Pete_yeah

[Reflection🪩 @0xReflection]

🚨 DOT-COM 2.0 IS ALREADY HERE

A $2 trillion AI economy built on the same dollars being passed in a circle

I'm not being dramatic. The accounting trick is right there in the filings

The scariest part? It's all 100% legal

Here's how it works:

A tech giant gives an AI startup billions in "investment."

The contract forces that startup to spend the exact same money renting servers from… the tech giant.

The tech giant then books that server usage as brand new "cloud revenue."

Translation: they're paying themselves with their own money and calling it a sale.

Look at Microsoft and OpenAI.

Microsoft "invested" $13 billion in OpenAI.

Most of it never left Microsoft - it was cloud credits that could only be spent on Microsoft servers.

OpenAI used those credits to train its models.

Microsoft turned around and recorded that exact spend as new cloud revenue

That's why OpenAI's annual cloud bill is now $60 BILLION

For a company doing only $25 BILLION in actual revenue

It's not a customer. It's a recycled funding loop

Anthropic runs the exact same script:

$2.66 billion paid to AWS in 9 months - basically 100% of everything Anthropic earned.

And it gets worse

Every time these AI startups raise at a higher valuation, the tech giants mark up their equity and book the paper gain as PROFIT.

Q1 2026:

➮ Alphabet reported $62.6B in profit. $28.7B of it (nearly half) was just a paper markup on Anthropic.

➮ Amazon reported $30.3B in profit. $16.8B of it was the same Anthropic paper gain.

While Amazon was reporting record profits, its actual free cash flow collapsed 95% to just $1.2 billion

Because they had to spend $44.2 BILLION in REAL money building data centers

Real cash going out. Paper "profits" coming in

Now here's where it gets dangerous:

➮ Microsoft has 49% of its $627 billion future backlog tied to OpenAI alone

➮ Oracle has 54% of its $553 billion pipeline depending on OpenAI alone

Trillions of dollars of "demand" resting on one or two unprofitable startups

If this all sounds familiar, it should

This is 2001 all over again

Back then, Global Crossing and Qwest swapped identical fiber-optic capacity with each other just to book fake sales

Qwest had to erase $1.4 billion in fake income

Global Crossing went bankrupt

The only difference between then and now?

The dot-com swaps were illegal

Today's AI loop is fully legal under current accounting rules

That's not a comfort. That's a warning

Legal doesn't mean safe. It just means nobody can stop it before it blows up

And here's the part most people don't realize:

Every 401k, every index fund, every retirement account in America is being forced to buy more of these tech stocks every month.

The loop inflates the stock prices

The funds chase the prices

The chase inflates them further

Until the day the music stops and there's no real cash underneath.

Don't worry though - my system flags the exact moment the market shifts from caution to DANGER.

You'll be warned before it hits, like always.

All you need to NOT miss my next call is to keep NOTIFS ON

[Blonde of War (JJ) @BlondeOfWar]

Y'all, this sassy little thing is the best thing I've see this week. 😂

[Broward Stern @KnowbodysTweets]

I’m not tryna hear white neocolonial soul music, yall niggas are INSANE

[le.hl @0xleegenz]

No debt
Ideal weight
8 hours of sleep
Mental health on track
Right nutrition
Zero Alcohol

This was my peak

I was 8

[Pete_yeah @2302p]

@Fokof__ A

[Mysk 🇨🇦🇩🇪 @mysk_co]

🤯 Instagram is testing new iOS push notifications that include a profile photo. Each time the notification is shown on your screen, it triggers a GET request to fetch that image, letting Meta track every on-screen impression.

The app still misuses push notifications to send detailed device analytics about the device (uptime, battery, volume, locale, timezone, memory, CPU, etc.). We detailed this last year and we checked again today. Meta collects everything it needs to track users across apps, a practice strictly prohibited by Apple.

Stop using the native app. Use the web app.

#privacy #fingerprinting #iOS #PWA

[TWITCH//Shanko_tv 👺 @shanko_speaks]

@FlyoutChase SNL goated for this one 😂😂💀

[Lubz♟️ @Lubzio]

A fat nigga could see a baby walking into traffic and he gon fix his shirt before he go over there to help

[Erik Solheim @ErikSolheim]

This is simply brilliant!

George Yeo, former foreign minister of Singapore explains why China 🇨🇳 is different from the West and doesn’t have it in its DNA to become an imperial power like the colonial powers or the US.

[The Figen @TheFigen_]

😂😂

[Teddy Ray @teddyrayKY]

A story about midlife career change.

On my 40th birthday, I told my wife, Emily, "If I were 10 years younger, I think I'd go to law school."

I'd said that a few times, mostly as a regret—a possibility that had passed.

🧵

[XXL Magazine @XXL]

This Joe Budden impression 😂😭�

[uxolweni 🇵🇸 @FadeOrange]

This lady just called me fat in the funniest way 😭

She asked me "what happened?" and I'm like, "what you mean"...?

Then she goes:

[Massimo @Rainmaker1973]

Playing with lights

[📹 occhiodubai]
https://t.co/tJMsx75ACA

[Depressed Oracle Red Bull F1 Fan Account @FlyoutChase]

It's cheaper

[DK ✰ .ᐟ @bonjourplaygirl]

FUCKING CRYINGGGGGGGG 😭

[Pete_yeah @2302p]

😭😭😭😭

[Jay Taurus @TheYungBull]

Best Joe impression to date 😂
“LeEeEaAdD”

[Shtreetwear @Shtreetwear]

Garbage Watch by Morrama