Sailing Thoughts

Retweets ✖️ Endorsement 🇸🇬 and everything that I post is purely my personal opinion.

[Aravind @aravind]

Nepal done. Keir Starmer next? I can't say exacyly the time but I am sure he will be made to resign soon. All the extreme left and communist govts are being taken out one by one by the new USDS. Taking down VZ's Maduro will be the ultimate test for the US. But I think they will.

[The Straits Times @straits_times]

Campaign to normalise request for less salt and sauces to roll out in last quarter of 2026 https://t.co/wybn9NrnI9

[DavidLinthicum @DavidLinthicum]

The Emperor Has No Clothes: Why the AI Infrastructure Buildout Math Doesn't Work

I have to give IBM CEO Arvind Krishna credit. He's saying what many of us in this industry have been thinking but haven't been willing to say out loud. The math just doesn't add up.

Here's what I'm seeing that's deeply troubling. We're in the middle of another mass hallucination. Just like the dot-com bubble, just like blockchain, just like the metaverse — everyone is convinced that building massive data centers will automatically create massive wealth.

But here's the thing about building infrastructure. You actually have to sell what's inside it.

Let's talk numbers. The planned data center buildout over the next 5-10 years is staggering. We're talking about commitments in the hundreds of gigawatts globally. The capital expenditure commitments are in the trillions. Yet when you look at the actual demand signals, not the projections, not the potential, but the actual consumption patterns, there's a massive gap. These AI companies are betting everything on demand that simply doesn't exist at the scale they're planning for.

Let me be direct. AI services are expensive. Enterprise adoption is slow. Consumer AI is still finding its footing. And the compute requirements being promised by the hyperscalers require a level of demand that would represent a fundamental shift in how businesses consume technology. That's a big ask.

I've seen this pattern before. The overbuilding. The belief that if you build it, they will come. The groupthink that turns critical analysis into heresy. The result is always the same. Companies are going to touch the stove. We're going to see massive write-downs. We're going to see pivots, shutdowns, and strategic reviews. We're going to see companies that spent years and billions trying to be the AI infrastructure leader become case studies in how not to read a market.

The IBM CEO is right. The math doesn't work. And unlike 1999, we don't have the excuse of we didn't know. We know exactly what's happening. We just don't want to believe it because the alternative, being a skeptic while everyone else is piling in, feels like career suicide. It's not. The ones who survive the next decade will be the ones who built for reality, not fantasy.

Wake up. The emperor has no clothes.

As reported by Futurism, Krishna laid out striking calculations: a 1 gigawatt data center costs roughly $80 billion today. If one company commits 20-30 gigawatts, that's $1.5 trillion in capital expenditure. The total commitments across the industry for chasing AGI are approximately 100 gigawatts, equaling $8 trillion. To break even, you'd need $800 billion in profit just to cover the interest. That's not investment. That's hoping.

https://t.co/4DAnF5OPfa

[@jason @Jason]

We made a huge blunder starting a war we are unwilling to finish

Iran now knows we lack the killer instinct, and that the most we will do is drop bunker busters from afar

They’re crazier and willing to absorb endless bombing

They will drag this fight out for a decade.

they will fight to the death, and know we won’t fight past 5% inflation & $4 a gallon gasoline

Tough talk means nothing to the leadership of Iran.

[Dona Sarkar @donasarkar]

I know critical thinking or actual research is a rare skill around here so allow me to explain, Sid The Tech Intern From Pune:

This is an adaptive mouse meant for people with disabilities. You use it as a mouse hub and can buy or 3D print custom thumb hardware.

[LTA @LTAsg]

Have you spotted Singapore’s unique upgraded Proof-of-Concept train yet? 👀🚆

This isn’t just a new look — this upgraded C151B train is packed with smarter systems,

And the best part? You’ll be able to ride it on from today onwards.

#ThereRailBeMore #TowardsReliableRides

[Sailing Thoughts @NeptuneOfAsia]

Can’t wait !

[Tibo @thsottiaux]

We built the Codex App with models that were okayish at front-end.

Wait to see what we can do when we finally improve front-end capabilities significantly in our models. That day will be something.

[Sailing Thoughts @NeptuneOfAsia]

😂

[kanav @kanavtwt]

Day 1 of vibecoding

[Sailing Thoughts @NeptuneOfAsia]

What does China not fake ?

[🇨🇳XuZhenqing徐祯卿 @XueJia24682]

✨🇨🇳Huawei puts a private cinema into its electric car.

The car is banned in the United States.

[Clash Report @clashreport]

Italy's Meloni responds to Trump:

President Trump, these constant, unprovoked attacks are senseless. As for my popularity, being your friend certainly has not helped it, nor does it depend on my relationship with you.

My popularity depends on my ability to defend Italy’s national interest, and that is exactly what I have always done. That is also what I did regarding the American military bases in Italy. Their use is governed by agreements that we have always respected, and that cannot be violated as long as I am Prime Minister.

Italy remains a sovereign nation. In any case, my popularity is none of your concern. I suggest you focus on yours.

[MatLab crashes @memecrashes]

aren't you concerned that the left window is going at like 270km/h and the right window only at like 50km/h?

[Asaduddin Owaisi @asadowaisi]

Vivek Agarwal is the first Indian to have been elected Vice President of FATF,what @narendramodi government must do is to bring back Pakistan in Grey List.
USA list of TRF is of no real use,UN listing is needed of TRF,Modi government should have & must have tried to list ISI also ,we must remember the Red Fort suicide blast of November 2025.

[Sailing Thoughts @NeptuneOfAsia]

Zoho has been mind blowing for my organisation. Last year we made the switch to Zoho from Google and we haven’t been missing out on anything, in fact productivity has increased.

[Sridhar Vembu @svembu]

Our teams have worked very hard on Mail infrastructure.

Quoted below: customer praise for Zoho ZeptoMail which is our transactional email platform.

We are applying these capabilities to broader instant messaging area as well.

Thank you Sandeep 🙏

[Parth Monish Kohli @Pmkphotoworks]

Perhaps the biggest problem with iPhone and iOS is the lack of a universal back gesture.

You cannot swipe from right to left to go back. You either press a button in the top left corner, or swipe from left to right depending on the app. Such a pain in 2026.

The worst part is that iOS users do not even realise what they are missing out on, because they have never experienced the convenience in the first place.

[The Better India @thebetterindia]

A movie set brought them together. Love made them stay.

When Amin Hajee met Charlotte during the shooting of Lagaan, few believed their cross-cultural romance would last. But 25 years later, they’ve built a beautiful life filled with love, adventure, and two daughters.

Their story is a reminder that lasting relationships aren't built on similarities alone—but on trust, respect, and choosing each other every single day. ❤️

#LoveStory #RelationshipGoals #InspiringStories #FamilyValues #Lagaan

[cross Cultural Love Story, Long Lasting Marriage, Lagaan Love Story, Inspirational Relationship, Lagaan]

[Firstpost @firstpost]

A group of Malaysian tourists has sparked international outrage after videos allegedly showing them mocking Chinese locals over body odour and public behaviour has gone viral. Watch the full report.

[Akis Evangelidis @AkisEvangelidis]

A lot of you have been asking when the next CMF phone is coming and as always we'd rather be transparent.

CMF Phone 2 Pro was a product we were incredibly proud of. It even won Budget Phone of the Year from MKBHD and the response from all of you made it even more special.

We were working on a successor but with memory prices where they are right now, we can't build a phone that feels like a genuine step forward at a price that makes sense for CMF. As a result, we've decided not to launch a new CMF phone this year.

We'd rather be upfront about that than ship something we're not proud of.

That said, there's still a lot to look forward to from @cmfbynothing for this year. We have several new products launching as well as some entirely new categories. More on that soon!

Oh and the smartphone launch season at Nothing isn't over yet. More to come. Soon. 😏

Stay tuned ✌️

[Shiv Aroor @ShivAroor]

RIP Daveigh Chase.

Famous as the 9-year-old who crawled through a TV screen and terrified a whole generation as Samara Morgan in The Ring.

Died of sepsis from meningitis. Was admitted to a hospital in LA fully malnourished. She was 35.

[Kirti_Searches @Kirtimm_]

Hype so dead.. they literally had to reveal the cameo surprise in the trailer itself😭🙏

[The Straits Times @straits_times]

Android users lose at least $69,000 in less than 3 months to malware scams targeting seniors https://t.co/nCtCet8C7U