Charlie Etheridge-Nunn: Technically ENNIE-nominated

@skyshark.itch.io

I write comics and RPGs, I review RPGs for Who Dares Rolls and talk about Star Trek in the Casual Trek podcast. I like sharks and the X-Men, especially Cyclops. AI is for dickheads. He/Him #CasualTrek #StarTrek #DailyXMen

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

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Free newsletter: The $500bn in AI data center debt is the subprime mortgage crisis of the AI bubble. The dangerous financial instruments and SPVs funding the data center buildout pose a systemic risk on the level of the great financial crisis. www.wheresyoured.at/the-subprime-data-center-crisis/

The Subprime Data Center Crisis

Thanks for reading this week’s free Where’s Your Ed At newsletter. Friday’s premium newsletter will ask the simple question: Is Oracle dying?  It’s been one year since I launched the premium newslett...

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