again) such prominence to a hair-brained scheme that has little chance to ever be implemented? A GE is unlikely soon and the threat of Reform winning it is apparently receding. What is the justification for legitimising it?

Ian Dunt@iandunt.bsky.social · 3d ago

Fascinating change in BBC news bulletins about Reform. Farage announcement on small boats only gets the third spot and is balanced by critics saying he's trying to distract from allegations over his finances. Quite the change from the uncritical coverage earlier this year.

Ed Zitron@edzitron.com · 4d ago

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...

singemonkey.bsky.social@singemonkey.bsky.social · 5d ago

To me it points to how even using LLMs to enhance your own productivity can be a trap that accelerates your workload to the point where you become sloppier and more disconnected from its purpose. “Yay I can do the work of ten [far less capable] people!”

Kotaku@kotaku.com · 5d ago

YouTuber Hank Green Admits He Has Unhealthy Relationship With AI After Facing Backlash Over Recent Video 'The level of dopamine I've been getting from interacting with LLMs is not healthy for me,' said Green

Tom Bogert@tombogert.bsky.social · 5d ago

🇺🇸🔴 BREAKING: Middlesbrough is finalizing a deal to sign USMNT wingback Max Arfsten from the Columbus Crew, per sources - Fee up to $7.5m (incl. add-ons) - Crew retain significant sell-on % - Arfsten expected to travel to complete move in coming days/week www.nytimes.com/athletic/748...

Max Arfsten finalizing transfer to Middlesbrough, will team with USMNT’s Berhalter, Morris: Sources (Gift Article)

The wingback will leave the Columbus Crew for the EFL Championship, joining a pair of familiar faces

nytimes.com