EDF Hobbies

[EDF Hobbies @DBatDad]

@JustinWolfers ***FOR WHICH QUINTILES !?***

The problem is the lower quintiles being punched in the face economically by the terminator for weighted necessities!

Lower 3 quintiles can't afford the current COL not less another 1% increase in prices!

Please relay what's wrong not headlines

[EDF Hobbies @DBatDad]

@thezlatkom AI CEOs told everyone that the burger flipper can vibe code a whole POS system in a weekend so no ... skills issue ... doesn't apply relative to promises made.

[EDF Hobbies @DBatDad]

@mtracey Stop lying, shit people got videos now

[EDF Hobbies @DBatDad]

@AbhiCodes15 For normies ... nothing really.

AI doesn't have switch to streaming level of adoption, utility or ubiquity for the human race.

[EDF Hobbies @DBatDad]

@basedbtc_ @leadlagreport This and local LMS are the good enough pricing.

My case for AI being a bubble is total lack of moat which is narrowing monthly vs AI ROI wall is going taller monthly.

[EDF Hobbies @DBatDad]

@Mystral2042 @leadlagreport Come on man with the "skills issue" again.

We were told the grounds keeper can vibe code an HR system in a weekend and AI would need to be that frictionless for it to be profitable relative to spend.

[EDF Hobbies @DBatDad]

@leadlagreport Correct, the "chatterbots" (ELIZAs) are newer and smoother (groks take)

[EDF Hobbies @DBatDad]

@DonMiami3 It'll be cyclical, when people gain weight back on Mounjaro etc.

[EDF Hobbies @DBatDad]

@Techmeme Hmmm, out of those 26% you'd think they'd be able to show some ROI relatively quickly even with the damn near free versions!

Someone said recently the true AI bubble is AI is more expensive than humans.

Still think the true bubble is lack of moat but value has true standing.

[EDF Hobbies @DBatDad]

@DavidGardnerAI @leadlagreport "We’re at day one just about..."

No we're not, AI has been around for generations.

Also, AI is not as widely adopted and as fast as the switch to streaming for instance.

It needs to be to justify spend and valuation.

[EDF Hobbies @DBatDad]

@KobeissiLetter This and rate of hire has **DECREASED** MoM by over 2%

[EDF Hobbies @DBatDad]

@rhdkaplan @DonMiami3 @mcm_ct_usa For now

[EDF Hobbies @DBatDad]

@MilanLehocky @DonMiami3 A non pedophile?!? I'll take er!!!

[EDF Hobbies @DBatDad]

@lxl_AJ_lxl @DonMiami3 There has been state ordered demand destruction related to oil supply.

That's a fact not in dispute

[EDF Hobbies @DBatDad]

@pequityresearch @DarioCpx @edzitron Not "everything" is doing stupid levels of circular financing schemes like AI hyper scalers.

AI skepticism is rational

[EDF Hobbies @DBatDad]

@Actionjax91 @GeneralMCNews I don't take the word of the DCs builders more than a I can throw them far with a broke arm

I'll take your word though that the newer DCs are closed loop

[EDF Hobbies @DBatDad]

@Stutigardum @edzitron The infra tech and these corps have been around for a while, lets stop the they just started shit.

They're not selling sustained fusion reactors.

[EDF Hobbies @DBatDad]

@widemermaid @edzitron Those had usefulness to everyday people and profitability path.

I don't see both for AI as a whole, AI's profit path looks to be niche and so is its usefulness

[EDF Hobbies @DBatDad]

@edzitron RIGHT !!!

All those companies had organic paid demand for a useful product

I don't see, even in tech, the switch to AI anything at the scale people switched to streaming outside of search.

AI doesn't have Netflix level popularity or usefulness in peoples lives.

[EDF Hobbies @DBatDad]

@rickjeff78 @gummibear737 Don't know man ... China can and will outlast us in that chicken fight.

I'm still leaning on The Pedophile is a monkey with a loaded gun and no one wants to take the bullet in stopping him.