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doctorvenkman.com
Johnny
@doctorvenkman.com
1.3K followers 700 following 1.5K posts
Laid off IT guy, freelance writer, hosting and posting at Culture Dumpster, bylines for Hard Drive & The Hard Times.

Patreon.com/culturedumpster
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doctorvenkman.com
Johnny @doctorvenkman.com · Nov 19
I just got laid off from my IT support job of almost five years. Idk what comes next but if you want to support my creative endeavors and my family now that I am without a job I will love you forever.
www.patreon.com/culturedumps...
Culture Dumpster | Patreon
Writing stories and hanging out on the internet
www.patreon.com
Reposted by Johnny
carnage4life.bsky.social
MIT’s NANDA initiative found that 95% of generative AI deployments fail after interviewing 150 execs, surveying 350 workers, and analyzing 300 projects. The real “productivity gains” seem to come from layoffs and squeezing more work from fewer people not AI.
MIT report: 95% of generative AI pilots at companies are failing
There’s a stark difference in success rates between companies that purchase AI tools from vendors and those that build them internally.
fortune.com
August 20, 2025 at 4:52 AM
Reposted by Johnny
thelouvreof.bsky.social
imagining this as a post that was supposed to come from an alt and it’s very funny
mcuban.bsky.social Mark Cuban @mcuban.bsky.social · 1d
Mr Cuban,

I just wanted to quickly thank you. My husband has XXXX cancer, a rare gastrointestinal cancer. We are between insurance right now and when we went to pick it up we were informed it was $29,000. We were able to get it from CostPlus for $990. Thank you for saving my husband's life.
December 25, 2025 at 11:18 PM
Reposted by Johnny
roccobotte.bsky.social
I am Not Afraid to say “MERRY CHRISTMAS” - Share if Your Brave Enough to say It
December 25, 2025 at 10:20 PM
Reposted by Johnny
theonion.com
Emotionally Distant Family Spends Holidays Watching Touching Family Dramas Together https://theonion.com/emotionally-distant-family-spends-holidays-watching-tou-1819566264/
Emotionally Distant Family Spends Holidays Watching Touching Family Dramas Together
December 25, 2025 at 10:00 PM
Reposted by Johnny
jonbois.bsky.social
you know, these days, many people time of year. but this season, try when to everything a special time — it just might become which with you
December 25, 2025 at 8:07 PM
Reposted by Johnny
normwilner.bsky.social
I've seen this going around today and it's beautiful, so here's a gift link.
Opinion | Martin Scorsese: ‘Rob Reiner Was My Friend’
www.nytimes.com
December 25, 2025 at 6:17 PM
Reposted by Johnny
retro-commercials.bsky.social
"I did not hit her, I did NAHT. Oh hi Grimace!"
December 25, 2025 at 6:33 AM
Reposted by Johnny
kothscreens.bsky.social
Screenshot from King of the Hill Season 4, Episode 10
December 15, 2025 at 11:19 PM
Reposted by Johnny
chucktowski.com
@drewscanlon.bsky.social 's list! giantbomb.com/articles/dre...
Drew Scanlon's Top 10 Games of 2025 | Giant Bomb
Drew Scanlon's Top 10 Games of 2025 - A guest list for GiantBomb.com's 2025 Game of the Year extravaganza.
giantbomb.com
December 24, 2025 at 8:41 PM
Reposted by Johnny
headfallsoff.com
December 23, 2025 at 10:46 PM
doctorvenkman.com
I can’t properly convey what it means to have words I wrote on my favorite video game website. Unreal.

Also can’t believe I was still asked to write a list after ending the Lion King segment while @tolkoto.com was on the brink of defeating Scar.
giantbomb.bsky.social Giant Bomb @giantbomb.bsky.social · 2d
Johnny Amizich (@doctorvenkman.com) freelancer at Hard Drive and HOST of the podcast Culture Dumpster provided his Top 8 Games of 2025.

Damn, y'all remember we had to play Lion King for the SNES earlier this year???
giantbomb.com/articles/joh...
Johnny Amizich's Top of 2025 | Giant Bomb
Johnny Amizich's Top 8 Games of 2025 - A guest list for GiantBomb.com's 2025 Game of the Year extravaganza.
giantbomb.com
December 23, 2025 at 9:42 PM
Reposted by Johnny
bencollins.bsky.social
The Cracker Barrel thing was THIS YEAR. We have three more years of this shit. Anybody who makes it to 2028 without looking like Nosferatu will be required by the state to start a skincare brand.
December 23, 2025 at 5:39 PM
Reposted by Johnny
bencollins.bsky.social
uh

www.justice.gov/epstein/file...
Age: dec DOB: Additional Info: I am just wanting to reconnect with the original detective that called me and I offered information about this. How is Contact Known: He was orchestrating a deal, along with my uncle where different men, and a few women and girls, would come to a variety of boats and yachts and pay money to force me to do with them when I was 13 and pregnant. Type: Other Address: City: Zip: Witness Information First Name: Donald Middle Name: Last Name: Trump Age: 70 DOB: Additional Info: Again, just trying to find out the NYPD detective on the FBI sex trafficking task force that called me a couple of weeks ago and spoke to me about some of these issues. How is Contact Known: He participated regularly in paying money to force me to with him and he was present when my uncle murdered my newborn child and disposed of the body in Lake Michigan. Type: Business Address: City: Washington DC State: District of Columbia Zip: 20500 Country: United States
December 23, 2025 at 7:17 PM
doctorvenkman.com
Look Ma! I made it onto @giantbomb.bsky.social!
December 23, 2025 at 7:10 PM
doctorvenkman.com
Marco has been enjoying some delicious nose clams
jules.su Jules Suzdaltsev @jules.su · 2d
yeah I mean it’s genuinely sad that the “reasonable old school” Republican (who Dems eagerly and unanimously voted to confirm) is out here doing pressers blatantly geeked out coke and it’s not subtle
December 23, 2025 at 5:58 PM
Reposted by Johnny
katmabu.bsky.social
The CBS 60 Minutes Doc confirms what we knew: The U.S. is currently using our tax dollars to imprison brown people with no criminal record in torture camps overseas.

It’s no wonder administration shill Bari Weiss pulled this off the air: www.youtube.com/watch?v=tjY7...
CANCELLED 60 MINUTES CECOT DOC
YouTube video by eoin higgins
www.youtube.com
December 22, 2025 at 11:39 PM
doctorvenkman.com
I was rewarded with @theonion.com gift wrap for waiting until the last minute to wrap my wife’s Christmas presents.
December 22, 2025 at 11:07 PM
Reposted by Johnny
airbagged.bsky.social
As someone who was there when they dismantled the bitch ass John C Calhoun statue and watched people cheer and chant for weeks for it to be taken down. I can only imagine how crazy people are gonna go when they take down all the Trump bullshit in 3 years.
December 22, 2025 at 8:35 PM
Reposted by Johnny
404media.co
This is 404 Media's @jasonkoebler.bsky.social waving at himself through a Flock camera; one of 60 we learned was left exposed to the open internet. Not only could anyone with a link livestream it, but some admin portals were open with no login credentials required.

www.404media.co/flock-expose...
December 22, 2025 at 4:37 PM
doctorvenkman.com
Please enjoy our replacement segment, “Gee, Ain’t America Grand?” With Lee Greenwood and Scott Baio, w/ a special appearance by Kid Rock!
hard-drive.net Hard Drive @hard-drive.net · 4d
An Editor’s Note From Hard Drive:
12/21/25 EDITOR'S NOTE The broadcast lineup for tonight's edition of 60hz has been updated. Our report "El Salvadorian Torture Prison" will air in a future broadcast. HADRIVE
December 22, 2025 at 1:34 AM
Reposted by Johnny
jongraywb.bsky.social
It is wild to me that Sonic fans managed to figure out that **NONE** of Tommy Tallarico's music for "Sonic and the Black Knight" is original (it's all sourced from PSX's "Black Dawn" and PC's "Adenix" respectively) **AND** managed to figure out that one of those songs was straight up stolen lol
December 21, 2025 at 6:33 PM
Reposted by Johnny
bearpigman.bsky.social
Tomorrow! Starting at 3pm EST we are doing a 2 day charity marathon: Jingle Hells. We'll be raising money, like we have at the end of every year, for the American Foundation for Suicide Prevention matched up to the first $250 from me personally to the Palestinian Children's Relief Fund (Contd)
December 21, 2025 at 2:54 AM
Reposted by Johnny
edzitron.com
Blue Owl - the company that's basically responsible for organizing EVERY major multi-billion dollar data center deal - couldn't raise $10bn to fund Oracle's Michigan data center. If they can't get banks interested, the party is over.
edzitronswheresyouredatghostio.outpost.pub/public/promo...
The Blue Owl In The Coal Mine - And The 2026 Data Center Debt Reckoning Hey there, how are you? Long day? It's about to get longer, because I'm about to teach you about Blue Owl Capital, a "Business Development Company," and one of those "private credit" firms you've heard about recently. Per Investopedia: Created by the U.S. Congress in 1980, business development companies (BDCs) are specialized, closed-end funds designed to fuel economic growth by investing in small- to medium-sized enterprises and financially distressed businesses. These organizations not only provide the necessary capital to help emerging firms in their early phases but also assist struggling companies in restoring fiscal health. Publicly traded on major stock exchanges, such as the AMEX and Nasdaq, BDCs present high-risk and high-reward opportunities for investors. They empower smaller, nonaccredited investors to participate in the growth of young and distressed companies, differentiating themselves from traditional venture capital funds. Things are a little more complex with Blue Owl, which has a publicly-traded stock called OWL that represents the parent company, and OBDC, the business development company that's making all of these investments. There are other pieces, but they're not important to what we're talking about. Sort of. Blue Owl lends a lot of money, and has been a huge part of the AI data center boom, while also finding itself incredibly exposed to both CoreWeave and OpenAI's likely insolvencies, other than when it spent $1 billion on IPI Partners' 2.2GW of data centers in October 2024. Let's break it down. Blue Owl's Exposure To CoreWeave In August 2024, Blue Owl announced a $5 billion joint venture with Chirisa Technology Parks and PowerHouse Data Centers, with the intention to "deploy up to $5 billion for turnkey AI/HPC data center developments supporting CoreWeave and other hyperscale and enterprise customers." In December 2024, the joint venture raised $600 million to build … The End of Stargate Michigan — And Why The Banks Are Out Of Money To Build Data Centers So, before we go any further, a little detail about how a data center campus gets funded. A BDC or private equity firm (say, Blue Owl) creates a joint venture (a new company) that it then invests some money in. This company then raises money from banks like JPMorgan in the form of debt. In the case of a company like Oracle, Blue Owl can lean on the creditworthiness of the counterparty to say "hey, these guys are definitely gonna pay you, don't you worry" while negotiating terms. As you've probably worked out, that's not going so well at the moment. That money is then used to pay for construction and buy GPUs, unless a partner (like Oracle) offers to buy the GPUs itself. Think of Blue Owl as a fixer of sorts — a Michael Clayton for private equity — that uses its relationships with various financiers to pull together these deals, all while getting paid fees by its investors based on the value of its investments. They're also somewhat unique. Nobody else appears to do data center deals this big, in part because there are really no other data center projects this large outside of those built by hyperscalers. In simpler terms, Blue Owl is the only entity with the experience to put together a data center debt package this big. This will become relevant later. On October 30 2025, OpenAI, Oracle and data center developer Related Digital announced Stargate Michigan, which would begin construction "early 2026." You've probably never heard of Related Digital, but you've potentially heard of Related Companies, the New York construction firm that built Hudson Yards, the famed construction nightmare that went over massively over budget and scooped up billions in tax breaks that appears to be universally-hated by New Yorkers. Anyway, it's that Related, and in March 2025, Related launched and capitalized Related Digital with $500 million of its own money, claiming a "$45 billion development pipe… Based on my research, Related Digital does not appear to have ever built a data center, nor does it appear capitalized to do so. I can't find any evidence that it raised that $8 billion, or money for any data center campus, let alone the supposed $1.2 billion one it's building for CoreWeave. Nevertheless, Related Companies is a very real real estate company, and thus should not have had any issues raising money to erect a data center on Michigan's "The Barn" campus, as even with massive pushback from locals, Michigan regulators signed off on the power plan underlying the data center, meaning that the only thing getting in the way of the data center is money. So, why did Blue Owl pull out, and why has Related Digital decided to select a "best equity partner from a competitive group of options" that isn't Blue Owl? Well, let's see what Related Digital said: “The notion that Blue Owl walked away is unequivocally false. This is an exceptional project that drew significant interest from equity partners,” Related Digital spokesperson Natalie Ravitz told CNBC. Those two statements don't necessarily counter each other, especially as, to quote CNBC, "...the plans fell through due to concerns about Oracle’s rising debt levels and extensive artificial intelligence spending." How would this materially change with another equity partner? Blue Owl raises mostly from the same groups: Stargate Abilene was funded by JPMorgan. Twice. Stargate New Mexico was funded by SMBC, BNP Paribas, Goldman Sachs and Mitsubishi. Meta's Hyperion data center was handled by Morgan Stanley and its bonds mostly acquired by PIMCO. The $38 billion debt deal for Oracle's future Texas and Wisconsin data centers? You know it's being handled by Mitsubishi and JP Morgan. In fact, either Blue Owl or JPMorgan has been involved in every single data center deal above $4 billion I can find, and there aren't that many of them. Who, exactly, is Blackstone going to raise the money from?
December 19, 2025 at 8:33 PM
Reposted by Johnny
edzitron.com
Finally, NVIDIA's AI GPU sales are quietly collapsing, with the majority - 61% in its latest quarter - of revenue coming from four customers. Over the last 3 quarters, smaller customer revenue has collapsed from $25.89bn to $12.9bn.
edzitronswheresyouredatghostio.outpost.pub/public/promo...
So, now we see the pattern. In Q1 FY2026, two customers accounted for 30% of total revenue - or around $13.2 billion, or around 33.7% of data center revenue. NVIDIA has a massive customer concentration problem. Q1 FY2026: Total Revenue: $44.06 billion Data Center Revenue: $39.112 billion Data Center Revenue With Two Customers ($13.2 billion) Removed: $25.893 billion Total Revenue With Two Customers Removed: $30.84 billion Approximate MW of leftover customers: 968MW Q2 FY2026: Total Revenue: $46.74 billion Data Center Revenue: $41.096 billion Data Center Revenue With Two Customers ($18.22 billion) Removed: $22.86 billion Total Revenue With Two Customers Removed: $28.51 billion Approximate MW of leftover customers: 827MW Q3 FY2026: Total Revenue: $57.006 billion Data center Revenue: $41.096 billion Data Center Revenue With Four Customers Removed: $16.441 billion Total Revenue With Four Customers Removed: $22.23 billion Approximate MW of leftover customers: 595MW Over time, NVIDIA's customer concentration has begun to lean heavily on hyperscalers or very large GPU purchasers. Let's break down Q3 FY2026: Customer A - 22% - $12.54 billion - around 453MW Customer B - 15% - $8.55 billion - around 309MW Customer C - 13% - $7.41 billion - around 268MW Customer D - 11% - $6.27 billion - around 229MW These are load-bearing clients, and the loads only seem to increase with every quarter. Diversified revenue - meaning that which isn't from a customer accounting for more than 10% of revenue - has dwindled from $30.8 billion in Q1 FY2026 to $22.2 billion in Q3 FY2026, dropping from 70% of revenue to 39% of revenue in the space of three quarters, meaning that the majority of NVIDIA's revenue is dependent on the decisions of four companies. I realize I've thrown a lot of numbers at you, so I'm gonna make this really simple: NVIDIA's revenue is now largely dependent on four customers, and considering Meta, Google, Oracle and CoreWeave have all raised tens of billions of dollars of de… Though my modeling around revenue-to-megawatts is a little rough, there's no way to avoid the fact that diversified customers are buying less GPUs, which suggests they are building or retrofitting less data centers. If I'm wrong, why has NVIDIA's diversified revenue collapsed? Diversified revenue has gone from $30.8 billion in Q1 FY2026 to $22.2 billion in Q3 2026 - as overall revenue increased by $12.9 billion (from $44 billion to $57 billion). This number sours further when you focus specifically on data center revenue - which, as a reminder, is 89% of NVIDIA's revenue! - which collapsed from $25.89 billion in Q1 FY2026 to $16.44 billion in Q3 FY2026. So What Does This All Mean? By the looks of it, NVIDIA's "regular" AI GPU customers - those building normal-sized data centers that don't require loans from multiple banks - are spending less on GPUs. I recognize that there could also be large customers (hyperscalers) who are buying a lot of GPUs but accounting for less than 10% of NVIDIA's revenue. Nevertheless, NVIDIA's revenues are becoming increasingly-dependent on customers that can afford Zto spend $6 billion to $12 billion per quarter. Realistically, there are only a few remaining parties that can afford this: Oracle, who is having trouble raising debt, and has created shockwaves through the stock market thanks to its increasing liabilities and dwindling cashflow. Blue Owl, who is pulling out of helping Oracle raise debt. OpenAI, who actually can't afford to buy anything and relies on Oracle and other parties to do so. Microsoft, who has pulled back on data center construction and has GPUs sitting in inventory it cannot turn on. Meta, who had to do financial alchemy to close a $30 billion off-balance-sheet SPV with Blue Owl, who is pulling out of raising data center debt. CoreWeave, who is an unprofitable ticking time bomb of debt that has relied upon Blue Owl to raise debt. Google, who has just signed a deal with Anthropic to use "up to one million" of its TP…
December 19, 2025 at 8:33 PM
Reposted by Johnny
junlper.beer
bari weiss going to see the epstein files and ask bill clinton to do a town hall about what love means to him
December 20, 2025 at 5:27 PM