Does it?

Reuters is reporting that Anthropic’s Investor Day event a few days ago, where they showed their audited Q3 financials to investors, caused institutional investors to shift their sentiment and that they are being pushed to lower their IPO valuation target down from $2 trillion to $1.5 trillion.

Coreweave is down almost 20% this week. Nebius is down more than 15%.

Investor sentiment is shakier than it was a month ago. And for hype-fueled valuations, investor sentiment is a two-way street.

Once there’s a public expectation for profit from the two biggest AI labs

I don’t think that it’s necessarily the order things will go.

Anthropic and OpenAI have bills to pay, including obligations to pay a ton of money to partners/vendors in the coming years. They need cash to do that. And the cash can come from 3 main places: revenue from customers, loans from lenders (usually in the form of issuing bonds), and issuing new stock/equity to raise funds.

The IPOs are basically their last chance to raise funds by issuing new equity. Even if each of them raise $100 billion, that’s probably not enough to hit self sustaining profitability. As lenders start to get more skeptical, in a macroeconomic environment with high interest rates and high energy prices, they start to run into a very real possibility that they hit illiquidity issues, even if their core business model actually works by then (and I don’t think it will). There’s just not enough runway for them, even in the most optimistic long term projections.

I want a convertible, a laptop that folds all the way back and gives a tablet/stylus interface, but has stiff enough hinges to hold the screen like a laptop at any angle with a keyboard, and that closes and covers the screen like a laptop. They played around with some form factors like that 10 years ago but they never really took off. Plus they tended to be Windows only, with poor Linux support on the hardware.

Whatever the reason, it’s basically become true.

Annualized Revenue rate is a made up number

It is fundamentally a projection about the future using recent results, and transparent in its methodology. It’s shit methodology, but it’s not hiding anything. So I don’t know that I’d classify it as fraud.

Playing games with “revenue” is another problem, but because that’s misleading about the past, and making an active decision on whether to classify money that was never gonna end up in their pockets as revenue share to partners or cost of revenue. Companies sometimes engage in shenanigans where they give discounts but classify the discounts as marketing/sales expenses rather than foregone revenue. That kind of stuff strikes me as more squarely in the category of accounting shenanigans.

Financial Times smells blood in the water. They’ve been reporting on leaked OpenAI documents for a bit the last few weeks.

If the major financial outlets start reporting on the negative, there may be a sentiment shift that does actually destroy the companies propped up by hype rather than fundamentals.

The number they used for annualized revenue for these rapidly growing companies is taking the most recent month’s revenue and multiplying it by 12. It’s not a guarantee about the future, but it is misleading.

The extreme version is taking a good week’s revenue and multiplying it by 52, or even worse, multiplying a day by 365. Those are outright dishonest. But not accounting fraud, because it’s not accounting at all.

The tablet one eventually came true. Desktops and laptops aren’t anywhere near as popular for personal use by non-technical people.

Yeah, nothing quite like visiting a channel for the first time in a few weeks, while your client spends minutes trying to load the data to actually catch up with what you missed.

It is believed that pi is “absolutely normal” in the strict mathematical definition: that in any base numbering system, any finite sequence of digits appears as frequently as any other sequence of that length. If that’s true, then yes, a particular binary string, including one that corresponds to a particular digital file (like a particular mp4 file), can be found in pi.

That said, it hasn’t actually been proven that pi is normal. If it’s not normal, then the number can be infinitely non-repeating and still never hit that particular sequence of digits.

My theory is that there is no organic NSFW content creation on the fediverse, and that everything is rbots, scrapers, spammers who don’t actually engage with the platform, etc.

If nobody who creates NSFW content ever interacts with lemmy/piefed directly, they won’t know to try to lean into this trend that doesn’t exist elsewhere.

Yeah, you’re probably right. Still, if big tech’s ad behavior (ads for stuff you’ve already bought, ads for things you’d never buy but might have looked up information about for non-consumer reasons) is any indication, I’m not actually sure they’re using really sophisticated techniques here that can’t be thrown off by one-off bored sessions.

When I’m bored, I get price quotes from Lyft and Uber to the airport. I’ll click around and look at the different tiers of service. Then I choose not to actually request a fare, and close the app.

I fly enough to where both apps probably have me as a regular airport customer, but that I’m price sensitive enough where I just won’t use their service sometimes.

I do the same with Doordash and other food apps, where I just put together potential orders to get a sense of how much something would cost if I ordered it, and then just never order it, letting that cart expire. I’m hoping this poisons their data or adds something to the price sensitivity metrics.

I also look at airfares, hotel prices, etc., a lot. It’s not for the purpose of manipulating their algorithms, as I just like to get a sense for how prices move over time. But if there’s a side effect that these variable pricing algorithms take into account people who window shop and walk away, maybe I’m helping push prices down.

If they’re gonna create a panopticon, we should fuck with their data.

AMP was two different things.

1. Google defined a standard that was an approved subset of html/css/js designed to load quickly on mobile screens, with none of the extra cruft that slows down sites as experienced by phone users.
2. Google also agreed to host AMP-compliant pages on their own ultra-fast servers. Many smaller sites, especially local news stations and local newspapers, agreed to offload the extra work by allowing Google to host their content. Those hosted pages had a whole system of referring back to the canonical URL on the actual outlet’s own website (and the desktop version of the page), and had little things referring to the AMP project.

I was 100% on board with #1, but #2 was controversial and created a lot of the conflicts of interest that tore the whole thing apart. Google spun off the AMP project as an open governance model, and then it was taken over by the OpenJS foundation.

In the end, the performance gap between mobile devices and desktops narrowed, and at this point most people’s phones and mobile browsers can load pages just as quickly as a laptop, so the purpose of the project itself is less important to the actual web as it exists today.

Google’s AMP was supposed to stop this, but they never could get around the conflict of interest between “our search engine experience is improved by prioritizing fast loading results” and “our ad business needs websites to carry a ton of ads,” ended up carving in enough exceptions and an anti-AMP backlash that they pretty much walked away from the whole thing.

I’m also waiting to see how Linux support for the A-series chips develops, now that the MacBook Neo has A18 Pros running MacOS. There are people working on tools to allow Asahi’s m1n1 bootloader to work on the Neos. Unclear how much of that effort will ultimately be upstreamed to Asahi itself, but I’m hopeful.

Most CPUs implement a strategy called “race-to-sleep,” where it throws all the resources it has at a computing task, to finish it as fast as possible, so that it can hurry back to a low power sleep mode.

For that reason, optimizing speed often improves battery life.

Technically these are all System in Package (SiP) rather than systems on a chip (SoCs). It’s not cost effective to waste silicon area on things like memory and storage in the latest and greatest TSMC nodes, so they have several different silicon dies that they connect together using advanced packaging techniques, but where each silicon die in that package might come from a different foundry/process.

Not exactly, the bootpicker just won’t show partitions that are not flagged as bootable. This is a departure from previous versions, that would check to see whether partitions were bootable without looking at the flag, and took a little bit of investigating to figure out this undocumented behavior, but it is an easy fix:

https://asahilinux.org/2026/06/progress-report-7-1/

Somewhere along the line someone is going to have a password that is their favorite sports team followed by their anniversary. Someone will reuse the same password over and over including a site with exploitable security flaws.

None of this is new, and none of this has destroyed the feasibility of electronic payments. AI has nothing to do with any of it.

The ability to conduct fraud, hack websites, and hijack accounts has always been around. The systems we’ve built will always assume that occurs on a regular basis, and are resilient against needing to address this reality. How does any of this prevent electronic payments from being processed?