Web12

Trillions into the worst financial crisis in American history. No return.

We’re 4 years into what will soon be the largest default crisis in history, and not a single company outside of semiconductors has benefited from Ai.

The data centers and hyperscalers are hemorrhaging cash and drowning in debt.

The LLM are illiquid with no sustainable path forward due to having to subsidize all of Ai to the point profitability is mathematically unachievable.

The end user has never proven a productivity gain above the cost of labor in an even still subsidized usage based model.

Trillions into the worst financial crisis in American history. No return.

We’re 4 years into what will soon be the largest default crisis in history, and not a single company outside of semiconductors has benefited from Ai.

The data centers and hyperscalers are hemorrhaging cash and drowning in debt.

The LLM are illiquid with no sustainable path

WordPress’d from my personal iPhone, 650-283-8008, number that Steve Jobs texted me on