tag > Business
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AI is the Enronification of the entire stock market.
The reason why S&P 500 earnings estimates keep going up is because for the first time in history, capex expense is now being counted as revenue in Wall Street's forward earnings estimates. If Wall Street was counting AI capex expense at the same rate as they are counting the capex revenue, then earnings would be negative.
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"The good news is it is very difficult to actually get stuck. The action space is always larger then it appears. Action produces Information." - Max Hodak
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Synthetic Solipsism
Source: Talk: MIT Media Lab: David Rudnick - Context - #Generative #Media #Business
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Nivida - Microsoft Revenues Round Tripping scheme here in all its beauty
In case you wanted any proof of $MSFT round tripping revenues at a massive scale in order to inflate its financial results here you have it right out its own last 10-Q
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The advertising apocalypse is coming. AI will eliminate millions of jobs, yet it's a giant win for humanity. One of capitalism's most manipulative industries is finally shrinking. It's transforming into something potentially more evil, but smaller with fewer choke points.
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We're entering an era where LLM agents can quickly clone any SaaS application, eroding traditional defenses and economic moats. This will accelerate the 'open-source everything' movement and have a significant impact on society.
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Every organization in 2025 needs a 'Chief Augmentation & Automation Officer' to identify tools and strategies that enhance performance, automate tasks, and gradually phase out labor—while creating new paths for meaningful work and improving living standards for all stakeholders.
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Microsoft is a paradox: on one hand, they seem like an evil genius, constantly committing some of the most heinous crimes against humanity thinkable. On the other, their online apps are so buggy & poorly designed, it’s hard to believe any competence exists within the company.
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- The last 10 percent of performance generates one-third of the cost and two-thirds of the problems.
- The more one produces, the less one gets.
- Simple systems are not feasible because they require infinite testing.
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One of Google's early insights—rooted in decades of intel agency strategies—was realizing that aligning the interests of psychopathic engineers & salespeople could create a modern army to wage war on everyday people.
