Saeed Jones
@theferocity.bsky.social
140K followers 2.7K following 20K posts
Poet and cultural critic. I co-host the podcast VIBE CHECK. Also, I teach creative writing at Harvard Medical School. BOOKS: Prelude to Bruise, How We Fight for Our Lives, Alive at the End of the World. THE PEOPLE’S PROJECT is out now.
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theferocity.bsky.social
I totally forgot there’s a whole plot involving Nazi werewolves. #TrueBlood
theferocity.bsky.social
I love so many characters on this show, but Terry is my favorite. #TrueBlood
theferocity.bsky.social
LOL, damn.
heysita.bsky.social
‘Kiss of the Spider Woman’ earned $840,000 in its opening weekend.

The film had a $34 million dollar budget.
Reposted by Saeed Jones
percivalpenman.bsky.social
Y’all have thrown this “we” around a lot since last year…
kiwijohn.bsky.social
We were suckered by Fetterman.
atrupar.com
Maria Bartiromo tries to reassure Fetterman: "You know, senator, what you just said, it's really shamefully on your colleagues. You feeling isolated -- that is absolutely outrageous. You are a breath of fresh air. I know our viewers are grateful."
theferocity.bsky.social
Hoyt loves Jessica so much!!! 🥹🥹 #TrueBlood
theferocity.bsky.social
REAL.
percivalpenman.bsky.social
Black people being protective of certain whites >>>

They don’t get to come to the cookout but they can get shipped a plate. Might be sent a pie.
Reposted by Saeed Jones
theferocity.bsky.social
“First Wives Club” was a formative movie for me, omg. THIS IS TOO MUCH!!!!
theferocity.bsky.social
That’s exactly why the rule exists!!! Damn it. LOL.
theferocity.bsky.social
Why are you trying to explain this to me? It’s not gonna change my mind.
Reposted by Saeed Jones
matthewterrill.bsky.social
I was already a hard AI-skeptic but this cements my long suspicion that there is no feasible path to anything close to return on invested capital for these data centers. Tech would need 15 to 25 times current AI revenues within the next 2-3 years just to break even. Not financially viable.
"I clearly hit a nerve in the industry, when judging by the number of individuals who reached out to chat," he wrote in an followup blog post. "In total, l've spoken with over two-dozen rather senior people in the datacenter universe, and there was an interesting and overriding theme to our conversations: no one understands how the financial math is supposed to work. They are as baffled as I am, and they do this for a living."
Kupperman's original skepticism was built on a guess that the components in an average Al data center would take ten years to depreciate, requiring costly replacements. That was bad enough: "I don't see how there can ever be any return on investment given the current math," he wrote at the time.
But ten years, he now understands, is way too generous.
" had previously assumed a 10-year depreciation curve, which I now recognize as quite unrealistic based upon the speed with which Al datacenter technology is advancing," Kupperman wrote. "Based on my conversations over the past month, the physical data centers last for three to ten years, at most."
In his previous analysis, Kupperman assumed it would take the tech industry $160 billion of revenue to break even on data center spending in 2025 alone. And that's assuming an incredibly generous 25 percent gross margin - not to mention the fact that the industry's actual Al revenue is closer to $20 billion annually, as the investment manager noted in his previous blog. "In reality, the industry probably needs a revenue range that is closer to the $320 billion to $480 billion range, just to break even on the capex to be spent this year," Kupperman posited in his updated essay. "No wonder my new contacts in the industry shoulder a heavy burden - heavier than I could ever imagine. They know the truth."
Kupperman called that gulf between tech industry spending and actual revenue in 2025 "astonishing."
However, it doesn't even begin to scratch the surface. For example, how does it all shake out when we account for 2026, when hundreds of new data centers are expected to pop up?
"Adding the two years together, and using the math from my prior post, you'd need approximately $1 trillion in revenue to hit break even, and many trillions more to earn an acceptable return on this spend," he writes.
"If the economics don't work, doing it at massive scale doesn't make the economics work any better
- it just takes an industry crisis and makes it into a national economic crisis," he concludes.
Overall, the pessimists broadly agree: it's no longer a matter of if Al is massively overhyped, but when the whole thing comes crashing down.
More on Al hype: Data Shows That Al Use Is Now Declining at Large Companies
theferocity.bsky.social
I’m a Lafayette sun. Terry rising. Pam moon. #TrueBlood
theferocity.bsky.social
Being a telepath does seem like it would be terrible. I don’t want to know what strangers are thinking. And my thoughts are loud enough as is. #TrueBlood
theferocity.bsky.social
Yeah, I’ll probably just watch through season three. It got so goofy toward the end.
theferocity.bsky.social
Hoyt and Jessica are so CUTE, omg. He’s reading her his comic book over the phone. #TrueBlood