From the article...

Treasury Secretary Scott Bessent said Tuesday on Fox Business’ “Mornings with Maria” that the administration would investigate whether Chinese artificial intelligence companies had improperly distilled American models to power their own, saying that the U.S. can “sanction” companies that engage in intellectual property theft.

United Healthcare is pretty big in the US, they are also famous for forcing people to spend a lot of time on the phone, waiting on hold or advocating for care. I expect this ends up taking time that the employee would otherwise have been working as well as negatively impacting morale.

He was a demonstrably bad CEO, so much so that the Apple board fired him. He then went on to get better at the job through running another two companies until, eventually, Apple purchased one of these companies (it was very much unsuccessful, BTW). Then he became CEO and the company and was, finally, phenomenally successful.

https://store.steampowered.com/app/254320/Duskers/

I think I would prefer code that is clear, understandable and simple even if it doesn’t compile and needs some straightforward polishing.

It’s straight up greed, IMHO.

In the case of AI generated imagery, maybe it will get to the point where people can't tell just by looking at it. If it does, at what cost? It seems to me that token cost is rising, I can't help but wonder if hiring an illustrator might end up being less expensive in the long run.

Background music in distracting environments, where the listening is maybe the third or fourth thing I'm doing, maybe AI will be acceptable.

https://www.nytimes.com/interactive/2026/07/01/science/spudc...

> This security update resolves a publicly disclosed vulnerability in Microsoft Windows. The vulnerability could allow remote code execution if a user opens a specially crafted document or visits a malicious Web page that embeds TrueType font files.

> This security update is rated Critical for all supported releases of Microsoft Windows. For more information, see the subsection, Affected and Non-Affected Software, in this section.

> The security update addresses the vulnerability by modifying the way that a Windows kernel-mode driver handles TrueType font files. For more information about the vulnerability, see the Frequently Asked Questions (FAQ) subsection for the specific vulnerability entry under the next section, Vulnerability Information.

If a package is compromised, I think most people would prefer their workflow be broken than risk installing that package.

If you don't want to list all known effected packages, at least recommend the official position that anyone using a AUR package should be reading every file of every package they use.

Agreed, but I'd argue that Ed doesn't have much else to work with. I'd like to see journalists take this tack and start asking these executives to either back up their statements or back down from them. They should be held accountable for their statements.

Even if we dial down these numbers by a magnitude they are still insanely large and the AI companies do not seem to be making enough money to balance things out.

> He seems to think that the moment Nvidia release new hardware, all existing hardware becomes worthless. It doesn't and there are plenty of tokens being served by old GPUs. This makes all his calculations about how quickly datacenters have to pay off useless.

I agree that older hardware from Nvidia doesn't become worthless when Nvidia releases new, more powerful hardware. I have to point out that it certainly loses a great deal of value and that's not nothing.

> He doesn't seem to understand that datacenters have never been full of hardware on their opening day. A lot of his attacks revolve around this confusion - he learns that an opened datacenter isn't yet at full load or fully equipped with GPUs and thinks that means it's been delayed. I remember when Google first opened their facility in the Dalles, it took years for it to completely fill with machines.

Is that really the case? I mean, I read about the build out of these data centers being delayed all of the time. I read this last week and it seems roughly in line with Ed's ravings:

> A JPMorgan analysis last month found that more than 60% of data-center capacity planned for completion in 2027 isn’t yet under construction, and another 7% is delayed.[0]

[0]: https://www.msn.com/en-us/news/technology/america-s-data-cen...

These articles are lengthy but, to my understanding, Ed's idea is...

* AI companies have committed to purchasing X amount of compute

* Data centers are being constructed to meet this demand, they'll need to charge amount Y

* AI companies do not have sufficient revenue to pay amount Y

IMHO this isn't surprising, personally the only real use-case for AI that I've seen is code generation or automated sales or scam calls. This doesn't seem like a big enough market for the huge dollar amounts I'm seeing thrown around.

I'm curious why you think Ed is so far off the mark on this. To me, it seems like we are headed for a big correction on the whole AI thing.