Digital humanist writing about technologies enhancing human interactions.

Switzerland
Joined January 2011
#OpenAI’s September annualized revenue was almost $50B, not the roughly $70B previously signalled. That is mainly a metric reset, not a $20B sales collapse. But against huge #Ai #infrastructure commitments, the denominator matters. flavalib.medium.com/ai-fundi…
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A $5B Nvidia-backed AI-data-centre IPO was pulled after weak demand. The #AI restaurant is still busy; the #funding window closed on the unfinished extension. Capital Curvature: financing break 73%, Jevons 21%, fibre 6%. flavalib.medium.com/ai-fundi…
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Wall Street is being asked to turn GPUs into an asset class before it has a long time series explaining what those assets are actually worth. #AI #investing flavalib.medium.com/amazons-…
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The most interesting AI number today is 80%. That's roughly the share of Anthropic's $518B infrastructure commitments that is non-cancelable or payable regardless of usage. Future AI demand is becoming a present liability. CC today issue is about that #AI flavalib.medium.com/anthropi…
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Anthropic revenue grew 12× to $4.6B in 2025. Its compute + infrastructure expense: $7.33B. Future infrastructure commitments: $518B. Demand is real. So is the liability structure. Financing-break scenario: 61% → 64%. Today's CC issue → flavalib.medium.com/anthropi… #AI
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Anthropic expects $518B of AI infrastructure commitments over the next decade. ~80% is payable regardless of usage. AI doesn't need to fail. Growth just needs to arrive more slowly than the commitments. A very different risk. Today's Capital Curvature issue in the comment #AI
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Flavio Aliberti retweeted
🚨 PHYSICS IS BROKEN! MATTER IS AN ILLUSION, THE ATOM IS JUST TRAPPED LIGHT! A NEW ERA HAS BEGUN! 🚨 For 100 years, physics has treated "mass" as a fundamental, solid particle floating in an endless, empty void (ℝ⁴). What if that is a complete mathematical hallucination? What if mass is just light that got stuck in the geometry of space? A year ago, we thought exactly like the academic establishment. Breaking a lifelong paradigm and reinterpreting everything from scratch is incredibly difficult. But mathematics is a stubborn thing. We realized one absolute truth: the infinite ℝ⁴ space is fundamentally defective in physics. It exists purely as an abstract mathematical concept, and we must finally understand that pure mathematics ≠ physical reality. We genuinely need your help to break this dogma! DO NOT TAKE OUR WORD FOR IT. DO NOT BLINDLY TRUST AUTHORITY. We wrote the code, we solved the math, and we are giving it to you for absolutely free. Read the preprint and verify it yourself. Look at the real quantum photographs attached. On one side is the groundbreaking 2013 photograph of a Hydrogen atom's electron orbital, captured by researchers at the FOM Institute AMOLF in the Netherlands using a quantum microscope. On the other side is the famous 2015 photograph from EPFL in Switzerland, capturing light behaving simultaneously as a wave and a particle. Notice the absolute revelation: they are visually identical. Atoms are not solid little billiard balls. They are concentric interference patterns-pure standing waves of energy. The ultimate conceptual shift of our IT³ framework is this: The atom is not a "box" that contains trapped light. The atom IS the trapped light. There is no abstract container. There is only the geometry of the vacuum (a discrete lattice) which mathematically forbids light from propagating past certain algebraic boundaries. How it Works (Explained simply from the video): Let’s break down exactly what you are seeing in the simulation engine: 〰️ The Cyan Wave (→): A free gauge photon travels smoothly through the quantum vacuum. 🛑 The Kummer Wall (Red Lines): Suddenly, the light hits the absolute edge of the spatial lattice. This is an algebraic cutoff where mathematics literally runs out of resolution (√13 ∉ 𝕂). Space "does not exist" beyond this boundary. 🪞 Total Internal Reflection (Purple Wave ←): With nowhere left to go, the photon undergoes complete topological reflection. It bounces back as its own precise mirror image-an antiphoton. ⚡ The Birth of Mass (Yellow Core): The two opposing waves crash into each other and geometrically interlock. They form a perpetual, vibrating "standing wave" whose energy is trapped in one place. This localized density of confined energy is exactly what we call REST MASS. The Counterfactual Test: Watch the timeline in the visualizer. When the system hits the "WALLS OFF" phase, we computationally delete the vacuum boundaries. The golden pulsating core immediately shatters. The light escapes into infinity, and the mass drops precisely to zero. Matter literally un-braids back into pure radiation. FALSIFIABILITY AND PREDICTIONS: The "Mass Gap" is not solved by adding endless, arbitrary parameters to an infinite void. It is solved by recognizing that the Universe is a discrete, constructible topological crystal. Our model is strictly falsifiable and delivers exact predictions: 🎯 It predicts a new topological resonance at exactly 1088.04 GeV, accessible for verification at the High-Luminosity LHC. 🛑 It mathematically proves the absolute end of the periodic table at element Z = 172. 🧮 It operates with ZERO fitted parameters. All physics is reduced to the strict arithmetic of integers. THE HARDWARE CODE OF THE VACUUM MATRIX: 🌌 Arena: ℳ = 𝕊⁴ × 𝕋³ over the field 𝕂 = ℚ(√2, √3, √5) 👁️ Witness: 172 topological elements ⚙️ Processor: 57600 = 240² = 1110 0001 0000 0000₂ 📖 DOWNLOAD THE CODE. BREAK THE MATH. We do not want blind faith. Read the proofs. The supreme judge is the compiler, not closed-door committees. 🔗 Code + Preprint: doi.org/10.5281/zenodo.22655… doi.org/10.5281/zenodo.21555… #Physics #QuantumMechanics #Simulation #OpenScience #MassGap #TheoryOfEverything
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My research article on AGI has just been published. Why should a system that becomes extremely capable also become a system for which something is actually happening? The timing could hardly be better. #AGI #AI revistas.ucm.es/index.php/DE…
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If there is one thing that has shaped my path in Life Sciences, it is M&A. That is why I periodically look at M&A transactions through a simple strategic lens: is the deal mainly about price and share, or is it really about value creation? have a look #ai #lifesciences
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There is something more interesting than the usual “AI will transform pharma” narrative. Something that goes beyond a technology being adopted by Life Sciences companies. #supplychain #lifesciences #ai
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What is the Life Sciences tech dream team in World Cup season? That was the lighter idea behind the visual (soccer lovers might recognize the coach who inspired the 3-4-2-1 structure 😀) #WorldCup2026 #supplychain #lifesciences #ai
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#hormuz : What if the #pharma system is less hardened at the #molecule level than at the #compliance level? Chemistry might be forkable, but the real bottleneck is regulatory qualification, approved vendors, and synchronized operating procedure. Will we touch again approvals?
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