ToastEsq

[ToastEsq @ToastEsq]

@RobinhoodApp You do not listen! You set up barriers so you don’t have to fix anything! You copy/paste all responses.

[ToastEsq @ToastEsq]

@ShanuMathew93 @BuffaloBillCo I think the important takeaway is perhaps most organizational work does not require intelligence but rather adherence to systematic processes.

[ToastEsq @ToastEsq]

@RobinhoodApp Thnx

[ToastEsq @ToastEsq]

@RobinhoodApp WARNING: do NOT trust Robinhood with your crypto. If something goes wrong, they’ll lock it up and support will refuse to address it. Currently experiencing this myself. Spent 30 hours trying to get the issue resolved, met only by copy/paste emails from “supervisors”. TRASH.

[ToastEsq @ToastEsq]

@Reye2941 @RobinhoodApp Run dude. These guys will lock your withdraw or transfers for no reason, and claim you were doing some illegal off shore gambling, but then don’t provide any evidence or support for the claim, and just hope you go away. Nobody with crypto should trust Robinhood.

[ToastEsq @ToastEsq]

Alright @vladtenev @RobinhoodApp @AskRobinhood the definition of insanity is the doing the same thing and expecting different results. I’m sick of the copy/pasta email with the same nothing burger automated answer. Platform is fine, but the CS 🤮. Moving back to @coinbase @River.

[ToastEsq @ToastEsq]

@AskRobinhood @RobinhoodApp @vladtenev I have never made a single transfer out of my account. I’ve sent emails, started a million chats, sent messages on X, and wasted so many hours trying to connect with someone at RH with the authority to tell me the supposed “violation” over the last week. This must be an error so im trying to be patient, but my trust is getting cooked every day that passes with the same copy pasta response “this is [John/Fatima/Patrick/Mia/etc] we appreciate you reaching out, we cannot tell you anything, and this decision is final.” Are there any real humans at RH that can help get to the bottom of this? I’m very close to moving completely away from RH.

[ToastEsq @ToastEsq]

@AskRobinhood @RobinhoodApp @vladtenev I have never made a single transfer out of my account. I’ve sent emails, started a million chats, sent messages on X, and wasted so many hours trying to connect with someone at RH with the authority to tell me the supposed “violation” over the last week. This must be an error so im trying to be patient, but my trust is getting cooked every day that passes with the same copy pasta response “this is [John/Fatima/Patrick/Mia/etc] we appreciate you reaching out, we cannot tell you anything, and this decision is final.” Are there any real humans at RH that can help get to the bottom of this? I’m very close to moving completely away from RH.

[ToastEsq @ToastEsq]

@KassandraKuehl lol wym, white girls do the same thing in wayzata

[ToastEsq @ToastEsq]

@rossium > 50%

[Hedgie @HedgieMarkets]

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.

My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.

This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.

Hedgie🤗

[Rihard Jarc @RihardJarc]

A MUST-read interview with a Siemens employee explaining just how high demand is for energy equipment right now because of AI:

1. The whole situation is shocking even for people who have been in the business for 40 years. They are getting orders that are double the size of what their entire factory can produce in a year.

2. Demand is so high in the last 5-8 months that they don't need to convince or send any analysis (such as CO2 emissions, etc.) to clients because they just want the equipment, because there's so much backlog that they just want to catch the order.

3. Decisions are being made very quickly by clients; the backlog for some of the energy equipment companies is 5-6 years. For transformers, the situation is even more difficult.

4. He mentions that right now, data center builders do not care about sustainability; they just want power at any expense, reliable power. They say they will think about sustainability later.

5. The orders have gone from previous 20-30 MW orders to now 200-500 MW units. Customers have previously wanted to get equipment from different OEMs, but now they prefer an integrated standardized solution.

6. An interesting dynamic is that even though the data center requires 100 MW, the builders are buying N+1 units of gas turbines (so more than just for 100 MW) as backups, as well as having more energy capacity, as they believe they will continue to grow that data center.

7. He does believe there is some double booking going on on transformers and switchgears because of extra-long lead times.

8. Everyone is trying to reduce PUE, and water use effectiveness, but even after improving, they just use the same power to run more compute.

9. The problem is also liquid cooling, as it is expensive, and water availability in many regions is a problem.

10. Margins on equipment in the sector have gone from 4-6%, where they were 2-3 years ago, to 20-23% and in some cases even 40%. The data center builders know the margins are high, but they are fine with it because they just want to get it.

found on @AlphaSenseInc

[ToastEsq @ToastEsq]

@KobeissiLetter Lock em up!!!!!

[Chey Cab @CheyCab]

This summer 9 of the 17 generators at Hoover Dam are going to be offline because water levels will be critically low.

And by Fall Lake Powell won’t be putting out any power because the water levels will be too low. At a time when data centers… need water + power

[ToastEsq @ToastEsq]

@WhiteHouse Boomers are so cooked. Congrats on the early midterm loss.

[ToastEsq @ToastEsq]

@HodlMagoo @WOLF_Bitcoin_ @grok Nah, but it’s working ftm tho.

[ToastEsq @ToastEsq]

@mikaelahcarter @NinaPanickssery Learn from the best!

[ToastEsq @ToastEsq]

@factpostnews You dumb fuck. The entire family tree is still working.

[Chris Brunet @chrisbrunet]

zoomers and millennials just want houses and families man

[Steven Nekhaila @StevenNekhaila]

The old two parties are two wings of the same bird