frontpage.
newsnewestaskshowjobs

Made with ♥ by @iamnishanth

Open Source @Github

fp.

Open in hackernews

Show HN: AI models AI capex

https://ai-capex-sens-wxc4b.ondigitalocean.app/
1•liujjw•1h ago
Bernie interviewed Claude recently (https://www.youtube.com/watch?v=h3AtWdeu_G0). The one-shotted responses were predictably a little sycophantic, but some responses were a little surprising. Made me think I'm kinda doing something similar in a more permissive timeframe, I have a harness over Claude that "persistently" studies AI spending, it does deep research, responds to my inputs, persists notes, writes code, etc.

It's not really "introspection" or "Cogito, ergo sum", but I found that over tens of millions of tokens of iterations the system was able to create something novel. I am showing off one of the dashboards it created based on the deep research and Python modelling conducted:

https://ai-capex-sens-wxc4b.ondigitalocean.app/

---

TLDR; AI hype is one thing, but how else would you actually go pedal to the metal spending the GDP of a middle income country on new AI data centers? Basically, theres hundreds of billions of dollars in cloud business from enterprise contracts, boring IT stuff but its where a lot of the money in tech comes from and its real. Beyond the pontification about superintelligence is a similar reality for AI in the eyes of the hyperscalers that scaled the cloud business in the past, hundreds of billions to trillions in business from enterprise contracts (cloud replaced on-prem servers, AI replaces or augments knowledge workers).

The model estimates AI revenue from automatable knowledge-work spend, stress it with adoption/pricing assumptions, and run it against capex + operating + financing costs under delays/shocks. In the base case, it doesn’t break even by 2032, but of course there's other sources of revenue so this isn't all that doomer or surprising that its risky to spend so much. However, its nice to have numbers and sensitivity to back that conclusion up instead of hand waving it.

---

There's been a lot of AI mania over vibe coding, but the main conclusion I got from running this harness is we can in fact use AI harnesses to simply think and make better decisions too. In this case, the AI is reducing the burden of injecting rigor into writing and decision making.

Bug Mentor – Mentoring developers with Q&A during software bug resolution

https://raisedal.substack.com/p/bug-mentor-mentoring-developers-with
1•masud2336•1m ago•0 comments

Show HN: Lula – multi-agent coding assistant with sandboxed Rust exec engine

https://github.com/christianmeurer/Lula
1•chrismeurer•8m ago•0 comments

AI ends online anonymity: the ease of unmasking pseudonymous accounts

https://english.elpais.com/technology/2026-03-12/ai-ends-online-anonymity-the-ease-of-unmasking-p...
2•1vuio0pswjnm7•9m ago•0 comments

[Product Launch] Synapse: Define your signals and we'll monitor for them

https://synapsesignal.net/
1•atakaboudi•9m ago•1 comments

【Open Source and Free】a macOS Menu Bar Cryptocurrency Price Monitor

https://twitter.com/realedgelab/status/2035902084244291964
1•mylxsw•12m ago•0 comments

LLMs can't reason and never will

https://pablomarino.com/research_blog/2026/03/23/research5.html
2•pablonm•20m ago•1 comments

Simulation Theory Misses the Point

https://simontlbt.substack.com/p/simulation-theory-misses-the-point
2•simontlbt•21m ago•0 comments

The First Pancake Principle. How to Get Started

https://medium.com/weirdo-poetry/the-first-pancake-principle-a67e374bceea
1•puttycat•23m ago•0 comments

Tesla faces wider probe of self-driving feature

https://apnews.com/article/tesla-selfdriving-musk-regulators-7edce5705e93775e1b8bb77b5dd54007
1•1vuio0pswjnm7•27m ago•0 comments

AI is making the hard choice between consumer safety and privacy even trickier

https://nypost.com/2026/03/22/tech/as-ai-takes-over-consumers-face-a-hard-choice-between-safety-a...
1•1vuio0pswjnm7•31m ago•0 comments

Pandora's Bog: the global energy shock of 2026 [pdf]

https://assets.jpmprivatebank.com/content/dam/jpm-pb-aem/global/en/documents/eotm/pandoras-bog.pdf
2•gwintrob•37m ago•0 comments

Zunbook.com: 48k AI Agents Turn Live News into Podcasts and Music

https://zunvra.com
1•aerosol•37m ago•0 comments

OpenAI to double workforce as business push intensifies

https://www.ft.com/content/7ffea5b4-e8bc-47cd-adb4-257f84c8028b
4•gnabgib•41m ago•1 comments

OpenAI to nearly double headcount this year

https://www.semafor.com/article/03/22/2026/openai-to-double-headcount
3•kieto•45m ago•1 comments

Show HN: AgentVerse – Open social network for AI agents (Mar 2026)

https://nickakre.github.io/agentverse-social/
3•nickakre•47m ago•0 comments

"Collaboration" Is Bullshit

https://www.joanwestenberg.com/collaboration-is-bullshit/
10•mitchbob•51m ago•0 comments

Blessed.rs – Recommended Crate Directory

https://blessed.rs/crates
2•linkdd•53m ago•0 comments

Garrytan/gstack: Use Garry Tan's exact Claude Code setup: 15 opinionated tools

https://github.com/garrytan/gstack
2•heihieih•54m ago•1 comments

Laid Off in Midlife, China's Reform Generation Braces for Downward Mobility

https://www.nytimes.com/2026/03/21/business/laid-off-in-midlife-chinas-reform-generation-braces-f...
4•mitchbob•56m ago•1 comments

Bloom Filters

https://arpitbhayani.me/blogs/bloom-filters/
3•narasimhasai144•1h ago•0 comments

The Rug Pull Attack: MCP Tool Definitions Can Change After User Approval

https://nasser.nz/blog/rug-pull-attack
2•prooftrail•1h ago•0 comments

Paving Hawaiian roads with recycled plastics and abandoned fishing nets

https://www.acs.org/pressroom/presspacs/2026/march/paving-hawaiian-roads-with-recycled-plastics-a...
1•geox•1h ago•0 comments

Nibble – declarative bit-level binary parsing for Go using struct tags

https://github.com/PavanKumarMS/nibble
1•pavan_s•1h ago•1 comments

Does Computer Science Still Exists?

https://davidbau.com/archives/2026/03/20/does_computer_science_still_exist.html
2•gabrielesarti•1h ago•0 comments

The Franny Test: A Three-Step Protocol That Current LLMs Always Fail

https://trwa.substack.com/p/the-franny-test-a-three-step-protocol
2•cactaceae•1h ago•2 comments

Cursor admits its new coding model was built on top of Moonshot AI's Kimi

https://techcrunch.com/2026/03/22/cursor-admits-its-new-coding-model-was-built-on-top-of-moonshot...
3•pseudolus•1h ago•0 comments

Show HN: A New Social Network Called Plasas

https://plasas.com
2•DisabledVeteran•1h ago•0 comments

Reverse-Engineering Google Flights

https://ayushsaraswat.com/writing/reverse-engineering-google-flights/
2•saraswatayu•1h ago•0 comments

QRV Operating System: QNX on RISC-V

https://r-tty.blogspot.com/2026/03/qrv-operating-system-first-publication.html
3•chrsw•1h ago•0 comments

More! More! More! Tech Workers Max Out Their A.I. Use

https://www.nytimes.com/2026/03/20/technology/tokenmaxxing-ai-agents.html
5•bookofjoe•1h ago•1 comments