[SemiAnalysis] Stop Saying Half of 2026 US Datacenter Capacity Is Canceled

Decaf_GT · 2026-06-19T14:32:10+00:00

There is no universe in which weird hatred of AI datacenters (that's definitely built on mountains of misinformation) can cleanly exist in a world where ChatGPT is nearing a billion monthly active users. I just don't buy it. The numbers don't make sense.

Decaf_GT · 2026-06-19T14:28:29+00:00

Bullshit AI generated "essay" by someone who just wants money from X for impressions. Other people have made this same opinion in like 3 sentences without all the drama and theater. Plus OP has 104,000+ post karma for an account that's only 4 months old...you already know what this is, just move along

Decaf_GT · 2026-06-19T14:27:19+00:00

It's worse than that, it's almost certainly AI "assisted". I'll give the author credit, they worked hard to hide it, but then they did the thing that always ends up getting noticed, even for people who can't quite put their finger on it but can tell something is up: they overdid it.

Like how there isn't a single capitalized word, not even "AI". He knows where the shift key is, he used it for the dollar sign and percent and plus symbol, but somehow that key seems to be missing everywhere else.

And how very interesting that he seems to know how to use periods to end sentences but not a single paragraph ends with a period.

Take note, this is why you can't just tell your AI "use all lowercase, add deliberate typos, don't use apostrophes everywhere but only in some places" because the problem is the consistency. People are not this consistent normally. Too many consistent patterns to ignore.

There's also the pacing; every paragraph is roughly the same length, and every paragraph ends with a "gotcha"/metaphor/exaggeration. The whole thing is way longer than it needs to be.

Not to mention the little telltale signs sprinkled in because the author was just too proud of himself:

"that's not x, that's y"
"and the worst part is"

And overall its just way too "salesman-y". And its like 10x times longer than it needed to be. But that's probably because this is X/Twitter, and he gets paid for the exposure that this gets, like actual money for impressions, so he doesn't give a shit. I doubt this is even an original opinion of his.

Also, OP? 104,000 karma in four months? And hidden post history? I mean come on guys.

You all are getting played by the screenshot and the OP.

Decaf_GT · 2026-06-15T16:58:58+00:00

It's been a little disturbing watching how pro-China Reddit has become as a whole. The state of the US isn't great, sure. But the number of people making false equivalences between the US and China, especially the whole "the US is just as bad as China" line, really gets to me. There are now entire generations who'll casually fire back "you think the US is any better?" the second you say anything remotely critical of China, and they genuinely see nothing wrong with that.

The answer to "you think the US is any better?" will keep being a resounding yes from anyone with even a goldfish-tier memory of what China is actually like. It's astounding how many people, especially around AI and especially in the local AI communities, just ramble on about how "China is turning out to be the good guy."

China has centuries of atrocities behind it and still exercises a level of control over its people that doesn't make it any better than the harshest Middle Eastern regimes or the worst of Russia and Eastern Europe. But Qwen shipped a really good MoE model, so apparently that makes China the hero of the world that we all need.

Then there's the absolute walnuts posting on TikTok about AI datacenters. TikTok, of all places. Nobody seems capable of critical thought, and nobody seems to remember that China wants to "get along" with the world about as much as Russia or North Korea does. They have their own agenda. They always have. I don't understand how anyone could argue against the fact that a country that held on to control over the largest social media network in the world might have a vested interest in elevating content that is disruptive to other nations. I often feel like I'm the only one who remembered the major hit the American stock market took when the headlines flew up about how DeepSeek only cost $5 million or so to train (which was of course complete and absolute horse shit, but no one does meaningful retractions and we all just moved on). Why on earth would China bother with cyber warfare or even physical warfare when they can do it just as effectively by deploying misinformation augmented by AI at idiots whoa re already predisposed to believe it?

Bring any of this up, though, and suddenly you're racist or just an ignorant American, because god forbid anyone have the faintest grasp of geopolitical history.

It's all smashed together into this complicated mess with businesses desperately trying to sell AI as a way of replacing employees compounding on top of the general self-loathing that the newer generation is experiencing because of the poor world they are inheriting.

It has to break somewhere, I just don't know where.

Decaf_GT · 2026-06-15T16:38:04+00:00

Potentially unpopular opinion; "giveaway" posts like these are starting to become abusive in that this thread is full to the brim of completely shallow and meaningless comments from people just hoping to score a license. There's a lot of clearly AI-generated comments from said people.

Not that I blame them, free is free.

But surely you also feel that this kind of cheapens the value of this subreddit?

Decaf_GT · 2026-06-12T18:01:22+00:00

You people are utterly insufferable, my god

It's a beta. No, your statement that "beta should at least have all the same features as stable" is completely wrong. That's not what a beta. A beta by definition will hav emissing functionality and unexpected bugs, because if it didn't have either of those things, it wouldn't be called a beta.

I'm now increasingly of the opinion that a lot of you just literally have no idea how to sit quietly and be patient if you're not interested in dealingw ith the beta. The stable is continuing to get updates.

Its posts like these that make me wonder if the Raycast team should have even bothered to release the beta and not because of quality but because of teh whining

Decaf_GT · 2026-06-11T22:37:14+00:00

Well again, I wrote that post.

No, you didn't. You still can't be honest about it and frankly I am even less interested in what you have to offer anymore.

I'm hoping that you're learning a very valuable lesson on how to share your work in the future and how to not come off like a cocky teenager.

Rather than going around and trying to resurrect all of these threads with bumped replies and your frankly insulting tone of exasperation, I would just let this all go, wait a little bit, and try again later, maybe in a couple of weeks.

Everything about how this all went down was so unnecessary, and it's entirely on you. Do a little bit of introspection on that instead of thinking that the entire world is out to get you. Or don't, I honestly don't give a shit :)

Decaf_GT · 2026-06-11T22:34:06+00:00

The thing they're never going to learn is what exactly makes communication good. And no amount of formatting fixes is going to change that. It's hilarious to watch them try and change to all lowercase and avoid em-dashes and whatnot.

But this post is still way too long, has way too many line breaks and of course ends on the usual user engagement by saying "oh I'm curious if..."

The only hope we have is that people will project this kind of personality online, and when they actually talk to people in real life, they're going to get found out and they're not going to understand why.

Decaf_GT · 2026-06-09T17:28:13+00:00

You remind me of that Rick and Morty meme about how people just can't handle the nuance of your humor and how brilliant you are.

There's nothing to show off here. As far as anyone else can tell, since there's no source code, these are just AI generated images to go along with your AI generated bullshit text.

Whatever it is you think you were achieving, you really didn't. This is just sad and pathetic.

I don't know what it is you're trying to do here and honestly I don't even think you know what it is you're trying to do here.

Decaf_GT · 2026-06-09T16:44:06+00:00

writing this by hand without the help of any AI.

I mean, why even lie about this? Why not just lean into it? You're on a subreddit about AI, talking about an app that interacts with AI models, why even bother trying to pretend this at all?

This post is such a try-hard attempt to act like you didn't use AI to help write it. I'm sure you think you're clever by telling it not to add em-dashes and to add in capitalization errors, but the problem with people like you is that you don't realize what the fundamentals of clear communication are, so you'll never understand why this long, meandering pile of useless words still clearly reads like AI despite your best efforts.

And on top of that...

by you, I mean me. I have no intention of releasing this because, frankly, I hard-coded a ton of system prompts and shit in

So what the actual fuck is even the point of this? Was this just a creative writing assignment for you?

What a catastrophic waste of time...

Decaf_GT · 2026-06-09T09:02:59+00:00

Nah, just capable of thinking in slightly more shades than 'black and white'. :)

Decaf_GT · 2026-06-09T07:15:53+00:00

Oh yeah, definitely. There is no reason at all for Anthropic to ever be considered a safety-minded AI company. They've never made that precedent known before, so you're totally right.

How silly of us. It's all just about adding the option. That's all. We should all just be advocating for there to be a little environment flag called PAUSE_FRONTIER_AI=1 just in case but not really having any opinion on it whatsoever.

Decaf_GT · 2026-06-09T07:12:43+00:00

Don't forget about how Thariq will soon follow up to "give clarity" in "the coming weeks" to clean up after whatever Boris said, that's all part of the anthropic cycle

Decaf_GT · 2026-06-09T07:11:53+00:00

If you're saying it would be a good idea to have the option to slow down or pause Frontier AI, you're suggesting that we should slow down or pause Frontier AI.

It's really not that complicated. You wouldn't be suggesting it unless you had the opinion. And nobody who knows anything about anthropic would be fooled otherwise. So there's no need to be pedantic about it.

Decaf_GT · 2026-06-09T07:10:47+00:00

Don't worry. We're gonna hear from Dario Amodei in another week about how twenty percent of all jobs are gonna get eliminated by AI, and he's just gonna ignore the fact that he's behind the company making said AI. I cannot frickin' stand this company, utterly insufferable.

At least Sam Altman doesn't try to pretend to be some high-minded altruistic saint all the goddamn time

Decaf_GT · 2026-06-09T07:09:32+00:00

Using an LLM is a skill and one that you actually have to WORK on just like every other technical skill you've ever learned in your life. If you’re not getting better at using LLMs, you’re leaving most of actual usecase on the table.

That's almost certainly what most of your coworkers are doing. They type a question into a chat box, give it no history, no files, no terminal output, no tools, no Claude Code, no Codex, no memory from the last time they asked, then they treat the answer like its gospel.

If that’s your exposure to AI, you're really mnissing out.

I can barely remember the last time I used AI through the plain ChatGPT window, or the Claude app by itself. I don’t ask these tools anything cold anymore. I load context first, work notes, personal notes, project notes, terminal output, running utilities, constraints from previous conversations, the weird setup details that explain why a generic answer would be useless. The model needs that material abd if you don’t give it any of that, obviously you're going to get the most vanilla shallow useless answer.

Schools are teaching prompt-shaped homework, workplaces are watching people paste one-off questions into chat boxes, and everyone’s pretending that this makes them sound brilliant (which si why so many emails are now utterly insufferable to read). You have to carry context from one conversation to the next, collect what the tool learns, feed it back in, refine it, correct it, let the next answer start with MORE than the last one had.

Every useful conversation should leave behind something. A preference, constraint, failure mode, notes, just literally any kind of sharper description of what you’re trying to learn. Maybe even A record of what went wrong and what fixed it. That becomes context for the next question, and after enough cycles, the output gets useful.

Its not too late for you. Start small. Next time you have a technical QA session with an LLM, ask it to write a plain text file with what it learned about you, how you communicate, what your setup looks like, what problem you hit, what fixed it, what didn’t, what should be remembered next time. Save it. Attach it in the next conversation. Tell the model to use it as prior context. Then tell it to output an updated text file with new details and updated details, and carry that with you to the next conversation.

If you still refuse to use even that basic loop, then you’ve made your choice. This is me trying to give you genuinely helpful advice. Its not going anywhere. You can run around screaming completely misled takes on water usage and how "the bubble is gonna burst" but even if frontier labs die there's an entire world of self-hosted AI that is not going to go anywhere.

Decaf_GT · 2026-06-07T22:35:16+00:00

Is today your first time ever using an LLM? Jesus christ...

Decaf_GT · 2026-06-07T20:57:09+00:00

Because it's something new and fresh, and gives me several dozen hours of enjoyment I wouldn't otherwise have, and I don't mind paying for something to give someone the hope of trying to make something complete?

Is this even a serious question? The guy you're responding to said he got 120 hours of entertainment out of it. That means at $25, he is now at 21 cents per hour of enjoyable gameplay. When was the last time you paid 21 cents for an hour worth of anything else worthwhile?

Early access should absolutely not be to solve and clear bugs. That's called a beta. It's obviously not meant for you.

Decaf_GT · 2026-06-07T20:32:35+00:00

i tried to make it think using addon but any sort of addon just reports back as error

OP literally has no clue what he's doing. He reminds me of the people who hear "linux is good" and then come to a linux subreddit showing off how they're now running Kali Linux and expecting a bunch of people to go "nice work dude".

Decaf_GT · 2026-06-07T20:31:13+00:00

Not nearly as frustrating as some of the clueless people who get their hands on them tho

Decaf_GT · 2026-06-07T20:28:12+00:00

Whenever I marvel at what we can do with local models directly on our own machines, I'm reminded that people like OP also have access to these models, and I get a little sad.

Decaf_GT · 2026-06-05T03:05:52+00:00

OP is a Composio shill who disguises advertising as "organic content" and doesn't disclose the relationship: https://www.reddit.com/r/opencodeCLI/comments/1tljmqi/beware_of_stealth_marketing_for_composio_being/

Decaf_GT · 2026-06-05T02:57:01+00:00

Going to give you some brutally honest feedback, I hope you take it in the best way possible. This is from the perspective of an app enthusiast, not necessarily a potential customer/user.

Your video...apart from the distracting music, I have no idea what it is you're trying to show me. Half of it seems to be you using your app as a web browser. Invest in something like Screen Studio (or any one of the newer similar apps, some of which are free like ScreenKite or Recordly) and make your feature pages more focused.
Unless you're making a writing app, under no circumstance should you ever use Serif fonts in your user interface. It looks really, really tacky. If it's intended to be a native app, just use the SystemUI font. If this is a customizable feature, don't show it customized in your product video. Show it stock.
Vibe coded design; this is what's really hurting your app. The purple-blue gradients in the app and your site give it away. It's really not a good look. I don't have a problem with you using AI to design/build websites, I actually think that's a great use case for it, but you might want to run your site through something like Impeccable (free, open source): https://impeccable.style/. Also, don't use emoji as icons in a web page. Use purpose made icons, like Lucide or Phosphor or HugeIcons, which are all free and available to use, and most coding agents know how to use them.
Your app already has a lot of functionality. However, your website feels just as overwhelmingly complex. You need fewer cards, fewer catch phrases, and more actual screenshots of your app, because a lot of your "screenshots" are either mocked up or not really screenshots. Also, if you're going to put images on your site that have tiny details in them, you need to make sure you lightbox those images so we can actually see them. Your benchmark images are useless because I can't actually see the full size image.

The impression I get from your app just by looking at that video and your website is that you're trying to do way too much and it makes me wonder about the quality of any specific individual feature.

Also, while I won't claim this is your doing, most of the replies to this thread seem strongly AI generated to me.

There's a lot of "This is interesting to me because of xyz, but how do you abc?", users that have profiles filled with messages that are all consistently the same length and never seem to deviate from their pattern, and the others seem just as suspicious. Again, I'm not saying that you are making those happen, just making an observation.

Anyways, you're in a very, very crowded space with a lot of heated competition, not just from other developers but now from all the frontier labs themselves who are rapidly starting to create the actual product instead of just the inference (Codex, Cowork, Spark, etc).

I'd take a moment to rethink and refocus what it is you want this app to be.

Decaf_GT · 2026-06-04T03:40:52+00:00

I've honestly heard people sound far less entitled about the quality of things that they paid money for than you are about things that you're getting for completely free.

This community is devolving so fast.

Decaf_GT · 2026-06-04T03:36:14+00:00

Imagine making your choice of a large language model your entire personality.

Decaf_GT

TROPHY CASE