DSHR's Blog

In Eating The Seed Corn I wrote about AI's destruction of entry-level jobs. But Karen Weise's Microsoft Offers Buyouts to 60,000 E...

Source Barry Ritholtz posted this up-and-right chart , which is a classic of exponential extrapolation. Given the difficulty, delays, and c...

Laying dark fiber Stealth Communications CC-BY-SA Wikipedia's Dark Fibre article starts: Dark fibre originally referred to the poten...

In Downgrades and Competition For Capital I discussed how AI's insatiable appetite for funds was raising interest rates not just for A...

Exhibit 1 The same day I posted Downgrades Peter Oppenheimer et al from Goldman Sachs (GS) weighed in on the same topic with Competition ...

10-year Treasury yield Recently, interest rates for government debt have been rising worldwide. As I write the yield of the 10-year US trea...

The Village Idiom explains: In the idiom "eat one's seed corn", the phrase refers to consuming or disposing of valuable res...

Estimates are that, to justify the AI platforms' enormous capex plans, by 2030 they need to be generating around $2T/year in revenue . I...

Whisky Still The original function of a Web server was to respond to queries by revealing the appropriate part of their internal data. This...

Elon Musk is the world champion of totally implausible projections, and Kim Khan reported on a personal best in SpaceX sees total addressab...

I have been a small part of the chorus of voices critiquing the AI bubble that I described in Portents Of Doom . But what if we're wron...

Divine, Pink Flamingos Wikipedia defines Coprophagia as "the consumption of feces". Since " brevity is the soul of wit...

A year ago in The Back Of The AI Envelope I pointed out that the AI platforms were running the drug-dealer's algorithm, "the first...

Source Back in February I posted The Kessler Syndrome , which also included a brief section mentioning the impacts of the proposed megacons...

Once again I attended most of the library of Congress' Designing Storage Architectures workshop remotely. I apologize for the delay in p...

J.P. Morgan hits photographer with cane This is just a brief post to explain to my old boss, Eric Schmidt , why he and his ilk are getting ...

Source This is the promised follow-on to Flooded Zones Part 1 , which discussed the Distributed Denial of Service (DDoS) attack being mount...

Tom Cowap CC-BY-SA 4.0 Three years ago in Flooding The Zone With Shit , my first post on the AI bubble, I wrote: My immediate reaction to...

Source Around twelve years ago, Google figured out the fundamental problem facing Tesla's Fake Self Driving. Almost nine years ago in R...

Source I, for one, welcome our new insect overlords Kent Brockman in " Deep Space Homer ", The Simpsons In recent...