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danielemilo.bsky.social
Dan Milo
@danielemilo.bsky.social
220 followers 430 following 240 posts
🫧 🍉
Ecologies, urbanisms, systems virtual & concrete
berlin based queer
中文也可以
danielemilo.neocities.org
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danielemilo.bsky.social
i was on a long train today and drank too much discourse and now i wanna kms 🫡
November 10, 2025 at 6:22 PM
Reposted by Dan Milo
edzitron.com
Me, two weeks ago
www.wheresyoured.at/big-tech-2tr...
As we speak, big tech is hoarding masses of GPUs, and by extension, masses of depreciating assets that will without fail lead to a massive impairment loss, which will come directly out of their earnings, and when they’ve spent tens or hundreds of billions of dollars on GPUs, these impairments will be extremely harsh, and come directly out of earnings. So, on top of spending hundreds of billions of dollars in capital expenditures, big tech is also conjuring a giant anvil above their heads. GPUs start losing value the moment you buy them, and by purchasing hundreds of billions of expensive, ever-rotting assets, big tech guarantees their revenues will take a hit sometime in the future, and likely multiple times as each generation ages. Let me put it in really simple terms, and use a hypothetical example. Ten companies bought $10bn of GPUs each to sell AI services, each requiring billions of dollars of data center infrastructure to go on top of them to make them run. As a result, one of the companies — let’s call them BallWeave — has had to take on an absolute shit ton of debt to buy them. BallWeave eventually runs into solvency issues, and has to start selling off masses of GPUs, massively reducing the market value of these GPUs by 30%. This causes the other 9 companies to have to take an immediate impairment — a $3bn haircut directly off of their balance sheet. There is no spreading it out. This is a problem, in part because $3bn is a lot of money, and in part because that’s more than the revenue being generated from AI. The impairment has an immediate negative effect on their assets, while also directly eating into their income, because this shit is almost certainly being financed. This hypothetical scenario is quite real, and it can hurt you, and will hurt any and all companies buying masses of GPUs. One last thing: Remember how I said that there are many ways to calculate depreciation over the useful lifetime of an object? Well, the depreciation rate is always the difference between the initial value of the item and its salvage value — which means how much a company can expect to make when they dispose of the item, either by reselling it or literally scrapping it for parts. So, for the sake of illustration, if a GPU costs $50,000 and has a useful life of five years, after which it has a nominal salvage value of $10,000, the amount said company could mark down as depreciation over that lifespan is $40,000. This is simply me talking out loud, but I worry that there’s no real way to accurately predict what that salvage value of an enterprise GPU will be. It’s contingent on a bunch of factors — namely, how long these cards last in real-world conditions, where they’re experiencing near-constant utilization, as well the pace and the quality of Nvidia’s future releases. It’s bad, and only compounds the fact that they’ve already created a giant, ugly, unsustainable hole on top of their earnings.
November 10, 2025 at 5:09 PM
Reposted by Dan Milo
carlquintanilla.bsky.social
BURRY won’t let up — now arguing that Oracle and Meta are overstating earnings by understating depreciation:

“.. By 2028, $ORCL will overstate earnings 26.9%, $META by 20.8%, etc.”
November 10, 2025 at 4:58 PM
Reposted by Dan Milo
jasonhickel.bsky.social
Yes, this is correct. And the reason is because our capitalist classes have decided that it is not sufficiently profitable, so they're not going to do it.

We must understand this reality. Capital *cannot* be relied upon to address the climate crisis.
November 10, 2025 at 4:13 PM
Reposted by Dan Milo
benwurgaft.bsky.social
Fintan O’Toole on Kamala Harris’s campaign memoir is devastating, accurate, crucial, on what fails the Democratic Party now: www.nybooks.com/articles/202...
The Lingering Delusion | Fintan O’Toole
Kamala Harris’s memoir 107 Days succeeds at least in distilling the evasions and weaknesses of the modern Democratic Party.
www.nybooks.com
November 9, 2025 at 3:19 PM
Reposted by Dan Milo
noescapevg.com
What really fucking sucks is knowing that aside from a scant few individuals it seems like basically everyone in power wants trans people to just disappear from public life entirely. We are at best inconvenient. Can’t be stressed enough what that kind of stigma does to a person.
November 10, 2025 at 2:29 PM
Reposted by Dan Milo
theguardian.com
‘It will never be forgiven’: UN climate chief warns world to act or face disaster
‘It will never be forgiven’: UN climate chief warns world to act or face disaster
Faltering governments will be blamed for famine and conflict abroad, and face stagnation and inflation at home, says climate chief at start of Cop30 Governments failing to shift to a low-carbon economy will be blamed for famine and conflict abroad, and will face stagnation and rising inflation at home, the UN’s climate chief warned on Monday at the start of the Cop30 climate talks. Simon Stiell, the executive secretary of the UN framework convention on climate change, addressed the gathering of ministers and high-ranking officials from nearly 200 countries, in a stark portrayal of the price of failure on the climate crisis. Continue reading...
www.theguardian.com
November 10, 2025 at 2:31 PM
Reposted by Dan Milo
francesmeh.reviews
sure sex is great but have you ever had a growing and persistent sense of dread that turned out to be horribly, sickeningly justified
November 10, 2025 at 1:51 PM
Reposted by Dan Milo
eryk.bsky.social
Given the European Commission’s hype laden letter on the imminent arrival of AGI, I thought I’d reshare my piece about why policymakers are stuck in this bad framing. www.techpolicy.press/most-researc...
Most Researchers Do Not Believe AGI Is Imminent. Why Do Policymakers Act Otherwise? | TechPolicy.Press
Tech Policy Press fellow Eryk Salvaggio says it is dangerous to the public interest for policymakers to center the pursuit of AGI in AI policy.
www.techpolicy.press
November 10, 2025 at 2:00 PM
danielemilo.bsky.social
so fucking tired of the hateful politics these institutions increasingly following
November 10, 2025 at 1:54 PM
danielemilo.bsky.social
can recommend fleischerei esp for my berlin pals
miseryvulture.bsky.social Saoirse Ní Chiaragáin @miseryvulture.bsky.social · 8h
I only had one thing published this year but it was my first publication in 3 years, so I'm happy. It's my sad little cannibal smut book.

asterismbooks.com/product/flei...
November 10, 2025 at 1:49 PM
Reposted by Dan Milo
indubioproreto.bsky.social
www.researchgate.net/profile/Juan...

What a great and necessary paper: "This article contends that this ‘polarisation narrative’ simplifies complex issues through a bad analogy: the construction of a spectrum where good should be found in the middle of diametrically opposed political positions."
www.researchgate.net
November 10, 2025 at 11:57 AM
Reposted by Dan Milo
jeffsharlet.bsky.social
Lots going on but from outside it seems that at least part of the calculus was that flight disruption for middle class and up travelers matters more than life disruption for untold numbers who’ll be deprived of health care.
November 10, 2025 at 9:34 AM
Reposted by Dan Milo
robin-c.bsky.social
Orwellian levels of political interference in academic affairs: Under pressure from right-wing press and the Minister of Education the prestigious Collège de France cancels the conference ‘Palestine and Europe’ - in the name of academic freedom and neutrality … read this statement by the organizers:
nicolashenin.net Nicolas Henin 🇪🇺💙💛 @nicolashenin.net · 10h
"En cédant à la pression du ministre, Philippe Baptiste, l’administrateur du Collège de France compromet l’indépendance d’une institution fondée il y a plus de quatre siècles, qui a accueilli les plus grands noms de la pensée française, de Foucault à Bourdieu.
Communiqué de presse : le Collège de France cède aux pressions et annule le colloque « La Palestine et l’Europe »
Le Collège de France annule le colloque « La Palestine et l’Europe » sous pression politique. Des universitaires dénoncent l’ingérence ministérielle et un article diffamatoire de Le Point, alertant su...
carep-paris.org
November 10, 2025 at 9:11 AM
Reposted by Dan Milo
enceladosaurus.bsky.social
In this 2025 study, more than half of LLM responses cited fake sources or links.

www.cjr.org/tow_center/w...
AI Search Has A Citation Problem
We Compared Eight AI Search Engines. They’re All Bad at Citing News.
www.cjr.org
November 9, 2025 at 9:51 AM
Reposted by Dan Milo
krisshrishak.bsky.social
Leaders of EU institutions have a responsibility to citizens. By promoting AI hype in the midst of a dangerous #bubble, the European Commission risks proposing harmful policies, wasting public funds and being complicit in AI harms.
November 10, 2025 at 9:48 AM
Reposted by Dan Milo
dhothersall.bsky.social
It's important to keep pointing this out about the many people who have gone the same way. Too often we suggest or imply that the trans moral panic merely allowed these people to be who they always were. Not true. We're seeing a process of *radicalisation*. We can't fix things unless we name them.
valoisdubins.bsky.social 猫好きな人 @valoisdubins.bsky.social · 1d
Transphobia is a pipeline to the far right. An example:

Suzanne Moore used to be a left wing columnist at the Guardian.

Then came the anti-trans panic. Despite the Guardian also promoting it, it wasn’t enough & she left.

Moore is now complaining about wokeness over the Irish famine & colonialism.
hleehurley.com Lee Hurley @hleehurley.com · 1d
Suzanne Moore, who would rather be locked up than pay her BBC licence fee because the BBC is too nice to trans people for her liking.
November 10, 2025 at 7:51 AM
danielemilo.bsky.social
were in Tokyo for this one…

#writesky #WIPSnips
After meeting Jun he walked all the way back from Minato to Shinjuku, stopping at 7-11s along the way to chug fizzy-sweet cans of strong alcohol that made him pleasantly drunk. It was late, and Shinjuku buzzed with night. Tourist families and local students and young couples and cosplayers thronged the narrow roads, which were lined with arcades and chicken skewer shops and scam-info kiosks and glowing, blown-up faces of men and women edited into cartoonish elven beauty, huge blue eyes and desaturated skin and narrowed noses. J-pop songs were playing gratingly loud from every corner. Teenagers were feeding coins into a row of white-lit claw machines offering stuffed alligators. A gaggle of 60-something-year-old Americans had stopped in the middle of a pedestrian road, one of them repacking her sensible backpack, its contents strewn across the asphalt - a crumpled museum admission, packets of tissue, litre water bottle. Her pals stood around her sort of giggling, maybe at the thought of doing that anywhere else but here. A lone woman sat motionless on a curb with her head between her knees, the phone clutched in her hand pinging.
November 10, 2025 at 9:13 AM
Reposted by Dan Milo
thryse.com
God it’s almost like the left has proven correct about practically everything over and over and over and over and over and over and over and over and over and over and over and over and over and over and over and over and over and over and over and over and over and over and over and over and…
November 10, 2025 at 5:08 AM
Reposted by Dan Milo
nikitagill.bsky.social
Establishment Democrats have always been collaborators. This is all on purpose, it is not an act of cowardice, it is an act of the same collaboration they’ve always done with this fascist party.
November 10, 2025 at 1:10 AM
danielemilo.bsky.social
why bluesky falling for the ai tsingtao beer jacket man…… have some self-respect
November 9, 2025 at 3:37 PM
danielemilo.bsky.social
my bluesky friends, this image is AI!!! 😭😭😭

pls think critically even if its china lmao

bc text in the image is mandarin, maybe less obvious

but the logo on jacket is wrong

島 is missing a vertical stroke in the 山 radical

the top of 啤 is sort of fucked up

酒 looks rough

all a bit wonky
a screenshot of the tsingtao beer jacket logo with some slighty fucked-up, likely AI-generated chinese characters the real logo for tsingtao, 青岛啤酒
November 9, 2025 at 3:35 PM
Reposted by Dan Milo
atrubek.bsky.social
I havent read such a banger of an essay in a very long time. This is so well-written!
Maybe Don’t Talk to the New York Times About Zohran Mamdani
It’s remarkable, the people you’ll hear from. Teach for even a little while at an expensive institution—the term they tend to prefer is “elite”—and odds are that eventually someone who was a studen…
lithub.com
November 8, 2025 at 5:37 PM
Reposted by Dan Milo
aidap.bsky.social
This is how transphobia's right wing fuckery blew open basic respect in the UK, there is absolutely no reason to expect now that being "women critical" is not also a protected belief, if you truly do not believe that women should just be reproductive slaves for cis men.

This will be used to abuse.
A screenshot of a news article discussing a UK judge’s ruling that Islam-critical beliefs are protected under the Equality Act 2010. The article reports that Patrick Lee, a 61-year-old actuary, was previously found guilty of misconduct and banned from his professional body for posting critical comments about Islam on X (formerly Twitter). The tribunal later ruled that his belief that Islam is problematic and should be criticised is legally protected. The piece notes that this is the first time a court has confirmed protection for “Islam-critical” beliefs, and compares the case to the 2021 ruling that gender-critical beliefs held by Maya Forstater are also protected under the same law.
November 9, 2025 at 6:50 AM
Reposted by Dan Milo
mathijsvdsande.bsky.social
"[U]niversities are not tech companies. Our role is to foster critical thinking, not to follow industry trends uncritically."
November 9, 2025 at 9:17 AM