@edzitron Ed Zitron

Ed Zitron posts on X about ai, open ai, this is, in the the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence technology brands 32.35% stocks 16.91% finance 15.81% celebrities 10.29% social networks 6.62% countries 1.84% musicians 1.47% automotive brands 1.1% travel destinations 1.1% financial services 0.74%

Social topic influence ai #4697, open ai #405, this is 7.35%, in the 6.25%, elon musk 6.25%, musk 6.25%, anthropic #227, microsoft #985, money 5.15%, debt #570

Top accounts mentioned or mentioned by @owenthomas @dr_gingerballs @christosargyrop @josephc808 @dioscuri @mattbinder @dariocpx @thecsguy @maschieffer @mark___fox @andrewm36013517 @formergrump @latest @alighodsi @kakashiii111 @drgingerballs @oxycblt @philipdayuk @edzitron @angrypossum69

Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA)

Top Social Posts

Top posts by engagements in the last [--] hours

"He also worked on Mitt Romney's campaign ANTHROPIC ADDS NEW BOARD MEMBER AS IT EYES IPO: WSJ Anthropic Adds Former Microsoft GM Executive Chris Liddell to Bd Company Says New Anthropic Bd Member Chris Liddell Served in First Trump Administration Anthropic Is Preparing to Go Public as Soon as This Year ANTHROPIC ADDS NEW BOARD MEMBER AS IT EYES IPO: WSJ Anthropic Adds Former Microsoft GM Executive Chris Liddell to Bd Company Says New Anthropic Bd Member Chris Liddell Served in First Trump Administration Anthropic Is Preparing to Go Public as Soon as This Year"
X Link 2026-02-13T15:57Z 103.4K followers, 13.6K engagements

"@dioscuri Did you ask him"
X Link 2026-02-14T15:03Z 103.4K followers, 55.4K engagements

"I am working on something and could use your help. If you pay for Claude code please type npx ccusage@latest into your terminal and send me a screenshot of your usage from the last month along with your level of subscription ($20/100/200). I would be so grateful"
X Link 2026-02-14T22:03Z 103.4K followers, 69K engagements

"i cannot believe how rarely people ask the simple question of "how do they pay for this" Anthropic lost $5.2bn after $4.5bn of revenue in [----] They're feeding equity to opex again and again this is literally a test of whether venture capital can keep it alive #Anthropic is targeting [--] GW of Data Center capacity over the next several years a scale that implies hundreds of billions in total capex and far exceeds previously disclosed $180B planned server spend through [----] and $50B Fluidstack partnership disclosed to date. Ambition #Anthropic is targeting [--] GW of Data Center capacity over"
X Link 2026-02-10T15:35Z 103.4K followers, 65.1K engagements

"Thought I remembered this guy Back in September [----] he falsified a bunch of benchmarks about his open source model which was really just llama [--] 70b or possibly a Claude wrapper. Great stuff https://venturebeat.com/ai/reflection-70b-model-maker-breaks-silence-amid-fraud-accusations https://venturebeat.com/ai/new-open-source-ai-leader-reflection-70bs-performance-questioned-accused-of-fraud https://t.co/ivXRKXJvQg https://venturebeat.com/ai/reflection-70b-model-maker-breaks-silence-amid-fraud-accusations"
X Link 2026-02-12T01:27Z 103.4K followers, 753.9K engagements

"Then theres insurance. Covering GW facilities that require tons of water cooling in close proximity to multi-million dollar servers is expensive. Even without these costs the model suggests that Abilene is unprofitable for Crusoe. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"
X Link 2026-02-13T19:49Z 103.4K followers, [---] engagements

"If you use OpenAI Codex I believe this works on there too and Id like the same information in a screenshot Thanks much. I am working on something and could use your help. If you pay for Claude code please type npx ccusage@latest into your terminal and send me a screenshot of your usage from the last month along with your level of subscription ($20/100/200). I would be so grateful I am working on something and could use your help. If you pay for Claude code please type npx ccusage@latest into your terminal and send me a screenshot of your usage from the last month along with your level of"
X Link 2026-02-14T23:52Z 103.4K followers, 22.3K engagements

"@mweinbach Also would this apply to pro accounts And does this mean inference tokens are cheaper on the API Would love to read more"
X Link 2026-02-15T00:15Z 103.4K followers, [---] engagements

"Groimes oim gunna be ississinited"
X Link 2022-12-16T05:33Z 103.4K followers, 750.5K engagements

"You are not prepared for how she says it I didn't know Miss World was a thing still but I've been watching how the French woman introduces herself for about half an hour https://t.co/Cumd2LJIN0 I didn't know Miss World was a thing still but I've been watching how the French woman introduces herself for about half an hour https://t.co/Cumd2LJIN0"
X Link 2023-01-06T22:59Z 103.4K followers, 1.3M engagements

"There are teenagers in India posting joker memes with more nuance and grace than this guy"
X Link 2023-03-06T05:03Z 103.4K followers, 780.7K engagements

"Zuckerberg has snapped and has called Elon out for being all talk. This rules"
X Link 2023-08-13T16:28Z 103.4K followers, 2.4M engagements

"For Americans who think this is not bad imagine if homes were old poorly ventilated and almost never had any kind of AC and also the humidity was 90% UK to be blasted by [--] hour 26C heatwave with five cities in England the hottest https://t.co/lYqEVaMDoB https://t.co/13rOZhn3b7 UK to be blasted by [--] hour 26C heatwave with five cities in England the hottest https://t.co/lYqEVaMDoB https://t.co/13rOZhn3b7"
X Link 2024-06-15T19:07Z 103.4K followers, 21.6M engagements

"Newsletter: Goldman Sachs has called BS on Generative AI and I believe that it's time that everybody follows suit - generative AI is unreliable unsustainable requires an entire rebuild of America's power grid and is most decidedly not the future. https://www.wheresyoured.at/pop-culture/ https://www.wheresyoured.at/pop-culture/"
X Link 2024-07-08T17:15Z 103.4K followers, 2.8M engagements

"This is entirely my gut instinct but there is boiling resentment against big tech. Something is shifting and it's shifting violently both in the general public and the media. Blood in the water. People are ready for a change"
X Link 2024-08-18T17:24Z 103.4K followers, 4.4M engagements

"Have you tried giving them somewhere to live California is exploring how GenAI may give locals more tools to address the homelessness crisis. Were inviting developers to present innovative solutions for some of our most challenging issues using transformative tech to better serve Californians. https://t.co/YNmQP3sq5E California is exploring how GenAI may give locals more tools to address the homelessness crisis. Were inviting developers to present innovative solutions for some of our most challenging issues using transformative tech to better serve Californians. https://t.co/YNmQP3sq5E"
X Link 2024-09-06T00:20Z 103.4K followers, 701.4K engagements

"I'm so sorry I can't stop laughing. OpenAI the company built on stealing literally the entire internet is crying because DeepSeek may have trained on the outputs from ChatGPT. They're crying their eyes out. What a bunch of hypocritical little babies. https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6 https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6"
X Link 2025-01-29T06:23Z 103.4K followers, 1.8M engagements

"That beer hit my hand on a Friday like Mjolnir That beer hit my hand on a Friday like Mjolnir"
X Link 2025-11-15T06:15Z 103.4K followers, 786.9K engagements

"OpenAI is allegedly raising "up to $100bn" at a $750bn valuation and I gotta wonder what the actual point of investing at this stage is for VCs. For a 2x return you'd need a $1.5tr marcap at IPO - that would make OpenAI worth more than TSMC and near Tesla/Meta. Nonsense"
X Link 2025-12-18T17:40Z 103.4K followers, 141.8K engagements

"Last week Blue Owl (a private investment firm) pulled out of the $10bn Stargate Michigan data center. This is catastrophic for the industry - Blue Owl pulled together all the money that has gone into the biggest data center projects in the world. https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts-in-2026/#the-blue-owl-in-the-coal-mineand-the-2026-data-center-debt-reckoning https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts-in-2026/#the-blue-owl-in-the-coal-mineand-the-2026-data-center-debt-reckoning"
X Link 2025-12-22T18:21Z 102.6K followers, [----] engagements

"Blue Owl is in every high-profile multi-billion dollar data center. If they are pulling out it means the banks behind them - JPMorgan Mitsubishi and so on - are getting worried about data centers. This is potentially apocalyptic for AI. https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts-in-2026/#the-end-of-stargate-michigan-%E2%80%94-and-why-the-banks-are-out-of-money-to-build-data-centers https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts-in-2026/#the-end-of-stargate-michigan-%E2%80%94-and-why-the-banks-are-out-of-money-to-build-data-centers"
X Link 2025-12-22T18:21Z 102.6K followers, [----] engagements

"Here's Ep [--] of Better Offline's CES Coverage - I'm joined by @IwriteOK @bigblackjacobin David Roth Scott Stein (CNET) @LisaEadicicco and @MattBinder to talk NVIDIA's tepid keynote LLMs in TVs smart glasses and exoskeletons. https://linktr.ee/betteroffline https://open.spotify.com/episode/1a5PIQkQdcFMYvR2STXswV https://linktr.ee/betteroffline https://open.spotify.com/episode/1a5PIQkQdcFMYvR2STXswV"
X Link 2026-01-06T15:23Z 103.2K followers, 13.2K engagements

"1.9m B300s available in capacity in Q3 [----] Bullshit. NVIDIA at their January [----] keynote referred to GB300s as if they recently started shipping. Microsoft announced the world's "first large scale cluster with NVIDIA GB300 NVL72" in October [----]. https://azure.microsoft.com/en-us/blog/microsoft-azure-delivers-the-first-large-scale-cluster-with-nvidia-gb300-nvl72-for-openai-workloads/ Global AI compute capacity now totals over [--] million H100-equivalents. Our new AI Chip Sales data explorer tracks where this compute comes from across Nvidia Google Amazon AMD and Huawei making it the most"
X Link 2026-01-09T22:50Z 103.3K followers, 11.7K engagements

"Inventecs AI server segment is like 40% of revenue and most Q3 [----] orders were Blackwell. even with those it looks like [----] growth was kinda flat. I guess being Dell/HP/Lenovos ODM isnt big business and h200s would help https://www.inventec.com/en/investor-list9-10.htm https://www.taipeitimes.com/News/biz/archives/2025/11/12/2003847039 TAIWAN'S INVENTEC PRESIDENT: H200 DECISION APPEARS TO BE STUCK ON THE CHINA SIDE https://www.inventec.com/en/investor-list9-10.htm https://www.taipeitimes.com/News/biz/archives/2025/11/12/2003847039 TAIWAN'S INVENTEC PRESIDENT: H200 DECISION APPEARS TO BE"
X Link 2026-01-20T08:14Z 103.4K followers, [----] engagements

"This puts them at like $21bn for the year if my maths is correct They sure didnt get the big bumps that Quanta and Foxconn got. Maybe its because those two ship Gb200/300 https://www.foxconn.com/en-us/investor-relations/financial-information/reportscategory=monthly https://www.quantatw.com/quanta/english/investment/financials_ms.aspx https://www.foxconn.com/en-us/investor-relations/financial-information/reportscategory=monthly https://www.quantatw.com/quanta/english/investment/financials_ms.aspx"
X Link 2026-01-20T08:22Z 102.6K followers, [----] engagements

"Yet the biggest loser I believe will be Oracle - a company saddled with debt and hundreds of billions of dollars of long-term obligations due to its participation in the AI bubble and a software business thats rancid and decaying. https://www.wheresyoured.at/premium-timebomb/ https://www.wheresyoured.at/premium-timebomb/"
X Link 2026-01-23T18:29Z 103.3K followers, 518.3K engagements

"@danielnewmanUV Huh This study showed the people who actually do work dont save much time and the people who go to lunch read emails and attend meetings do. What gap What is choice in this case And what is necessity"
X Link 2026-01-23T20:26Z 103.4K followers, 42.7K engagements

"@DarioCpx CoreWeave wants to spend about $35bn this year so it needs approximately $19bn if we add in NVIDIA https://substack.com/@mschief1994/p-184997034 https://substack.com/@mschief1994/p-184997034"
X Link 2026-01-26T18:55Z 103.3K followers, [----] engagements

"The whole megawatts=revenue thing doesn't really make sense either based on the scale of AWS and Azure's compute operations either. I think Microsoft said they were at $13bn arr in jan [----] for AI but they've got multiple gigawatts of compute The CFO of @OpenAI outlined a new metric to benchmark the company's growth: megawatts to revenue. The idea is seductively simple: add more compute get more money. Roughly speaking one gigawatt of power equals about $10 billion in ARR. Its AI as an industrial system complete https://t.co/AvNMpWrYHA The CFO of @OpenAI outlined a new metric to benchmark the"
X Link 2026-01-27T19:11Z 103.4K followers, 22.4K engagements

"Oracle is everywhere. It now owns a chunk of TikTok US. It builds databases for deep-pocketed enterprises as well as a major health records provider. It's a lumbering tech monopolist that makes it near-impossible to fire making billions in the process. https://www.wheresyoured.at/haters-guide-oracle/ https://www.wheresyoured.at/haters-guide-oracle/"
X Link 2026-01-30T18:13Z 103.4K followers, [----] engagements

"OpenAIs spend with Oracle will eventually be $70bn to $100bn a year for some context I think azure is $75bn and AWS $110bn annual. Demand doesnt exist and Oracle has 4-6 years to pay the $38bn alone owes Crusoe $1bn a year on Abilene. Has to pay customer or not $ORCL was punished because 57% of its backlog is tied to OpenAI. $MSFT was punished as well with 45% of its backlog linked to OpenAI. But as $ORCL co-CEO explained the risk is limited if OpenAI were unable to honor its commitments: The infrastructure big AI players need is https://t.co/CosALrBKWp $ORCL was punished because 57% of its"
X Link 2026-02-01T21:21Z 102.6K followers, 31.8K engagements

"My the NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI shirt has people asking me a lot of questions answered by the shirt The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"
X Link 2026-02-02T19:03Z 102.6K followers, 82.1K engagements

"to be clear Oracle needs to raise funding to complete the data centers so that OpenAI can raise funding to pay for the data centers. The annual revenue of AWS is like $110bn and the oAI/Oracle contract is $300bn over five years. How does OpenAI afford this/Oracle pay its debts $ORCL openly admits that OpenAI's ability to meet its commitments depends on the outcome of its fundraising efforts. Do you think $ORCL can sell all the capacity it's building to other players if OpenAI somehow fails to meet its commitments $ORCL openly admits that OpenAI's ability to meet its commitments depends on the"
X Link 2026-02-02T19:11Z 103.2K followers, 129.3K engagements

"We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from. We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from"
X Link 2026-02-03T00:13Z 103.1K followers, 95.9K engagements

"NVIDIA is in a real bind. On one hand if they dont fund OpenAI their largest customer maybe dies. On the other hand if they do itll be explicitly to give money to OpenAI so they can give some of it to Oracle so they can give some of it to Foxconn/Quanta to give to NVIDIA"
X Link 2026-02-03T07:12Z 103.3K followers, 181.7K engagements

"Who knows what Jensen wants at this point. He probably knows that OpenAI needs easily another $400 billion to survive the next three years. May as well focus on the quarter in front of him at any given time. Best and raise at all costs"
X Link 2026-02-03T07:12Z 102.6K followers, 27.1K engagements

"Oh my god the Jim Cramer Jensen Huang interview is amazing. Gushing crazed about how much he loves OpenAI to the point he talks over Cramer to remind him of how great they are then ends by saying theres no drama. Nobody does it better From [--] in. https://youtu.be/ZVTZc0j4hDYsi=jrzOVjWQkf1jVJQs https://youtu.be/ZVTZc0j4hDYsi=jrzOVjWQkf1jVJQs"
X Link 2026-02-04T04:19Z 103.2K followers, 14.6K engagements

"Hey while people are curious about whether NVIDIA is funding OpenAI - can we confirm when Jensen will be sending the $10 billion he promised Anthropic in November https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/ https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/"
X Link 2026-02-04T07:39Z 102.6K followers, [----] engagements

"here's the thing: this is for a 300MW data center and they raised $2bn. Estimate by TD Cowen is $42m/MW. So they need.another $10bn How do they actually build this thing $13B of demand for $2B of CIFR bonds Cost of capital coming down for the best AI data center developers Yeah sure bears we are headed lower. See you at $42. https://t.co/enGoKGQVvU $13B of demand for $2B of CIFR bonds Cost of capital coming down for the best AI data center developers Yeah sure bears we are headed lower. See you at $42. https://t.co/enGoKGQVvU"
X Link 2026-02-05T00:53Z 103.4K followers, 15.6K engagements

"Heres another thing that I dont see in many if any stories - wheres the supposed tens of billions of dollars from AMDs OpenAI deal First gigawatt is meant to be in by end of [----]. Or was this detail BS too Sure seems that way https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus 💎 $AMD Earnings Are Fugazi 💎 ⚠ Inventory days are 📈 📉 Accounts receivable are 📈 🧮 Beatsthank adjusted accounting 💵 Cash flow quality is 📉 Guidance points to 📉not 📈 🤔 Is this an Ai 💥 or Ai 🫧 Full forensic analysis below"
X Link 2026-02-05T03:42Z 102.6K followers, 17.9K engagements

"@thecsguy Yeah its one of the sillier things Ive heard. 10gw with Broadcom by [----] is the best"
X Link 2026-02-05T04:41Z 103.2K followers, [---] engagements

"hell yeah dude Via ACX: "ChatGPT apparently got rewarded for using its built-in calculator during training and so it would covertly open its calculator add 1+1 and do nothing with the result on five percent of all user queries." https://t.co/8x0r6MTBRE Via ACX: "ChatGPT apparently got rewarded for using its built-in calculator during training and so it would covertly open its calculator add 1+1 and do nothing with the result on five percent of all user queries." https://t.co/8x0r6MTBRE"
X Link 2026-02-06T01:17Z 103.3K followers, 137.4K engagements

"Tomorrow's Premium: The Hater's Guide To Microsoft a firm experiencing the stagnation of all of its core products using OpenAI's billions in inference spend - around 10% of Azure revenue in FY2025 - to hide its collapsing growth. Here's $10 off annual. https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/639jw3gwvw https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/639jw3gwvw"
X Link 2026-02-06T02:20Z 103.2K followers, 24K engagements

"Per @theinformation NVIDIA gave cloud providers discounts where they paid for a smaller number of chips than they were actually using. The hell https://www.theinformation.com/articles/nvidia-big-customers-finally-conquered-blackwell-challenges https://www.theinformation.com/articles/nvidia-big-customers-finally-conquered-blackwell-challenges"
X Link 2026-02-06T16:55Z 103.3K followers, 42.8K engagements

"Over [--] years Microsoft has managed to get a finger in every single pie in the digital economy then using its scale and pricing power to outlast the competition with mediocre products sold by a mediocre CEO to even more mediocre executives. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"
X Link 2026-02-06T18:08Z 102.6K followers, [----] engagements

"Inside Microsoft are two Satya Nadellas. One reads and writes self-help books talks about referendums on capitalism and sells himself as a thoughtful and peaceful man. The other has laid off 30k+ people and turned Microsoft into an asset-heavy mess. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"
X Link 2026-02-06T18:08Z 102.6K followers, [----] engagements

"Nothing that Microsoft has tried has made its AI offerings much of a success and its crushing capex burden is growing GPU-based mold on its balance sheet and if a major AI player fails itll likely have to take a multi-billion dollar impairment. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"
X Link 2026-02-06T18:08Z 102.6K followers, [---] engagements

"Right now the sense of urgency isnt there. The AI bubble has yet to pop. OpenAI - who represents 10%+ of Azure revenue - keeps paying its bills even as it writes checks that it can't cash and that spending helps obfuscate how bad things really are. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"
X Link 2026-02-06T18:08Z 103.2K followers, [----] engagements

"Microsoft bet everything on AI and by extension OpenAI. If OpenAI cannot fulfill its spending obligations on Microsoft Azure a segment representing 40% of Microsofts revenue (and most of its capital expenditures) that's 8-10% of its revenue gone. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"
X Link 2026-02-06T18:08Z 103.2K followers, [----] engagements

"$NVDA - NVIDIA CEO HUANG: AI BUILD OUT TO TAKE 7-8 YEARS $NVDA - NVIDIA CEO HUANG: AI BUILD OUT TO TAKE 7-8 YEARS"
X Link 2026-02-06T18:23Z 103.2K followers, 51.5K engagements

"there is no actual proof that Google's capex is contributing much to revenue growth. The Information reported 8m enterprise licenses for Gemini and Google Cloud was $11.9bn for the quarter. Google didn't report any actual growth in search from AI. Utter madness D.A. Davidson's Gil Luria says that Google is getting very good returns on capex. cc:@KellyCNBC https://t.co/FEM892Gpqi D.A. Davidson's Gil Luria says that Google is getting very good returns on capex. cc:@KellyCNBC https://t.co/FEM892Gpqi"
X Link 2026-02-06T19:29Z 103.2K followers, 12.1K engagements

"@firstadopter @dwarkesh_sp Assuming he means 110k of them in NVL72 racks right so [----] of them math makes sense (seems like it'd land around 216MW of IT load at 142kw)"
X Link 2026-02-06T21:50Z 103.1K followers, [----] engagements

"If there is one thing Chance The Rapper fans love its bare metal compute. Absolutely perfect market. Just check out how enthusiastic his fans are They love it and theyre ready to move their cloud infrastructure. Big win for coreweave here"
X Link 2026-02-07T06:56Z 103.3K followers, 13.3K engagements

"This commercial is so funny and so bad. Feels like the top As far as blatant signs that AI is a bubble Id say chance the rapper sponsored by coreweave is one of the biggest https://t.co/crsyR7mj3t As far as blatant signs that AI is a bubble Id say chance the rapper sponsored by coreweave is one of the biggest https://t.co/crsyR7mj3t"
X Link 2026-02-07T18:21Z 103.3K followers, 88.9K engagements

"Total wank doesnt make any sense. Why would more compute mean more revenue Are there customers that cant use ChatGPT or Claude Are there training runs that arent possible How does this work exactly Genuinely curious "Anthropic is making great money. OpenAI is making great money. If they could have twice as much compute the revenues would go up [--] times as much. These guys are so compute constrained and the demand is so incredibly great." Jensen Huang on CNBC https://t.co/WWg9sTX5W4 "Anthropic is making great money. OpenAI is making great money. If they could have twice as much compute the"
X Link 2026-02-07T23:59Z 103.3K followers, 49.4K engagements

"This company is going to default on its Microsoft contract $NBIS DataOne has still not received the air permit for its gas engines at the Vineland data center The permit covers [--] Bergen engines with a combined [---] MW of power generation potential Until they stop triggering deficiencies the engines cannot be installed https://t.co/yvgTiMwdwR $NBIS DataOne has still not received the air permit for its gas engines at the Vineland data center The permit covers [--] Bergen engines with a combined [---] MW of power generation potential Until they stop triggering deficiencies the engines cannot be"
X Link 2026-02-08T00:00Z 103.2K followers, 34K engagements

"Incredible stuff. Lets give them $25bn Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the"
X Link 2026-02-08T03:42Z 103.3K followers, 161.8K engagements

"Why do you even need to organize your desktop Who is this for"
X Link 2026-02-08T03:59Z 103.2K followers, 21.6K engagements

"$35bn-$40bn all SpaceX stock Michael Truell becomes the CTO blamed for everything wrong very soon thereafter hes gonna acquire cursor and rename it xcode hes gonna acquire cursor and rename it xcode"
X Link 2026-02-08T04:30Z 103.4K followers, 19.8K engagements

"Gotta wonder if the plan isnt for this to eventually be considered the normal speed and also the normal price (6x) Fast mode is more expensive to run. Its for urgent high-stakes projects combining impressive speed with Opus-level intelligence. Read more: https://t.co/UzhxsPhLIp Fast mode is more expensive to run. Its for urgent high-stakes projects combining impressive speed with Opus-level intelligence. Read more: https://t.co/UzhxsPhLIp"
X Link 2026-02-08T04:37Z 103.2K followers, 24.6K engagements

"@MostCrucified What if Michael Bay tried to do Studio Ghibli food"
X Link 2026-02-08T21:09Z 103K followers, [----] engagements

"Oracles $300bn deal with OpenAI is for 4.5gw of capacity. How is Anthropic affording this theoretical 10gw Magic"
X Link 2026-02-09T18:02Z 103.2K followers, [----] engagements

"Maybe i'm missing something but isn't it weird that Applied Digital gave CoreWeave [--] million shares at $7.19 as part of its deal That's $102m at that price and over $500m at the $38 or so a share that Applied Digital trades at today. https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000006/0001144879-26-000006.pdf https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000006/0001144879-26-000006.pdf"
X Link 2026-02-09T20:21Z 103.4K followers, [----] engagements

"@Maschieffer this feels bad"
X Link 2026-02-09T21:52Z 103.3K followers, [---] engagements

"ok FED'S MIRAN: AI IS IMPACTING THE ECONOMY BUT IS HARD TO MEASURE. FED'S MIRAN: AI IS IMPACTING THE ECONOMY BUT IS HARD TO MEASURE"
X Link 2026-02-09T22:03Z 103.2K followers, 19.7K engagements

"@alighodsi what do you consider AI revenue"
X Link 2026-02-09T22:25Z 103.1K followers, [----] engagements

"So this whole "80% of databases are being built by AI agents" is interesting in that it's all from Databricks' acquisition of Neon in May [----] - and hasn't changed since June [----]. This is an egregious overstatement https://www.databricks.com/sites/default/files/2026-01/State-of-AI-Agents-2026-Final.pdf https://www.linkedin.com/posts/amitkumarvsingh_ai-agents-are-creating-more-databases-on-activity-7336398117862371328-Q6pO/ Databricks is showing us what the AI economy looks like under the hood. and its BOOMING. 80% of databases on their platform are being built by AI agents. Which means AI is"
X Link 2026-02-09T22:42Z 103.3K followers, 25.8K engagements

"Security breach here is going to be insane. Compute bill might be crazier Your https://t.co/bg9QDUosiS agent will act like your own fully functional PC. Instead of just chatting your https://t.co/bg9QDUosiS agent can actually DO things for you. Reserve your handle now at https://t.co/bg9QDUosiS https://t.co/J1RnokPFvr Your https://t.co/bg9QDUosiS agent will act like your own fully functional PC. Instead of just chatting your https://t.co/bg9QDUosiS agent can actually DO things for you. Reserve your handle now at https://t.co/bg9QDUosiS https://t.co/J1RnokPFvr"
X Link 2026-02-10T03:59Z 103.2K followers, 17K engagements

"The first tshirt to get you booed guaranteed You saw it on TV. Now its on a tee (and a hat). Use code EVERYBODYCOINBASE to snag it for free. First come first served. Crypto is for everybody but this merch isnt. Good luck. https://t.co/suGEZGuBZa You saw it on TV. Now its on a tee (and a hat). Use code EVERYBODYCOINBASE to snag it for free. First come first served. Crypto is for everybody but this merch isnt. Good luck. https://t.co/suGEZGuBZa"
X Link 2026-02-10T14:47Z 103.2K followers, [----] engagements

"why is it always in the future WELLS FARGO CFO: THIS YEAR'S INITIATIVES DOESN'T RELY ON AI; BENEFITS FROM AI WILL BE SEEN NEXT YEAR AND BEYOND WELLS FARGO CFO: THIS YEAR'S INITIATIVES DOESN'T RELY ON AI; BENEFITS FROM AI WILL BE SEEN NEXT YEAR AND BEYOND"
X Link 2026-02-10T14:53Z 103.3K followers, 20K engagements

"an aggregation of a NYT article that says stuff that me/@DarioCpx/@kakashiii111 have been saying for years. OpenAI could reportedly run out of cash by mid-2027 per Tom's Hardware. OpenAI could reportedly run out of cash by mid-2027 per Tom's Hardware"
X Link 2026-02-10T15:19Z 103.3K followers, 32.7K engagements

"options vested head of anthropics safeguards research just quit and said the world is in peril and that hes moving to the UK to write poetry and become invisible. other safety researchers and senior staff left over the last [--] weeks as well. probably nothing. head of anthropics safeguards research just quit and said the world is in peril and that hes moving to the UK to write poetry and become invisible. other safety researchers and senior staff left over the last [--] weeks as well. probably nothing"
X Link 2026-02-10T16:09Z 103.3K followers, 55.9K engagements

"hey has anyone checked how anthropic pays for its $21bn of tpus UBS raising $AVGO estimates we've had couple of days of buying in $AVGO $NVDA etc perhaps we'll see some more on back of this pos note "Increasing Estimates On TPU Unit Inflection; C2027E EPS $18" https://t.co/2r0RkcoWrw UBS raising $AVGO estimates we've had couple of days of buying in $AVGO $NVDA etc perhaps we'll see some more on back of this pos note "Increasing Estimates On TPU Unit Inflection; C2027E EPS $18" https://t.co/2r0RkcoWrw"
X Link 2026-02-10T16:56Z 103.4K followers, 12.3K engagements

"RT @calebpitts1997: Pharrells music perfectly captured the feeling of being a yellow minion"
X Link 2026-02-10T17:38Z 103.3K followers, [----] engagements

"so they lied Sources: KPMG negotiated lower fees from auditor Grant Thornton by arguing that AI will make it cheaper to do the work and threatened to find a new auditor (@stephenfoley / Financial Times) https://t.co/tAwmskdezj https://t.co/0eMzbVTnJx 📥 Send tips https://t.co/wlNZvXtJTU Sources: KPMG negotiated lower fees from auditor Grant Thornton by arguing that AI will make it cheaper to do the work and threatened to find a new auditor (@stephenfoley / Financial Times) https://t.co/tAwmskdezj https://t.co/0eMzbVTnJx 📥 Send tips https://t.co/wlNZvXtJTU"
X Link 2026-02-10T17:59Z 103.4K followers, 27.2K engagements

"or it needs to stop doing stupid stuff why would it need to reprice if the startup didn't actually do what they're scared of the AI disruption trade just hit financial services Again. a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product doing in minutes what advisors charge thousands for. that's all the market needs right now to reprice https://t.co/ykhWMRzPje the AI disruption trade just hit financial services Again. a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product"
X Link 2026-02-10T19:51Z 103.3K followers, 35.6K engagements

"RT @kakashiii111: Concentration Risk: Why NVIDIAs AI Revenue is Riskier Than Ciscos Dot-Com Peak It is fascinating that many love to com"
X Link 2026-02-10T19:52Z 103.3K followers, [--] engagements

"RT @loganbartlett: Feels like an anon can tweet "just vibe coded databricks" with a screenshot and the saas market will fall 5%"
X Link 2026-02-10T22:50Z 103.3K followers, [--] engagements

"Yeah man I dunno if Id have gone with generative AI is bigger than Covid as framing personally https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-10T23:34Z 103.4K followers, 62.7K engagements

"Love as a Raiders fan to see somebody do this for the first time in a decade or more New #Raiders HC Klint Kubiak asked about RB Ashton Jeanty: Very excited about his talent but what I would tell him and all his teammates is its not about one guy. We gotta get the line on the same page we gotta get our QB to get the right run checks we gotta get our https://t.co/N1QSaDyZQO New #Raiders HC Klint Kubiak asked about RB Ashton Jeanty: Very excited about his talent but what I would tell him and all his teammates is its not about one guy. We gotta get the line on the same page we gotta get our QB"
X Link 2026-02-11T02:50Z 103.3K followers, 12.4K engagements

"RT @DarioCpx: #JustDarioDaily ⚠ MAG7s NOW ISSUING DEBT TO CONTINUE BUILDING AI IS A LOUD WARNING 📝 https://justdario.com/2026/02/mag7s-now-issuing-debt-to-continue-building-ai-is-a-loud-warning/ https://justdario.com/2026/02/mag7s-now-issuing-debt-to-continue-building-ai-is-a-loud-warning/"
X Link 2026-02-11T14:28Z 103.2K followers, [--] engagements

"RT @GuyFieri: I dont know what any of that means"
X Link 2026-02-11T14:44Z 103.3K followers, 16.4K engagements

"@Dr_Gingerballs Honk honk https://x.com/edzitron/status/2021758020577853523s=46 Thought I remembered this guy Back in September [----] he falsified a bunch of benchmarks about his open source model which was really just llama [--] 70b or possibly a Claude wrapper. Great stuff https://t.co/iMppP7OZ92 https://t.co/y70AtfzOKv https://t.co/IQMLRbxcBJ https://x.com/edzitron/status/2021758020577853523s=46 Thought I remembered this guy Back in September [----] he falsified a bunch of benchmarks about his open source model which was really just llama [--] 70b or possibly a Claude wrapper. Great stuff"
X Link 2026-02-12T03:35Z 103.3K followers, [----] engagements

"@oxycblt @AmalChandra97 This is complete bullshit. It is simply untrue. It extrapolates from Anthropic vaguely saying it can work for hours to mean work and create functional unbroken software after working for hours. Gonna do an annotated version tomorrow along with a monologue"
X Link 2026-02-12T04:02Z 103.3K followers, [----] engagements

"@PhilipDayUK no that money went straight to openai for its $22.5bn part"
X Link 2026-02-12T16:06Z 103.3K followers, [---] engagements

"@michaeljburry @CNBC @WSJ @Bloomberg @FT would love to hear how you think anthropic pays for anything in the future"
X Link 2026-02-12T21:57Z 103.3K followers, [----] engagements

"To write this and to back up future reporting I created my own model for data center costs based on conversations with multiple analysts and a great deal of research. AI data centers are awful businesses and I'm very worried about what happens next. https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/ddc4421l85 https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/ddc4421l85"
X Link 2026-02-13T03:24Z 103.1K followers, [----] engagements

"@Dr_Gingerballs @grok Nice try buddy"
X Link 2026-02-13T05:46Z 103.3K followers, [---] engagements

"RT @edzitron: Tomorrow's Premium: The Great Data Center Financial Crisis where 20-40% margins are only possible after years of constructio"
X Link 2026-02-13T06:07Z 103.4K followers, [--] engagements

"@AngryPossum69 Coop Im hearing Earle is looksmaxxing"
X Link 2026-02-13T14:49Z 103.3K followers, [---] engagements

"We're nearing $1tn in AI capex since the start of the AI bubble and with that growth has come a massive dependence on debt all to support companies which cannot survive without endless billions of investment and demand that doesn't justify that capex. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"
X Link 2026-02-13T19:49Z 103.4K followers, [----] engagements

"Its not just Anthropic and OpenAI that are deeply unhealthy businesses. Every tier of AI is financially toxic and nowhere is that more evident than in the companies building and running AI data centers which require massive debt to get off the ground. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"
X Link 2026-02-13T19:49Z 103.4K followers, [----] engagements

"I'm worried about Stargate Abilene. At full capacity I estimate OpenAI will pay $11bn a year for 880MW of compute with Oracle making 30% gross margins - yet delays and setup are such that Oracle is likely losing $4m+ every day it isn't operational. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"
X Link 2026-02-13T19:49Z 103.4K followers, [---] engagements

"RT @edzitron: Premium Newsletter: AI data centers are low-margin high-capex time bombs that can only stay afloat in perfect circumstances"
X Link 2026-02-13T23:18Z 103.3K followers, [--] engagements

"Heres this weeks Better Offline. Im joined by Steve Burke of @GamersNexus to talk about AMD Lenovo NVIDIA and Intels CES keynotes - and how the tech industry has turned its back on consumers in favor of growth. http://Linktr.ee/betteroffline https://podcasts.apple.com/us/podcast/better-offline/id1730587238i=1000745087913 http://Linktr.ee/betteroffline https://podcasts.apple.com/us/podcast/better-offline/id1730587238i=1000745087913"
X Link 2026-01-14T05:27Z 103.4K followers, 34.9K engagements

"TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30000 people or sell Cerner to keep up with the debt on the data centers its building for OpenAI. It also says multiple US banks have pulled back from Oracle data center deals"
X Link 2026-01-27T02:01Z 103.4K followers, 299.5K engagements

"Over the last six quarters Microsofts capex spend has gone from 38% of all Intelligent Cloud revenue (which includes Azure) to virtually every penny of revenue it's made. Based on an analysis of years of earnings it's produced little if any growth. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"
X Link 2026-02-06T18:08Z 103.4K followers, [----] engagements

"Worse still Microsoft added over $200 billion to its remaining performance obligations in Q2FY26 - yet only 25% of them will pay in the next [--] months. Stunningly Microsoft's RPOs for the next year have DECLINED from $159.2bn to $156.25bn in a quarter. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"
X Link 2026-02-06T18:08Z 103.4K followers, [----] engagements

"One fact illustrates the gravity of the problem. In its latest quarter (Q2 FY26) Microsofts capex spending - most of which is for purchases of GPUs and servers and finance leases for data centers - is greater than its net income. It's a disaster. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft"
X Link 2026-02-06T18:08Z 103.4K followers, [---] engagements

"Microsofts dismal AI returns come as the company repositions its culture to be AI first (which workers hate) and spends big on hiring top AI talent like Deepmind cofounder Mustafa Suleyman a man loathed by every Microsoft employee I've talked to. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft"
X Link 2026-02-06T18:08Z 103.4K followers, [----] engagements

"To write this I built a data center model from scratch in discussion with numerous analysts and experts. It's available to subscribers today. The results were damning. Every data center I modeled can only survive with near-perpetual tenancy. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"
X Link 2026-02-13T19:49Z 103.4K followers, [---] engagements

"Premium Post: The Hater's Guide To Oracle: an evil company that profits off of strongarming its customers to boost its declining revenues. It needs $150bn+ more to complete its data centers and if OpenAI can't pay its bills Oracle runs out of money. https://www.wheresyoured.at/haters-guide-oracle/ https://www.wheresyoured.at/haters-guide-oracle/"
X Link 2026-01-30T18:13Z 103.4K followers, 178.6K engagements

"Premium Newsletter: The Hater's Guide to Microsoft a decaying empire experiencing the decline of its core products that's using OpenAI's billions in inference spend to cover up the collapse of Azure's growth. It makes no more than $15bn a year from AI. https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/ https://www.wheresyoured.at/premium-the-haters-guide-to-microsoft/"
X Link 2026-02-06T18:08Z 103.4K followers, 88.6K engagements

"As far as blatant signs that AI is a bubble Id say chance the rapper sponsored by coreweave is one of the biggest"
X Link 2026-02-07T06:29Z 103.4K followers, 150K engagements

"Why would search traffic be on your p&l I thought AEO (read: SEO for LLMs) was a hunk of bullsht. And then i spoke to @kippbodnar CMO of @HubSpot who knocked the skepticism out of me. His first jab: In one year they grew AI search traffic by 15x. It went from rounding error to real line item on the P&L. His https://t.co/DQFSvCLfl8 I thought AEO (read: SEO for LLMs) was a hunk of bullsht. And then i spoke to @kippbodnar CMO of @HubSpot who knocked the skepticism out of me. His first jab: In one year they grew AI search traffic by 15x. It went from rounding error to real line item on the P&L."
X Link 2026-02-10T22:28Z 103.4K followers, 13.6K engagements

"Anthropic CCO Paul Smith says the company is focused on "growing revenue" rather than making "flashy headlines" calls the market selloff "hyperbole" and more (CNBC) https://t.co/7iR9TwC4Hm https://t.co/EfwoA9pUQz 📥 Send tips https://t.co/wlNZvXuhJs Anthropic CCO Paul Smith says the company is focused on "growing revenue" rather than making "flashy headlines" calls the market selloff "hyperbole" and more (CNBC) https://t.co/7iR9TwC4Hm https://t.co/EfwoA9pUQz 📥 Send tips https://t.co/wlNZvXuhJs"
X Link 2026-02-11T14:10Z 103.4K followers, 29.2K engagements

"this whole story is"researchers and investors who are directly invested in this are saying vague things about how powerful it is and also a confirmed scam artist's AI-generated slop post went viral" with a smidge of "the companies are also saying the models are powerufl" 🚨🚨In [--] years of journalism Ive never witnessed a bigger gap between the most consequential story - insane AI advancements and investment - and Washington and mainstream media attention. @DKThomp @kevinroose nailed it: shocking # of people think AI is clunky AI of mid-2025. 🚨🚨In [--] years of journalism Ive never witnessed"
X Link 2026-02-12T16:19Z 103.4K followers, 28.1K engagements

"$30bn including "a portion" of the NVIDIA/Microsoft funding (up to $15bn). Also damn check out this telethon-assed funder list. These AI labs are going to drain the venture lakes dry. I guess now they can pay Broadcom $21bn. Training is $12bn. Gonna need more money Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This"
X Link 2026-02-12T20:02Z 103.4K followers, 15K engagements

"Anthropics ARR is now at $14B as Claude has seen a surge of usage. It was estimated that it was around $9B by year end. That could mean that Anthropic is growing $3.5B ARR per month and could end the year with +$50B ARR. $AMZN and $GOOGL major holders. Anthropics ARR is now at $14B as Claude has seen a surge of usage. It was estimated that it was around $9B by year end. That could mean that Anthropic is growing $3.5B ARR per month and could end the year with +$50B ARR. $AMZN and $GOOGL major holders"
X Link 2026-02-12T20:22Z 103.4K followers, 41K engagements

"Tomorrow's Premium: The Great Data Center Financial Crisis where 20-40% margins are only possible after years of construction and billions in debt and if we don't have $100bn in demand by [----] everything's a wash. Here's $10 off annual. https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/ddc4421l85 https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/ddc4421l85"
X Link 2026-02-13T03:24Z 103.4K followers, 14.6K engagements

"Is that Windom Earle Clavicular ATTACKED at NYC club https://t.co/cwy32nsA91 Clavicular ATTACKED at NYC club https://t.co/cwy32nsA91"
X Link 2026-02-13T13:57Z 103.4K followers, 12.7K engagements

"BofA's Hartnett "the most obvious catalyst to reverse significantly the "AI-awe to AI-poor" rotation: an AI hyperscaler announcing a capex cut." BofA's Hartnett "the most obvious catalyst to reverse significantly the "AI-awe to AI-poor" rotation: an AI hyperscaler announcing a capex cut.""
X Link 2026-02-13T14:49Z 103.4K followers, 14.3K engagements

"AI compute spend is dominated by two unprofitable companies that are going to lose hundreds of billions by [----] and the hyperscalers that prop them up. AI compute demand is so small that NVIDIA has had to pledge $26bn in cloud compute spend to help. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"
X Link 2026-02-13T19:49Z 103.4K followers, [----] engagements

"Excite acquires Bluemountain Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our"
X Link 2026-02-15T22:05Z 103.4K followers, 20.5K engagements

"Oracles construction progress across our AI data centers remains on schedule and on plan. Were also rolling out local workforce trainings subcontractor engagement efforts and technical skilling programs - in classrooms and through on-the-job training - to ensure that the Oracles construction progress across our AI data centers remains on schedule and on plan. Were also rolling out local workforce trainings subcontractor engagement efforts and technical skilling programs - in classrooms and through on-the-job training - to ensure that the"
X Link 2026-02-11T22:50Z 103.4K followers, 16K engagements

"Heres the problem Im beginning to see: these costs dont make sense. Its about $14m/MW for construction and another $25m-35+ for gpus more if Vera Rubin. This is more like a $55bn-$60bn project even with a leviathan of different colo and build partners Meta is breaking ground on a 1GW data center campus in Lebanon Indiana. Investment exceeds $10 billion making it one of Meta's largest infrastructure projects. The site joins a growing list of gigawatt-scale US builds including the 5GW+ Hyperion campus in Louisiana. Meta claims Meta is breaking ground on a 1GW data center campus in Lebanon"
X Link 2026-02-11T22:56Z 103.4K followers, 37K engagements

"@mattshumer_ Did you write this using reflection 70b https://venturebeat.com/ai/new-open-source-ai-leader-reflection-70bs-performance-questioned-accused-of-fraud https://venturebeat.com/ai/new-open-source-ai-leader-reflection-70bs-performance-questioned-accused-of-fraud"
X Link 2026-02-12T01:29Z 103.4K followers, [----] engagements

"Honestly surprised at how many people have slurped up this nonsensical slop but even if you somehow believe with the multiple completely made up things in there this guy is documented as lying Heres another banger post of his https://x.com/mattshumer_/status/1981406315693187430s=46 AI games are going to be amazing (sound on) https://t.co/66aOdWJr4Y https://x.com/mattshumer_/status/1981406315693187430s=46 AI games are going to be amazing (sound on) https://t.co/66aOdWJr4Y"
X Link 2026-02-12T01:33Z 103.4K followers, 74.2K engagements

"Is Anthropic actually paying for its own power anywhere I guess maybe this would be part of the hut8 deal maybe Anthropic says it will upgrade power grid infrastructure generate new power and cover consumer price increases to minimize the effects of its data centers (@_perloj / NBC News) https://t.co/lEG7k8LNMp https://t.co/MZEalXypJ6 📥 Send tips https://t.co/wlNZvXtJTU Anthropic says it will upgrade power grid infrastructure generate new power and cover consumer price increases to minimize the effects of its data centers (@_perloj / NBC News) https://t.co/lEG7k8LNMp https://t.co/MZEalXypJ6"
X Link 2026-02-12T04:27Z 103.4K followers, 15.2K engagements

"Hmm but I thought they were going to invest $30bn SOFTBANK GROUP CFO GOTO: NOTHING HAS BEEN DECIDED ABOUT ADDITIONAL FUNDING ROUND IN OPENAI #TECH #AI #OPENAI #SOFTBANK https://t.co/wQNQlG8hiL https://t.co/PLjg01KQco SOFTBANK GROUP CFO GOTO: NOTHING HAS BEEN DECIDED ABOUT ADDITIONAL FUNDING ROUND IN OPENAI #TECH #AI #OPENAI #SOFTBANK https://t.co/wQNQlG8hiL https://t.co/PLjg01KQco"
X Link 2026-02-12T13:18Z 103.4K followers, 13.7K engagements

"did a quick annotated version of it too https://www.dropbox.com/scl/fi/qw6k5c3m575cq21p7jjac/Something-Big-Is-Coming-Annotated.pdfrlkey=qlr0mgnlpjifo5xkon2crhrhw&dl=0 https://www.dropbox.com/scl/fi/qw6k5c3m575cq21p7jjac/Something-Big-Is-Coming-Annotated.pdfrlkey=qlr0mgnlpjifo5xkon2crhrhw&dl=0"
X Link 2026-02-12T16:09Z 103.4K followers, 35.1K engagements

"The "built itself" story is also so misleading. Codex was used to test its own code. Wow You mean the code-testing feature was used to test code Oh Claude Code a code generator was used to write code for Claude Cowork the thing that deleted all that guy's photos Wauugh"
X Link 2026-02-12T16:19Z 103.4K followers, [----] engagements

"this guy has failed to make microsoft any kind of success in AI in any way shape or form and all i hear from people at the company is that he loses his shit on slack a lot NEW - Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to [--] months. https://t.co/KhGh6CTVBR NEW - Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to [--] months. https://t.co/KhGh6CTVBR"
X Link 2026-02-12T17:29Z 103.4K followers, 249.2K engagements

"thirty seven investors Dragoneer investing in both OpenAI and Anthropic How is this not somewhat scaring people about the viability of the venture ecosystem Dragoneer JUST raised $4bn or so last year. Is every VC/fund going to dump into Anthropic forever"
X Link 2026-02-12T20:15Z 103.4K followers, [----] engagements

"@johnpalmer This isnt just small its tiny"
X Link 2026-02-13T03:58Z 103.4K followers, [----] engagements

"Laughed way too hard at this great job Brian. Youre a little early for April fools though and I think people are taking the whole net income bit like youre serious An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"
X Link 2026-02-13T05:51Z 103.4K followers, 12.2K engagements

"Premium Newsletter: AI data centers are low-margin high-capex time bombs that can only stay afloat in perfect circumstances all fueled by junk-grade debt. Without $100bn+ in new non-hyperscaler demand by [----] the majority of these loans go unpaid. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"
X Link 2026-02-13T19:49Z 103.4K followers, 46.8K engagements

"I want to make it clear that this model didnt include a bunch of other things like taxes - which even with generous abatements can chip away at those fragile margins especially for colocation partners like Applied Digital and Crusoe. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"
X Link 2026-02-13T19:49Z 103.4K followers, [---] engagements

"The $178.5 billion of data center deals done in America equal roughly 3.26GW of IT load or $40.8bn in annual revenue. The demand isn't there Outside of OpenAI Anthropic and big tech there's barely $1bn of AI compute revenue. Who's paying for this https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"
X Link 2026-02-13T19:49Z 103.4K followers, [---] engagements

"As Ive said repeatedly in the past OpenAI and Anthropic ARE the AI industry taking up the vast majority of AI compute including that run by hyperscalers. We need $100bn+ in NEW unrelated demand by [----] or many AI data center deals are underwater. https://www.wheresyoured.at/data-center-crisis https://www.wheresyoured.at/data-center-crisis"
X Link 2026-02-13T19:49Z 103.4K followers, [----] engagements

"lol REPORT: Microsoft is gearing up to ditch OpenAI and ChatGPT and build its own frontier models. In a new interview with FT Microsoft AI chief Mustafa Suleyman confirmed the move stating: "We have to develop our own foundation models which are at the absolute frontier with https://t.co/FdNysISSA1 REPORT: Microsoft is gearing up to ditch OpenAI and ChatGPT and build its own frontier models. In a new interview with FT Microsoft AI chief Mustafa Suleyman confirmed the move stating: "We have to develop our own foundation models which are at the absolute frontier with https://t.co/FdNysISSA1"
X Link 2026-02-13T20:04Z 103.4K followers, 81.6K engagements

"I love this shit. Yeah man you get a data center built that buys your GPUs and you do that by renting the GPUs back from them. It's not vendor financing because you're not providing the financing you're just paying them so they can pay the debt back Anyway good stuff NVIDIA WILL LEASE A DATA CENTER THAT IS PAID FOR WITH $3.8 BILLION IN HIGH-RISK JUNK BONDS NVIDIA WILL LEASE A DATA CENTER THAT IS PAID FOR WITH $3.8 BILLION IN HIGH-RISK JUNK BONDS"
X Link 2026-02-13T20:58Z 103.4K followers, 43.7K engagements

"He would have thought this shit sucked Terry Pratchett on AI Oh no" said the Lecturer in Recent Runes pushing his chair back. "Not that. That's meddling with things you don't understand." "Well we are wizards" said Ridcully. "We're supposed to meddle in things we don't understand. If we hung around waitin' till Terry Pratchett on AI Oh no" said the Lecturer in Recent Runes pushing his chair back. "Not that. That's meddling with things you don't understand." "Well we are wizards" said Ridcully. "We're supposed to meddle in things we don't understand. If we hung around waitin' till"
X Link 2026-02-16T01:12Z 103.4K followers, 23.4K engagements

"Im shocked they made this a category but I mean who else was gonna win it Dave Chappelle Wins Grammy for Netflix Special Condemned for BeingTransphobic https://t.co/nkQsoxG91E Dave Chappelle Wins Grammy for Netflix Special Condemned for BeingTransphobic https://t.co/nkQsoxG91E"
X Link 2023-02-06T01:46Z 103.4K followers, 7.1M engagements

"Dave Chappelle Wins Grammy for Netflix Special Condemned for BeingTransphobic https://www.hollywoodreporter.com/news/general-news/dave-chappelle-grammy-netflix-the-closer-trans-controversy-1235316559/ https://www.hollywoodreporter.com/news/general-news/dave-chappelle-grammy-netflix-the-closer-trans-controversy-1235316559/"
X Link 2023-02-05T23:47Z 3.4M followers, 8M engagements

"UK to be blasted by [--] hour 26C heatwave with five cities in England the hottest https://www.mirror.co.uk/news/uk-news/uk-weather-48-hour-26c-33019020 https://www.mirror.co.uk/news/uk-news/uk-weather-48-hour-26c-33019020"
X Link 2024-06-13T18:56Z 1.3M followers, 181.5M engagements

"I think we really are underselling how cooked Facebook is. This is a [-----] member group called "Facebook complaints center" made up of people that post like they recently got a concussion"
X Link 2024-04-21T06:29Z 103.4K followers, 9.2M engagements

"Children do not owe their parents anything - in fact it's vice versa. He didn't "lose his son" - he rejected his daughter an act of cowardice in the face of something beautiful brave and proud Elon Musk discusses puberty blockers and says 'I lost my son' due to what he calls the 'woke mind virus'. (Source: DW) https://t.co/5jh2ZVBkUI Elon Musk discusses puberty blockers and says 'I lost my son' due to what he calls the 'woke mind virus'. (Source: DW) https://t.co/5jh2ZVBkUI"
X Link 2024-07-22T23:37Z 103.4K followers, 1.6M engagements

"Elon Musk discusses puberty blockers and says 'I lost my son' due to what he calls the 'woke mind virus'. (Source: DW)"
X Link 2024-07-22T21:42Z 3.1M followers, 9.5M engagements

"This may be the most embarrassing thing he's ever written while also being uniquely nasty"
X Link 2024-09-11T04:58Z 103.4K followers, 1.5M engagements

"Hi. It's your friends here at Hello Fresh. We're desperate. [---] meals for $2. We will put it away in your fridge. We will become your staff and run your household. We will do anything for your business. Anything. Just ask. We lose $20bn an hour but we are an essential service"
X Link 2024-09-08T02:27Z 103.4K followers, 2.5M engagements

"Skill issue Swedish King Adolf Frederick died in [----] after eating [--] cinnamon buns https://t.co/YeOD0CtJHv Swedish King Adolf Frederick died in [----] after eating [--] cinnamon buns https://t.co/YeOD0CtJHv"
X Link 2023-08-13T17:02Z 103.4K followers, 2.5M engagements

"Swedish King Adolf Frederick died in [----] after eating [--] cinnamon buns"
X Link 2023-08-09T22:03Z 11.8M followers, 4.3M engagements

"Oh do you think"
X Link 2023-07-17T04:33Z 103.4K followers, 1.5M engagements

"Lmao at this headline Sen. Rafael Edward Cruz who uses the preferred name Ted has introduced a bill to limit the use of preferred names and pronouns. https://t.co/IAcx2YldHr Sen. Rafael Edward Cruz who uses the preferred name Ted has introduced a bill to limit the use of preferred names and pronouns. https://t.co/IAcx2YldHr"
X Link 2023-12-01T01:11Z 103.4K followers, 1.8M engagements

"Sen. Rafael Edward Cruz who uses the preferred name Ted has introduced a bill to limit the use of preferred names and pronouns. https://trib.al/G2R56TS https://trib.al/G2R56TS"
X Link 2023-11-30T18:35Z 56.3K followers, 7.8M engagements

"Musk is going to kill Grok before the year is done"
X Link 2023-12-09T19:49Z 103.4K followers, 2.4M engagements

"Zuckerberg has snapped and has called Elon out for being all talk. This rules"
X Link 2023-08-13T16:28Z 103.4K followers, 2.4M engagements

"Hes going to change the website to like Xsocial or something. Hes going to remove the only valuable thing left for no reason"
X Link 2023-07-23T04:07Z 103.4K followers, 2.2M engagements

"Something is happening it feels like something has broken here it rocks. go off sean gunn https://t.co/xKSn8PJ92R go off sean gunn https://t.co/xKSn8PJ92R"
X Link 2023-07-15T05:38Z 103.4K followers, 3.6M engagements

"go off sean gunn https://x.com/juno_stump/status/1679956715125473282/video/1 https://x.com/juno_stump/status/1679956715125473282/video/1"
X Link 2023-07-14T21:11Z [----] followers, 8.8M engagements

"Elon Musk bought Twitter to stop the woke mind virus trained an AI on its data and accidentally created the woke mind coronavirus"
X Link 2023-12-09T04:22Z 103.4K followers, 4.2M engagements

"Woaughhh.wouuuu"
X Link 2023-08-03T03:22Z 103.4K followers, 1.5M engagements

"Hey quick question. How did Pika manage to generate such a direct copy of a Terminator With @pika_labs v1.5 you can basically be James Cameron. https://t.co/wT5hpAQD9l With @pika_labs v1.5 you can basically be James Cameron. https://t.co/wT5hpAQD9l"
X Link 2024-10-10T16:17Z 103.4K followers, 1.5M engagements

"With @pika_labs v1.5 you can basically be James Cameron"
X Link 2024-10-10T14:26Z 16.4K followers, 6M engagements

"An important part of being a good father is knowing that your kids both have the right and inclination to clown on you. If any of Donald Trump's children had given him rabbit ears on live television he would have punched them in the face. https://t.co/tar7iHQDHP If any of Donald Trump's children had given him rabbit ears on live television he would have punched them in the face. https://t.co/tar7iHQDHP"
X Link 2024-08-20T01:28Z 103.4K followers, 590.2K engagements

"If any of Donald Trump's children had given him rabbit ears on live television he would have punched them in the face"
X Link 2024-08-20T01:11Z 88.9K followers, 1.1M engagements

"Very epic sir"
X Link 2023-07-19T23:55Z 103.4K followers, 1.4M engagements

"We are in the midst of one of the biggest meltdowns in tech history. The crowdstrike situation is already showing the institutional failure that happens when your incentives are growth at all costs with no regard for organisational memory and stability brutal https://t.co/hKYljCiWGj brutal https://t.co/hKYljCiWGj"
X Link 2024-07-19T17:54Z 103.4K followers, 1.7M engagements

"Just got an ad for money"
X Link 2024-04-01T01:11Z 103.4K followers, 918.2K engagements

"Possibly his most egregious lie yet"
X Link 2023-08-24T00:45Z 103.4K followers, 837.8K engagements

"Lin Manuel-Miranda writing Hip Hoppenheimer in his notebook an idea more deadly than he has ever conceived"
X Link 2023-06-26T02:44Z 103.4K followers, 1.8M engagements

"Perspective: A teacher plans to pay off every students meal debt at his school https://t.co/3E75iZLKwX Perspective: A teacher plans to pay off every students meal debt at his school https://t.co/3E75iZLKwX"
X Link 2023-02-11T22:06Z 103.4K followers, 2.2M engagements

"Perspective: A teacher plans to pay off every students meal debt at his school https://wapo.st/3YqrFfF https://wapo.st/3YqrFfF"
X Link 2023-02-11T22:05Z 19.3M followers, 2.5M engagements

"Elon truly has created his own personal hell: a website that burdens him with billions of dollars of debt and embarrasses him repeatedly"
X Link 2023-04-08T20:00Z 103.4K followers, 2M engagements

"Ah yes the metric we all know and love"
X Link 2023-06-30T23:43Z 103.4K followers, 1.3M engagements

"it's so funny that Musk deliberately pushed as much traffic to this video as possible paying Mr. Beast $250k to say "it's a bit of a facade" MY FIRST X VIDEO MADE OVER $250000 😲 But its a bit of a facade. Advertisers saw the attention it was getting and bought ads on my video (I think) and thus my revenue per view is prob higher than what youd experience https://t.co/nViVpZbWBb MY FIRST X VIDEO MADE OVER $250000 😲 But its a bit of a facade. Advertisers saw the attention it was getting and bought ads on my video (I think) and thus my revenue per view is prob higher than what youd experience"
X Link 2024-01-22T19:14Z 103.4K followers, 1.7M engagements

"MY FIRST X VIDEO MADE OVER $250000 😲 But its a bit of a facade. Advertisers saw the attention it was getting and bought ads on my video (I think) and thus my revenue per view is prob higher than what youd experience"
X Link 2024-01-22T18:27Z 34M followers, 33.3M engagements

"How do you hear this and think this guy is smart What does any of this crap mean "so it would be by far the biggest.sort of.financial institution.just not in the way that people are used to thinking about banks.the most efficient database for the thing that is money" Elon Musk says if done right X could become 'half of the global financial system'. https://t.co/dO6XNlLzvO Elon Musk says if done right X could become 'half of the global financial system'. https://t.co/dO6XNlLzvO"
X Link 2023-07-24T17:22Z 103.4K followers, 1.8M engagements

"Elon Musk says if done right X could become 'half of the global financial system'"
X Link 2023-07-24T03:53Z 3.1M followers, 4.1M engagements

"Here is the thing nobody realises about this fight: this is the first time Mark Zuckerberg has looked happy in over a decade. He LOVES martial arts. This is his joy. And he now gets the chance to inflict pain on Elon Musk. He has hired 50x musk bodydoubles to fight already"
X Link 2023-08-12T01:54Z 103.4K followers, 1.1M engagements

"Do none of these dipshits realise that abbey road is a real street in London AI is revolutionizing graphics and photography. It's now possible to generate the entire rest of a photo in seconds. Here's how to edit a photo using AI for free (without Photoshop): https://t.co/oSzQcSgyXs AI is revolutionizing graphics and photography. It's now possible to generate the entire rest of a photo in seconds. Here's how to edit a photo using AI for free (without Photoshop): https://t.co/oSzQcSgyXs"
X Link 2023-05-31T17:57Z 103.4K followers, 1.3M engagements

"AI is revolutionizing graphics and photography. It's now possible to generate the entire rest of a photo in seconds. Here's how to edit a photo using AI for free (without Photoshop):"
X Link 2023-05-30T13:18Z 220.3K followers, 27M engagements

"Holy hell this looks bad. That small ass turn signal Got this shot of a dirty Cybertruck prototype making a u-turn with rear-wheel-steering: https://t.co/GrC2K294pP Got this shot of a dirty Cybertruck prototype making a u-turn with rear-wheel-steering: https://t.co/GrC2K294pP"
X Link 2023-09-25T06:11Z 103.4K followers, 1.7M engagements

"Got this shot of a dirty Cybertruck prototype making a u-turn with rear-wheel-steering:"
X Link 2023-09-23T02:31Z 70K followers, 13.1M engagements

""I ran out of money so I bought more" is a good summary of Elon Musk's life"
X Link 2024-04-10T17:46Z 103.4K followers, 834.9K engagements

"California is exploring how GenAI may give locals more tools to address the homelessness crisis. Were inviting developers to present innovative solutions for some of our most challenging issues using transformative tech to better serve Californians. https://www.gov.ca.gov/2024/09/05/governor-newsom-seeks-to-harness-the-power-of-genai-to-address-homelessness-other-challenges/ https://www.gov.ca.gov/2024/09/05/governor-newsom-seeks-to-harness-the-power-of-genai-to-address-homelessness-other-challenges/"
X Link 2024-09-05T20:52Z 702.5K followers, 4.5M engagements

"@MattBinder Perfect CEO someone that is hated and liked equally from left and the right Smart move Elon @MattBinder Perfect CEO someone that is hated and liked equally from left and the right Smart move Elon"
X Link 2023-05-12T17:03Z 103.4K followers, 868.4K engagements

"@MattBinder Perfect CEO someone that is hated and liked equally from left and the right Smart move Elon"
X Link 2023-05-12T16:32Z [----] followers, 911.5K engagements

"The cybertruck Reddit is so fun"
X Link 2024-01-18T01:11Z 103.4K followers, 2.8M engagements

"Ahhahahahah musk got so mad that his tweet had less views than the president that he threatened to fire his entire team if they didnt create a system that made everybody see his posts. Loser Loser shit Depressing"
X Link 2023-02-15T01:26Z 103.4K followers, 2.2M engagements

"He GIFTS you and you INSULT HIM"
X Link 2023-04-22T17:06Z 103.4K followers, 1.1M engagements

"Mark Zuckerberg is going to end Elon Musks life with his fists. He is going to twist him into a pretzel"
X Link 2023-08-07T00:30Z 103.4K followers, 1.8M engagements

"Grimes begging Musk to see her kid really dark shit going on"
X Link 2023-09-10T06:21Z 103.4K followers, 2M engagements

"New genre of post: twitter blue subscribers complaining that they arent famous enough to get verified for free"
X Link 2023-04-20T22:30Z 103.4K followers, 2.4M engagements

"Yeah man I am starting to believe that none of these people have read a book or seen a movie or witnessed narrative storytelling in any way I love that these tech guys think detective novels literally end with the murderer's name. https://t.co/uuWfKQpNXd I love that these tech guys think detective novels literally end with the murderer's name. https://t.co/uuWfKQpNXd"
X Link 2024-06-18T00:19Z 103.4K followers, 706.4K engagements

"Neil Degrasse Tyson watching the Planet of the Bass video and shaking with rage at every lyric"
X Link 2023-08-16T19:14Z 103.4K followers, 731.6K engagements

"It is really funny that Elon Musk managed to destroy the value of the checkmark specifically so he could sell it. It now means absolutely nothing. It doesn't verify anything. It isn't notable. I'm honestly impressed he worked out how to delete the legacy ones too"
X Link 2023-04-20T18:39Z 103.4K followers, 812.7K engagements

"This reads like someone is going to hit me with their car"
X Link 2023-06-03T17:24Z 103.4K followers, 1.2M engagements

"I've met people named Hamburger who own McDonald's franchises Incredible. https://t.co/ceGX7LbDbR https://t.co/JPY20tAKsY Incredible. https://t.co/ceGX7LbDbR https://t.co/JPY20tAKsY"
X Link 2024-02-12T20:48Z 103.3K followers, 1.6M engagements

"I am excited to see the responses to my "should we replace CEOs with AI" piece from LinkedIn"
X Link 2023-09-11T16:52Z 103.4K followers, 1.4M engagements

"Beginning to wonder if Twitter Blue gives people lead poisoning"
X Link 2023-05-26T22:41Z 103.4K followers, 994.6K engagements

"It is really funny that Elon tried to get the twitter deal cancelled based on a totally made up bot problem then proceeded to create an entirely real one that is on seemingly every third post on the site https://t.co/yaXHqw2myD https://t.co/yaXHqw2myD"
X Link 2023-05-26T03:52Z 103.4K followers, 1.3M engagements

"Seeing people pivot from crypto to AI is so funny. Absolutely zero domain expertise just following the money"
X Link 2023-05-31T16:35Z 103.4K followers, 697.5K engagements

"No it's not Crypto is at the top of voters minds in swing states according to an urgent letter to the Democratic Party written by tech billionaires and signed by the New York Congress members they bought and paid for: @RitchieTorres and @danielsgoldman. https://t.co/tdjBAQx8ZH Crypto is at the top of voters minds in swing states according to an urgent letter to the Democratic Party written by tech billionaires and signed by the New York Congress members they bought and paid for: @RitchieTorres and @danielsgoldman. https://t.co/tdjBAQx8ZH"
X Link 2024-07-28T22:22Z 103.4K followers, 455.9K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing