DonTheDeveloper

Fullstack Software Engineer (TypeScript) | Learning Godot & Blender | DevOps & Homelab Hobbyist | Anti-AI Slop

[DonTheDeveloper @thedonofcode]

@unusual_whales Oh hell no!

[DonTheDeveloper @thedonofcode]

@TimSweeneyEpic I mean, you could have some empathy for his wife in all of this. But if you've already tossed most of your integrity in the trash, I guess what's the point, right?

[Bull Theory @BullTheoryio]

This is the scariest chart for AI investors right now.

The AI buildout was funded with cheap debt. That cheap debt is about to run out.

Starting next year, data center builders have $13.4 billion of debt coming due, per BloombergNEF.

Refinancing it at today's rates means paying 2.85 percentage points more in interest, adding at least $380 million in extra costs.

That is just the first wave.

The companies renting out AI chips, like CoreWeave and Nebius, have $49 billion due from 2030 to 2032.

Lenders are already pulling back.

CoreWeave's 2032 bonds now yield above 16%, and the 10-year Treasury yield is back above 5%.

So the AI industry will have to refinance hundreds of billions in debt, backed by chips that lose value every year, at the highest rates in decades.

If lenders are this worried now, who is going to refinance all of this?

[DonTheDeveloper @thedonofcode]

@jonzzy Are you sure that's not just an Olympus player who hasn't gotten their guild invite yet?

[DonTheDeveloper @thedonofcode]

I've spent the last few years over complicating the infrastructure for several web apps which never even saw the light of day. It was just fun and worked my mind in all the right ways.

Over the last year, the AI slopocalypse has killed my joy for over-engineered solutions. Maybe, that was the hidden agenda of AI bros all along. If so, well done.

I've settled on Astro for my next web app. It's honestly a breath of fresh air.

[DonTheDeveloper @thedonofcode]

@wagslane This actually made me laugh out loud

[DonTheDeveloper @thedonofcode]

After tonight, you're likely to see more regulatory pressure on data center infrastructure in 2027. More hearings. More investigations. Etc.

And if you think people can just use local models instead, you're absolutely coping. Most people cannot drop tens of thousands of dollars just to run a semi-useless model that doesn't even come close to frontier models.

Don't expect the US government to bailout OpenAI and Anthropic. And you may want to rethink your strategy to pivot to Chinese models if you think their current prices and capabilities will remain worth it as the effects of their stock market bubble bursting set in.

AI bros, learn a real skill or get left behind ♥️

[DonTheDeveloper @thedonofcode]

And the pendulum swings again.

[DonTheDeveloper @thedonofcode]

Soon 🥹

[WoW Gold @WoWGoldChain]

this feeling..

[DonTheDeveloper @thedonofcode]

@OvileeMay but why a cow

[DonTheDeveloper @thedonofcode]

If you want change, don't forget to vote!

[DonTheDeveloper @thedonofcode]

@itchio @andrewhoyer

[DonTheDeveloper @thedonofcode]

@Pirat_Nation Imagine having to write your own code and whining about it.

[DonTheDeveloper @thedonofcode]

@NyceGamingYT Man, this could have been such a fun, silly meme. I wish he would have just ran with it and stuck with WoW.

[DonTheDeveloper @thedonofcode]

In all of my years online, NOT A SINGLE person ever used an em dash in their DMs to me or comments on my content until generative AI got popular.

No, you did not write that em dash filled email or message. I'm not going to read it. The only time I ever enjoy talking to a bot is when I dump the rest of my credits "abusing" Dario's side-girlfriend, Claude.

[DonTheDeveloper @thedonofcode]

First attempt at pixel art 😅. It was fun though!

[DonTheDeveloper @thedonofcode]

AI bros are so desperate to try and show you how perfect their "creations" are that they completely lose the plot. Imperfection from HUMANS is what people connect to. That's where brand loyalty is built - through the stories of the people behind these imperfections.

[DonTheDeveloper @thedonofcode]

@firefox This is just the right amount of cheesy.