All of these executives are operating under the pretense that they won’t be held accountable when in 10-15yr their middle bench is a disaster, and they’re probably right.

Truth is while the govt model and Union failed, the people who made it up didn’t vanish into thin air. You can draw a pretty straight line from 1991 to how Putin acts against the US and Europe.

The 90s were definitely a different beast. Beginning of a unipolar geopolitical push from the US. Seems after 30yr we’re starting to finally get some real push back, which is simultaneously concerning and nice to see.

There were arguments about domestication of data and the risk of compute and data being in the control of Western (mainly US) powers, but that didnt surface in real quantity and force until Snowden, and even then was more peripheral than this sort of article seems.

I don't want to risk coming off as an AI naysayer, but this all feels much more like crypto than the initial Personal Computer or Cloud boom. I think maybe some part of that is due to the sheer magnitude of capital arrayed. Feels…sales-y.

My theory on this sort of thing is if a technology is truly revolutionary and world altering, people (both individually and in a geopolitical sense) will adopt it at a compromise to values of nationalism or control. We are constantly told AI will create a bimodal world, and yet it’s not the countries who don’t have frontier labs yelling about it.

I’m losing the thread somewhat (sorry, haven’t had coffee yet), but the TL;DR is this hasn’t been something I’ve witnessed yet in previous tech evolutions (in my mid-40s), and I’m not entirely convinced by the articles arguments.

I suspect, having worked in this space for quite a while, that this specific data, faster, is useless and that there are other signals that indicate something is coming before it ends up on social media (esp TS).

Yes, there is historical data about prices moving after TS posts, but what I’m arguing is paying to get it ‘faster’ may not be worth anything if you can achieve that same end (knowing something is happening) through previously established channels.

It’s less directly beneficial than most people think it will be.

The seller is trying to push upfront sales by suggesting “These guys are doing it, and if you want to keep an edge you need to too”, (and journalists wanting to write about how corrupt this shit is are eagerly picking this up and boosting the signal by writing these sorts of articles).

In 5-6 months I suspect the consumer number to be down to 1-2 from the original batch, and those who are still paying will probably be doing so because the fact that the contract exists will probably slip through the cracks.

If this does what I think it does (and I confess I’m a goddamn idiot still when it comes to anything involving ‘agentic’) this is honestly pretty damn amazing.

Similar in a way to dot com. It's not to say ML won't have practical application in the future, but the likelihood that it will have specifically this form is low and worth waiting until the dust settles and a more commonly accepted utility presents itself.

If AI/ML were monstrously useful in its current form the companies pushing it would not need to be hawking products; people would be bashing their doors down. I think that's why in areas where it's more directly applied to a known problem set (like Pharma research, and I'm hoping someone with Pharma expertise can pipe up here) there has been more natural pickup.

Coming from trading and markets, ML has been a part of the mix in quantitative strategies for...well, nearly 20 years (by definition I suppose). Spaces with obvious utility will see rapid adoption. Worth waiting that out, honestly.

That’s another one that phones have just solved with the integrated password manager. The friction of providing credentials on my other devices has been reduced, but all of a sudden I need to go hunting through that pwd manager, and hunting and pecking on the infotainment keyboard, to enter a 20+ char unique pwd that modern “best practices” has established. It got bad enough for a bit (swver changes resulting in needing to re-log in) that I stopped using all of these apps for 2-3yr on our Model Y because I got tired of having to do it.

Most firms moving away from it (or who never implemented it) seem determined to either sell additional subscription services to their user base (connectivity) or sell their user base to a third-party (either as data, or eyeballs). And for a product at this price point I find myself very annoyed at the attempted payment extraction.

Either way, I’m with you. Lots of vehicle manufacturers out there that will support it.

The hope isn’t that you find some unique signal to trade on. The hope is you find some signal that does not scale in a meaningful way, so it is less likely professional firms are going to devote resources to trading it.

If you stumble into a fresh, scalable signal it’s unlikely it will continue to be profitable after six months. Once you scale to any real profitable size the market will notice and either change behavior, or trade the same signal at a faster speed.

Cloud had a very similar vibe when it was really running advertising to CIO/CTOs hard. Everything had to be jammed into the cloud, even if it made absolutely no sense for it to be run there.

This seems to come pretty frequently from visionless tech execs. They need to justify their existence to their boss, and thus try to show how innovative and/or cost cutting they can be.

Still, the world I’m used to operating in is typically 5-10 kVA/rack.