The logic is economic autarky -- the belief that we're always better off having complete political sovereignty over every part of our supply chains than having to depend on imports for anything.

This is likely also behind Trump's trade war with Canada. His demands with Canada aren't about discirimatory tariffs -- those were negotiated away with NAFTA then re-negotiated in his first term. His demands are now infringe on Canadian sovereignty, to give US control of Canada's external trade policy, and even on its internal markets (e.g., the use of French in Canadian internal commerce). Symbolically, that's why he wants to rename Lake Ontario to "Lake America". HIs establishment of US control over the Venezuelan oil industry is his greatest foreign policy achievement -- although it's not clear he understands the legal limits on what he can do with their money.

There's a foreign and military policy angle to this too: Taiwan is absolutely critical to the US economy, so we are absolutely committed to defend them if China invades. Semiconductor autarky would mean it's not our problem.

The problem with autarky is that even if it's a good idea (which economists don't believe), you can't conjure it into existence overnight. It will take many years, possibly decades for the US to replace the Taiwan's semiconductor industry. In effect, the administration is proposing to inflict the very damage on the US economy that a Chinese invasion of Taiwan would inflict.

And, once the US has voluntarily self-inflicted that damage, China would be free to invade Taiwan.

The automative vs. augmentive distinction that AI companies and the ownership class want you to believe in is nonsense meant to keep the working class calm as their job opportunities dwindle away. The only difference between them is a quantity threshold. Augmentive means multiplying the number of jobs available by a number greater than zero but less than one (as fewer people can do the same work), automative means multiplying the number of jobs available by zero. Both mean jobs are lost, the only difference is how many remain.

This could be my next phone but has two big problems I see immediately. No earpiece so you can't, you know, hold it up to your ear and make calls like on a normal phone, you either need to have a bluetooth earpiece at all times or use speakerphone. The other thing I don't like is the Blackberry-like form factor. Nothing beats or comes close to the landscape slider layout. That said if it's open-source hardware I could at least potentially mod up a landscape slider version with an earpiece.

Or at least legally bind it to get a 4-day workweek temporarily.

There will be even more market for obscene luxuries for the rich, that's their plan to keep the economy from imploding. Everyone else gets Universal (Very) Basic Income if they're lucky, or terrafoam or mass graves if they're not.

Investors are chasing a company that achieves some kind of AI singularity. Let's set aside the fact that there's no reason to believe there is anything but diminishing marginal returns by making marginal refinements to current frontier models. Let's imagine someone hits the jackpot and gets, not even AGI, but a system that's as far ahead of today's frontier model are ahead of 2020's GPT 2.0 in performance.

Globally AI revenues are 150 billion, against a cumulative burn rate of 450 billion. A model that is a generation ahead of others would almost certainly capture the lion's share of that revenue.

If AGI magically appears as a Sam Altman has promised investors it will, a hundred million is way too low. Add, maybe, another zero to the revenues.

Conservatively, a safer assumption is that frontier models will get marginally better based on refinements in training and reinforcement and the other bits and bobs that go into these systems. The nobody is winning the lion's share of anything, at least overnight. But you have to define "safe". By "safe" I mean unlikely to lose money. But some investors are clearly defining "safe" as "having the greatest chance of owning a piece of the biggest thing ever."

I'm not following this super-closely, but if Anthropic is pursuing adding multi-step model based reasoning to their system, that could be the basis of a generational leap in capability. But if that is an approach that looks like it has a chance of working, then their competitors are no doubt pursuing the same thing. In that case you'd expect the revenue pie to grow as the scope of model utilty increases, but that growth to be split among several competitors. This could credibly result in a revenue stream for some of them that is as big as the entire industry's revenue stream today. But there's going to be hell to pay on the data center impacts end of things.

Flatpak, Snap and containers in general need lots of drive space. Good thing storage is cheap these days OH WAIT

Because they're the most powerful and easy to use, and likely only, data manipulation tool a person with no hint of computing-specific education is likely to run across.

How does CBP know where the upload is? Is the uploaded file publicly accessible or would they need another password to even get their hands on it?

Defending the concept of a constitution-free tyranny zone for foreigners (where US border patrol somehow still has legal authority?) is fashy enough, but it's really freaking bad when you use it to strip an American citizen of the rights their own country affords them.

From an encrypted container file that was uploaded from your device to anywhere convenient.

Fuck yeah buddy, that was badass! The fascists who see any problem with this can suck it!

Well, yes. For many years, presidential candidates, both Democratic and Republican, referred to the United States as "the indispensible nation". And my reaction was always, "Doesn't that mean the US is a single point of failure for civilization?"

We are currently performing an experiment which addresses this question: can the US enjoy the benefits of soft power without the cost? That's the whole point of obeying *norms*. No individual force is going to punish you if you are treacherous, mercurial, foul-mouthed, disrespectful and generally unpredictable. Everyone will punish you.

I think an inevitable cost of this experiment will be that the world will decide that the US can't be a single point of failure for global democracy any longer. In many ways, that's something that will be good for us. But it's also going to cost us in painful ways. When the world decides to move away from the dollar as the international reserve currency, you will see both inflation and higher interest rates on everything from credit cards to mortgages, to business loans that will offset the export advantages. We will need *more* business investment to shift the economy to producing low value goods again, so the transition will be rocky.

It's a trade off: you get abundant free energy to run the server, with extreme constraints on cooling because your server is running in the most perfect Thermos bottle ever.

Others are taking the opposite tack: undersea data centers for abundant free cooling at the expense of having to get the power down to your servers.

If had to bet on which one is more practial, I'd go with undersea servers. Build them off the coast of Chile, run cables out from batery-backed solar plants in the Atacama desert.

I wonder if it can "reason" out the number of Rs in strawberry or whatever other trivial reasoning task it hasn't been trained on an exact example of.

I think it may be evidence that Amazon has a shitty corporate culture that squeezes every penny it can out its employees.

Corruption can happen anywhere, but it's more likely to happen in totalitarian cultures where people feel like the system is rigged anyway. That's why countries like Russia and China have corruption problems. But I suspect the same feelings of me vs. the system occur in a capitalist enterprise like Amazon where employees are governed by dystopian, rigid, computerized metrics.