Ron
LightNews LightNews
ronipedia.bsky.social
Ron
@ronipedia.bsky.social
47 followers 120 following 90 posts
I like to go fast. 40???
Posts Replies Media Videos
Reposted by Ron
yearprogress.bsky.social
░░░░░░░░░░░░░░░░░░░░ 0.82%
January 4, 2026 at 12:00 AM
Reposted by Ron
yearprogress.bsky.social
░░░░░░░░░░░░░░░░░░░░ 0.07%
January 1, 2026 at 6:00 AM
Reposted by Ron
yearprogress.bsky.social
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓░ 99.79%
December 31, 2025 at 6:00 AM
Reposted by Ron
followtheh.bsky.social
Tesla

2023 deliveries 12/28 share price close
1.8 mil $253

2025 deliveries 12/28 share price close
1.6 mil $460
December 30, 2025 at 1:42 PM
Reposted by Ron
yearprogress.bsky.social
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓░ 99.52%
December 30, 2025 at 6:00 AM
Reposted by Ron
yearprogress.bsky.social
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓░ 99.45%
December 30, 2025 at 12:00 AM
Reposted by Ron
yearprogress.bsky.social
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓░ 99.32%
December 29, 2025 at 12:00 PM
Reposted by Ron
radleybalko.bsky.social
So I have the cover story in next month's TNR.

I interviewed the heads of police groups; immigration defense attorneys, ex-judges and ex-prosecutors; former DOJ and DHS officials, and the former head of Border Patrol.

They're all horrified at what we've seen, and they all fear what's coming.
Trump’s Immigration Nightmare: It Is Happening Here
With astonishing speed, the administration has toppled the most cherished pillars of a free society. And the experts agree: It’s all going to get much, much worse.
newrepublic.com
December 24, 2025 at 3:08 PM
Reposted by Ron
wikisteff.bsky.social
I love this rant, Pookle.

For what it's worth, this is the best estimate of OpenAI's "informed business-as-usual" financial futures.

OpenAI is expected to pay out $30 billion on revenues of $13 billion in 2025. They're set to lose $2.42 for every $1.00 they earn.

www.ft.com/content/23e5...
Bar chart of OpenAI's estimated profit and loss statement for 2025. The chart shows projected profit and loss components for the year 2025 in billions of dollars. Horizontal axis lists categories: Revenue, Microsoft revshare, COGS, R&D, SG&A, and Operating loss. Vertical axis ranges from negative $20 billion to positive $15 billion. Revenue: $12.5 billion (positive bar). Microsoft revshare (revenue share): -$2.5 billion (negative bar). COGS (Cost of Goods Sold): -$7.25 billion (negative bar). R&D (Research and Development): -$14.61 billion (negative bar). SG&A (Selling, General, and Administrative): -$5.85 billion (negative bar). Operating loss: -$17.72 billion (negative bar). Above the chart, there is a year selector with buttons for 2025 through 2030, with 2025 highlighted. A note below the chart reads: “Source: HSBC, FTAV. Microsoft revenue share is assumed at 20% and non-cash compute costs are split between cost of goods sold and research and development.” Financial Times logo appears at the bottom left.
December 12, 2025 at 1:54 PM
Reposted by Ron
joelwwood.bsky.social
This is a tremendous read from @mattgurney.bsky.social
December 9, 2025 at 4:07 AM
Reposted by Ron
kottke.org
A lovely update from XKCD: Fifteen Years. Growing old is a gift. [kottke.org]
Q: “Want to Feel Old?” A: “Yes.”
In 2010, Randall Munroe’s fiancée (now wife) was diagnosed with cancer. Every once in awhile, he updates his audience at XKCD on how that’s going. The most recent missive: Fifteen Years. If you’re not up on XKCD lore,
kottke.org
December 1, 2025 at 3:44 PM
ronipedia.bsky.social
Should look out for next week's assault-by-panko
November 30, 2025 at 1:48 AM
Reposted by Ron
scalzi.com
September 13, 2026 will be the 20th anniversary, in point of fact. For a brief period of time, my cat Ghlaghghee (pronounced "fluffy") was the most famous cat on the Internet. She took it in stride. One of the great moments of the blog era. We should do something for the anniversary. Suggestions?
An adorable Himalayan-looking cat, laying on a red recliner, with bacon taped to her. She is accepting of her fate.
November 26, 2025 at 1:48 PM
Reposted by Ron
philnobilejr.bsky.social
Good morning! AI is being force-fed to you by a handful of billionaires who will lose a bunch of money if they fail to convince you that you need it. You do not need it 🫶
November 6, 2025 at 11:55 AM
Reposted by Ron
sorayanadiamcdonald.com
seems bad!

www.theatlantic.com/technology/2...
Screenshot text from the Atlantic Here is where the bubble dynamics get complicated. Tech firms don’t want to formally take on debt—that is, directly ask investors for loans—because debt looks bad on their balance sheets and could reduce shareholder returns. To get around this, some are partnering with private-equity titans to do some sophisticated financial engineering, Paul Kedrosky, an investor and a financial consultant, told us. These private-equity firms put up or raise the money to build a data center, which a tech company will repay through rent. Data-center leases from, say, Meta can then be repackaged into a financial instrument that people can buy and sell—a bond, in essence. Meta recently did just this: Blue Owl Capital raised money for a massive Meta data center in Louisiana by, in essence, issuing bonds backed by Meta’s rent. And multiple data-center leases can be combined into a security and sorted into what are called “tranches” based on their risk of default. Data centers represent an $800 billion market for private-equity firms through 2028 alone. (Meta has said of its arrangement with Blue Owl that the “innovative partnership was designed to support the speed and flexibility required for Meta’s data center projects.”) In this way, the data-center financing ends up being a real-estate deal as much as an AI deal. If this sounds complicated, it’s supposed to: The complexity, investment structure, and repackaging make exactly what is going on hard to parse. And if the dynamics also sound familiar, it’s because not two decades ago, the Great Recession was precipitated by banks packaging risky mortgages into tranches of securities that were falsely marketed as high-quality. By 2008, the house of cards had collapsed. Data-center build-outs aren’t the same as subprime mortgages. Still, there is plenty of precarity baked into these investments. Data centers deteriorate rapidly, unlike the more durable infrastructure of canals, railroads, or even fiber-…
November 3, 2025 at 8:03 PM
ronipedia.bsky.social
Send me some good wedding playlist suggestions please
October 29, 2025 at 8:37 PM
Reposted by Ron
hypervisible.blacksky.app
Roomba should have been a warning.
Man Alarmed to Discover His Smart Vacuum Was Broadcasting a Secret Map of His House
One man's robot vacuum was constantly communicating with its manufacturer, sending a detailed 3D map of his house halfway across the world.
futurism.com
October 26, 2025 at 11:57 AM
Reposted by Ron
edzitron.com
Exclusive: Anthropic spent $2.66 billion on Amazon Web Services in the first three quarters of 2025, around 100% of their estimated revenue. Its costs appear to increase with their revenue, showing little path to profitability.
www.wheresyoured.at/costs/
This Is How Much Anthropic and Cursor Spend On Amazon Web Services
So, I originally planned for this to be on my premium newsletter, but decided it was better to publish on my free one so that you could all enjoy it. If you liked it, please consider subscribing to su...
www.wheresyoured.at
October 20, 2025 at 3:19 PM
Reposted by Ron
edzitron.com
Hey everyone! Quick question: are these margins good? is Negative 220% good? If it helps the thing in question cost $50,000 and you need hundreds or thousands of them.

Also the thing with negative 100% gross margins costs $1.9m, is that good?
www.theinformation.com/articles/ora...
Seeking Profits A chip-by-chip breakdown of gross margins from Oracle's $900 million cloud-GPU rental revenue in the August quarter Chip (Date Available*) Gross Profit Margin Percent of Revenue Nvidia H100 (Fall 2023) 26% 49% Nvidia H200 (Fall 2024) 19% 19% Nvidia A100 (Fall 2020) 9% 14% Other GPUs** 0% _ 7% AMD MI300X (Fall 2024) -8% 3% Nvidia B200 (2025) -220% |2% Nvidia GB200 (Mid-2025) -100% _6% Average 14% * Date of general availability ** Approximate figures Note: Margin figures include most depreciation expenses Source: The Information, Oracle
October 17, 2025 at 3:01 AM
ronipedia.bsky.social
Happy Thanksgiving to all who celebrate
Cranberry sauce with spoon sticking out
October 12, 2025 at 12:05 AM
ronipedia.bsky.social
Never post.
October 3, 2025 at 2:13 PM
Reposted by Ron
mims.bsky.social
*The AI boom = one of the costliest building sprees in world history

* Past 3 years' commitments are greater than the cost of building the U.S. interstate highway system

* Consumers must spend $800 billion on AI within a few years, to justify investment from 2023-24

www.wsj.com/tech/ai/ai-b...
This week, consultants at Bain & Co. estimated the wave of AI infrastructure spending will require $2 trillion in annual AI revenue by 2030. By comparison, that is more than the combined 2024 revenue of Amazon, Apple, Alphabet, Microsoft, Meta and Nvidia, and more than five times the size of the entire global subscription software market. Morgan Stanley estimates that last year there was around $45 billion of revenue for AI products. The sector makes money from a combination of subscription fees for chatbots such as ChatGPT and money paid to use these companies’ data centers. How the tech sector will cover the gap is “the trillion dollar question,” said Mark Moerdler, an analyst at Bernstein.
September 26, 2025 at 1:50 PM
ronipedia.bsky.social
My day is ruined.
motivickyle.bsky.social χle Ormsby @motivickyle.bsky.social · Sep 25
CHOTINER: So you said that a continuous function's graph can be drawn without picking up your pencil?
ME: Yes, that's the basic idea.
CHOTINER: But continuous functions aren't necessarily differentiable?
ME: That's right.
CHOTINER: And then you told your class about Weierstrass's function?
A picture of Weierstrass's "monster" or "devil" function: everywhere continuous, nowhere differentiable.
September 25, 2025 at 1:38 PM
Reposted by Ron
rebeccarhelm.bsky.social
I get that the news cycle is packed right now, but I just heard from a colleague at the Smithsonian that this is fully a GIANT SQUID BEING EATEN BY A SPERM WHALE and it’s possibly the first ever confirmed video according to a friend at NOAA

10 YEAR OLD ME IS LOSING HER MIND (a thread 🧵)
September 24, 2025 at 8:30 PM