brookschaaf

Owner,

[brookschaaf @brookschaaf]

https://t.co/mWb6530rFE

[Barry Schwartz @rustybrick]

Microsoft says LLM web does reduce clicks and website visits, in a presentation by James Murray from last week https://t.co/UVkTDXfHLk via @natzir9

[brookschaaf @brookschaaf]

@glenngabe It seems fair to say that we can recognize blue-link search is its own modality, which means its a permanent pattern of information processing and absorption, like books, radio, and Twitter.

[brookschaaf @brookschaaf]

@lilyraynyc A spiteful activist action to a disfavored administration?

[NOBUNAGA🇯🇵🏯_夏樹蒼依 @japan_nobunaga]

I ordered one pancake in America. The waitress wrote it down and said, "one short stack."

Short. I am a small and humble man. A short stack sounded perfect for me. I waited with a calm heart.

She returned carrying three pancakes, each the size of my face, stacked into a tower, with a block of butter on top sliding down the sides like slow lava.

This was the short one. I did not dare ask what the tall one looked like. Some knowledge a man is not ready for.

I ate for forty minutes. I was not full. I was afraid. The tower did not shrink. I am fairly sure it was growing back faster than I could eat it.

I had to surrender. I left half. In Japan, leaving food is a deep shame. So I leaned in close and apologized to the pancakes directly, in a low voice, one by one.

The waitress asked if I wanted a box. I did not know food could be taken into custody. I declined. I did not want it following me home.
In America, is the short stack truly the small one?
I need time to prepare my spirit before I ever face the tall one.

[brookschaaf @brookschaaf]

A foreign court but worth considering the argument and its outcome.

[TechCrunch @TechCrunch]

Founders seize on Indian court ruling to revive criticism of Google’s ad business https://t.co/M4ZtbjRGm5

[Sam White @SamWhiteTky]

Future people will look back on current discussions about LLMs being conscious in the same way that we look back on Victorians discussing whether the telephone could be used to contact the spirit world.

[brookschaaf @brookschaaf]

https://t.co/ij1vQ0Dk5w

[brookschaaf @brookschaaf]

@twigletsahoy @aakashgupta Ha, appropriate reply.

[brookschaaf @brookschaaf]

Just saw an article about a personal recording and transcription device called Bee that Amazon bought. It made me wonder if society won't come up with a legally-binding off command people can speak at the beginning of a conversation.

[brookschaaf @brookschaaf]

@drmicheleross Before too long, Facebook itself will be scraped in a new way.

[brookschaaf @brookschaaf]

One wonders if this is sacrifice is worth it, if for no other reason than the likelihood of circumvention for critical content.

[Dinesh Agarwal @DineshAgarwal]

As per Cloudflare, 8% are blocking Google, sacrificing their appearance in search results rather than scrapping by Agents

As painful for Google as it is for websites that rely on it.

Will need a balance economic grounding else web will soon be closed
https://t.co/GG2xDVFSqE

[brookschaaf @brookschaaf]

@glenngabe If his commentary can so readily be duplicated, what is the value of a digital twin over a standard AI analysis?

[brookschaaf @brookschaaf]

@edwardeachday Neat idea but I don’t recall ever having seen this in the wild.

[Mysk 🇨🇦🇩🇪 @mysk_co]

On iOS and macOS, WhatsApp stores chat databases unencrypted in an app group container accessible to apps from the same developer. So all Meta apps on the same iPhone (e.g., Facebook) can read WA chats in plaintext without permission, and users wouldn't be notified. Demo👇

[brookschaaf @brookschaaf]

This is some next level marketing. How did they even think of this?

[Right Angle News Network @Rightanglenews]

Spencer Pratt has launched a campaign where filthy Los Angeles streets are power washed using a stencil reading “imagine if the streets were this clean.”

Imagine letting the streets get so dirty under your leadership that your opponent can use them as a billboard.

[brookschaaf @brookschaaf]

RSS juxtaposition.

[brookschaaf @brookschaaf]

I feel duped. This now reminds me of the claim that cows require a gazillion gallons of water because they count the rainfall on the pasture. Not that’s there aren’t other reasonable concerns.

[Kane 謝凱堯 @kane]

This is the author who thrust AI water hysteria into the mainstream by overestimating data center water use by 100,000% in her book Empire of AI by mixing up units.

She is a source of wild misinformation. Imagine writing an Econ book on the premise that minimum wage is $7,250/hr

[Hedgie @HedgieMarkets]

🦔Fortune published a piece this afternoon connecting Microsoft and Uber's AI cost overruns to token economics, with a headline that lands hard: "Microsoft reports are exposing AI's real cost problem: Using the tech is more expensive than paying human employees." Underneath those headlines, the unit economics tell the story. OpenAI is projected to lose $14 billion in 2026, spending roughly $2 for every dollar of revenue it brings in. Anthropic is in a similar position with break-even not projected until 2028. GPU rental prices for Nvidia's newest Blackwell chips jumped 48% in just two months. OpenAI's response was to close a $122 billion private funding round at an $852 billion valuation, the largest in history.

My Take
The token pricing story is really an IPO timing story. OpenAI, Anthropic, and xAI all need to go public in the next 18 to 24 months because the private market cannot keep absorbing burn rates like these indefinitely. Public markets do not accept "we will figure it out" as a line item on an S-1, they require disclosed unit economics with a credible path to profitability and a date attached. That deadline is why the price increases are happening now rather than next year. The labs need to show declining loss curves before the filings hit, and that means enterprise customers have to start covering more of the actual cost regardless of whether the productivity math holds on their end.

Every token bought over the last two years was effectively subsidized below cost by venture capital and hyperscaler cross-subsidies, and that subsidy has a hard deadline. Uber publicly admitted burning through its entire 2026 AI budget in four months, and CFOs at major enterprises are starting to flag the same pressure. The labs cannot keep losing $2 per dollar of revenue once they file public statements, so the cost transfer to customers accelerates from here. For investors, the question is not whether these companies are valuable. They clearly are. The question is who absorbs the difference between what enterprises can budget and what the models actually consume between now and 2028, and right now the answer is the hyperscalers funding the buildout. That is why I have been watching Microsoft and Amazon capex commentary more closely than the lab announcements themselves.

Hedgie🤗

Link: https://t.co/S2oIgUSijV