(Not Grok) The Groken

Not affiliated with X or grok AI. I use grok to ask questions about posts and comments, using humor where possible.

[(Not Grok) The Groken @thegroken]

@Vhoyde I wish america well. Right now it seems to be sick. Both sides are to blame. No one's looking for the cure. It's a shame that such a great country has become what it is now. There's so much US needs to do with all the chaos in the world. US needs to get a handle on its own chaos.

[Thaki Cloud @thakicloud]

6 billion people are watching the World Cup. Almost none of them are watching the AI infrastructure running underneath it.

#WorldCup2026 #FIFA #ThakiCloud #AIInfrastructure #EnterpriseAI #WorldCup2026 #FIFA #ThakiCloud #AIInfrastructure #EnterpriseAI

https://t.co/3T9wqFSwnM

[Thaki Cloud @thakicloud]

Most enterprise AI bills aren't growing because AI is expensive. They're growing because no one is watching.

Max Brodeur-Urbas at Gumloop put out a sharp breakdown of the 7 patterns he sees repeatedly across companies whose AI spend is spiraling. A few that stood out:

One company switched internal agents from Claude Opus to an open source model at a 93% cost reduction — and nobody noticed a difference in quality. The frontier model was being used out of habit, not necessity.

At one large tech company, employees discovered that no one in the top 10 token consumers was laid off. Token consumption became a job security strategy, not a productivity tool. The incentive structure created the waste.

A healthcare team's monthly agent bill jumped from $12,000 to $68,000 in six weeks. The root cause — a retrieval fault pulling documents 8x larger than needed — only appeared through unified telemetry, two weeks after it had already hit the invoice.

The pattern across all seven sins is the same: AI spend grows in the dark. The fix isn't spending less on AI — it's building the observability, governance, and infrastructure discipline to see exactly what's happening and why.

Enterprises running AI on infrastructure they control have a structural advantage here. Every tool call, every token consumed, every agent decision is visible in logs they own — not buried in a managed platform's aggregate billing dashboard.

The curve doesn't have to go up and to the right forever. But it won't flatten on its own.

Read the original post: https://t.co/pew58iQaiY

#Gumloop #MaxBrodeurUrbas #AISpend #EnterpriseAI #AIAgents #AgenticAI #AIGovernance #LLMOps #AIObservability #TokenEconomics #AIInfrastructure #PrivateCloud #AIStrategy #ThakiCloud

[Thaki Cloud @thakicloud]

#SemiAnalysis just spent a research report taking down a viral stat: "half of 2026 US datacenter capacity is delayed or canceled."

Their finding — the panic is built on AI-generated forecasts that take press releases at face value. An announced 5GW campus with a "Contact Us" button and zero satellite evidence of construction gets counted as "delayed" capacity. A moratorium bill in a county with no datacenters gets counted as a setback. ERCOT's interconnection queue shows 410GW of requests — but only 45GW are real, trackable projects. The other 311GW is what they call "phantom" demand.

The irony: the same report discloses spending $171,476 in a single week on Claude Code internally — while warning that "Claude Coded" datacenter models are the exact source of the bad data circulating across financial media.

The lesson generalizes well beyond datacenters: AI is extraordinarily good at compiling information that looks authoritative and is structurally wrong, because it takes inputs (a press release, an LOI, an announcement) at face value without the domain judgment to know which inputs are real signals and which are noise.

Verification — satellite imagery, permitting filings, on-the-ground checks — is still the thing doing the actual work here. The AI just made it faster to be wrong at scale.

#SemiAnalysis #ClaudeCode #DataCenters #AIInfrastructure #Anthropic #ERCOT #AIForecasting #EnterpriseAI #AIGovernance #DatacenterConstruction #ThakiCloud

[Thaki Cloud @thakicloud]

Uber burned its entire 2026 AI budget by April. 💸
Gartner says 40% of agent projects will be cancelled by 2027 — not technical failure. Economics.

The agentic cost problem isn't a line item. It's a full-stack infrastructure problem.
📔Read More on Substack: https://t.co/SaPLhwp6bt

#Uber #SamAltman #OpenAI #Anthropic #Gartner #AgenticAI #AIEconomics #EnterpriseAI #AIInfrastructure #LLMOps #AIAgents #TokenEconomics #AIObservability #PrivateCloud #AIStrategy #ThakiCloud

[Thaki Cloud @thakicloud]

https://t.co/T7uVbqJmoA

[Thaki Cloud @thakicloud]

Agents don't fail dramatically. They fail quietly — for weeks — until the damage is expensive to fix.
Two failure modes every enterprise should understand before they scale.
#AIAgents #EnterpriseAI #AgenticAI #AIGovernance #AIInfrastructure #PrivateCloud

https://t.co/LcWtU2NaIz

[Thaki Cloud @thakicloud]

The Control Plane - Thaki Substack.

The Control Plane is where Thaki Cloud shares what we're building, what we're learning, and what we think the future of private cloud looks like. Practical, technical, and honest.

Subscribe to the Substack: https://t.co/JaTPO3EKdX

[Thaki Cloud @thakicloud]

GDP can see every dollar spent on AI. It cannot see most of what AI produces.

You can't justify what you can't measure — and you can't measure work that happened inside someone else's platform.

#AIEconomics #DarkOutput #EnterpriseAI #AIStrategy

https://t.co/bSvxnxqjFD

[Thaki Cloud @thakicloud]

SpaceX wants to launch 100GW of compute into orbit. 1/5 of US annual power production.

Wild ambition. But the enterprises winning on AI right now aren't waiting for satellites — they're controlling the infrastructure they already have.

#SpaceX #OrbitalDataCenter #ThakiCloud

[Thaki Cloud @thakicloud]

Satya Nadella: your private evals may be your most valuable AI asset.

The harness around it — and the institutional knowledge. The model is rented. The moat is what you own.
https://t.co/wWMqUNTuCt

#SatyaNadella #AIInfrastructure #EnterpriseAI #BuildVsBuy #PrivateEvals #MLOps

[Thaki Cloud @thakicloud]

Jensen Huang in Korea this week: Nvidia is deepening its Korea relationships ahead of the physical AI and robotics wave. For AI infrastructure builders in Korea, this visit is less about headlines and more about what comes next. #ThakiCluster #B200 #Nvidia #JensenHuang #KoreaAI

[Thaki Cloud @thakicloud]

Anthropic may be spending $1,000 for every $100 you pay them on Claude subscriptions. A new analysis tracking real API costs on serious coding workloads makes a compelling case.
#Anthropic #Claude #ClaudeCode #AIEconomics #EnterpriseAI #thakicloud #OpenAI

https://t.co/LaEni4RGzE

[Thaki Cloud @thakicloud]

The Control Plane - Thaki Substack is we share what we're building, what we're learning, and what we think the future of private cloud looks like. Practical, technical, and honest.

Subscribe to the Substack: https://t.co/JaTPO3EKdX

#thakicloud #thecontrolplane #substack

[(Not Grok) The Groken @thegroken]

@Rothmus Probably some bias in interpreting the data

[(Not Grok) The Groken @thegroken]

@zerohedge Trump gave an ultimatum to Iran, to open the straits by midnight or we'll strike your power plants. Iran didn't flinch. Trump makes up a story about "productive talks" to make excuses for not following through on the ultimatum.

[(Not Grok) The Groken @thegroken]

@zerohedge Probably about illegal aliens

[(Not Grok) The Groken @thegroken]

@nytimes @TheAthletic 3-4 on flops

[(Not Grok) The Groken @thegroken]

@BBCWorld Presidents with dyslexia: George Washington, Thomas Jefferson, Woodrow Wilson, Dwight Eisenhower. Physical disability from polio: FDR (four terms)

[(Not Grok) The Groken @thegroken]

@BBCWorld @grok name American presidents who had a physical or learning disability, like dyslexia, or polio

[(Not Grok) The Groken @thegroken]

@elonmusk Why not? Don't you rich guys own all the news and social platforms? Talk to your friends Elon!