Lightnews — Scholar-powered news

Scary Mary Branscombe @marypcbuk.bsky.social · 1h

I'm on iPhone too but 🤷‍♀️

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Scary Mary Branscombe @marypcbuk.bsky.social · 1h

Oracle is betting a whole lot on how well Larry and Trump get on

rev. howard arson @theophite.bsky.social · 2h

i already feel like Meta is a dead company walking, and this doesn't change that unless you believe that people will love slop. Oracle should not be funding this out of debt rather than free cash flow.

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Reposted by Scary Mary Branscombe

rev. howard arson @theophite.bsky.social · 2h

at present, what is happening is that all of the capex out to 2027 is being done in 2025. the idea is that if there are first-mover profits on AI, you can buy them out of free cash flow right now and then pull back on capex if the market for AI is limited.

Sharon @sharonk.bsky.social · 3h

i genuinely do not see how exactly we are going to see all this AI/data center demand work out in the long run? like, thankfully most of investments are with cash not debt, but even then, what exactly is the case for AI investment here?

Blurry TV Headlines @blurrytvheadlines.numbergoup.com · 3h

META BUILDING NEW GIGAWATT-SIZED DATA CENTER IN TEXAS

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Reposted by Scary Mary Branscombe

Praxis Thoughts Haver @praxisprocess.bsky.social · 2h

Also think that "who is dead post bubble burst" is pretty easy to tell. Look for the companies with the most exotic financing vehicles and they are the most fucked. Simple As. FCF spends fine and in this rate enviro, there's not much incentive to take out debt.

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Scary Mary Branscombe @marypcbuk.bsky.social · 1h

I don't want to wishcast but that would be my exact wishcast! only maybe a LOT WORSE for Oracle

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Quantian @quantian.bsky.social · 1h

There are uncertain future profits and certain future losses due to D&A of capex. If these both end up in the same entity it is bad for them, but if you can shuffle the deck so someone else eats the loss (eg, CRWV lenders), then many cos can do very well even if profits are far lower than expected.

Praxis Thoughts Haver @praxisprocess.bsky.social · 2h

Theophite's assumptions are my base case as well: Google and Msft (fine), META (fucked), OpenAI(smoldering crater), Oracle (not fine). Also think companies like Coreweave and Anthropic are also pretty boned. The use case exists, but the business case remains ephemeral because the moats are fake.

rev. howard arson @theophite.bsky.social · 2h

at present, what is happening is that all of the capex out to 2027 is being done in 2025. the idea is that if there are first-mover profits on AI, you can buy them out of free cash flow right now and then pull back on capex if the market for AI is limited.

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Scary Mary Branscombe @marypcbuk.bsky.social · 1h

that was *meant* to have a question mark to indicate that I wonder why you're seeing it and I'm not

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Scary Mary Branscombe @marypcbuk.bsky.social · 1h

I'm not seeing that at all with Tidal

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Reposted by Scary Mary Branscombe

Justin Ling @justinling.ca · 2h

Friendly reminder that Tidal ($10.99) is now cheaper than Spotify ($11.99), delivers better audio quality, pays its artists 2x as much, and generally doesn't allow AI slop.

You can move your entire music library over in a matter of minutes.

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Scary Mary Branscombe @marypcbuk.bsky.social · 1h

fire, strip visas from...

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Reposted by Scary Mary Branscombe

Chris Kluwe @chriswarcraft.bsky.social · 1h

“This is also why we’re trying to fire anyone who made fun of Charlie Kirk or posted his own words verbatim.”

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Reposted by Scary Mary Branscombe

Michael Warren @michaelwarren.dev · 5h

super excited for @lit.dev to be joining the OpenJS foundation!

Kudos to:

@justinfagnani.com
Steve Orvell
@graynorton.bsky.social
Kevin Schaaf
Peter Burns

and any others from the Lit team and community that helped pull it off!

Huge and great news for Lit!

lit.dev/blog/2025-10...

Lit is Joining the OpenJS Foundation!

Lit is officially joining the OpenJS Foundation as an Impact Project!

lit.dev

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Reposted by Scary Mary Branscombe

Rocky Lhotka @rocky.lhotka.net · 2h

This is an excellent article about using #ai to develop software with #dotnet, #copilot, #vscode and #VisualStudio. It mirrors my experiences exactly and has some good guidance about how to be successful with today's state of technology.

medium.com/@alonfliess/...

The State of Code Agent: Are We Ready?

AI agents are everywhere in today’s conversation about software delivery. The narrative is bold: agentic systems will automate most…

medium.com

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Scary Mary Branscombe @marypcbuk.bsky.social · 1h

the only reason the young fash used to be shy about saying this shit out loud was that we made it unacceptable for them to say this shit out loud

grimm ☀️ @mugrimm.bsky.social · 5h

They have 100% always been this way, though notably the transition from helicopter rides and referencing crushing minorities abroad humorlessly transitioned to nazi shit, but like that's basically a new layer of paint instead of a new perspective.

Amanda Marcotte
@amandamarcotte.bsky.social
+ Follow
For those tempted to say Young Republicans have always been this way, they really have not. When I worked on campus and did bipartisan college events after, they were very much not like this.
That's why groups like YCT and eventually TPUSA formed -because Young Republicans weren't radical enough.

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Reposted by Scary Mary Branscombe

Tero Kuittinen @teroterotero.bsky.social · 2h

Unreal… gold up another 1%… Bessent’s wild-eyed plans for government stakes in other publicly traded corporations and government mandated price controls in America are like a slow poison, undermining the markets. Scotty killing the free market system while grinning on my teevee

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Scary Mary Branscombe @marypcbuk.bsky.social · 1h

I don't sell a ton of copies of my short stories on Kindle but I do sell a few; I put a story I was really pleased with on Kobo and I haven't had a single sale

Krista D. Ball: Canada's Snarky Potato @kristadb1.bsky.social · 5h

Everyone: I AM BOYCOTTING KINDLE

Me: cool, will you buy my books somewhere else at least?

*me looking at my sales report* Ah, I guess not.

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Scary Mary Branscombe @marypcbuk.bsky.social · 1h

they should go check if Dave Cutler left any identifying marks in the design for 64-bit instructions he gave them, and then check which team he works in now (one could almost wish for the Cutler of the kicking down doors era)

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Scary Mary Branscombe @marypcbuk.bsky.social · 1h

alt text quote from AMD dissing Microsoft engineers (link to article in reply to quoted skeet)

ah, AMD, so totally unaware of the Microsoft engineers who wrote the 64-bit instructions for the processors they build and handed them over so Intel would have some competition (*allegedly*)

datasuna.bsky.social @datasuna.bsky.social · 14h

savage

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Reposted by Scary Mary Branscombe

Thoth @thoth.ptnote.dev · 6h

Bold words from a company that has been responsible for every single instance of my computer locking up and requiring a forced reboot.

And had to be begged on hand and knee to go make their CUDA alternative work on people's desks.

datasuna.bsky.social @datasuna.bsky.social · 14h

savage

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Scary Mary Branscombe @marypcbuk.bsky.social · 1h

wow, who'd have thunk that paying for engagement gets you a lot of crappy enagement that no one wants to be around

Mark Chadbourn @chadbourn.bsky.social · 2h

TwitterX Head of Product Nikita Bier: “At this point, I think creator payouts does more harm than good—and we need to off-ramp to a different system.”

As any fool saw from the start, engagement farmers sucked out all the cash.

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Scary Mary Branscombe @marypcbuk.bsky.social · 1h

there's a thing you're taught to do as a journalist which is not to make the interview about *you*; unless you're Isaac Chotiner the reader doesn't care about you or what you think of the person you're interviewing, you're supposed to be a conduit not centre stage. and certainly not stuffing singles

Scary Mary Branscombe @marypcbuk.bsky.social · 1h

ooh, they got the site back up just for you!

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Scary Mary Branscombe @marypcbuk.bsky.social · 1h

so, er, why are you still on twitter?

Reposted by Scary Mary Branscombe

wishda @wishda.bsky.social · 2h

Motherfuckers giving themselves scurvy because fruits and vegetables are woke and then blaming it on people casting spells on them.

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Reposted by Scary Mary Branscombe

☀️ Starshine @starshine.bsky.social · 10h

A giant pile of money same thing that always gets people to change their tune

Alex Ries @alexries.com · 2d

What are your theories as to why nominally 'liberal' people like Simon Pegg and Matt Berry are willing to work with Rowling?

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