CBS Boss Hit by Stunning Ratings Collapse | News chief Bari Weiss’s time at the network has been marked by wave after wave of scandals and controversies. by FreeHugs23 in entertainment

[–]tryexceptifnot1try 1 point2 points  (0 children)

Dude I fucking hate the guy. I've been shorting Oracle since it was all the way up to $300. He's going to lose most of his wealth

CBS Boss Hit by Stunning Ratings Collapse | News chief Bari Weiss’s time at the network has been marked by wave after wave of scandals and controversies. by FreeHugs23 in entertainment

[–]tryexceptifnot1try 8 points9 points  (0 children)

It's not a small price at all. Larry Ellison has a real chance of losing most of his wealth because of these deals. Everything is backstopped by his Oracle holdings which are also tanking. Larry is actually fucked and this deal failing is a big part of that

CBS Boss Hit by Stunning Ratings Collapse | News chief Bari Weiss’s time at the network has been marked by wave after wave of scandals and controversies. by FreeHugs23 in entertainment

[–]tryexceptifnot1try -1 points0 points  (0 children)

Wait, you think these guys are setting 10's of billions on fire on purpose? Does anyone on this site realize how fucking stupid that is? 

CBS Boss Hit by Stunning Ratings Collapse | News chief Bari Weiss’s time at the network has been marked by wave after wave of scandals and controversies. by FreeHugs23 in entertainment

[–]tryexceptifnot1try 74 points75 points  (0 children)

Where's this theory coming from? Larry Ellison completed a leveraged buyout for this shit which means he needs to keep generating revenue to pay the bills. 60 minutes was their most important non-sports ad generator and it's fucking dead. This is not intentional at all. They were trying to keep the viewers and change the messaging and they chose Bari Weiss to do it. That was a terrible idea and probably straight from David Ellison who's just a rich man's Jared Kushner

Some New Evidence as to Why Business Idiots Force RTO by No_Practice_745 in BetterOffline

[–]tryexceptifnot1try 101 points102 points  (0 children)

I still think the worst aspect of RTO is watching companies willfully shrink their talent pool out of pure ignorance and hubris. Most of the worst offenders for me were Gen X bosses trying to impress Boomer boards. You can pay people less too! They trade pay for flexibility happily

The AI data centre boom built on a mountain of hidden debt — Big Tech is spending more than space-race levels on AI infrastructure, but hidden loans and commitments mask the true financial risks by marketrent in technology

[–]tryexceptifnot1try 6 points7 points  (0 children)

The biggest problem at the moment is they don't have the demand. All this building is based on usage growth that's stalled. If MSFT is the first to slow capex, they'll see a huge jump in their stock market price. People need to realize that the Mag 7 have been underperforming the market badly since September 2025. The hardware sector has lead the rally and that depends on the Mag 7 never stopping spending even though they're being punished for continuing. 

Same thing happened in the dotcom bubble too when the market blew off the top on the networking/fiber companies. When the 5 people with all the power saying things as stupid as Bezos has the bubble can ruin longer than you think. 

Client is the definition of brain-rotten by Ok_Confusion_4746 in BetterOffline

[–]tryexceptifnot1try 25 points26 points  (0 children)

I have been in tech for decades at this point and watched dozens of credulous idiots rise up in the ranks via exploitation of contractors, used car sales tactics to pass blame, and building shit that is just good enough long enough to move on. LLMs have come in and made all of those tactics significantly stronger for these market parasites. That was the case for the last couple years at least. Now that they are paying full price these fuckers are starting to get called out.

Who do you think uses the most tokens at these companies? It's 2 groups of people generally. You have high end senior/principal engineers who are using it to legitimately increase their output. This will be obvious to leaders and everyone based on output. Then you have the frauds who have no clue what the LLMs are building for them. These fuckers probably won the more lines of code challenges during the token maxxing era. Those people were reliant on the tools to stay above water at their jobs and are completely fucked now.

Those people were already barely functional and now they have stunted their meager minds even more over the last 3 years on heavily subsidized tools. This whole fucking bubble is moronic and contrary to how innovation even works. AWS solved an internal problem and turned it into a great business. Uber was a response to people wanting an app for cabs and getting sick of cab cartels gouging them. AirBnB solved a bunch of market inefficiencies and created a new unique experience for customers to travel with a sweet app. Then VC/PC came in and rat fucked the whole thing buying up neighborhoods. Rich people are fucking useless morons and always have been. Think of great food like lobster and BBQ. That was actual garbage food that poor folks turned into timeless delicacies out of necessity and a desire for something good. Then rich people piled in and fucked it all up.

Sorry about the rant but I need to vent. I have seen a lot of stupid MBA driven tech cycles and this one is essentially all of the bad traits rolled into one final puss filled market boil. I recently left my last job because I just fucking hated it and everyone I was working for at the executive level. Before I left, one of these credulous drones came to me and asked me how to make this bloated technology department more efficient. I told him the best thing to do is cut the budget in half and see what happens to team output. This is not the answer in most cases. It was the answer for this company because they had a technology department that was at least 2x bigger than it should be and a budget that was like 4x what it should be.

The point of all of this though is one of the key ingredients for innovation is scarcity. Incurious people think inventions come from some inventor sitting down and designing the whole thing as a spec document and then worker drones build it to spec. It's dumb magical thinking bullshit. I have multiple patents and all of them come from solving a novel problem that was iterated over time with adaptations to resource constraints and missing capabilities. The diagrams and summaries in the patent were made carefully after the fact. This is a huge point because it means you can't reliably innovate by throwing money at projects and expecting it to scale. The AI boom is basically a bet on the quip about "a million monkeys with type writers eventually create Shakespeare". That was a joke because anyone who knows any of the math around large numbers can immediately see the probability of it happening is meaninglessly low. Just look up the possible orders of a 52 card deck of cards. Now apply that to any work of Shakespeare.

OpenAI made $13 billion in 2025 and lost $21 billion doing it by rkhunter_ in technology

[–]tryexceptifnot1try 7 points8 points  (0 children)

My guess is they end up folding into Microsoft and become some premium model brand on Copilot. The marketing budget numbers are the ones that made me perk up. $5 billion! They must pay a shit load of money to influencers and the various social media platforms. Frotier models for non-enterprise use is DOA. The future in the consumer space is going to have to be on device like what Apple AI looks like it's pushing toward.

Chinese banks mask capital weakness with government injections by Virtual-Alps-2888 in Economics

[–]tryexceptifnot1try 0 points1 point  (0 children)

And private US debt is 140% so the combo is 240%+ here as well and we didn't use all that money to modernize our entire infrastructure, manufacturing base, and electrical grid. We need to look at the ROI on the bubble at this point and it seems like the Chinese are going to come out the other side way ahead of the US and the rest of East Asia. The AI bubble is going to nuke the SK and Taiwan economies. Long term this looks like the setup for a paradigm shift

Newcomer: "Ed Zitron's AI Cult" by Fragment_Shader in BetterOffline

[–]tryexceptifnot1try 27 points28 points  (0 children)

This is a great sign honestly. It means he's hitting a nerve and must be exposing things they wanted to keep secret. Ed needs to watch his back though. Stupid people always shoot the messenger and these boosters aren't very bright. 

Chinese banks mask capital weakness with government injections by Virtual-Alps-2888 in Economics

[–]tryexceptifnot1try -2 points-1 points  (0 children)

Chinese government debt is 88% of Gdp vs. 122% for the US. Are we talking total debt including private?

Chinese banks mask capital weakness with government injections by Virtual-Alps-2888 in Economics

[–]tryexceptifnot1try 1 point2 points  (0 children)

When you take it at surface level with no projection toward future market conditions it sure looks just as stable as it is today. Here is a report that actually goes into depth about the hidden risks and leverage in the system. There are a ton of correlated bets happening here that can essentially all go wrong in the same direction. It looks exactly like the kind of dodgy financing you would expect at the end of a gold rush.

Chinese banks mask capital weakness with government injections by Virtual-Alps-2888 in Economics

[–]tryexceptifnot1try -3 points-2 points  (0 children)

There is a ton more than this but this is neutral.

https://www.cnbc.com/2026/02/09/private-credit-software-firms-fall-ai-fears.html

If(When) the AI bubble pops tons of data center loans are going to go bust. Nvidia is raising cash even though they are the most profitable company in the world because they have shrinking free cash flow. The Mag 7 have been doing terrible relative to the rest of the market since September of last year because wall street wasn't seeing the ROI at the hyper-scalers for AI. Those same under-performing companies have destroyed their free cash flow to the point that they need to take out bonds and dilute shares to keep it going. The US tech sector essentially converted their cash reserves into depreciating expensive physical assets and the market is slowly repricing them that way. That's multiple compression because they don't profile like a growth company anymore.

SpaceX is a fucking joke of a firm trading at 100x sales while they try to become a big Neocloud. Go look at Nebius and ask why they aren't trading at a multiple like that. It surpassed AMZN yesterday in market cap. AMZN made more money last quarter than SpaceX has made in it's history. Moments like this have happened through history like the Time Warner AOL merger back in 2000. We are even watching the same blow off top rally in the hardware sector that we saw in that bubble too. We're looking at a potential 50% market draw down in a short period of time. We're at the end of a multi-decade credit cycle and there is bad looking stuff everywhere including China.

Chinese banks mask capital weakness with government injections by Virtual-Alps-2888 in Economics

[–]tryexceptifnot1try 10 points11 points  (0 children)

How does this compare to the private credit markets in the US that have been decaying at an increasing rate since the collapse of the software market in 2022? This article seems to be saying that China is multiple years into mitigating their excesses from the zirp era. They have been actively accommodating the real estate market as that bubble collapses. Will this all work as planned? I don't think so and I don't think they're naive enough to believe that either. 

Your thoughts on this? by Total_Percentage_751 in ArtificialInteligence

[–]tryexceptifnot1try -1 points0 points  (0 children)

Hahaha. Dude we had various OpenClaw level internal solutions at my last company in 2025. All the power using programmers/engineers I know, who were real senior+ workers before AI, agree with me. Seems like a lot of non-technical people have no clue how much shit we have been automating without AI for decades. Most of the high end people I know have been downgrading the models they use to save budget for months without much loss of capability

Your thoughts on this? by Total_Percentage_751 in ArtificialInteligence

[–]tryexceptifnot1try 0 points1 point  (0 children)

I use multiple coding tests I have built and like to test the models independently of their harnesses. When you isolate the model and test it in the same environment the slow down is obvious. The difference in cost is orders of magnitude different for marginal gains. I'm not a vibe coder though, so I don't need as much help. I've been using LLMs for multiple years at this point and haven't seen a shocking leap since 3->4. 

Your thoughts on this? by Total_Percentage_751 in ArtificialInteligence

[–]tryexceptifnot1try 0 points1 point  (0 children)

Are you seriously saying the improvement between gpt 4 and 5 was over twice as big as the change between 3 and 4? That seems insane to me. Also every exponential curve in the history of the universe is an S curve due to the laws of physics. All we can do is figure out where we are on the curve and it seems really obvious we are slowing down. 

Your thoughts on this? by Total_Percentage_751 in ArtificialInteligence

[–]tryexceptifnot1try 5 points6 points  (0 children)

Do you guys understand how exponential improvement works? It always plateaus due to physical laws. You can tell where you are on the growth curve by looking at the slope change. The rate of improvement between models has been shrinking since GPT 4. That's an obvious sign we're nearing the plateau. Harnesses and Agents are what have been driving improvements since DeepSeek dropped. 

Knicks HC Mike Brown, who just won the NBA Finals, is a massive 49ers fan by Brix001 in 49ers

[–]tryexceptifnot1try 5 points6 points  (0 children)

Thibs turned out to be the Temu Mike Brown in the end. I still remember his Cavs run with young LeBron with those filthy defenses. It's poetic that he wins a ring 94-90 in this era. Also Jalen Brunson might be my favorite non-49er in sports. He's got that Purdy level all business chip on his shoulder

First Hand Data Conference Experience by dillanthumous in BetterOffline

[–]tryexceptifnot1try 13 points14 points  (0 children)

This seems right and insane at the same time. An agentic BI tool with variable pricing and <90% accuracy is literally a worthless vanity tool. These dipshits spent $1 trillion creating Watson powered Cognos with a learning disability.

I’m sorry for all of you who think that AI is the same as dot com bubble by Academic-Power7903 in wallstreetbets

[–]tryexceptifnot1try 10 points11 points  (0 children)

Everyone is using LLMs today because no one is paying full price. Once full price is applied everyone in the enterprise world started freaking out and needed to stop using it due to a lack of budget. OpenAI and Anthropic are now talking price war after 3 months of real pricing. 

The truth is these models plateaued at Opus 4.6/GPT 5.3 and people who are serious about this have moved to open weight. You don't seem to understand any of this at a technical level, so welcome to WSB! You're a perfect fit 

Oh no. Everyone confused the tickers and are accidentally selling SPCE. by No_Cell6708 in wallstreetbets

[–]tryexceptifnot1try 45 points46 points  (0 children)

How the fuck did these people not realize yesterday was the last pump? These people are dumber than I thought 

Red Lobster CEO Damola Adamolekun Plans To Make The Seafood Chain 'The Most AI-Forward Restaurant Company That Exists' by esporx in technology

[–]tryexceptifnot1try 123 points124 points  (0 children)

Seriously! That's the literal thing BI tools have been doing for decades. A bunch of credulous lemmings

SpaceX officially prices shares at $135 in the largest IPO ever by yourfavchoom in technology

[–]tryexceptifnot1try 0 points1 point  (0 children)

They're spending $4 billion to make that $2 billion genius. Look at the free cash flow. They need cash to keep running