Post #1362130
2026-04-08 17:26 UTC
Replies (2)
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@scruiser@awful.systems 2026-04-11 17:28
It's a good blog series. But just to point it out... note the author still buys the AI hype too much. This [post](https://isolveproblems.substack.com/p/the-ai-compute-race-microsofts-miss) is criticizing Microsoft for missing out because OpenAI made that $300 billion deal with Oracle (with the assumption that Microsoft could have a similar amount of revenue from OpenAI instead). Except neither OpenAI nor Oracle has the money or means to carry out that deal, Oracle is struggling to raise the capital to fulfill their end and an analysis of time to bring data centers online suggest they can't meet their target goals even with the money, and OpenAI doesn't have the money to pay for their end, the revenue just isn't coming in unless they somehow become more ubiquitous and lucrative than the entire market for, for example, all streaming services put together (thanks to Ed Zitron for that fun comparison).
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@sansruse@awful.systems 2026-04-08 22:50
if even half of this is true, it's really fucking bad lol