spoonyplanes.bsky.social
@spoonyplanes.bsky.social
Is this article written with/by AI? Who knows, proPublica refuses to label or disclose AI usage.
December 18, 2025 at 12:41 PM
Except that they refuse to commit to any kind of standards around their AI usage, so expect the quality to decline.
December 18, 2025 at 12:37 PM
yes this leak is an advert. It's not surprising there are leaks from OAI, but the quantity and substance and regularity really suggests intentionality
December 18, 2025 at 12:34 PM
Anytime, and I mean *anytime* you hear a company talking about guidelines or controls for LLMs, they are always talking about either adding to the system prompt or running results through another LLM for validation (based on prompting).

There are no other tools.
December 17, 2025 at 1:35 PM
fuck brand damage, there's IP risk. How are you going to sue a school for having a mural with Disney characters while also letting the several billion people on the planet with Internet access generate unlimited works with your IP
December 16, 2025 at 5:38 PM
There's over-extended in the "that's not a great idea and you're going to lose money that could have been used more productively, and you're missing out on better things," and then there's "you're over extended and you won't exist if things don't pan out"

Like MS and Google aren't going under.
December 14, 2025 at 11:55 PM
There are stupider replies, but few that are still coherent.
December 11, 2025 at 7:59 PM
Thank you. I have never seen comments provide actual value. Conversation can only really happen in venues meant for conversation.
December 8, 2025 at 10:28 PM
But it was very obvious that they had a profitable business under the capex though. The widely-held sentiment (that was purposefully cultivated by AWS) was that they could turn on the profit whenever they wanted.

There's no comparable situation in the AI space.
December 8, 2025 at 3:37 PM
The GOP and media are going to do that anyway, and if anything is apparent by now it's that no-one in the US has any memory for politics, if they notice at all. See the blatant hypocrisy behind McConnell's handling of Supreme Court noms, as well as everything else he's ever done.
December 6, 2025 at 4:04 PM
what banks do you think are over leveraged on risky assets?
December 6, 2025 at 12:48 PM
that's not how any of this works, shut the fuck up
December 6, 2025 at 12:47 PM
How much money has the government spent on those projects?
December 5, 2025 at 11:51 PM
This is great. I was genuinely surprised by how much debt oracle was already carrying, it is truly bizarre, they should be doing just fine by sitting back and collecting licensing fees and doing a bit of cloud business (OCI is actually pretty nice to use). Wtf was that debt for?
December 5, 2025 at 7:38 PM
Especially if you're powering them by purposefully exposing as much surface area as you can to the sun.
December 4, 2025 at 2:06 PM
Cash flow *can only finance half* but this is a sound investment, huh?
December 3, 2025 at 9:40 PM
what's TF?
December 3, 2025 at 2:31 PM
"Oh we adjusted sales KPIs based on having a better understanding of the market in this very new field" sounds much better than "Fuckfuckfuck shit this thing won't sell we spent *so much goddamn money*!"

Who knows which is more accurate, but in either case it sure as fuck isn't an act of kindness.
December 3, 2025 at 2:28 PM
If you're convinced the company will tank in the near future the premiums don't really matter, but then again you'd also be convinced that you wouldn't lose on the short either.

Has Oracle issued bonds recently?
December 3, 2025 at 5:53 AM
Oracle make plenty of money, but they don't have more money than God. MS make an order is magnitude more profit than them.

They've committed to a bunch of capex for AI compute capacity, and in general are being pretty reckless.
December 3, 2025 at 5:50 AM
The interesting bit is that, unlike traditional insurance, you don't *have* to own or have a stake in the debt to purchase this insurance for it, so it creates a market for buying and selling these swaps.
December 3, 2025 at 5:47 AM
every quarter I'll pay them some relatively small amount (a premium), and if Oracle defaults on the debt in question, they'll pay me a lump sum. /2
December 3, 2025 at 5:46 AM
It's an insurance policy against default.

I think Oracle will not be able to fulfill its debt obligations (or I'm a holder of that debt that wants to hedge against default), so I find someone willing to insure it: /1
December 3, 2025 at 5:45 AM
if Java was freed from Oracle I would be sooo happy
December 3, 2025 at 5:41 AM
well that's a dumb take
December 3, 2025 at 5:34 AM