Mike
@mikeschroeder.bsky.social
Reposted by Mike
There was an NYT piece last week about the Sierra Club, and (by extension) the current state of the climate movement.
I think they got three big things wrong.
davekarpf.substack.com/p/every-gene...
I think they got three big things wrong.
davekarpf.substack.com/p/every-gene...
Every generation gets to recreate the environmental movement to suit its own purposes
Some big-picture reactions to a recent NYT piece
davekarpf.substack.com
November 12, 2025 at 1:17 PM
There was an NYT piece last week about the Sierra Club, and (by extension) the current state of the climate movement.
I think they got three big things wrong.
davekarpf.substack.com/p/every-gene...
I think they got three big things wrong.
davekarpf.substack.com/p/every-gene...
Reposted by Mike
OpenAI's "guardrails" for copyright infringement are falling for the oldest trick in the book. OpenAI will never stop Sora from doing copyright infringement because the AI generator was built with stolen content. www.404media.co/openai-cant-...
OpenAI Can’t Fix Sora’s Copyright Infringement Problem Because It Was Built With Stolen Content
OpenAI’s guardrails against copyright infringement are falling for the oldest trick in the book.
www.404media.co
November 12, 2025 at 3:46 PM
OpenAI's "guardrails" for copyright infringement are falling for the oldest trick in the book. OpenAI will never stop Sora from doing copyright infringement because the AI generator was built with stolen content. www.404media.co/openai-cant-...
Reposted by Mike
OpenAI’s guardrails against copyright infringement are falling for the oldest trick in the book.
OpenAI Can’t Fix Sora’s Copyright Infringement Problem Because It Was Built With Stolen Content
OpenAI’s guardrails against copyright infringement are falling for the oldest trick in the book.
www.404media.co
November 12, 2025 at 4:15 PM
OpenAI’s guardrails against copyright infringement are falling for the oldest trick in the book.
Reposted by Mike
If you read that @nytimes.com hit piece about @sierraclub.org and thought it didn’t quite smell right, you were right...
Here’s our Executive Director, Loren Blackford, setting the record straight — starting with what it got wrong about the organization 👇
www.sierraclub.org/articles/202...
Here’s our Executive Director, Loren Blackford, setting the record straight — starting with what it got wrong about the organization 👇
www.sierraclub.org/articles/202...
November 12, 2025 at 4:48 PM
If you read that @nytimes.com hit piece about @sierraclub.org and thought it didn’t quite smell right, you were right...
Here’s our Executive Director, Loren Blackford, setting the record straight — starting with what it got wrong about the organization 👇
www.sierraclub.org/articles/202...
Here’s our Executive Director, Loren Blackford, setting the record straight — starting with what it got wrong about the organization 👇
www.sierraclub.org/articles/202...
Reposted by Mike
The Financial Times' Bryce Elder (@bryce.lol) wrote up a piece about my newsletter.
www.ft.com/content/fce7...
www.ft.com/content/fce7...
November 12, 2025 at 5:44 PM
The Financial Times' Bryce Elder (@bryce.lol) wrote up a piece about my newsletter.
www.ft.com/content/fce7...
www.ft.com/content/fce7...
Reposted by Mike
How high are OpenAI’s compute costs? Possibly a lot higher than we thought on.ft.com/43qoQ2L
How high are OpenAI’s compute costs? Possibly a lot higher than we thought
Inference inferred, revenue reconstructed, cash burn quantified
on.ft.com
November 12, 2025 at 5:46 PM
How high are OpenAI’s compute costs? Possibly a lot higher than we thought on.ft.com/43qoQ2L
Reposted by Mike
"Federal policy has jumped the gun: We don’t yet know if AI will transform the economy or even be profitable. Yet Washington is insulating the industry from all sorts of risk. If a bubble does pop, we’ll all be left holding the bag." [Gift Link] www.wsj.com/opinion/you-...
November 12, 2025 at 11:09 PM
"Federal policy has jumped the gun: We don’t yet know if AI will transform the economy or even be profitable. Yet Washington is insulating the industry from all sorts of risk. If a bubble does pop, we’ll all be left holding the bag." [Gift Link] www.wsj.com/opinion/you-...
Reposted by Mike
Here's a massive scoop from Ed showing OpenAI has been lying about their revenue for years
How high are OpenAI’s compute costs? Possibly a lot higher than we thought on.ft.com/43qoQ2L
How high are OpenAI’s compute costs? Possibly a lot higher than we thought
Inference inferred, revenue reconstructed, cash burn quantified
on.ft.com
November 12, 2025 at 7:54 PM
Here's a massive scoop from Ed showing OpenAI has been lying about their revenue for years
Reposted by Mike
Good morning, Asia. While you were sleeping, one of our most-read articles was about the ChatGPT maker’s cash burn on.ft.com/43oDIi3
November 13, 2025 at 12:27 AM
Good morning, Asia. While you were sleeping, one of our most-read articles was about the ChatGPT maker’s cash burn on.ft.com/43oDIi3
Reposted by Mike
👉Softbank sells entire Nvidia position.
👉Oracle debt downgraded.
👉Meta financing games revealed.
👉OpenAI CEO @sama couldn’t explain how company would meet its $1.4 T obligations.
👉Coreweave drops 20% in a week.
You do the math.
👉Oracle debt downgraded.
👉Meta financing games revealed.
👉OpenAI CEO @sama couldn’t explain how company would meet its $1.4 T obligations.
👉Coreweave drops 20% in a week.
You do the math.
November 11, 2025 at 6:52 PM
👉Softbank sells entire Nvidia position.
👉Oracle debt downgraded.
👉Meta financing games revealed.
👉OpenAI CEO @sama couldn’t explain how company would meet its $1.4 T obligations.
👉Coreweave drops 20% in a week.
You do the math.
👉Oracle debt downgraded.
👉Meta financing games revealed.
👉OpenAI CEO @sama couldn’t explain how company would meet its $1.4 T obligations.
👉Coreweave drops 20% in a week.
You do the math.
Reposted by Mike
As skepticism of AI deepens, we keep coming back to this Gary Marcus interview from May — where he argued OpenAI would be “the WeWork of AI.”
@cnbc.com @garymarcus.bsky.social
www.cnbc.com/video/2024/0...
@cnbc.com @garymarcus.bsky.social
www.cnbc.com/video/2024/0...
November 9, 2025 at 5:17 PM
As skepticism of AI deepens, we keep coming back to this Gary Marcus interview from May — where he argued OpenAI would be “the WeWork of AI.”
@cnbc.com @garymarcus.bsky.social
www.cnbc.com/video/2024/0...
@cnbc.com @garymarcus.bsky.social
www.cnbc.com/video/2024/0...
Reposted by Mike
I scribbled down all my shutdown-related intrusive thoughts and put them in a blog post.
open.substack.com/pub/davekarp...
open.substack.com/pub/davekarp...
The Shutdown Surrender
I just... I mean... Whatever.
open.substack.com
November 10, 2025 at 4:44 PM
I scribbled down all my shutdown-related intrusive thoughts and put them in a blog post.
open.substack.com/pub/davekarp...
open.substack.com/pub/davekarp...
Reposted by Mike
Sorry for all the tags, @davekarpf.bsky.social, but you keep being right.
This is a helpful calibration of what the shutdown/cave do/don't mean. Expecting it to transform the Dem Party was, er, misguided, as was expecting it to stop Trump's abuses. That doesn't make it OK, but less doomy?
This is a helpful calibration of what the shutdown/cave do/don't mean. Expecting it to transform the Dem Party was, er, misguided, as was expecting it to stop Trump's abuses. That doesn't make it OK, but less doomy?
The Shutdown Surrender
I just... I mean... Whatever.
open.substack.com
November 10, 2025 at 7:47 PM
Sorry for all the tags, @davekarpf.bsky.social, but you keep being right.
This is a helpful calibration of what the shutdown/cave do/don't mean. Expecting it to transform the Dem Party was, er, misguided, as was expecting it to stop Trump's abuses. That doesn't make it OK, but less doomy?
This is a helpful calibration of what the shutdown/cave do/don't mean. Expecting it to transform the Dem Party was, er, misguided, as was expecting it to stop Trump's abuses. That doesn't make it OK, but less doomy?
Reposted by Mike
Six people died from tampered Tylenol and the company pulled 30 million bottles off the market. ChatGPT is accused of urging seven people towards suicide, and OpenAI just assures us they’re still working out the kinks. Billions in investment, zero accountability.
OpenAI faces 7 lawsuits claiming ChatGPT drove people to suicide, delusions
OpenAI is facing seven lawsuits claiming ChatGPT drove people to suicide and harmful delusions even when they had no prior mental health issues.
apnews.com
November 8, 2025 at 2:46 PM
Six people died from tampered Tylenol and the company pulled 30 million bottles off the market. ChatGPT is accused of urging seven people towards suicide, and OpenAI just assures us they’re still working out the kinks. Billions in investment, zero accountability.
Reposted by Mike
Turns out Clammy Sam Altman actually did request help federal assistance for building data centers in a letter sent last week to the US government, specifically saying that the CHIPS act investment credit should apply to power, GPUs and data center construction.
cdn.openai.com/pdf/21b88bb5...
cdn.openai.com/pdf/21b88bb5...
November 7, 2025 at 9:17 PM
Turns out Clammy Sam Altman actually did request help federal assistance for building data centers in a letter sent last week to the US government, specifically saying that the CHIPS act investment credit should apply to power, GPUs and data center construction.
cdn.openai.com/pdf/21b88bb5...
cdn.openai.com/pdf/21b88bb5...
Reposted by Mike
Unbelievable -- all too believable. Sam Altman asks federal government to provide loan guarantees for the billion dollar investments in data centers, then lies about it. @garymarcus.bsky.social h/t @davekarpf.bsky.social
substack.com/home/post/p-...
substack.com/home/post/p-...
Sam Altman’s pants are totally on fire
Even for him, his latest whopper is something
substack.com
November 7, 2025 at 8:55 PM
Unbelievable -- all too believable. Sam Altman asks federal government to provide loan guarantees for the billion dollar investments in data centers, then lies about it. @garymarcus.bsky.social h/t @davekarpf.bsky.social
substack.com/home/post/p-...
substack.com/home/post/p-...
“he [Sam Altman] often temporarily suppresses his own concerns”
What we’ve learnt now is that he (Sam Altman) no longer has such concerns — that’s assuming he ever had them.
His only concern is ‘more money for me’
The Sam Altman Playbook
open.substack.com/pub/garymarc...
What we’ve learnt now is that he (Sam Altman) no longer has such concerns — that’s assuming he ever had them.
His only concern is ‘more money for me’
The Sam Altman Playbook
open.substack.com/pub/garymarc...
The Sam Altman Playbook
Fear, The Denial of Uncertainties, and Hype
open.substack.com
November 7, 2025 at 7:10 PM
“he [Sam Altman] often temporarily suppresses his own concerns”
What we’ve learnt now is that he (Sam Altman) no longer has such concerns — that’s assuming he ever had them.
His only concern is ‘more money for me’
The Sam Altman Playbook
open.substack.com/pub/garymarc...
What we’ve learnt now is that he (Sam Altman) no longer has such concerns — that’s assuming he ever had them.
His only concern is ‘more money for me’
The Sam Altman Playbook
open.substack.com/pub/garymarc...
Sam Altman’s pants are totally on fire
Even for him, his latest whopper is something
open.substack.com
November 7, 2025 at 6:47 PM
Reposted by Mike
lol
David Sacks says there will be "no federal bailout for AI", as the US has at least five major AI companies and "if one fails, others will take its place" (Ashley Capoot/CNBC)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
November 6, 2025 at 8:11 PM
lol
Reposted by Mike
THAT'S NOT HOW ANY OF THIS WORKS, SAMUEL
DO YOU THINK POWER PLANTS 𝘔𝘈𝘒𝘌 𝘌𝘓𝘌𝘊𝘛𝘙𝘖𝘕𝘚, SAMUEL
THEY VERY MUCH DO NOT DO THAT
DO YOU THINK POWER PLANTS 𝘔𝘈𝘒𝘌 𝘌𝘓𝘌𝘊𝘛𝘙𝘖𝘕𝘚, SAMUEL
THEY VERY MUCH DO NOT DO THAT
November 6, 2025 at 8:56 PM
THAT'S NOT HOW ANY OF THIS WORKS, SAMUEL
DO YOU THINK POWER PLANTS 𝘔𝘈𝘒𝘌 𝘌𝘓𝘌𝘊𝘛𝘙𝘖𝘕𝘚, SAMUEL
THEY VERY MUCH DO NOT DO THAT
DO YOU THINK POWER PLANTS 𝘔𝘈𝘒𝘌 𝘌𝘓𝘌𝘊𝘛𝘙𝘖𝘕𝘚, SAMUEL
THEY VERY MUCH DO NOT DO THAT
Reposted by Mike
Registering my prediction: over the next 5 years, Tesla sales will continue to decline, and the Optimus robots will be a Cybertruck-scale nonstarter.
BUT.
The company will be a world-leading innovator in shady market manipulation and fraudulent accounting techniques. He’ll hit his fake targets.
BUT.
The company will be a world-leading innovator in shady market manipulation and fraudulent accounting techniques. He’ll hit his fake targets.
JUST IN: Tesla shareholders officially green light a pay package for Elon Musk that could make him the world's first trillionaire.
Tesla shareholders endorse Musk pay package up to $1T
Tesla shareholders endorsed a pay package for Elon Musk that could make him the world's first trillionaire.
trib.al
November 7, 2025 at 12:53 AM
Registering my prediction: over the next 5 years, Tesla sales will continue to decline, and the Optimus robots will be a Cybertruck-scale nonstarter.
BUT.
The company will be a world-leading innovator in shady market manipulation and fraudulent accounting techniques. He’ll hit his fake targets.
BUT.
The company will be a world-leading innovator in shady market manipulation and fraudulent accounting techniques. He’ll hit his fake targets.
Weep, then weep some more -- your taxes will pay for OpenAI's and @samasama.bsky.social 's screwup
OpenAI probably can’t make ends meet. That’s where you come in.
open.substack.com/pub/garymarc...
OpenAI probably can’t make ends meet. That’s where you come in.
open.substack.com/pub/garymarc...
OpenAI probably can’t make ends meet. That’s where you come in.
If you thought the 2008 bank bailout was bad, wait til you see the 2026 AI bailout
open.substack.com
November 6, 2025 at 8:55 PM
Weep, then weep some more -- your taxes will pay for OpenAI's and @samasama.bsky.social 's screwup
OpenAI probably can’t make ends meet. That’s where you come in.
open.substack.com/pub/garymarc...
OpenAI probably can’t make ends meet. That’s where you come in.
open.substack.com/pub/garymarc...
Reposted by Mike
Meta PR has been challenging us to philosophical debates about the difference between its AI glasses harassment machine and an iPhone, this is my answer www.404media.co/whats-the-di...
What’s the Difference Between AI Glasses and an iPhone? A Helpful Guide for Meta PR
Meta thinks its camera glasses, which are often used for harassment, are no different than any other camera.
www.404media.co
November 5, 2025 at 3:36 PM
Meta PR has been challenging us to philosophical debates about the difference between its AI glasses harassment machine and an iPhone, this is my answer www.404media.co/whats-the-di...
Reposted by Mike
We've covered how Meta Ray-Bans could have been worn by CBP during ICE raids, how it's being modded for facial recognition, and how it's being used as a spy tool.
Every time Meta argues: What is the difference between Meta’s Ray-Ban glasses and an iPhone?
SO yeah—here's a guide for Meta's PR team:
Every time Meta argues: What is the difference between Meta’s Ray-Ban glasses and an iPhone?
SO yeah—here's a guide for Meta's PR team:
What’s the Difference Between AI Glasses and an iPhone? A Helpful Guide for Meta PR
Meta thinks its camera glasses, which are often used for harassment, are no different than any other camera.
www.404media.co
November 5, 2025 at 4:29 PM
We've covered how Meta Ray-Bans could have been worn by CBP during ICE raids, how it's being modded for facial recognition, and how it's being used as a spy tool.
Every time Meta argues: What is the difference between Meta’s Ray-Ban glasses and an iPhone?
SO yeah—here's a guide for Meta's PR team:
Every time Meta argues: What is the difference between Meta’s Ray-Ban glasses and an iPhone?
SO yeah—here's a guide for Meta's PR team:
Reposted by Mike
every single conversation I've ever had with a US military public affairs officer has been more interesting, forthcoming, and generous than the convos I have with tech company PR.
What’s the Difference Between AI Glasses and an iPhone? A Helpful Guide for Meta PR
Meta thinks its camera glasses, which are often used for harassment, are no different than any other camera.
www.404media.co
November 5, 2025 at 3:40 PM
every single conversation I've ever had with a US military public affairs officer has been more interesting, forthcoming, and generous than the convos I have with tech company PR.