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Submission + - The AI Bubble That Isn't There (forbes.com)

smooth wombat writes: Michael Burry recently said he believes the AI market is in a bubble. Why should anyone listen to him? He's the guy who famously predicted the subprime mortgage crisis and made $100 million for himself, and $725 million for his hedge fund investors, by shorting the mortgage bond market. Will he be right in his most recent prediction? Only time will tell, but according to Jason Alexander at Forbes, Burry, and many others, are looking at AI the wrong way. For him, there is no AI bubble. Instead, AI is following the pattern of the electrical grid, the phone system and yes, the internet, all of which looked irrational at the time. His belief is people are applying outdated models to the AI buildout which makes it seem an irrational bubble. His words:

The irony is that the “AI bubble” narrative is itself a bubble, inflated by people applying outdated analogies to a phenomenon that does not fit them. Critics point to OpenAI’s operating losses, its heavy compute requirements and the fact that its expenses dwarf its revenues.

Under classical software economics, these would indeed be warning signs. But AI is not following the cost structures of apps or social platforms. It is following the cost structures of infrastructure.

The early electrical grid looked irrational. The first telephone networks looked irrational. Railroads looked irrational. In every major infrastructural transition, society endured long periods of heavy spending, imbalance and apparent excess. These were not signs of bubbles. They were signs that the substrate of daily life was being rebuilt.

OpenAI’s spending is no more indicative of a bubble than Edison’s power stations or Bell’s early switchboards. The economics only appear flawed if one assumes the system they are building already exists.

What we are witnessing is not a speculative mania but a structural transformation driven by thermodynamics, power density and a global shift toward energy-based intelligence.

The bubble narrative persists because many observers are diagnosing this moment with the wrong conceptual tools. They are treating an energy-driven transformation as if it were a software upgrade.

Submission + - NASA Is Tracking a Vast Anomaly Growing in Earth's Magnetic Field (sciencealert.com)

alternative_right writes: For years, NASA has monitored a strange anomaly in Earth's magnetic field: a giant region of lower magnetic intensity in the skies, stretching out between South America and southwest Africa.

This vast, developing phenomenon, called the South Atlantic Anomaly, has intrigued and concerned scientists for decades, and perhaps none more so than NASA researchers.

The space agency's satellites and spacecraft are particularly vulnerable to the weakened magnetic field within the anomaly, and the resulting exposure to charged particles from the Sun.

Submission + - Children With Autism, ADHD, And Anorexia Share a Common Microbe Imbalance (sciencealert.com)

alternative_right writes: A new, small study suggests children with autism, ADHD, and anorexia

share similarly disrupted gut microbiomes, which, by some measures, have more in common with each other than with their healthy, neurotypical peers.

Led by researchers from Comenius University in Slovakia, the study used stool samples to assess the gut microbiomes of 117 children.

The exploratory study included 30 boys with autism spectrum disorder (ASD), 21 girls with anorexia nervosa, and 14 children with attention deficit hyperactivity disorder (ADHD). The remaining samples were from age- and sex-matched healthy and neurotypical children, providing a control group.

Submission + - AI-induced psychosis: The danger of humans and machines hallucinating together (phys.org)

alternative_right writes: These may be extreme cases, but clinicians are increasingly treating patients whose delusions appear amplified or co-created through prolonged chatbot interactions. Little wonder, when a recent report from ChatGPT-creator OpenAI revealed that many of us are turning to chatbots to think through problems, discuss our lives, plan futures and explore beliefs and feelings.

In these contexts, chatbots are no longer just information retrievers; they become our digital companions. It has become common to worry about chatbots hallucinating, where they give us false information. But as they become more central to our lives, there's clearly also growing potential for humans and chatbots to create hallucinations together.

Comment Re:way more than some irrationality (Score 1) 55

I think we are going to see a 'correction' we go down 10% or or less from recent highs and trade sideways for a while.

Most of the big guys in AI are already down more than 10% in the past week. Today isn't looking any better. Once Nvidia reports tomorrow after the bell will we see stabilization, assuming they have good news to report.

Comment Irrationality was used to designate the dot-coms (Score 2) 55

Irrationality. I remember it well. Quoting Wikipedia: "Irrational exuberance" is the phrase used by the then-Federal Reserve Board chairman, Alan Greenspan, in a December 1996 speech given at the American Enterprise Institute during the dot-com bubble of the 1990s.

Submission + - Owning a Cat Could Double Your Risk of Schizophrenia, Research Suggests (sciencealert.com) 1

schwit1 writes: Having a cat as a pet could potentially double a person's risk of schizophrenia-related conditions, according to an analysis of 17 studies.

Psychiatrist John McGrath and colleagues at the Queensland Centre for Mental Health Research in Australia looked at papers published over the last 44 years in 11 countries, including the US and the UK.

Their 2023 review found "a significant positive association between broadly defined cat ownership and an increased risk of schizophrenia-related disorders."

T. gondii is a mostly harmless parasite that can be transmitted through undercooked meat or contaminated water. It can also be transmitted through an infected cat's feces.

Estimates suggest that T. gondii infects about 40 million people in the US, typically without any symptoms. Meanwhile, researchers keep finding more strange effects that infections may have.

Once inside our bodies, T. gondii can infiltrate the central nervous system and influence neurotransmitters. The parasite has been linked to personality changes, the emergence of psychotic symptoms, and some neurological disorders, including schizophrenia.

Comment Re:Canada is Free? (Score 2, Insightful) 12

The most liberal, most feminist and atheistic people are *absolutely enamored* with this religion that seemingly is against all of what these individuals espouse.

Nice trolling. Why would an atheist be "enamored" with this religion? Or any religion? They're atheists.

As for the rest, considering Catholicism and Christianity are also religions which are seemingly against all of what "those people" espouse, is it any wonder they "hate" these religions as well.

Submission + - Physicists reveal a new quantum state where electrons run wild (sciencedaily.com)

alternative_right writes: Electrons can freeze into strange geometric crystals and then melt back into liquid-like motion under the right quantum conditions. Researchers identified how to tune these transitions and even discovered a bizarre “pinball” state where some electrons stay locked in place while others dart around freely. Their simulations help explain how these phases form and how they might be harnessed for advanced quantum technologies.

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