"Thanks to everyone who participated in this grotesque scare-campaign, everybody I know in the film industry has been freaking out because every third headline about Sora 2 said that it would quickly replace actors and directors. The majority of coverage of Sora 2 acted as if we were mere minutes from it replacing all entertainment and all video-based social media, even though the videos themselves were only a few seconds long and looked like shit!

Sora 2 was never “challenging Hollywood” or “a threat to actors and directors,” it was a way to barf out videos that looked very much like Sora 2’s training data, and the reason you could only generate a few seconds at a time was these models started hallucinating stuff very quickly, because that’s what Large Language Models do.

Yet this is what the AI bubble is — poorly-substantiated media-driven hype cycles that exploit a total lack of awareness or willingness to scrutinize the powerful. Sora 2 was always a dog, it always looked like shit, it never challenged Hollywood, it never actually threatened the livelihoods of actors or directors or DPs or screenwriters outside of the tiny brains of studio executives that don’t watch or care about movies. Anybody that published a scary story about the power of Sora 2 helped needlessly spread panic through the performing arts, and should feel deep, unbridled shame."

https://www.wheresyoured.at/premium-how-much-of-the-ai-bubble-is-real/

#AI #GenerativeAI #AIBubble #OpenAI #Sora

"Perhaps the clearest examples are advanced memory and training chips, which are among the most important—and are by far the most expensive—components of training any AI model. Currently, most of them are produced by two companies in South Korea and one in Taiwan. These countries, in turn, get a large majority of their crude oil and much of their liquefied natural gas—which help fuel semiconductor manufacturing—from the Persian Gulf. The chip companies also require helium, sulfur, and bromine—three key inputs to silicon wafers—largely sourced from the region. In addition, Saudi Arabia, Qatar, the United Arab Emirates, and other regional petrostates have become key investors in the American AI firms that purchase most of those chips.

Because of the war in Iran, the Strait of Hormuz is functionally closed to most shipping vessels, stranding one-fifth of the world’s exports of natural gas, one-third of the world’s exports of crude oil, and significant quantities of the planet’s exportable fertilizer, helium, and sulfur. Meanwhile, Iran and Israel have begun bombing much of the fossil-fuel infrastructure in the region, which could take many years to replace. In only a month of war, the price of Brent crude—a global oil benchmark—has jumped by 40 percent and could more than double, liquefied-natural-gas prices are soaring in Europe and Asia, and helium spot prices have already doubled. The strait is “critical to basically every aspect of the global economy,” Sam Winter-Levy, a technology and national-security researcher at the Carnegie Endowment for International Peace, told us. “The AI supply chain is not insulated.”

The situation could quickly deteriorate from here. A helium crunch could trigger a shortage of AI chips or cause chip prices to rise."
https://www.theatlantic.com/technology/2026/03/ai-boom-polycrisis/686559/

#AI #GenerativeAI #AIBoom #AIBubble #War #Iran #USA #Oil #Trump

"All of that conquering is starting to stretch Claude thin.

Earlier this week, Anthropic adjusted its usage limits for Claude free, Pro, and Max subscribers. While weekly limits don't change, it means users will approach their cap more quickly when they are using Claude during peak hours, which Anthropic defines as between 5 am to 11 am Pacific Time.

"We've landed a lot of efficiency wins to offset this, but ~7% of users will hit session limits they wouldn't have before, particularly for pro tiers," Thariq Shihipar, who works on Claude, wrote on X. "If you run token-intensive background jobs, shifting them to off-peak hours will stretch your session limits further.""

https://www.businessinsider.com/claude-usage-caps-changes-popularity-anthropic-2026-3

#AI #GenerativeAI #AIBubble #Anthropic #Claude

#Epstein - #Elon

EFTA01660651 NTOC
EFTA02807390 SUBPOENA

EFTA00953301 with Elon in California
EFTA02561277 Kira D massage
EFTA01998247 Elan was looking at me
EFTA00689860 The blonde that walked
EFTA01991293 Elon has given anything
EFTA02659672 fun with elon

EFTA01942348 Asking to visit Island
EFTA01912578 Ratio

#EpsteinFiles #Elon #Elonmusk #AI #xAI #AIBubble #IranWar

1/2

After watching the #gamersnexus video about the #ssdshortage:
https://www.youtube.com/watch?v=-O6FQFhNhiw

Can't wait for the #AIbubble to die.
I know the price spikes are not created by #LLVM's but by corruption/lack of market regulation.