jeremy

@jeremymx.bsky.social

New from Ramp data: the latest threat to the AI trade. AI companies' revenues are heavily dependent on a small set of customers. 80% of OpenAI and Anthropic's enterprise revenues come from 1% of their customers, and it's not getting better.

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This (from Tom Wood) suggests more than just the typical thermostatic backlash is happening right now. In sixteen months, Trump and Republicans have turned the GOP’s largest party ID advantage this century into a tie for its biggest deficit

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well done NPR. a uncritical segment on the US doing oil colonialism to Venezuela right into the next segment abt glacier collapse on unprecedented scale in Nepal. zero attempt to link the context between the two.

lol Megabus and Coach USA was sold to private equity who loaded it up with debt and then COVID hit. So the private equity sold all the real estate and now rents it from themselves and now half the bus operators in the country went bust lol

finding the criticism of Zitron kinda weak.he's pulling data from public reporting & records.cross-checking his reporting through outlets like FT. he has said this.hes saying that the rev claims the AI companies are making are more than the amount of money that exists. so who's doing the grifting?

i look at all these people who really dont actually care and know he didnt say anything particularly objectionable carrying this message like a sword into battle with the hippies and what i think is: god damn imagine if neera and hakeem and chuck were interested in public health care