MATBEC

[MATBEC @MATBEC4]

@ales_vavra @SpaceX V cryptu je hodne spekulativniho kapitalu. BTC se moc nedari a na druhou stranu polovodice delaji nesmysl. Cast outflow bych hledal i tam

[MATBEC @MATBEC4]

@AkciovyGURU Tak je to porad o tom, zda je to velmi draha banka nebo levny fintech

[MATBEC @MATBEC4]

@MichalSemotan Jak to vidite ohledne VNA? Pri pokracujici valce v Iranu lze spise cekat rust sazeb, coz je klicovy headwind pro ne

[MATBEC @MATBEC4]

@AkciovyGURU Ja nejsem vojensky expert, ale z meho pohledu je ve valce, kde vladnou drony, velka cast jejich portfolia k nicemu. Tohle uz neni jak bitva u Kursku. Na druhou stranu asi pojede na setrvacnost nez se prenastavi armady... Jak se na tuto moznost divate?

[MATBEC @MATBEC4]

@Vantju Navrhoval bych zakazat rezervace a at se o to misto lidi porvou :)

[MATBEC @MATBEC4]

@FU1151959 @gabriela_sva @GreenpeaceCzech Ale tohle je dobry bod. Dan z nezaslouzeneho platu 😅

[Anish Moonka @anishmoonka]

Yesterday Meta told every US employee their computer will now record mouse clicks, keystrokes, and screenshots while they work. All of it goes into training an AI to do their job. In 30 days, 8,000 of these same employees are being laid off.

Reuters got the memo. The wording is the company's own: the recordings will be used to build "AI agents that can perform work tasks autonomously." Reuters also confirmed the May 20 date and the number, 8,000 people, exactly 10% of Meta's global workforce.

Meta is spending $115 to $135 billion on AI infrastructure this year, almost double the $72 billion it spent last year. The entire business only generated $115.8 billion in cash for all of 2025. Meta is now planning to spend more on AI in 2026 than the whole company brings in.

Part of the bill went to a company called Scale AI. Meta paid $14.3 billion for 49% of it last June, mostly to bring in CEO Alexandr Wang. Scale's whole job is to tag and clean the human-written data that AI models learn from. Meta wanted Wang because their old data supply ran dry.

The public internet is almost out of fresh material to feed these models. A group called Epoch AI ran the math and projects the world will burn through its supply of high-quality human-written text on the web somewhere between 2026 and 2032. The industry calls this the "data wall." Google and OpenAI are stuck on the same side of it.

So Meta turned inward, to the most expensive training material money can buy: their own employees doing their own jobs. Mouse movements teach the AI how to move around a screen, click by click. Keystroke logs hand it the exact shortcuts and rhythm an experienced worker uses, the muscle memory of the job. Screenshots show what a finished task should look like. The people being recorded in April are the raw material for the AI that replaces them in May.

This is not just a Meta thing. Amazon laid off 16,000 corporate workers in January. Oracle let go of up to 30,000 of its people, about 18% of the company, on March 31. The cash they saved goes toward $156 billion in AI data centers. The whole pattern across big tech is identical. Record profits and record AI spending, paired with the biggest workforce cuts since the pandemic.

The thing they are building is a software worker that opens the dashboard, reads the numbers, drafts the email, books the meeting, and never needs a coffee break. The training data for that worker is a senior Meta employee doing all of that, on Meta's payroll, one month before their last day.

[MATBEC @MATBEC4]

@janhajekcfa Jako vazne? Jako tady uz fakt neni mozne poznat, co je fake a co realita, pokud ministr USA rekne, ze jsou ruzne zpusoby jak pocitat %

[MATBEC @MATBEC4]

@Nicnevim11 Znamena to tedy redukci ci zruseni pozice v TUI?

[MATBEC @MATBEC4]

@bratricek Nebyt USA mluvime tady bud nemecky nebo rusky. Nechapu takovy blabol…

[MATBEC @MATBEC4]

@JanRuziJan Nemel, ptz DT objevil nove ekonomicke zakony, ktere prepisou ucebnice. Navic graf je urcite z dilny lidi, kteri nesnasi krasnou ameriku.

[MATBEC @MATBEC4]

@VojtechPecka Takze kdyz je snizime az na nulu, vzroste o cca dalsich 70%! Meli bychom vse hned vypnout!

[MATBEC @MATBEC4]

@Nicnevim11 Jak se divate na ten navrzeny plan? Z meho pohledu tam jsou body, na ktere nemuze US pristoupit. Jak pocitate s timto rizikem?

[MATBEC @MATBEC4]

@Jirka70972431 @petr_barton Twitterovou bublinu lze jen tezko povazovat za repre vzorek. Lide se ridi tim co vidi a porovnaji to s tim co videli v minulosti. Inflaci nezohlednuji

[MATBEC @MATBEC4]

@horacekpetr22 @kweenolog To je aspon program! Maji i muj hlas😂

[MATBEC @MATBEC4]

@Kicom21 Mozna ze 10/4 znamena 4. Rijna :)

[MATBEC @MATBEC4]

@AkciovyGURU Proc je tedy ta akcie tak levna?

[MATBEC @MATBEC4]

@jarsura Tak cim casteji to rekne tim vetsi ma sanci ze se jednou trefi

[MATBEC @MATBEC4]

@TVranka Taco