Danny Clink
@dannyclink.bsky.social
Reposted by Danny Clink
(Reuters) - Meta internally projected late last year that it would earn about 10% of its overall annual revenue – or $16 billion – from running advertising for scams and banned goods, internal company documents show.
$META @reuters.com
www.reuters.com/investigatio...
$META @reuters.com
www.reuters.com/investigatio...
November 6, 2025 at 1:20 PM
(Reuters) - Meta internally projected late last year that it would earn about 10% of its overall annual revenue – or $16 billion – from running advertising for scams and banned goods, internal company documents show.
$META @reuters.com
www.reuters.com/investigatio...
$META @reuters.com
www.reuters.com/investigatio...
Reposted by Danny Clink
What if there was a consensus on the tax reforms the UK needs?
What if it was backed by policy experts from think tanks across the political spectrum, from the Adam Smith Institute to the Resolution Foundation?
The consensus is real. The question is: will anyone act on it?
What if it was backed by policy experts from think tanks across the political spectrum, from the Adam Smith Institute to the Resolution Foundation?
The consensus is real. The question is: will anyone act on it?
November 5, 2025 at 9:51 AM
What if there was a consensus on the tax reforms the UK needs?
What if it was backed by policy experts from think tanks across the political spectrum, from the Adam Smith Institute to the Resolution Foundation?
The consensus is real. The question is: will anyone act on it?
What if it was backed by policy experts from think tanks across the political spectrum, from the Adam Smith Institute to the Resolution Foundation?
The consensus is real. The question is: will anyone act on it?
The voter retention %s across all parties (bar Reform) are wild given it’s only been 1.5 years since the 2024 GE
Little bit late to this as it was out yesterday but the latest @yougov.co.uk gov has Labour retention of 2024 voters below 40% - thanks to a bump in Don't know - and I don't recall ever seeing it that low before. Also note the Lab - Reform flow is tiny now compared to Don't know/Green/LibDem but
November 5, 2025 at 11:37 AM
The voter retention %s across all parties (bar Reform) are wild given it’s only been 1.5 years since the 2024 GE
Reposted by Danny Clink
The cool thing about this is it incentives “real” news orgs to write stories with headline keywords that might be found by people googling for more info after being primed by the insanity!
A friend told me that her American dad got in touch to talk about some news he'd seen on Facebook: there are riots in England over DEI, and the King dramatically burst into parliament to tell Starmer off, and then Prince William did the same to Sadiq Khan. AI really is inventing bold new universes
November 3, 2025 at 8:12 AM
The cool thing about this is it incentives “real” news orgs to write stories with headline keywords that might be found by people googling for more info after being primed by the insanity!
Reposted by Danny Clink
My view on the mediocre real economy ROI of the Hyperscaler CAPEX inspired a lot of conversation this week across socials, so I'm opening it up to all as my free post of the week:
bobeunlimited.substack.com/p/the-ai-boo...
bobeunlimited.substack.com/p/the-ai-boo...
The AI Boom’s Real Economy Problem
While AI CAPEX is exploding, the payoff isn’t. Meta’s $70B/yr is only notching $3-5bln in incremental revenue. The kind of poor sector ROI exposing the diff between the dream and real economy reality.
bobeunlimited.substack.com
November 1, 2025 at 10:06 AM
My view on the mediocre real economy ROI of the Hyperscaler CAPEX inspired a lot of conversation this week across socials, so I'm opening it up to all as my free post of the week:
bobeunlimited.substack.com/p/the-ai-boo...
bobeunlimited.substack.com/p/the-ai-boo...
Reposted by Danny Clink
It would be nice if we could break the narrative that there is a problem with young men in the UK. When so many of the problems we have had and are seeing are clearly based in attitudes and influence of older men. And women
"The data shows no evidence to suggest that younger men are more inclined than other demographic groups to support the British far right"
✍️ @turnbulldugarte.com & @emiliabelknap.bsky.social analyse the demographics of Reform voters and argue the gender gap is marginal
ukandeu.ac.uk/most-british...
✍️ @turnbulldugarte.com & @emiliabelknap.bsky.social analyse the demographics of Reform voters and argue the gender gap is marginal
ukandeu.ac.uk/most-british...
Most British young men reject the far right - UK in a changing Europe
Emilia Belknap and Stuart Turnbull-Dugarte explain their analysis on the demographics of Reform UK voters in the UK. They argue that while the dominant narrative is that young men are the most likely ...
ukandeu.ac.uk
October 30, 2025 at 10:11 AM
It would be nice if we could break the narrative that there is a problem with young men in the UK. When so many of the problems we have had and are seeing are clearly based in attitudes and influence of older men. And women
Fascinating paper looking into the future migration numbers. The conclusion is so consequential: 1) What happens to Reform by the 2029 election when we've had many years of v low migration, 2) What happens to the economy without migration (300k fall in net migration increases the deficit by £20bn)
Net migration to the UK is falling rapidly. But how far will it fall? A new, detailed estimate by @jamesbowes01.bsky.social projects net migration in 2026 will be 70K to 170K.
This will have significant consequences, both economic and political.
ukandeu.ac.uk/the-coming-c...
This will have significant consequences, both economic and political.
ukandeu.ac.uk/the-coming-c...
October 29, 2025 at 2:18 PM
Fascinating paper looking into the future migration numbers. The conclusion is so consequential: 1) What happens to Reform by the 2029 election when we've had many years of v low migration, 2) What happens to the economy without migration (300k fall in net migration increases the deficit by £20bn)
This is a great study and makes the govt's focus on Reform all the more questionable. TLDR: Basically Reform are beating Labour not by taking Labour voters but by Labour losing Labour voters and Reform taking Tory voters and non-voters www.nuffield.ox.ac.uk/news-events/...
Can Labour Take Reform UK's Voters? Why Labour's Electoral Challenges Are Being Misunderstood - Nuffield College Oxford University
www.nuffield.ox.ac.uk
October 27, 2025 at 10:01 AM
This is a great study and makes the govt's focus on Reform all the more questionable. TLDR: Basically Reform are beating Labour not by taking Labour voters but by Labour losing Labour voters and Reform taking Tory voters and non-voters www.nuffield.ox.ac.uk/news-events/...
Reposted by Danny Clink
The most interesting vote of the night imho and one that foretells a potential apocalypse in the suburbs of the south-east for the Conservatives. More liberal Tories go LD, more reactionary ones go to Reform.
Camberley West (Surrey) Council By-Election Result:
🔶 LDM: 49.5% (+16.6)
➡️ RFM: 25.9% (New)
🌳 CON: 20.4% (-28.8)
🌹 LAB: 4.3% (-11.4)
No WPB (-2.3) as previous.
Liberal Democrat GAIN from Conservative.
Changes w/ 2021.
🔶 LDM: 49.5% (+16.6)
➡️ RFM: 25.9% (New)
🌳 CON: 20.4% (-28.8)
🌹 LAB: 4.3% (-11.4)
No WPB (-2.3) as previous.
Liberal Democrat GAIN from Conservative.
Changes w/ 2021.
October 17, 2025 at 8:31 AM
The most interesting vote of the night imho and one that foretells a potential apocalypse in the suburbs of the south-east for the Conservatives. More liberal Tories go LD, more reactionary ones go to Reform.
Reposted by Danny Clink
Even in this place, I feel the sheer scale of foreign aid being demolished isn't fully appreciated. As it stands, it is perhaps *the* most catastrophic change to preventable deaths in our lifetimes, and the salience - even in presumably friendly spaces - is basically zero
apnews.com/article/myan...
apnews.com/article/myan...
Starving children screaming for food as US aid cuts unleash devastation and death across Myanmar
U.S. Secretary of State Marco Rubio has repeatedly said “no one has died" because of his government’s decision to gut its foreign aid program.
apnews.com
October 16, 2025 at 5:08 PM
Even in this place, I feel the sheer scale of foreign aid being demolished isn't fully appreciated. As it stands, it is perhaps *the* most catastrophic change to preventable deaths in our lifetimes, and the salience - even in presumably friendly spaces - is basically zero
apnews.com/article/myan...
apnews.com/article/myan...
Reposted by Danny Clink
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.
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?
META BUILDING NEW GIGAWATT-SIZED DATA CENTER IN TEXAS
October 15, 2025 at 5:06 PM
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.
Reposted by Danny Clink
The latest Rest Is Entertainment podcast - despite its title, often the source of more intelligent examination of where we are as a society (and where we’re going) than anywhere else - has a sobering analysis of social media’s transition from “a way to connect the world” to “a way to pass the time”.
October 15, 2025 at 6:47 AM
The latest Rest Is Entertainment podcast - despite its title, often the source of more intelligent examination of where we are as a society (and where we’re going) than anywhere else - has a sobering analysis of social media’s transition from “a way to connect the world” to “a way to pass the time”.
Reposted by Danny Clink
Think we underestimate how much of social media is like going to the kitchen to fetch something, forgetting why you came and then shrugging and eating all the crackers
October 15, 2025 at 6:24 AM
Think we underestimate how much of social media is like going to the kitchen to fetch something, forgetting why you came and then shrugging and eating all the crackers
Reposted by Danny Clink
That’s a long winded way of saying they have the reasoning of a 12 year old.
October 12, 2025 at 10:07 PM
That’s a long winded way of saying they have the reasoning of a 12 year old.
Reposted by Danny Clink
I think people are still unprepared for a world where you cannot trust any video content, despite years of warning.
Even when Google & OpenAI include watermarks, those can be easily removed, and open weights AI video models without guardrails are coming. www.404media.co/sora-2-water...
Even when Google & OpenAI include watermarks, those can be easily removed, and open weights AI video models without guardrails are coming. www.404media.co/sora-2-water...
Sora 2 Watermark Removers Flood the Web
Bypassing Sora 2's rudimentary safety features is easy and experts worry it'll lead to a new era of scams and disinformation.
www.404media.co
October 8, 2025 at 7:18 PM
I think people are still unprepared for a world where you cannot trust any video content, despite years of warning.
Even when Google & OpenAI include watermarks, those can be easily removed, and open weights AI video models without guardrails are coming. www.404media.co/sora-2-water...
Even when Google & OpenAI include watermarks, those can be easily removed, and open weights AI video models without guardrails are coming. www.404media.co/sora-2-water...
Reposted by Danny Clink
These are quickly being added to my must read list each week
A story of belief, birthdays, and Viktor Gyokeres
If I speak
Don't say it. Not yet
open.substack.com
October 6, 2025 at 6:03 PM
These are quickly being added to my must read list each week
Reposted by Danny Clink
Man City
Won 6 of the last 8 PL’s.
Have the worlds best manager, most prolific striker, best DM & now best GK.
Have the 2nd most expensively assembled squad (because Chelsea 🙄).
Average fee per player is £18.5m more than Arsenal’s.
No excuses for Arsenal.
Won 6 of the last 8 PL’s.
Have the worlds best manager, most prolific striker, best DM & now best GK.
Have the 2nd most expensively assembled squad (because Chelsea 🙄).
Average fee per player is £18.5m more than Arsenal’s.
No excuses for Arsenal.
October 6, 2025 at 8:11 AM
Man City
Won 6 of the last 8 PL’s.
Have the worlds best manager, most prolific striker, best DM & now best GK.
Have the 2nd most expensively assembled squad (because Chelsea 🙄).
Average fee per player is £18.5m more than Arsenal’s.
No excuses for Arsenal.
Won 6 of the last 8 PL’s.
Have the worlds best manager, most prolific striker, best DM & now best GK.
Have the 2nd most expensively assembled squad (because Chelsea 🙄).
Average fee per player is £18.5m more than Arsenal’s.
No excuses for Arsenal.
Reposted by Danny Clink
Again, for those at the back: parties advocating the mass deportation of millions of people legally resident in the UK, as well as the abolition of human rights for all UK residents, are at a combined 50%+ in the opinion polls. The electorate of no other European democracy is as extreme as this.
James is correct.
The Tories have simply copied Reform's deportation policy for *legal* permanent residents (of the wrong colour..)
(NB the numbers would not be remotely as large as James says because most of those with ILR do get citizenship).
The Tories have simply copied Reform's deportation policy for *legal* permanent residents (of the wrong colour..)
(NB the numbers would not be remotely as large as James says because most of those with ILR do get citizenship).
The only difference is they’re proposing £38,700 as the threshold not £60,000. So basically they’re proposing to deport 2 million legal immigrants not 3 million (I haven’t checked the exact earnings breakdown so these are estimates). Still a really extremist far right position.
October 6, 2025 at 9:48 AM
Again, for those at the back: parties advocating the mass deportation of millions of people legally resident in the UK, as well as the abolition of human rights for all UK residents, are at a combined 50%+ in the opinion polls. The electorate of no other European democracy is as extreme as this.
Reposted by Danny Clink
The biggest puzzle in the UK economy is why non pension savings are so high
For decades no one could get Brits to save. Now they won’t stop.
That this has happened without a recession shows UK economy under last and this govt is not the basket case I read about
For decades no one could get Brits to save. Now they won’t stop.
That this has happened without a recession shows UK economy under last and this govt is not the basket case I read about
September 30, 2025 at 6:55 AM
The biggest puzzle in the UK economy is why non pension savings are so high
For decades no one could get Brits to save. Now they won’t stop.
That this has happened without a recession shows UK economy under last and this govt is not the basket case I read about
For decades no one could get Brits to save. Now they won’t stop.
That this has happened without a recession shows UK economy under last and this govt is not the basket case I read about
Reposted by Danny Clink
Premier League open play expected goals are down 35% from what has been created in the three previous seasons
September 26, 2025 at 9:09 PM
Premier League open play expected goals are down 35% from what has been created in the three previous seasons
Reposted by Danny Clink
We all know where the next blowup will come from.
One/all of:
-people realise US = EM
-AI music stops
-Some huge fuck-up in private markets
It's just, like, when
One/all of:
-people realise US = EM
-AI music stops
-Some huge fuck-up in private markets
It's just, like, when
September 27, 2025 at 9:57 AM
We all know where the next blowup will come from.
One/all of:
-people realise US = EM
-AI music stops
-Some huge fuck-up in private markets
It's just, like, when
One/all of:
-people realise US = EM
-AI music stops
-Some huge fuck-up in private markets
It's just, like, when
The amount of press Reform is getting atm is mad given this. But it also makes sense as it’s causing a reaction which is what the media wants (engagement in their platform) rather than accurate reporting
Here's what the polling looked like ~14 months after the 2019 election and ~14 months after the 2017 election. So about those two hung parliaments.....or rather the two largest majorities in recent times.
(I did not deliberately choose polls with the same Con/Lab figs, selected purely on date)
(I did not deliberately choose polls with the same Con/Lab figs, selected purely on date)
September 26, 2025 at 7:51 AM
The amount of press Reform is getting atm is mad given this. But it also makes sense as it’s causing a reaction which is what the media wants (engagement in their platform) rather than accurate reporting
This is beautiful writing
A story about Gabriel Martinelli, and Pep Guardiola the coward
Thunder follows the flash
On Gabriel Martinelli, lucidity, and a controlled anger
redstory.substack.com
September 22, 2025 at 8:26 PM
This is beautiful writing
Reposted by Danny Clink
After years of complaining about cancel culture, the current administration has taken it to a new and dangerous level by routinely threatening regulatory action against media companies unless they muzzle or fire reporters and commentators it doesn’t like.
Let’s be clear about what happened to Jimmy Kimmel
Trump’s most brazen attack on free speech yet.
www.yahoo.com
September 18, 2025 at 2:10 PM
After years of complaining about cancel culture, the current administration has taken it to a new and dangerous level by routinely threatening regulatory action against media companies unless they muzzle or fire reporters and commentators it doesn’t like.