𝙻𝚒𝚘𝚗𝚎𝚕 𝙳𝚊𝚟𝚘𝚞𝚜𝚝 / Wildphinn

@lioneldavoust.com

#Auteur d'imaginaire (Critic, Folio, Argyll) | Producteur du podcast Procrastination | #writing | Electronic music producer as Wildphinn | #Electronica | Australian resident in #Melbourne | he/they 🏳️‍🌈

@crobertcargill.bsky.socialReposted by @lioneldavoust.com

If you need a pickmeup, Ukraine struck and destroyed a Russian data center last night, reducing Russian bot traffic by 50%, dropping online pro-AfD discussion to zero, cratering MAGA traffic, and making Elon big mad. Just in time for the mid-terms. Slava fucking Ukraini.

@orionkidder.bsky.socialReposted by @lioneldavoust.com

The one "AI" project that I think I can support basically without reservation. I mean, if you can't use their own tools against them, then what are they for? But I will be sticking with LibreOffice, FWIW.

@ign.comReposted by @lioneldavoust.com

The Dungeons & Dragons and Magic: The Gathering teams at Wizards of the Coast have just announced they're unionizing. In a letter of demands, the union has urged Hasbro and Wizards of the Coast leaders to stop pushing generative AI. https://bit.ly/4hMhPzG

@lioneldavoust.com

Je vous assure que j’écris de la fantasy

(Extraits de mon Zettelkasten, sous Obsidian donc, parce que je sais que le monde veut savoir) Je me traite comme un convalescent, et ça me réussit plutôt bien, ce qui est une bonne nouvelle, et honnêtement, un immense soulagement. Un petit point de…

@wowbaggert.bsky.socialReposted by @lioneldavoust.com

"all that data center compute will be used by someone else one day!" Another way that the dot com fiber overbuild analogy is wrong: the usable lifetime of fiber infra is 20-40 years. The usable lifetime of a gpu is ... 2-3 years.

@edzitron.comReposted by @lioneldavoust.com

The world where neoclouds run out of money and NVIDIA's revenues drop 90%, where hundreds of billions of hyperscaler revenue bookings evaporate, is at this point inevitable. The worst part of it was that the warning signs were always there.
www.wheresyoured.at/credit-crunch/

Even if you think AI is the most wonderful, beautiful software tool ever imagined, there is no rational basis under which you can look at the current economic picture and say that everything will be fine. The future I am talking about — one where most data center debt goes unpaid, where OpenAI and Anthropic fail to meet their obligations, and when AI GPU sales grind to a halt — involves Google, Microsoft and Amazon having catastrophic misses on their earnings expectations, and their future revenue growth stories collapsing, along with NVIDIA’s revenues dropping as much as 90% once the debt-backed AI capex boom ends. It involves CoreWeave, IREN, Nebius, and every other neocloud running out of money, fucking over investors in both their stock and debt some time in the next few years, with the underlying collateral made up of otherwise-useless data center construction and GPUs that will, at that point, be in a supply glut rivaling the Atari video game burial. I must be clear that I only have to be half right for things to be extremely bad. NVIDIA’s revenue growth cannot be sustained without endless debt issuance at a time when issuing debt is incredibly expensive, all in pursuit of data center construction that takes years to complete for customers that may or may not exist when it does so. Hyperscalers have no other hypergrowth ideas left — no new Google Search, Microsoft 365, or Facebook — to sell investors, and in pursuit of AI have become the most asset-burdened companies on the Fortune 500, rivaling ExxonMobil, Berkshire Hathaway and Chevron, except instead of oil and diverse stocks they have GPUs that only retain value during a hype cycle. And there really is no hope for the $800 billion or so invested in AI startups in the last four years, as AI acquisitions are thin thanks to their high costs, miserable revenues and utter lack of intellectual property. I’m not sure venture capital — or anyone covering venture capital — has actually conceptualized how significant the losses may be, because I can see a world where virtually every AI investment goes to zero at a time when venture capital is facing an historic losing streak. In fact, I’m not sure anyone is trying to conceptualize what actually happens once the bubble bursts, because doing so requires you to think not just in terms of wasted capital, but about hundreds of billions of dollars of unpaid loans, dead AI investments, half-finished data center projects, and a stock market where 24% of the S&P 500’s value comes from five companies with stock prices boosted by theoretical returns on AI investments that are mostly from OpenAI and Anthropic. The fact we’re living in this bizarre juxtaposition of reality where we can run headlines about OpenAI-connected data centers never getting completed and its massive losses aside headlines about $50 trillion in data center construction by 2050 is a sign that nobody is taking the threat seriously enough. I would love to say that I think I’m overreacting somehow, but I spend every single week running the numbers and actively looking for evidence that I’m wrong, mostly because the world, despite discussing the fragility of the AI bubble, doesn’t seem to want to think about it actually bursting. I encourage you to do so, even if you’re pro-AI, even if you truly disagree with me, because this is extremely serious, and you can’t pay $1.3 trillion in commitments with hope. You can truly, madly love LLMs, you can name your dog Dario and your guinea pig Sam, I don’t care, but please, I’m begging you, stop making assumptions based on the best-case scenario, and start taking this seriously, because the consequences of me being right have global stakes.
@stealthygeek.bsky.socialReposted by @lioneldavoust.com

Normally a sitting President encouraging a foreign enemy to nuke two strategically critical American cities calling over 4 million American deaths "a small price to pay" while building a bomb shelter into the White House would be, you know, a bigger story.

@opdeatheaters.bsky.socialReposted by @lioneldavoust.com

FBI 302: The woman asked agents to keep her safe, said, “Throughout my life his people have found me, have kept tabs on me.” She said Epstein discussed blackmailing people; Trump knew because she overheard them, and that she heard Trump talking about washing money through casinos. #OpDeathEaters

A blonde woman approached her later that day. "Let me give you a tip little girl about your breasts, wear a bra every night," the woman said. Those words stayed with her through the years, she told agents. She thought jealousy ran between the two men, with Trump the jealous one at first, until at some point they ended up on a level playing field. Trump and Epstein used the words "fresh meat", "untainted" and "not jaded" about girls. She did not know what "not jaded" meant at the time and looked the word up afterwards. Two additional interactions with Trump followed, she told agents, and then she asked that the interview move to a different subject for the time being. Agents did not return to it in the two remaining interviews. Epstein talked about blackmailing people in front of her, and she was confident Trump knew, because she heard the two of them discussing it. Trump had illegal building permits, she said. She heard him talking about washing money through casinos. Six was his favourite number, and she was not sure how she knew that. Epstein's blackmail of her mother "ruined my family", she told agents. She asked the agents to keep her safe. "Throughout my life his people have found me, have kept tabs on me," the 302 records, with Epstein's name in the original. Trump denies wrongdoing. Karoline Leavitt, the White House press secretary, has called the allegations "completely baseless accusations, backed by zero credible evidence" and has pointed to the woman's criminal record. The previous administration's Justice Department "knew about them for four years and did nothing with them", she said. A White House statement said earlier that if the claims had "a shred of credibility, they certainly would have been weaponised against President Trump already". Trump said after the March release that he had nothing to hide and had been exonerated.
@opdeatheaters.bsky.socialReposted by @lioneldavoust.com

FBI 302: The woman said Epstein introduced her to Trump when she was 13–15: “It was Donald Trump.” She said Trump told her “Let me teach you how little girls are supposed to be,” then raped her. She said she fought back, Trump “pulled her hair and punched her on the side of her head.” #OpDeathEaters

Epstein took her off the island when she was between 13 and 15, she told agents on 7 August 2019, and drove or flew her to New York or New Jersey. She was "introduced to someone with money, money... It was Donald Trump." Others were with them, in a very tall building with huge rooms. Eighteen pages of handwritten notes cover that interview. Its typed summary, filed under case number 31E-NY-3027571 and marked PROTECT SOURCE, went online in March 2026. Trump did not like her, "from the get-go, he didn't like that I was a boy-girl", the 302 records her saying, a reference to her being a tomboy. She could not identify the others present. They all left when Trump asked everyone to leave the room. He said something to the effect of "Let me teach you how little girls are supposed to be." He unzipped his trousers and put her head, in the 302's phrasing, "down to his penis". She "bit the shit out of it". He struck her and said words to the effect of "get this little bitch the hell out of here." Agents returning to the incident in a later interview recorded her clarifying what the blow had been: he "pulled her hair and punched her on the side of her head". She bit him because he disgusted her, she told agents. "He had money, it reeked off of him."
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