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simon 🌈

@thatonegayacct.bsky.social

850 followers 250 following 220 posts

Trying to relive my old twitter glory days. Gay guy from Ohio trying to figure out what’s next.

🏳️‍🌈•Cat Dad•SW Engineer

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simon 🌈 @thatonegayacct.bsky.social · May 30

Bedhead is a lie to sell more head

Reposted by simon 🌈

Star Trek Minus Context

@nocontexttrek1.bsky.social

Voyager scene. Seven of Nine, Tertiary Adjunct adjunct of Unimatrix-01, is seen up close absolutely devouring a big ol' turkey leg like some kind of vicious animal. It's one of those tin foil wrapped Renaissance festival turkey legs, absolute unit. Closed caption reads: (ravenous growling)

November 27, 2025 at 11:44 PM

simon 🌈

@thatonegayacct.bsky.social

Lil’ crossed, feeling the right amount of gay

November 23, 2025 at 4:45 AM

Reposted by simon 🌈

holden m. accountable

@noahs.bsky.social

especially galling to me because I JUST WANT A CHEAP 4080Ti

Ed Zitron @edzitron.com · 15d

Monday Premium: The 12.7k word Hater's Guide To NVIDIA: how it makes money, how millions of GPUs are likely sitting uninstalled, and how its entire future relies on companies raising hundreds of billions in debt.

Here's $10 off annual.
edzitronswheresyouredatghostio.outpost.pub/public/promo...

NVIDIA's Future Success Is Predicated On The Ability For Everybody To Keep Feeding It Tens Of Billions Of Dollars Every Quarter, Requiring Endless Debt, Space, and Actual AI Demand To Exist
Here are some thoughts I have had:
A 25MW data center takes about $1 billion, with $600 million of that being GPUs - 200 GB200 racks, to be specific.
It needs about 20 acres - 100,000 square feet for the data center, roughly.
NVIDIA sells about $50 billion of GPUs and associated hardware in a quarter, so let's say that $40 billion of that is just the GPUs and $10 billion is the hardware, so around 13,333 GB200 racks. I realize that NVIDIA sells far more than that (GB300 racks, singular GPUs, and so on).
Deep-pocketed hyperscalers like Microsoft, Google, Meta and Amazon representing 41.32% of NVIDIA's revenue in the middle of 2025, funneling free cash flow directly into Jensen Huang's pockets...
...for now. Amazon ($15 billion), Google ($25 billion), Meta ($30 billion) and Oracle ($18 billion) have all had to raise massive amounts of debt to continue to fund AI-focused capital expenditures, with more than half of that (per Rubenstein) spent on GPUs.
Otherwise, basically anybody buying GPUs at any scale has to fund doing so with either venture capital (money raised in exchange for part of the company) or debt.
NVIDIA, at this point, around 8% of the value of the S&P 500 (the 500 leading (meaning they meet certain criteria of size, liquidity (cash availability) and profitability) companies on the US stock market). Its continued health - and representative value as a stock, which is not necessarily based on its actual numbers or health, but in this case kind of is? - has led the stock market to remarkable gains.
It is not enough for NVIDIA to simply be a profitable company. It must continue beating the last quarter's revenue, again and again and again and again, forever. If that sounds dramatic, I assure you it is the truth.

NVIDIA's continued success - and ability to continue delivering outsized beats of Wall Street's revenue estimates - depends on:
The willingness of a few very large, cash-rich companies (Microsoft, Meta, Amazon and Google) to continue buying successive generations of NVIDIA GPUs.
The ability of said companies to continue buying successive generations of GPUs.
The ability of other, less-cash-rich companies like Oracle to continue being able to raise debt to buy massive amounts of GPUs - such as the $40 billion of GPUs that Oracle is buying for Stargate Abilene.
This is becoming a problem.
The ability of unprofitable, debt-ridden companies like CoreWeave, AI "neoclouds" that use the GPUs they purchase from NVIDIA as collateral for loans to buy more GPUs, to to continue raising that debt to buy more GPUs.
The ability of anybody who buys these GPUs to actually install them and use them, which requires massive amounts of construction...and more power than is currently available, even to the most well-funded and conspicuous projects.
In simple terms, for the debt markets to continue propping up its revenues, because there is not really enough free cash in the world to continue pumping it into NVIDIA at this rate.
And after all of this, Large Language Models, the only way to make any money on any of these GPUs, must prove they can actually produce a profit.
Per my article from September, I can find no compelling evidence (outside of boosters speciously claiming otherwise) that it's profitable to sell access to GPUs.
Based on my calculations, there's likely little more than $61 billion of actual AI revenue in 2025 across every single AI company and hyperscaler.
Note that I said "revenue." Absolutely nobody is making a profit.
The NVIDIA situation is one of the most insane things I've seen in my life.
The single-largest, single-most-valuable, single-most-profitable company on the stock market has got there through selling ultra-expensive hardware that takes hundreds of millio…

November 21, 2025 at 11:46 PM

simon 🌈

@thatonegayacct.bsky.social

Feeling cute with longer hair again

November 20, 2025 at 5:03 PM

simon 🌈

@thatonegayacct.bsky.social

November 15, 2025 at 2:51 AM

simon 🌈

@thatonegayacct.bsky.social

Also Tank from the matrix movies is like hot hot 🥵

November 15, 2025 at 1:47 AM

Reposted by simon 🌈

Alejandra Caraballo

@esqueer.net

Resign.

Chuck Schumer @schumer.senate.gov · 26d

Democrats have been fighting for months to address America's healthcare crisis

For the millions who will lose coverage
For people with cancer who won't get the care they need
For working families who can't afford to pay $25K more a year for healthcare

We will keep fighting

November 10, 2025 at 4:39 AM

Reposted by simon 🌈

The Associated Press

@apnews.com

BREAKING: The Supreme Court rejects a call to overturn its decision legalizing same-sex marriage nationwide.

Supreme Court rejects call to overturn its decision legalizing same-sex marriage nationwide

The Supreme Court has rejected a call to overturn its landmark decision that legalized same-sex marriage nationwide.

bit.ly

November 10, 2025 at 2:41 PM

simon 🌈

@thatonegayacct.bsky.social

What should my next piercing/tattoo be? My bf wants me to get an industrial and I want a nose ring 👀

November 9, 2025 at 3:15 AM

simon 🌈

@thatonegayacct.bsky.social

cat.

Selfie of a man with a cat under a blanket

October 30, 2025 at 4:10 PM

Reposted by simon 🌈

Micah

@rincewind.run

billionaires should not be allowed to exist because the downside of "one of them loses their mind" is simply too dangerous for a functional society

also, having a billion dollars tends to make you lose your mind

John Rogers @johnrogers.bsky.social · Oct 20

The whole point of democracy is so one person's derangement does not become everybody's problem. It's social hygiene. The fact the richest men in the West are a mix of grotty twelve year olds and deranged apocalypse fanatics is a problem, and we should be honest about it.

Gil Durán @gilduran.com · Oct 20

Someone went there:

"It Kind of Seems Like Peter Thiel is Losing It"

via @futurism.com

futurism.com/future-socie...

October 20, 2025 at 5:47 PM

Reposted by simon 🌈

Rix

@spaceboyrix.bsky.social

Who robbed the Louvre right answers only

October 20, 2025 at 5:42 PM

Reposted by simon 🌈

The Onion

@theonion.com

Charli XCX Escalates Feud By Luring Travis Kelce Away With Beef Stick

October 16, 2025 at 3:00 PM

simon 🌈

@thatonegayacct.bsky.social

Fuck you micky-dewhyne, as an ohioan I like my porn uncensored please and thank you 🙄

October 10, 2025 at 5:23 AM

Reposted by simon 🌈

Chanda Prescod-Weinstein 🌌

@chanda.blacksky.app

What might not occur to you upon reading this headline is that, in other words, ICE is targeting gay men of color

Every queer press org should be picking up this story

Cruising crackdown in Penn Station bathroom puts at least 20 men in ICE custody

State and city laws prohibit local police departments from turning people over to ICE. That restriction does not apply to the federally run Amtrak Police Department.

gothamist.com

September 26, 2025 at 3:15 PM

Reposted by simon 🌈

Erin Reed

@erininthemorning.com

Washington Post. Don't forget that they fired journalists too, and they've taken their paper and turned it into a tool for billionaires.

I honestly think WaPo needs to be the next target.

And lets not forget that they said this about Bondi, giving her a green thumbs up.