Chris Highfill

KC Kid in Colorado

[Pranav Sriraman @PranavSriraman]

Patrick Mahomes liked this

[Architect NLA @one_miloo]

Learn how to Install a deck and common deck failures.

BAS Renovations

[Tom Mars @TomMarsLaw]

A super majority of the Big 12 directors (schools) already have almost unlimited discretion to sanction Texas Tech. What’s more, they also have the authority to amend the Big 12 Bylaws at any time to specifically require the immediate suspension or dismissal of any school which knowingly plays an athlete who has admitted to placing bets on his own team.

[Bull Theory @BullTheoryio]

🚨 THE ENTIRE AI BOOM MIGHT BE BUILT ON FAKE REVENUE.

Latest corporate filings show that OpenAI and Anthropic alone make up over half of the entire $2 trillion future cloud backlog held by Microsoft, Oracle, Google, and Amazon.

This massive pipeline is actually being created through a circular accounting trick called a round trip revenue loop.

But how it works ?

A tech giant gives billions of dollars to an AI startup as an "investment". But hidden in the contract is a strict rule forcing the startup to hand that exact same money straight back to the tech giant to rent their computer servers.

Look at the documented case of Microsoft and OpenAI.

When Microsoft invested $13 billion into OpenAI, it didn't just give them cash; it gave them "cloud credits" to use Microsoft servers. OpenAI used those exact credits to train its AI models, and Microsoft then turned around and recorded that server usage as brand new "cloud revenue" from a customer.

The tech giant is literally paying itself with its own money and calling it a sale.

This is why OpenAI’s annual cloud bill has ballooned to over $60 billion, double its actual revenue of $25 billion, kept alive solely by this recycled funding loop.

Anthropic runs the exact same play, spending $2.66 billion on Amazon Web Services in just nine months, which was basically 100% of all the money it earned at the time.

This manufactured demand triggers a second accounting trick where tech giants book massive paper profits. Every time a startup gets a higher value from a new funding round, the tech giant updates the value of its investment on its books and counts that unearned paper gain as direct profit.

In Q1 2026, Alphabet reported a record $62.6 billion profit, but $28.7 billion nearly half, was just a paper markup on its Anthropic investment. In the same quarter, Amazon reported $30.3 billion in profit, but $16.8 billion of it was just an Anthropic paper gain.

While Amazon reported record profits, its actual free cash flow collapsed 95% to just $1.2 billion because it had to spend $44.2 billion in real cash to build physical data centers.

This has created a massive danger where these giant companies rely heavily on just one or two unstable startups. Microsoft has 49% of its $627 billion future backlog tied to OpenAI, while Oracle has an incredible 54% of its entire $553 billion pipeline relying on OpenAI alone.

This perfectly mirrors the 2001 dot-com crash when Global Crossing and Qwest Communications swapped identical fiber-optic network capacity with each other just to book fake sales.

Qwest had to erase $1.4 billion in fake income, and Global Crossing went completely bankrupt.

The only difference is that the dot-com swaps were illegal, but today's AI loop is fully legal under current accounting rules.

This legal loop inflates tech company stock prices, forcing automatic retirement accounts and index funds to buy even more of these tech stocks. It is a self feeding loop where investments, sales, and stock prices all go up on paper without the AI technology ever making real cash profits.

[Chris Williamson @ChrisWillx]

https://t.co/JpFKEpWNOY

[Mo @atmoio]

Microsoft accidentally told the truth about AI

[Mo @atmoio]

AI is struggling to take our jobs

[NCAA News @NCAA_PR]

NCAA sues DraftKings for trademark infringement. https://t.co/d6lrF7RlYd

[Jason Logan @CoversJLo]

🪄MARCH MADNESS MAGIC FORMULA🏆

Top 21 Off Eff + Top 37 Def Eff + Top 12 WK6 AP Poll = National Championship

That formula has fit the last 21 title winners. Will it work for these teams?

Current Off Eff/Def Eff and Week 6 ranking:

Duke +325: OFF 4/DEF 1/No. 3
Michigan +340 : OFF 5/DEF 2/No. 2
Arizona +450: OFF 8/DEF 3/ No. 1
Houston +1000: OFF 14/ DEF 6/No. 7
UConn +1600: OFF 20/DEF 12/No. 5
Purdue +4000: OFF 2/ DEF 32/No. 6
Louisville +10,000: OFF 17/DEF 26/ No. 11

[Jesse Newell @jessenewell]

KU's adjusted efficiency ranks by season
2024-25: 52nd offense, 11th defense
2025-26 (through March 3): 54th offense, 9th defense

[Chris Highfill @ChrisHighfill2]

RT @M_Vernon: Jacque Vaughn had 1 tech in 6 seasons as an NBA head coach.

[Another KU Burner @KUBurner]

Of course it was Doug Sirmons lmao

[Will Warren @statsbywill]

The 2026 NCAA Tournament begins in just 27 days. Based on the numbers, I'm anticipating a dull(er) Round of 64...and a very exciting Round of 32. New for @basket_review https://t.co/L9cdnIJPWI

[Trung Phan @TrungTPhan]

Amazon’s AI coding assistant may have just pulled off the Son of Anton gag from Silicon Valley: “it’s possible that…the most efficient way to get rid of all the bugs, was to get rid of all the software.”

Taking AWS down for hours (on multiple occasions). Unreal.

[SportsCenter NEXT @SCNext]

"When you get to the NBA, it's a different type of animal you're dealing with."

@DGreen_14 weighs in on Darryn Peterson's lack of availability this season, and what that could mean for his future in the NBA ✍️

[TNT Sports U.S. @TNTSportsUS]

"If [Darryn Peterson's] gonna get into the NCAA Tournament, and you're gonna load manage... why even be a part of it."

@jamalmashburn, @JalenRose & @coachbrucepearl weigh in on the Kansas star after he sat most of the 2H in tonight's win 🗣️

[First Things First @FTFonFS1]

.@DannyParkins reacts to Darryn Peterson plays only 3 minutes in the 2nd half against Oklahoma State:

"He looks like Kobe. He looks like DeWayne Wade. But if he doesn't love basketball... I need to know."

[Nick Schwerdt @nick_schwerdt]

SVP on Darryn Peterson:

“When the presumed #1 player sits out a home game against undefeated Arizona with the flu after having all these questions and managing minutes throughout the season with other issues, it makes people wonder, not about his talent, but about those intangibles that can’t really be measured”

[Get Up @GetUpESPN]

"If I were a general manager, I would be extremely concerned about Darryn Peterson. ... His talent is unquestionable. It's elite. But I don't feel like he really wants to be there."

—@RealJayWilliams on Peterson's availability this season amid NIL dynamics 👀

[First Take @FirstTake]

"There is no team in hell that should grab Darryn Peterson at No. 1. ... [Peterson] cannot be trusted."

@stephenasmith SOUNDS OFF on Peterson's availability this season 🗣️