Transcription is both too good, and not good enough. The magic generative content only makes it worse.

Too good: a lot of commercial settings forbid persistent transcription because it makes an easily discoverable record of specific details. Thats a business risk that can be mitigated simply by having participant notes or summaries where the secretary can omit sensitive discussion or present consensus without specifics. And notes/summaries also introduce a interpretive defense with some “strategic ambiguity.”

Not good enough: if you look at STT its still probabilistic. The actual evaluation output will have just much data about alternate words/phrases as the selected choice. That leaves lots of room for creating alternate impressions or representing words that werent actually spoken. The fact that people _think_ a STT transcript is authoritative only makes this worse.

When you add generative inference in top (eg summarization) you exacerbate both problems. I suspect that counsel is more accepting of summaries as its less likely to contain specific discoverable terms, likely to diffuse responsibility and specificity, and your judge/jury will be more amenable to “the ai summary is wrong” than “the transcription selected the wrong vowels.”

And yes, Im sure theres a very lonely radar bug for this. But even MM of revenue wont fix “edge cases” like this.

Operationally, and tactically AFAIK, the US has been dominant. Strategically it appears to be a massive failure, mainly because there was no actual achievable strategic goals going in to this war. Read some of the reporting on JCS advice and cabinet level decision making leading up to the war. It's illuminating (again and again) of the risks on overly loyal advisors and getting the advice you want, not the advice you need.

In short, the allbirds financiers are taking a slightly reduced interest payment in exchange for the option to capture stock price appreciation if the gamble finds a greater fool.

Surely they wouldnt mind bragging about their fantastic GAAP P&L in their filing docs. Maybe its the pesky quiet period theyre trying to avoid, so they can be even more transparent about finances and equity holders.

morningstar had a nice writeup of the changing winds https://dbrs.morningstar.com/research/469893/2026-private-cr...

Was listening to a fertilizer analyst the other day. She thought corn:urea was the better comparison. Nitrogen is the cost of marginal yields. And corn:urea shows the farmer being squeezed between their commodity output price and the required input cost. At some point its just not cost effective to grow corn, so you go soy, and reduced supply should pish up future prices. Oh look! More commodity price inflation pressure!

Australias not in a terrible position. We produce ~50% of our NPK fertilizers used, and this is down primarily because were importing more from places with cheaper/distant environmental impact. Conversely, IIRC, UK and Ineos just shut down their significant last fertilizer plant and the north sea fields is its own thing.

Similarly we have suitable local gas supply for the needed feedstock. And you can see the govt already starting to restrict (“reserve”) exports. Which, of course, will contribute to the global problem.

AU as a whole is a commodity and food exporter. Of course global commodity squeezes make Everyone poorer, I believe ricardo. I dont see our local position being anywhere as fragile as europe and me, unless Im missing something.

But I dont see AU being anywhere near as fragile as Sri Lanka circa 2022-23.

An external controller is able to safely remove traffic from one of the other failed components. In addition the client can still do local traffic analysis, or use in band signaling, to identify anomalous end points and remove itself or them from the traffic path.

Good active probes are actually a pretty meaningful traffic load. It was a HUGE problem for flat virtual network models like a heroku a decade ago. This is exacerbated when you have more clients and more in points.

As a reference, this distributed model it is what AWS moved to 15 years ago. And if you look at any of the high throughput clouds services or CDNs they’ll have a similar model.

Not quite. The big board percentages were effectively us (imports - exports) / imports * 0.5 ~ fuzzy adjustment based on feels. Your point remains theyre amateurish and bely a lack of any grounding to actual foreign import duties. But that is a direct way of representing a mercantilist world view where net imports bad, exports strong.

https://www.investopedia.com/trade-experts-question-trump-te...

Re: 10% specifically, i havent checked but Im guessing thats a floor on their cost basis for a bunch of holdings going negative.