Cogitar não ofende

Bloomberg 25 09 2026
Imagem: The Rundown, edição Avebarna
https://www.bloomberg.com/news/newsletters/2026-09-25/robot-installations-outpaced-human-hiring-at-us-factories-in-2025 

Faz alguns dias que eu me pergunto se a recente onda de nervosismo com os desenvolvimentos disso que está convencionado chamar-se Inteligência Artificial não provém da percepção, por parte dos proprietários dos direitos sobre seus aplicativos, de que a velocidade com que o trabalho é automatizado, na indústria como nos serviços, é a mesma com que o fundamento do valor é destruído e, com ele, também o da propriedade privada dos meios de produção.

PS: Será mera coincidência o fato de o desvario trumpista se expressar como políticas de tarifas aduaneiras e pilhagem de recursos naturais?

Chamem o alienista!

O que mais impressiona no ponto de vista dessa senhora é o total desinteresse, desprezo mesmo eu diria, pelos interesses gerais de sua própria classe, a dos capitalistas, cuja guarda é hoje exercida pelo presidente que ela prefere ver derrotado nas próximas eleições por sua suposta incapacidade de fazer o "ajuste das contas públicas".

Por "ajuste das contas públicas", o que Madame CEO tem em mente não é a recuperação dos bilhões do Rio Previdência evaporados nas pilantragens de Claudio Castro e Daniel Vorcaro. Tampouco a extinção dos penduricalhos e supersalários do Judiciário, das emendas legislativas e dos exércitos de apaniguados a que têm direito os picaretas que infestam o Congresso Nacional, as Assembleias estaduais e as Câmaras municipais, autênticos profissionais do rentável negócio da representação política que hoje constitui a essência das instituições parlamentares em nosso país, mas o corte... dos programas de governo destinados à manutenção da paz social indispensável à boa marcha dos negócios em geral!

Na verdade, o "ajuste das contas públicas" de Madame CEO é o corte de todas as despesas que não vão parar, por via legal ou ilegal, nas mãos de investidores em geral e consumidores de bens e serviços supérfluos e suntuários. 

Que diferença há, pergunto, entre o ponto de vista de Madame CEO, que espera ser governada por uma gangue de mafiosos na esperança de um tal "ajuste das contas públicas", e o do vice-presidente dos EUA, J. D. Vance, que declarou há poucos dias estar "fazendo a obra de Deus e se isso conduz ao fim do mundo, tudo bem"?    

Acho que essa gente precisa ser recolhida, o quanto antes, à Casa Verde. Chamem o Dr. Simão Bacamarte! 

AOC manda a real!

 

Meidas Touch 19-09-2026

https://www.facebook.com/photo/?fbid=1444951707826428&set=a.146905417631070 

Full statement:

Last weekend, Dario Amodei, the CEO of Anthropic, one of the largest AI companies in the world, publicly asked his industry to slow down AI development.

Shortly after, Sam Altman, the CEO of OpenAI, followed suit. Then Elon Musk.

This all came days after an Anthropic researcher quit, citing his belief that this technology could wipe out humanity and that AI companies are “gambling with our lives.”

For years, people have warned that generative AI could slip out of our direct control.

Those safety concerns must be taken seriously.

And this is why I have advocated for strict safety standards on how AI is built and deployed, public oversight over this technology, and using existing laws to hold these companies accountable when they cause harm.

But I want to draw your attention to another reality: Right now, the U.S. economy and our financial futures are riding on Silicon Valley’s bet that AI will soon be immensely profitable and pay off. And that bet isn’t looking good.

The formula for a profitable business isn’t complicated: make more money than you spend. But the biggest AI companies aren’t doing that. They are spending hundreds of billions per year on data centers, chips, and other costs while their ability to make revenues that exceed their already-immense sunk costs are unclear. Experts estimate that these AI companies will require another $600 billion of debt just to finance themselves in 2026 alone. That is more than the entire budgets of the U.S. Departments of Justice, Transportation, and Education combined.

Meanwhile, despite almost every single one of these companies not turning a profit and having sunk billions of investor dollars in development of data centers and other infrastructure, AI companies are also on a spending spree of hundreds of millions of dollars in lobbying and dark money in our elections.

It would be one thing if we were discussing a few private companies with a poor business model. But last year, virtually all stock market gains - 80% - rested entirely on just a handful of AI companies.

That tells us two things:

1. Nearly the entire U.S. economy outside the AI industry is relatively stagnating and faring poorly and the gains from these few companies are disguising it; and
2. Millions of people’s retirements - including their pensions, 401ks, and investments - are potentially exposed to this risk.

That’s why these AI companies’ dubious financial positions matter to working people.

These companies argue that debt is necessary. They’ll tell you that building transformative technologies requires upfront capital, and that massive borrowing today will pay off in generating unprecedented prosperity tomorrow.

But this is not the typical debt that startups take on while they build out a company. We are talking about billions going on trillions of dollars leveraged with no indication that these companies will be able to recoup these funds profitably. And they are increasingly looking to the government as their source of cash.

In an effort to hide their debt, tech companies have been relying on “circular financing” where tech giants like Google, Amazon, and Microsoft give billions to AI startups like OpenAI and Anthropic, only for those startups to hand that money right back to buy AI processing power.

In other words, these AI companies are luring in new investors by making it look like their financials are healthier than they really are.

What’s even worse is that retirement and pension funds are key to supporting this illusion.

When the AI companies issue bonds to raise more money, your pension funds and retirement accounts are some of the biggest buyers. When Musk’s AI business went public, it became part of index funds where millions of Americans invest our savings. Many Americans don’t even know that their retirement investments are tied up in these companies at all.

From Big Tech’s perspective, that’s a feature, not a bug. By tying our futures to their reckless gambling, AI billionaires are trying to make themselves too big to fail. They think they can take such dangerous risks because we will bail them out if things go wrong.

Sound familiar? This scene is dangerously reminiscent of the rampant speculation, corruption, and broken incentives leading up to the 2008 financial crisis that plunged millions of working class Americans into financial chaos that we never fully recovered from.

It is no accident that these warnings from Altman and Amodei come months - if not weeks - before these companies were meant to go public.

When companies go public, they have to be more transparent about how they are doing financially. And after a waiting period, they typically have to let private investors - like their own employees - sell their shares.

The New York Times recently confirmed that OpenAI has postponed going public for this very reason. They are in no rush for the truth about their finances to come out.

But the moment these oligarchs began to seek our public tax dollars and public contracts while exposing their companies to public pension funds and investments, they opened themselves to public accountability and scrutiny.

Silicon Valley billionaires have rigged the game and are attempting to shift their financial risk to working people: If they’re right about AI’s potential, they reap the profits. If they’re wrong and the bubble bursts, they are setting up the American people to pick up the tab.

Heads, they win; tails, we lose.

We can stop this, and we shouldn’t play their game. Together we can address both the economic and safety threats of unrestricted AI development and prevent financial chaos and stabilize market risk.

We must make it clear now that should the AI bubble pop, Congress should not bail out Big Tech.

And across our federal agencies, we have the authorities and tools to hold AI companies and their leaders accountable for releasing dangerous, unvetted, and defective products. We must not wait.

Silicon Valley billionaires want us to believe that AI robots will destroy humanity.

But the biggest threat to humanity are the tech oligarchs themselves.

It’s time we hold them accountable.

Thank you for reading.

In solidarity,

Alexandria

Anais do capitalismo-mais-que-tardio

The Guardian 05-09-2021
https://www.theguardian.com/technology/2026/sep/05/uncontrollable-ai-artificial-general-intelligence-warnings

Por mim passaria tudo ao Domínio Público, para gerar serviços de acesso universal controlados, acima de todas as instâncias nacionais e enquanto não se constrói uma entidade mais representativa, por um Painel da ONU, primo do IPCC, voltado à Inteligência Artificial ou outro termo que o próprio painel julgue mais acertado (consultar o Nicolelis).

A primeira providência do Painel poderia ser oferecer ao PNUD os meios computacionais necessários à elaboração de um Plano Econômico para o Desenvolvimento Sustentável das Nações Africanas, a ser oferecido a todos os países que o desejem e custeado com excedentes gerados pelos serviços públicos acima referidos.

Anais do capitalismo mais-que-tardio

CNN Portugal 30-08-2026

 

Anais do capitalismo-mais-que-tardio

UOL / Sakamoto 26-08-2026

 

Anais do capitalismo mais-que-tardio

 

Al Jazeera 25-08-2026

Anais do capitalismo mais-que-tardio

TRT World 21-02-2026
https://www.trtworld.com/article/51a0af83a11b

(..) During the sit-down at Ben Gurion Airport on Wednesday, Carlson pressed the ambassador on the geographic boundaries of land grants described in Genesis 15, which include the territory from the Nile to the Euphrates.

Montagem: Avebarna

When asked if Israel would have the right to take over the entire region based on this "original deed," Huckabee responded: "It would be fine if they took it all. (..) Israel is a land that God gave, through Abraham, to a people that he chose," Huckabee said, describing the Jewish people's connection to the land as a combination of "a people, a place, and a purpose." (..)

2026-02-22

Anais do capitalismo mais-que-tardio

Tecmundo 12-02-2026, por Nilton Cesar Monastier Kleina
https://www.tecmundo.com.br/mercado/410673-empregos-na-frente-do-pc-acabarao-ate-2028-preve-chefe-da-microsoft.htm

Montagem: Avebarna

2026-02-17

O capital no s. XXI: a financeirização de tudo

Geddry 08-02-2026, por Shanley Hurt
https://marygeddry.com/p/barcode-diplomacy-trumps-guide-on

"(..) in practice, global capitalism is basically one big corporate nesting doll. You think you’re buying a friendly little Danish cookie, and surprise, its parent company is headquartered in the U.S., incorporated in Delaware, and spiritually owned by a private-equity firm that would monetize oxygen if it could. (..)"

2026-02-09

Bob Field III, fiscal geral da fuzarca

Montagem: Avebarna

2026-02-01

A indústria do século XXI: alienação digital

The Guardian 29-01-2026, por Priya Bharadia e Aisha Down
https://www.theguardian.com/global-development/2026/jan/29/millions-creating-deepfake-nudes-telegram-ai-digital-abuse

Millions of people around the world are creating and sharing deepfake nudes on the secure messaging app Telegram, a Guardian analysis has shown, as the spread of advanced AI tools industrialises the online abuse of women.

The Guardian has identified at least 150 Telegram channels – large encrypted group chats popular for their secure communication – that appear to have users in many countries, from the UK to Brazil, China to Nigeria, Russia to India. Some of them offer “nudified” photos or videos for a fee: users can upload a photo of any woman, and AI will produce a video of that woman performing sexual acts. Many more offer a feed of images – of celebrities, social media influencers and ordinary women – made nude or made to perform sexual acts by AI. Followers are also using the channels to share tips on available deepfake tools. (..)

2026-01-31

Anais do capitalismo mais-que-tardio

The Guardian 28-01-2026, por Joanna Partridge
https://www.theguardian.com/technology/2026/jan/28/amazon-global-job-cuts-email-error-workers-sent

Amazon tells workers it will cut 16,000 jobs worldwide in second big wave of layoffs

(..) It is the second big wave of job cuts at the US online retail company, and comes just three months after the company said it was slashing 14,000 roles. Amazon employs about 1.5 million workers worldwide. (,,) The company said the “additional organisational changes” were designed to “strengthen our organisation by reducing layers, increasing ownership, and removing bureaucracy”, according to a blogpost to staff from Beth Galetti, the senior vice-president of people experience and technology. (..)

Perguntado pela reportagem de Avebarna Herald sobre o futuro do emprego e as perspectivas dos assalariados na era da IA, o patrão de um milhão e meio de trabalhadores espalhados pelo mundo - se formassem um sindicato seria quase uma nova Internacional - declarou: "Not my problem".

2026-01-29 

Anais do capitalismo mais-que-tardio

Neofeed 22-01-2026, por J E Barella
https://neofeed.com.br/economia/economia-dos-eua-amplia-dependencia-dos-gastos-dos-mais-ricos-o-que-e-um-problema/

Hoje, nos EUA, os 20% mais ricos são responsáveis por 59% de todos os gastos de consumo, com viés de alta. Minha interpretação é que a concentração da riqueza se tornou uma condição de sobrevivência da economia concorrencial, porque, na produção de bens e serviços industriais em geral, a começar da própria computação avançada, a lucratividade dos investimentos diminui cada vez mais depressa por força da incorporação acelerada de tecnologia e equipamentos. A solução são os bens e serviços supérfluos, exclusivos e monopolísticos - luxo, grifes, raridades em geral incluídos os craques da arte e do esporte, design, imóveis bem localizados, patentes, petróleo, etc. -, pelos quais os consumidores endinheirados não apenas consentem como fazem questão de pagar excedentes de valor, que, por sua vez, incentivam a fabricação em massa, no mercado financeiro, da montanha de papéis e títulos digitais que hoje constitui boa parte da riqueza dos oligarcas do planeta. 

Quanto tempo isso pode durar e aonde vai nos levar? Por enquanto só Deus sabe e pelo visto não contou pra ninguém!

2026-01-22

Anais do capitalismo mais-que-tardio

NYTimes 20-01-2026, por Editorial Board
https://www.nytimes.com/interactive/2026/01/20/opinion/editorials/trump-wealth-crypto-graft.html

Quanto mais alto o coqueiro, maior a queda. O fragor da derrocada das instituições políticas estadunidenses é ensurdecedor. Há quem pense que as próximas eleições poderão reerguê-las. Eu duvido. Acho que o Supremo Tribunal, o Congresso, a Presidência e a própria Constituição, tal como vinham funcionando desde o II Pós-Guerra, foram pro brejo, e com eles boa parte do legado dos founding fathers. Quando Trump for defenestrado e o MAGA desbaratado, o país vai precisar de um novo tipo de Congresso Nacional, eleito com base no voto proporcional e dotado de poderes constituintes para refundar a democracia.    

PS: Há quase 10 anos, mais exatamente 19-12-2016, o editorial do NY Times propunha o fim do Colégio Eleitoral. Ficou por isso mesmo. No meu entender, ele é um despropósito federativo que os vitoriosos da Guerra Civil deram aos derrotados como prêmio de consolação, junto com os direitos civis da população negra, somente reconhecidos um século depois.

2026-01-20

Anais do capitalismo mais-que-tardio

The Guardian 03-01-2026
https://www.theguardian.com/world/live/2026/jan/03/caracas-explosions-venezuela-maduro-latest-news-updates-live

Montagem: Avebarna

A pilhagem das riquezas naturais da Venezuela é o motivo confesso dessa ação, razão pela qual os EUA não "capturaram" Maduro: por ordem direta manifestamente inconstitucional do candidato a führer da Américas e com a bênção dos trilionários que lhe fazem a corte, suas Forças Armadas INVADIRAM um país soberano e SEQUESTRARAM-LHE o chefe de Estado. A maior potência econômica e militar do planeta assim se torna, inapelavelmente, o que ela mesma houve por bem designar, a certa altura, um rogue state. Considerando, por outro lado, as reinações de Trump com Putin, Netanyahu e Bin-Salman, seu declarado desprezo pela Europa  Ocidental e suas ameaças explícitas ao Canadá, Groenlândia, México, Colômbia e Brasil, creio poder concluir que a Pax Americana do pós-II Guerra está morta e a crise da democracia plutocrática que atendia pelos nomes de Sonho Americano e Estado do Bem-Estar chegou a um ponto de não-retorno. O futuro cada vez mais nítido da civilização baseada na competição entre potentados econômicos e seus Estados nacionais associados é a barbárie imperialista. Só uma avalanche democrática transnacional poderá revertê-la.

2026-01-03

O capital no século XXI: à espera do Big One

The Economist 15-10-2025, por Gita Gopinath
https://www.economist.com/by-invitation/2025/10/15/gita-gopinath-on-the-crash-that-could-torch-35trn-of-wealth

Gita Gopinath on the crash that could torch $35trn of wealth

The world has become dangerously dependent on American stocks, writes the former IMF chief economist

Imagem: Avebarna

The American stockmarket has see-sawed lately amid a flare-up in trade tensions, but remains near its all-time high. The surge, fuelled by enthusiasm around artificial intelligence, has drawn comparisons to the exuberance of the late 1990s that culminated in the dotcom crash of 2000. Though technological innovation is undeniably reshaping industries and increasing productivity, investors have good reasons to worry that the current rally may be setting the stage for another painful market correction. The consequences of such a crash, however, could be far more severe and global in scope than those felt a quarter of a century ago.

At the heart of this concern is the sheer scale of exposure, both domestic and international, to American equities. Over the past decade and a half, American households have significantly increased their holdings in the stockmarket, encouraged by strong returns and the dominance of American tech firms. Foreign investors, particularly from Europe, have for the same reasons poured capital into American stocks, while simultaneously benefiting from the dollar’s strength. This growing interconnectedness means that any sharp downturn in American markets will reverberate around the world.

To put the potential impact in perspective, I calculate that a market correction of the same magnitude as the dotcom crash could wipe out over $20trn in wealth for American households, equivalent to roughly 70% of American GDP in 2024. This is several times larger than the losses incurred during the crash of the early 2000s. The implications for consumption would be grave. Consumption growth is already weaker than it was preceding the dotcom crash. A shock of this magnitude could cut it by 3.5 percentage points, translating into a two-percentage-point hit to overall GDP growth, even before accounting for declines in investment.

The global fallout would be similarly severe. Foreign investors could face wealth losses exceeding $15trn, or about 20% of the rest of the world’s GDP. (..)

2025-12-31

A indústria do século XXI: alienação digital

The Guardian 27-12-2025, por Aisha Down
https://www.theguardian.com/technology/2025/dec/27/more-than-20-of-videos-shown-to-new-youtube-users-are-ai-slop-study-finds

More than 20% of the videos that YouTube’s algorithm shows to new users are “AI slop” – low-quality AI-generated content designed to farm views, research has found. The video-editing company Kapwing surveyed 15,000 of the world’s most popular YouTube channels – the top 100 in every country – and found that 278 of them contain only AI slop.

Together, these AI slop channels have amassed more than 63bn views and 221 million subscribers, generating about $117m (£90m) in revenue each year, according to estimates. The researchers also made a new YouTube account and found that 104 of the first 500 videos recommended to its feed were AI slop. One-third of the 500 videos were “brainrot”, a category that includes AI slop and other low-quality content made to monetise attention. (..)

2025-12-28

Anais do capitalismo mais-que-tardio

Bloomberg Línea 19-12-2025, por Ben Stupples e Devon Pendleton
https://www.bloomberglinea.com.br/2025/11/19/familias-bilionarias-investem-mais-no-setor-de-defesa-com-risco-geopolitico-em-alta/

Com conflitos militares se intensificando em várias frentes e erosão da ordem mundial tradicional liderada pelos Estados Unidos, o setor de defesa se tornou um dos grandes negócios do ano.

O índice S&P 500 Aerospace & Defense, que inclui empresas do segmento listadas na bolsa americana, subiu 34% no ano, enquanto o índice equivalente europeu disparou 75%. No segundo trimestre de 2025, mais de US$ 19 bilhões em venture capital foram destinados a startups ligadas à defesa, segundo dados da Pitchbook — um salto de 200% em relação ao ano anterior.

Family offices têm sido uma fonte essencial desse capital, já que costumam ter liberdade de ação maior, tolerância ao risco e, com frequência, um viés nacionalista. Pelo menos um quinto dos 500 indivíduos mais ricos do mundo hoje têm um family office, encarregado de preservar fortunas que somam mais de US$ 4 trilhões, segundo o Bloomberg Billionaires Index.

Entre eles está Peter Thiel, cujo family office adquiriu uma participação na startup alemã de drones de defesa Stark neste ano, em uma rodada liderada pela gigante do Vale do Silício Sequoia Capital. (..)

2025-12-21

O capital no século XXI

Expresso 09-11-2025
https://expresso.pt/internacional/2025-11-09-yanis-varoufakis-decreta-fim-do-capitalismo-agora-e-o-tecnofeudalismo-854770a5

Varoufakis tem boas ideias, mas me parece redondamente equivocado em sua conclusão. O capitalismo não acabou, o seu declínio inexorável é que vai ressuscitando os cadáveres que deixou insepultos pelo caminho: o imperialismo, o nazifascismo, o nacionalismo, o racismo, o colonialismo, o patriarcalismo, o mercantilismo, o feudalismo - não necessariamente nessa ordem e em hipótese alguma íntegros, como é próprio dos zumbis.

Falando nisso, não estaria na hora da Internacional Progressista, de que Varoufakis é Conselheiro, mostrar que serve para alguma coisa?

2026-01-06