If every American household paid $20/mo for Claude, that would be ~$24B/yr. But BoA txn data shows 3% of US households pay for AI at a median rate of $20/mo, which is ~$720M/yr. If Claude is doing $60B in revenue, where's it coming from? institute.bankofamerica.com/content/dam/...

George Pearkes@peark.es · 21h ago

Eventually the AI theme will blow up, with the ultimate size of the bust still unclear. But the growth is...extremely real, and people trying to make the case that people aren't actually paying for this stuff w/ the two frontier labs at $100bn ARR are deluding themselves.

I believe this is what people in the industry refer to as the WSJ talking its book. www.wsj.com/lifestyle/ol...

This Summer’s Hottest Arm Candy Is a Private Equity Boyfriend

Reese Witherspoon, Nicole Kidman and Olivia Rodrigo are all hanging out with finance guys

wsj.com

150 mgs is absurd, at that point you're just taking psychosis inducing gummy bears

David Earl Williams III@dewforpolitics.bsky.social · 2w ago

Sen. Bernie Moreno said Rep. Max Miller refused to return his granddaughter’s favorite blue bunny. Reports also show that photos of a syringe and 150mg weed gummies were found in Miller’s bedroom.

AI as Direct Selling: In this article... www.cs.cmu.edu/~dst/Amway/A... www.wsj.com/business/chi...

This is art. www.wsj.com/business/chi...

Love when an enterprise software vendor's AI chatbot tells me to update a non-existent setting.

Virtually no one who cites a need to "beat China" in the "AI race" ever bothers to explain what any of that actually means: what the stakes are, where the finish line is, why we're racing in the first place, what "winning" looks like, etc. Largely vibes-based techno-nationalism.

You know, there was a time when the state of Michigan was pumping out the absolute classiest pop cans you possibly imagine

if you had a family where your parents said “oh, that’s a good point, i was wrong”, you are poorly prepared for a court and courts full of people who *enjoy* saying “we’re not talking about this anymore, decision’s made” when you make a perceptive or accurate point.

I've had a long-running joke about how the pitch for using AI effectively is basically "you have to micromanage the hell out of it" and, well, yeah... www.bloomberg.com/news/article...

Wonder why most Dems yelling about Trump profits from presidency don't mention crypto, the biggest contributor to his billions? Because they'd be catching strays from themselves. We can't make a national issue of Trump crypto corruption because stuff like this & Dems' grab for crypto PAC money.

rich traditions@helldude.bsky.social · 2mo ago

"vote blue no matter who" is unfortunately completely irreconcilable with "we need to burn out corruption root and stem." sad to say making this omelet is going to take longer than we had hoped

One of my favorite ways to rage-bait efficient marketeers tis to point out that participating in Ponzis is rational so long as you believe you won't be left holding the bag. Similarly, when the rules of the game are "anything goes," cheating and graft are rational (and efficient!) strategies.

Dom White@domw.bsky.social · 2mo ago

Efficient market hypothesis really taking a beating recently.

I'd now pay a *massive* premium for enterprise software that promises to keep AI off the roadmap. I've invested years into platforms only to watch them embrace vibe coders too lazy to read a document. These companies' support forums are full of long-time customers making this point! And yet...

Tired: Revealed Preferences Wired: Revealed Instincts Inspired: Revealed Addictions

A straight feed of what the user has chosen to follow: Not a publisher, carry on as you are. Foisting all manner of shit into that feed and artificially boosting certain accounts/ opinions? Congratulations, you're bound by the same laws as The Sun. Better hire a lot of moderators, pronto.

Treating any communication platform that algorithmically selects which content to put in front of a user as a publisher, and legally responsible for that content, is the screamingly obvious solution that will deeply upset maybe seven companies and make life considerably better.

Sam Freedman@samfr.bsky.social · 2mo ago

One of the obvious problems with a under-16 social media ban is that it won't work. (60%+ of Australian under-16s are still using these platforms). But it will make people feel like something has been done so they won't tackle the content, which is the real issue.

Such a weird dude.

Jesse Aaron Paul@jesseapaul.bsky.social · 3mo ago

Gov. Polis made good on his promise to hand out veto pens this year #copolitics

I have questions. www.wsj.com/opinion/how-...

We're all legal realists now (exhortatory) talkingpointsmemo.com/edblog/yes-t...

Yes, the Fancy Lawyers Are the Problem — Across the Board

If you’re not a regular listener to our podcast, I hope you’ll...

talkingpointsmemo.com

reactionwheel.substack.com/p/the-illusi...

The Illusion of Acceleration

This chart.

reactionwheel.substack.com

George Pearkes@peark.es · 4mo ago

Jesus *ALPHABET GEMINI ENTERPRISE HAS 40% Q/Q MAU GROWTH *MICROSOFT: AI BIZ ANNUAL REVENUE RUN RATE UP 123% Y/Y

Swift, certain, and fair enforcement is the silver bullet to reducing recidivism.

mtsw@mtsw.bsky.social · 4mo ago

This is such an important point about speed cameras. We have overwhelming data that the vast majority of drivers quickly learn where they are and adjust their driving habits to avoid getting ticketed. This makes them a bad way to generate ticket revenue but a super effective way to reduce speeding

'Marijuana' is the only English word in which the 'j' is silent.

This book is great BTW. And it's as close to exposing a "Moon-landing conspiracy" level lie as anything I've ever read. Because the truth is that the government has millions of loyal, hardworking, and not just competent but ELITE people working for the betterment of all of society.

LANana #🟦 Punk Bitch@lanana421.bsky.social · 4mo ago

I spent the afternoon reading Michael Lewis' new book, Who is Government. Each chapter is written by a different author and highlights an individual and/or department/agency of our government and the important work they do for our country. It's truly inspiring...

Very proud of the work my team has done over the past two years to help birth the Colorado Cannabis Consumer Protection Act into existence. Now to get 'er passed... www.denvergazette.com/2026/04/16/c...

Cannabis overhaul introduced in Colorado Senate

Colorado lawmakers on Wednesday introduced a measure that, if approved, would place a ballot proposal before voters this fall that contains changes backers say would improve consumer safety and overha...

denvergazette.com

That's only half of what OpenAI lost in 2025. For the only public service guaranteed by the Constitution.

CBS News@cbsnews.com · 4mo ago

The U.S. Postal Service, which lost $9 billion in 2025, recently warned that it could run out of money within 12 months.

Love it

WeRateDogs@weratedogs.com · 5mo ago

A viral dog rescue from 2016 is now immortalized with a statue in Kazakhstan. When a dog fell into the Sayran reservoir, bystanders formed a human chain to pull him to safety. The statue is a reminder of the value of unity, solidarity and collective action. 14/10 for all

It's plausible that more money was vaporized on this project than on any technology endeavor in modern history. In real terms, it's like a third of the total cost of the Apollo program, but with nothing to show for it.

More Perfect Union@moreperfectunion.bsky.social · 5mo ago

Meta is shutting down its VR metaverse on June 15th.

I don't know how you can say with a straight face that most of today's prediction markets aren't virtual gambling venues.

There's something darkly ironic (dystopian?) about the former head of Uber's self-driving unit not thinking critically about the accountability issues inherent to such services until his own "self-driving" Tesla crashed with his kids in the backseat. archive.is/VQQs1