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Praxis Thoughts Haver @praxisprocess.bsky.social · 6m

OR the writings of Whitehead

Praxis Thoughts Haver @praxisprocess.bsky.social · 17m

The fundamental problem is that the utility is in direct proportion to your expertise/judgment, but the tech appeals most to people with neither of those. Then the use of said tech discourages the development of judgment/expertise and encourages brain atrophy.

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Praxis Thoughts Haver @praxisprocess.bsky.social · 50m

I think the productivity is puzzle is hard to figure as we've discussed. Even in a blue sky agg prod increase I don't see how these AI companies make money on math which can be copied and backwards engineered. Branding?

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Praxis Thoughts Haver @praxisprocess.bsky.social · 57m

To wit: OpenAI is doing some really strange shit! prospect.org/power/2025-1...

The AI Ouroboros

Nvidia and other companies are paying startups to buy their products.

prospect.org

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Praxis Thoughts Haver @praxisprocess.bsky.social · 59m

My base case is what if Fiber and Railroads were math? The tools are good, but the profits? Well, they're bad folks. We don't have sunk costs creating natural oligopolies. Competitors get to spend orders of magnitude less capex to replicate the same functions.

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Praxis Thoughts Haver @praxisprocess.bsky.social · 1h

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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Praxis Thoughts Haver @praxisprocess.bsky.social · 1h

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 · 1h

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 · 2h

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?

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

Yes I saw that title and was like "No Tumblr Toddlers Allowed"

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

He's been learning to read words like "typewriter" and "barn" thru the Literary Genius that is "Click Clack Moo, Cows that Type". It's about Cows who go on strike for blankets. It's great!

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

Why yes I am propagandizing about the Civil War to my two year old. You gotta start em young!

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

I see you and I share similar parenting strategies. "This is the 'Lion of Round Top'. He was a badass woke professor who dashed Slavocracy. And this is a portrait of a Coward named McClellan, he was a huge loser. Very Yucky!"

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

I see you and I share similar parenting strategies. "This is the 'Lion of Round Top'. He was a badass woke professor who dashed Slavocracy. And this is a portrait of a Coward named McClellan, he was a huge loser. Very Yucky!"

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Snowden St. @snowden.st · 3h

Cool thread. My alternate framing to this dynamic, unsurprisingly, is going to center consumerism as politics. We’ve had “sacrificial, participatory, and enduring relationships” to institutions, and now we have “transactional and self-centered relationships to institutions”. Amenable to RW and LW!

Kevin Elliott @kjephd.bsky.social · 3h

I'm gonna try to articulate something I've been thinking about for a while, regarding *why* disillusionment, distrust, & dissatisfaction with democracy are rising.

Almost everything I read takes this phenomenon as an exogenous shock, assuming no one chose to make it so. I suspect that's incomplete.

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Praxis Thoughts Haver @praxisprocess.bsky.social · 3h

The wine moms are into Zohran and AOC! They don't dislke Gavin or Pete, but they wont be cool with anything that smells like capitulation talk. I don't think the party can signal and I think the Centrists have to keep proving their "fight" bona fides, to remain viable.

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Praxis Thoughts Haver @praxisprocess.bsky.social · 3h

Bigger difference is that the signalling from Party Leaders to the Base broke down. In 2020 the coordinated Biden push made clear that he was the Party's favorite and Dems took that cue. The average dem triple prime no longer thinks much of Biden, or Schumer, or Jeffries. Pelosi and Kamala maybe?

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Reposted by Praxis Thoughts Haver

Sean Casten @seancasten.bsky.social · 5h

Hey - look who else is a fan of Bobby "rape is epic" Walker.

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Reposted by Praxis Thoughts Haver

elpida 🧿 @xanthi.bsky.social · Sep 13

#onit #grindset

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Praxis Thoughts Haver @praxisprocess.bsky.social · 5h

"Critique Taken Too Far" Day

Joel S. @joelhs.bsky.social · 5h

Today is the birthday of both Nietzsche and Foucault, which means it should really be some kind of Continental philosophy holiday.

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LOWρUF🐸 🇵🇦🇬🇱🇨🇦🇲🇽 @lowrhoufo.bsky.social · 18h

Mills entering the race against Planter: totally fine

Gillibrand, Schiff and Kelly backing a centrist septugenarian over a chud-coded progressive while strong-arming Kleban into droping out: something I'm actually angry about

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Reposted by Praxis Thoughts Haver

josh (oldfriend99) @oldfriend99.bsky.social · 20h

Caillou's dad: (texting) caillou is freaking the fuck out

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Praxis Thoughts Haver @praxisprocess.bsky.social · 21h

a man in a military uniform is sitting in a car and looking out the window .

ALT: a man in a military uniform is sitting in a car and looking out the window .

media.tenor.com

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Praxis Thoughts Haver @praxisprocess.bsky.social · 21h

True Sewer Socialism has never been tried...yet

Cadence ”Port Game Use Crane” Andrysiak @supportourpoops.bsky.social · 21h

Golden Dome but it’s me stealing the money from ’homeland missile defense’ for better nutrient removal treatment research and development for <50 MGD wastewater treatment facilities

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Praxis Thoughts Haver @praxisprocess.bsky.social · 23h

It's top quality brain poison. I rec it 10/10. The Best Bravo shows ranked are: Summer House, VPR, Below Deck, Southern Charm. Nex Gen NYC is new but so far, so good.

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Praxis Thoughts Haver @praxisprocess.bsky.social · 23h

If you have a broken brain and watch VPR on Bravo, there's a stroyline around Gym Rat and Sociopath Jax Taylor giving himself a pectoral growth thru aggressive creatine and protein intake. After being told to "Stop that" he proceeds to restart his regimen months later because he was "Getting Small"

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Praxis Thoughts Haver @praxisprocess.bsky.social · 23h

To wit: Why not stay "neutral" bsky.app/profile/prem...

Prem Thakker ツ @premthakker.bsky.social · 1d

🚨 The DSCC — led by Kirsten Gillibrand, Mark Kelly, Adam Schiff, and Lisa Blunt Rochester — has formed a joint fundraising committee with Janet Mills.

Mills, running against Graham Platner in the Maine Democratic Senate primary, would become the oldest freshman (79) ever elected, to a 6-year term.

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Praxis Thoughts Haver @praxisprocess.bsky.social · 23h

The quantity of lightly regulated stuff gym culture puts in your body is uh....high. Though I am surprised here since in the past the main danger was chocolate flavoring.

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