Assem Memon عاصم ميمن

News Junkie. Technology Enthusiast. OOH AdSpace Expert. Former Planet Hopper. @RSMmba & @McMasterU Alum. @AdMazad's Co-founder & Managing Director

[MK, Ultra victim @MKaylaUltra]

This episode of It's Always Sunny in Philadelphia aired in 2020 during peak woke

[Richard Sanders @PulaRJS]

Jeremy Johnson - in 50 years time this will be the only 1.39 minutes of your life you'll be remembered for. It'll be played in genocide museums to sum up the complicity and callous brutality of the British state in the face of the slaughter of the Palestinian people - and the courage of those who opposed it.

[Assem Memon عاصم ميمن @AssemMemon]

@safistication Same here, except I now also wish I can decrease time spent on this app :D

[Péter Szilágyi @peter_szilagyi]

The scary part about Anthorpic's Fable nerf is not that it refuses to answer biology or cryptography. It's that it foreshadows what's coming. A world where a couple companies decide what you can and cannot do. They're building a new ruling class and you're not in it...

[AnechoicMedia @AnechoicMedia_]

What I really started worrying about today is a near future in which all access to information is intermediated by AIs, able to infer intent and political coding of all user activity, like a librarian reading over your shoulder and denying your access on a page-by-page basis.

[Ed Zitron @edzitron]

Really grateful that @chrislhayes and @MSNOWNews gave me the space to talk about the unsustainable economics of AI, subsidized subscriptions, and why generative AI is nothing like Uber or Amazon Web Services.

[Omar Sakr @omarsakrpoet]

“Within two minutes we were able to get ChatGPT to tell us how we can cut ourselves safely. Within 65 minutes it was giving us a full personalised suicide plan and drafting suicide notes for our family and friends.” This evil hallucination software shouldn’t be anywhere near kids

[Rania Khalek @RaniaKhalek]

It’s like advertising luxury villas in Nazi germany during peak Holocaust.

So shameful

[Pablo Martín @pabmasal]

También tiene dos denuncias más por violencia doméstica.

[nana 🌺 @courtracks]

jannik no le pega a sus parejas y tiene 3 grand slams más así que creo que le va mejor

[Ray @Raypeaa]

Y a pas une femme de la WTA qui a félicité Zverev pour son titre mais ça veut nous faire croire qu'il est tout gentil tout innocent en coulisses 🤣🤣🤣

[mora #S1NNER🇦🇷 @levitoslam]

Alexander Zverev is a Domestic Abuser.

[Fisted Away @fistedaway]

Please: be respectful of the host nation’s culture and traditions

[Sergio Arenillas @sergeta]

Alexander Zverev é o 1º jogador em 38 anos a vencer Roland Garros sem derrotar nenhum jogador Top 10 na campanha do título.

Pelo título ele receberá um prêmio de 2.8 milhões de euros, 14x o valor que ele pagou à justiça alemã para encerrar uma acusação de violência doméstica.

[nana 🌺 @courtracks]

daniil medvedev won his grand slam by beating a novak djokovic on his way to a career slam in straights with no tiebreak, he's a former #1 and he's not a domestic abuser so i think he's good

[Remeli 🎾 @RemeliTennis]

Zverev va sûrement gagner son 1er GC et ça pose un problème. Pas du tout pour son niveau de jeu, mais parce qu'il ne devrait pas être sur un court de tennis

Il faut profiter du fait qu'il aura une immense médiatisation ajd pour rappeler qu'il a été accusé de violences conjugales par DEUX de ses ex compagnes.

(Je me permets de rappeler l'histoire pour celles et ceux qui en n'ont pas forcément connaissance)

Sa première ex n'a pas voulu porter plainte mais a témoigné des violences qu'elle a subies pendant leur relation. Certains médias ont repartagé son histoire mais ont fait face à des procédures baillons de la part des avocats de Zverev. C'est à dire des poursuites pour diffamation dès qu'ils décidaient de partager ces accusations (afin de les emmener dans des procédures juridiques coûteuses et donc de les dissuader d'en parler).

Sa 2e ex compagne et mère de son enfant a témoigné d'EXACTEMENT les mêmes faits et a décidé de porter plainte contre Zverev.

Les charges étaient suffisamment solides pour qu'il écope d'une amende de 450 000€ fin 2023.

Le procès a été interrompu par un accord à l'amiable entre les deux personnes. Mais il ne faut pas être dupe, ces accords sont souvent acceptés pour mettre fin à la pression financière, médiatique et l'harcelement que subissent les victimes.

Les deux ex de Zverev ont bien sûr été une deuxième fois victimes dans cette affaire en témoignant contre lui. Accusées d'être des menteuses, de faire ça pour l'argent etc.

Pour toutes ces raisons ça dégoute de voir ce joueur une nouvelle fois au sommet du tennis mondial (et voir certains journalistes/consultants être super complaisants vis à vis de lui mdr).

Mais bon c'est ça d'être un homme, riche et puissant 👍

[Declan Walsh @declanwalsh]

Great and tragic news at once.
Emmanuel, the 5-year old featured in this report, has since recovered and left the Ebola ward, his father told me.
But the lab technician I met in the next ward deteriorated and died last night. His name was Bienfaits.
https://t.co/ggpolsFgAY

[Mohammad Alsaafin @malsaafin]

There was a point, 3 yrs ago, when Israel felt compelled to explain its attacks on hospitals. Then it realized Western govts aren’t fussed about such war crimes & Western media was happy to justify them. And so here we are: dozens of hospitals bombed in Gaza, Iran & Lebanon.

[Nassim Nicholas Taleb @nntaleb]

Their absence of self-awareness is a serious pathology. They just killed 3k civilians (really, civilians) and are complaining that their invading soldiers are facing some risks WHILE INVADING.

[StockMarket.News @_Investinq]

Nicolai Tangen, CEO of Norges Bank Investment Management pressed IBM CEO Arvind Krishna directly on whether AI is a bubble (Save this).

And Krishna responded with what has become known inside financial circles as the $8 trillion math problem.

A single gigawatt of AI data center capacity filled with accelerators, liquid cooling, and power infrastructure costs roughly $60 to $80 billion to build and populate.

The industry has committed to more than 100 gigawatts of buildout globally.

That is $6 to $8 trillion in capital expenditure and because AI grade hardware depreciates on a five-year cycle, that entire sum must be effectively replaced and refreshed every five years.

To service the interest on $8 trillion in capital at a conservative 10% borrowing rate, the AI ecosystem would need to generate approximately $800 billion in annual profit, a number that currently exceeds the combined net income of every large technology company in the world.

Goldman Sachs estimates $7.6 trillion in aggregate AI CapEx between 2026 and 2031 alone, and Reuters Breakingviews has flagged that even if the capital is available, physical bottlenecks power permits, land, cooling infrastructure, and electrical grid connections mean that half of the planned data center projects are being cancelled or delayed before they ever go live.

Krishna also raised a second, structurally distinct concern that markets have largely ignored.

He argued that the largest foundation models, GPT, Gemini, Claude, Llama are converging toward commodity status.

When a product is a commodity, switching costs collapse.

When switching costs collapse, pricing power evaporates and margins compress regardless of how much capital was spent building the capability.

Morningstar's equity research team conducted a review of 132 technology companies in 2026 and found that AI had caused moat rating downgrades across roughly 40 major stocks concentrated in enterprise software, IT services, and SaaS with Adobe, Salesforce, Workday, and ADP among the companies whose competitive moats have materially weakened.

The implication is that the companies spending the most on AI model development may be building an asset that is simultaneously the most expensive to produce and the most difficult to monetize with durable margins.

This bear case is serious but it is also incomplete and that is what makes Krishna's framing so important to understand precisely.

When pressed further, Krishna explicitly said he does not believe there is an AI bubble in the technology itself only in a subset of the infrastructure capital that is being deployed against speculative assumptions rather than proven demand.

He draws the same analogy, the fiber optic overbuild of the late 1990s. Dozens of companies went bankrupt laying cable that nobody was using.

And yet that exact "wasted" infrastructure became the physical backbone of every cloud company, every streaming service, every mobile network, and every modern AI training cluster that followed.

The builders lost, the infrastructure won.

And the companies that were built on top of it, Amazon, Google, Netflix, Salesforce compounded for two decades.

The question, as Krishna framed it, is not whether AI is real.

It is which capital deployment earns a return versus which gets stranded and crucially, whether you own the stranded assets or the companies built on top of them.

On winners, Krishna was direct that distribution is the moat on the consumer side, and enterprise is wide open.

The data supports this, Meta with 3.3 billion daily active users across Facebook, Instagram, and WhatsApp is building AI into a distribution network that no startup can replicate at any cost.

Meanwhile, the productivity evidence arriving in real time is beginning to challenge the bear case's revenue projections.

Jensen Huang just showed on stage at Computex that GitHub commits, the universal measure of global software output nearly tripled in the first months of 2026, effectively converting $3 trillion in developer salaries into $9 trillion in productive output.

That is measurable, real time economic value already flowing through the system and it feeds directly back into token demand in a compounding loop that Krishna's static CapEx math does not fully capture.