Sentient Bust

hi the only way i get money really is from my music stuff so if you’re able to & want to i have so many things you can listen to, descriptions/plot in alt text!!!

xflcoyx.bandcamp.com/album/fearfu...

nocapitalsnospaces.bandcamp.com/album/nearsi...

skippertheeyechild.bandcamp.com/album/dance-...

Donkey Konged

This Miyazaki episode of Lupin the 3rd had a huge influence on Katsuhiro Otomo -- he learned how to storyboard partly by watching it over and over again

From: Thieves Love the Peace (1980), dir. Hayao Miyazaki, Telecom

The plan:

1. 20000 TLAMS
2. Demoralize INDOPACOM
3. ???
4. Profit

Elma (Xenoblade Chronicles X) #SketchThread #myart

Iroha (Samurai Showdown) #SketchThread #myart

Victoria (Love Curse: Find Your Soulmate) #SketchThread #myart

So less than GTA V or Genshin Impact? The technology that consumes all the capital, water, and energy in the world is being outperformed by gacha games?

And thanks to an affidavit from Anthropic Chief Financial Officer Krishna Rao filed as part of Anthropic’s suit against the Department of Defense’s supply chain risk designation, it’s clear that the deception was intentional, as the affidavit confirmed that Anthropic’s lifetime revenue “to date” (referring to March 9th 2026) is $5 billion, and it has spent $10 billion on inference and training.

To be abundantly clear, this means that Anthropic’s previous statement that it made $14 billion in annualized revenue (stated by Anthropic on February 12 2026, and referring, I’ve confirmed, to a month-long period multiplied by 12) — referring to a period of 30 days where it made $1.16 billion — accounts for more than 23% of its lifetime revenue. This comes down to which Anthropic you believe, because these two statements do not match up. I am not stating that it is lying, but I do believe annualized revenue is a deliberate attempt to obfuscate things and give the vibe that the business is healthier than it is. I also do not think it’s likely that Anthropic made 23% of its lifetime revenue in the space of a month. What this almost certainly means is that the sources that told media outlets that Anthropic made $4.5 billion in 2025 were misleading them. The exact quote from the affidavit is that “...[Anthropic] has generated substantial revenue since entering the commercial market—exceeding $5 billion to date,” and while boosters will say “uhm, it says “exceeding,” if it were anything higher than $5.5 billion Anthropic would’ve absolutely said so. We can also do some very simple maths that suggests that Anthropic’s “annualized” figures are…questionable. On February 12 2026, annualized revenue hit $14 billion. Five days before the lawsuit was filed, it was $19 billion, “with $6 billion added in February” (per Dario Amodei at a Morgan Stanley conference), suggesting that annualized revenue was $13 billion, or $1.083 billion.

Even if we assume a flat billion, that means that Anthropic made $2.16 billion between January and the end of February 2026. And that’s not including the revenue made in March so far. But I’m a curious little critter and went ahead and added up all of the times that Anthropic had talked about its annualized revenue from 2025 onward, and the results — which you can find with links here! — and based on my calculations, just using published annualized revenues gets us to $4.837 billion. We are, however, missing several periods of time, which I’ve used “safe” (as in lower, so that I am trying to give Anthropic the benefit of the doubt) numbers to calculate based on the periods themselves. April 1 to 30, 2025, which I estimate as $166 million based on reports of Anthropic’s annualized revenue being $2 billion at the end of March 2025. August 1 to August 20, 2025, which I estimate as $271 million based on July 2025’s revenues ($4 billion). November 1 to November 29, 2025, which I estimate as $556 million, based on October’s $7 billion in annualized revenues. January 1 to January 11, 2026, which I estimate as $219.1 million, assuming $9 billion in annualized revenue (based on reported December revenues). With these estimates, we get a grand total of $6.66 billion (ominous!), which is a great deal higher than $5 billion. When you remove the estimates and annualized revenues for 2026, you get $3.642 billion, which heavily suggests that Anthropic did not, in fact, make $4.5 billion in 2025. Sidenote: there’s absolutely some waviness in the definition of what the actual revenue is for a period. ARR is meant to refer to a month's snapshot. That’s what I’m doing here. If Anthropic does anything strange (such as annualizing based on a week of revenue), I have no control over that, but to be clear, reports have said “month.” There isn’t a chance in Hell this company made $4.5 billion in 2025 based on its own CFO’s affidavit. I also think it’s reasonable to doubt the veraci…

Anthropic recently had to tell the truth - in a legal filing - about how much revenue it’s made to date, saying it made "in excess of" $5 billion in total revenue through March 3 2026. This would suggest that previous reports of $4.5bn in 2025 were wrong.

www.wheresyoured.at/the-beginnin...

Last week, Bloomberg reported something I’d already confirmed three weeks ago — that OpenAI was no longer part of the planned expansion (past the initial two (of eight) buildings) of Stargate Abilene, a project that’s already massively delayed from its supposed “full energization” by mid-2026. Oracle disputes the report (and if it’s wrong, I imagine investors will rightly sue) claiming that “Crusoe [the developer] and Oracle are “operating in lockstep,” which doesn’t make sense considering the delays or, well, reality. My sources in Abilene also tell me that the expansion fell apart due to Oracle’s dissatisfaction with the revenue it was making on buildings one and two, and that a bidding war was taking place between Meta and Google for the future capacity. Bloomberg’s Ed Ludlow also reports that NVIDIA put down a $150 million deposit as Crusoe attempts to lock down Meta as a tenant — a very strange thing to do considering Meta is flush with cash, suggesting a desperation in the hearts of everybody involved. It’s also very, very strange to have a supplier get involved in a discussion between a vendor and a customer, almost as if there’s some sort of circular financing going on. As I reported back in October, Stargate currently only has around 200MW of power, and The Information reports that power won’t be available for a year or more, something I also said in October. As self-serving as it sounds, I really do recommend you read my premium piece about the AI Bubble’s Impossible Promises, because I laid out there how stupid and impossible gigawatt data centers were before the war in Iran. We’ve already got a shortage in the electrical grade steel and transformers required to expand America’s (and the world’s) power grid, we’ve already got a shortage of skilled labor required to build that power (and data centers in general), and we’re moving massive amounts of heavy shit around a large patch of land using thousands of people, which will cost a lot of gas. I d…

In The Black Swan, Nassim Taleb makes the point that “…the process of having [journalists] report in lockstep [causes] the dimensionality of the opinion set to shrink considerably,” saying that they tend to “[converge] on opinions and [use] the same items as causes.” In simpler terms, everybody reporting the same thing in the same way naturally makes everybody converge on the same kinds of ideas — that AI is going to be a success because previous eras have “worked out,” even if they can’t really express what “worked out” means. The logic is almost childlike — in the past, lots of money was invested in stuff that didn’t work out, but because some things worked out after spending lots of money, spending lots of money will work out here. The natural result is that reporters (and bloggers) seek endless positive confirmation, and build narratives to match. They report that Anthropic hit $19 billion in annualized revenue and OpenAI hit $25 billion in annualized revenue — which has been confirmed to refer to a 4-week-long period of revenue multiplied by 12 — as proof that the AI bubble is real, ignoring the fact that both companies lose billions of dollars and that my own reporting says that OpenAI made billions less and spent billions more in 2025. They assume that a company would not tell everybody something untrue or impossible, because accepting that companies do this undermines the structure of how reporting takes place, and means that reporters have to accept that they, in some cases, are used by companies to peddle information with the intent of deception.

I feel incredibly pessimistic about the prospects of the AI bubble in the event of a 1970s-style oil shock, as it’s increasingly clear that it’s a sector that runs on deception, wishful thinking, and half-truths. Oh, and debt. Lots and lots of debt.

www.wheresyoured.at/the-beginnin...

That said, depending on how bad things get, we will see inflation spike, and Increases in inflation are usually met with changes in monetary policy, with central banks raising the cost of borrowing in an attempt to “cool” the economy (IE: reduce consumer spending so that companies are forced to bring down prices). And we’d just started to bring down interest rates, with the Fed announcing in December that it projected rates of 3.4% by the end of 2026. Iran changes that in the most obvious way possible — if prices soar, interest rates may follow, and if rates go up, even by a point or two of a percentage, financing the tens and hundreds of billions of dollars in borrowing that the AI bubble demands will become significantly more expensive. For some context, the International Monetary Fund’s Kristalina Georgieva recently said “...a 10% increase in energy prices that persists for a year would push up global inflation by 40 basis points and slow global economic growth by 0.1-0.2%,” per The Guardian, who also added… Some economists argue that a jump in the price of energy and transport costs, significant though they are for households and businesses, could prove to be a sideshow if the bombing of Iran by the US and Israel destabilises financial markets already worried about ballooning AI stocks and the impact of US import tariffs. And remember: the AI bubble, along with the massive private equity and credit funds backing it, is fueled almost entirely by debt. All this chaos and potential for jumps in inflation will also affect the affordability calculations that lenders will make before loaning the likes of Oracle and Meta the money they need at a time when lenders are already turning their nose up at Blue Owl-backed data center debt deals.

It’s not just the data centers, either. As interest rates go up, VC funds tend to shrink, because the investors that back said funds can get better returns elsewhere, and with much less risk. As I discussed in the Hater’s Guide to Private Equity, 14% of large banks’ total loan commitments go to private equity, private credit and other non-banking institutions, at a time when (to quote Forbes) PE firms are taking an average of 23 months fundraising (up from 16 months in 2021), after private credit’s corporate borrowers’ default rates (as in the loans written off as unpaid by the borrow) hit 9.2% in 2025. Put really simply, private equity, private credit, venture capital and basically everything to do with technology currently depends on the near-perpetual availability of debt. The growth of private credit is so recent that we truly don’t know what happens if the debt spigot gets turned off, but I do not think it will be pretty. Things get a little worse when you remember that famed business dipshits SoftBank are currently trying to raise a $40 billion loan to fund its three $10 billion Klarna-esque payments as part of its $30 billion investment in OpenAI’s not-actually-$110-billion-yet funding round. How SoftBank — a company that raised a $15 billion bridge loan due to be paid off in around four months and has about $41.5 billion in existing debt that’s maturing that needs to be refinanced in the next nine months or so, per JustDario — intends to take on another $40 billion is beyond me. And that’s a sentence I would’ve written before the war in Iran began. There’s also evidence that links lower IPO numbers to rising inflation rates, which means that achieving the exit that investors want will become so much harder — and so, they might as well not bother. Need proof? SoftBank-owned mobile payments company PayPay delayed its IPO last week, and I quote Reuters, because “...markets were rattled by [the attack] on Iran, according to two people familiar with the mat…

I don't know what will happen next in Iran, but I do know is that the longer the war continues, the worse the economic consequences will be. I also know that higher borrowing costs, energy costs, and inflation will devastate the AI industry.

www.wheresyoured.at/the-beginnin...

So, let’s start simple. Open Google Maps. Scroll to the Middle East. Look at the bit of water separating the Gulf Arab countries from Iran. That’s the Persian Gulf. Scroll down a bit. Do you see the narrow channel between the United Arab Emirates and Iran? That’s the Strait of Hormuz. At its narrowest point, it measures 24 miles across. Around 20% of the world’s oil and a similar percentage of the world’s liquified natural gas (LNG) flows through it each year. Yes, that natural gas, the natural gas being used to power data centers like OpenAI and Oracle’s “Stargate” Abilene (which I’ll get to in a bit) and Musk’s Colossus data center.

Nevertheless, before that happens, closing the Strait of Hormuz means that Iran can inflict pain on American consumers at the pump, and we’ve already seen a 30% overnight spike in oil prices, with the price of a barrel jumping over $100 for the first time since 2022 (though as of writing this sentence it’s around $95). With midterms on the horizon, Iran hopes that it can translate this consumer pain to political pain for Donald Trump at the ballot box. This is all especially nasty when you consider that the price of oil is directly tied to inflation. It influences shipping costs, a lot of medicines, construction materials, and consumer objects have petrochemical inputs. In very simple terms, if oil is used to make your stuff (or get it to you), that stuff goes up in price.

On Monday, we saw the biggest overnight surge in oil prices in six years, as the economic consequences of America’s conflict in Iran started to assert themselves, in the process creating the conditions that’ll test the AI bubble’s strength.
www.wheresyoured.at/the-beginnin...

The Beginning Of History Hi! If you like this piece and want to support my work, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere fro...

It's the beginning of history - and an era where we'll see thorough tests of the assumptions of the AI bubble as a result of the war in Iran and the economic and social chaos to follow.

It's time to stop using the past as a guide to what happens next.

www.wheresyoured.at/the-beginnin...

Boy, am I having to hold my tongue for Employability Reasons. (Keep it to yourself if you think you know why. 🤫) All I will say is: 1. thanks to the folks out there defending our occupation against a couple of people who think Japanese is the only nuanced language. My peers deserve more gratitude.

ptosis

Must slay... the spire.. 🗡️🗡️🗡️

Latex material study

This needs to be immortalized.

“Super Mario was based on an Italian man I saw die in an accident on a construction site. I thought to myself, ‘What if that man had been killed by a gorilla, rather than negligence?’ - Shigeru Miyamoto

Happy Mario day!

After a year of continuously getting my ass beat via health issues & dealing with loss, it is now my birthday!

If folks wanna share this to help me out that would be the best birthday present ever. I have a Kofi goal with more info about my situation, thank you guys!
ko-fi.com/hexlace

#mutualaid

#frieren

happy women’s day

Mae: [Holding wasp spray] Is this good for wasps? Gregg: No, it kills them.

Greggory Lee. Customer Service Director.

#NITW #nightinthewoods #greggorylee #maeborowski

me standing in front of a store called sissy boy

went to sissy boy store and everyone there knew you

every time you repost this kitty a land lord dies [a cartoon kitty with a pancake on its head on a desaturated anachist black and red flag.]

Revy with her underwear slightly on her leg and completely topless. Her big boobs are visible and her massive cock n balls are showing. She's very hard

In need of being milked, any volunteers?

The forest adventure continues ~

a colored nsfw yuri sketch drawing of two lesbian girls who resemble Marceline the vampire queen and Princess Bubblegum from adventure time. Marcy is a tomboyish tattoed goth/alt vampire. She's fingering PB, who's dripping wet. She has long curly pink hair and a bouncy fringe. She blushes, overwhelmed by pleasure from her girlfriend dirty talking on her ear and fingering her juicy pink pussy. Explicit but overall simply cute yuri sapphic artwork.

who could've seen that coming? 💦
#yuri

I'm not sure if that's how you kiss...

It's a rewarding job