It's a way of reframing sloppy practices as a signal to your investors that your software has become powerful. Most of the horror stories about AI showing signs of becoming hyperintelligent are coming from the companies themselves, which should tell us something.

While the energy source of wind and solar are free, building and maintaining the plants is not free.

If all they were building were a single 100MW data center, sure: renewables would be cheaper to build. But they evidently are planning a major campus that will consume most of the plant's 615 MW output over the next 25 years.

A solar installation, in a favorable location, capable of supplying 600MW around the clock (with battery backup) would have to be roughly 1800MW in capacity. It would be among the largest inthe world, on the order of ten thousand acres in size at a build cost of maybe 2 billion. The battery backup system to ensure 99.9% uptime would be 9x the size of the largest li-ion grid storage system ever built, and set you back on the order of 4-5 billion dollars.

While it's probably cheaper to go renewable than build a *new* nuclear plant, if you can reactivate and one for just two billion that looks like a bargain, if you have a use for all that power. Inability to save money by load following is the financial Achilles' heel of this generation of reactors, but if you have a guaranteed customer for most of your output, years in advance, that's as close to an ideal economic case for them as anything could be.

ToS is the strongest argument, but the distillers are not parties to the ToS. They get their data from data brokers. It is possible that data brokers are violating the ToS, but it would be hard to write ToS that precluded running queries for third parties without creating problems for consultancies and other businesses. Even presuming the ToS could be written to preclude the data brokers doing that, it doesn't affect the resulting model.

But the general shape of the argument brings us right back to unclean hands: we worked hard on this model and it's not fair for you to profit off our work in a way that doesn't have our permission.

I think the fair-minded position is to see what people think when the documentary comes out. You're essentially arguing a negative here -- that there *can't* be anything of value that hasn't been said yet.

Also, I don't think saying something *new* is necessarily critical. Sometimes saying something obvious but in an interesting way is worthwhile.

In this case, Holmes gave access to the filmmaker. Obviously she has an agenda. If the filmmaker is smart, he has an agenda that's different from hers. If he knows his business he'll find something interesting to show you from that conflict.

Now looking at the trailer -- holy shit that woman gives off batshit crazy vibes. That's new to me. I expected her to be slick, persuasive, like Saruman in Lord of the Rings: someone. you'd need real strength of mind to resist being persuaded by. If I'd just handed someone like that my business card, I'd get it back on some pretext then head as fast as I could for the door.

It doesn't make it *right*, but it does make claiming it is *wrong* inconsistent with their own behavior. This could prevent the US companies from suing the Chinese companies seeking an injunction (due to the "unclean hands" doctrine), and probably blocks them from seeking monetary damages in most US jurisdictions.

And suing may undermine the US companies own intellectual property claims by exposing their shaky foundations. An AI model isn't *expression*, so it can't be copyrighted. Insofar as the service allows the underlying model to be deduced through regular usage, trade secret protections don't apply because that's *reverse engineering*, which trade secrets don't prevent.

This leaves violations of terms of service. But setting aside the dubious enforceability of anti-reverse engineering provisions, the Chinese companies may not even be parties to the ToS agreement if they are obtaining the model data through a network of contractors and shell companies.With only moderate paranoia, they can effectively shield themselves from some kind of US tort claim.

Which leaves them with the model they've created from the US company's model, but which the US company has no IP claim upon. If I download a DeepSeek model that's been (hypothetically speaking) trained on Claude, Anthropic might not like that, but what can they do about it?

It's a strange situation. US investors are spending cumulatively on over half a trillion dollars a year in the hope of owning a breakthrough frontier model that is the end of the economic world as we know it. But the essence of the model might not be intellectual property at all.

Think of the categories as fixed, and the people moving *through* them. Over 65s are exiting the category at a lower rate.

You are entirely correct. I took another look at what the law actually required and I am definitely crying wolf (at this point). Thanks for taking the time to point this out to me.

There is definitely a slippery slope there, but I agree with you, California is far enough away from the event horizon of that slope that my histrionics are not warranted. Not only that, but the carve out for Linux actually is helpful. Thanks once again.

It's more a case of the fox being in charge of the chicken coop; or bank robbers gaining control of the bank.

The job of the press in a democracy is to hold officials up to scrutiny.

The companies in question are going to get in serious legal trouble if they fail to comply in verifying the ages of their users. Microsoft, Google, and Apple are all going to give these companies an API that will move that burden from themselves to the makers of the operating system. Discord, to use an example, will be able to say that they asked Microsoft, Google, and Apple to verify ages, and then that they relied on the information that they were given. What's more these companies actually want to know the age of their users. This information is valuable, and they will be able to use it to target their customers with advertising.

What's more, every bad actor is going to try and target this exception. Linux traffic will end up in the same bucket as bots, predators, and any other malicious traffic. There is nothing in the current exception that requires companies to work with Free Software. My guess is that if your operating system can't do age verification that is blessed by Microsoft, Google, or Apple that most sites will simply block your traffic.

This is going to end up being a huge step backwards for Free Software clients.

Social media sites are going to get in trouble if they can't verify ages, and they want the age information so that they can sell it to advertisers. Microsoft, Apple, and Google are going to create APIs that the various services are going to trust. If your alternative implementation of the API response isn't signed by a key controlled by Microsoft, Apple, or Google it will be blocked outright. This loophole is not a victory, it is a huge defeat.

These operations can get in actual legal trouble if they don't gather this information. Plus, it is in their best interests financially to gather this information. Verified age information is ridiculously valuable to them. They want to be able to get your verified age, and now they have a legal reason to require it. Plus, every bot, actual predator, and other bad actor is going to try and climb through this Free Software exemption. The overwhelming majority of traffic that can't provide a response signed with a key by Microsoft, Apple, or Google is going to be crap, pure and simple. This law doesn't say anything about requiring that the service work with Free Software. Instead it puts Free Software in its own little ghetto. One thing is certain about ghettos, they don't put you in a ghetto for any reason but to be able to discriminate against you.

It is far more likely that a year from now Linux will be unusable for sites that require age verification, than it is that Linux will be the loophole that websites allow ti work despite not having "certified" age verification. Microsoft, Apple, and Google didn't fight this because they know that this actually strengthens their grip on operating systems. From now on, any device created by people that want to potentially do business in California (ie, everyone), is going to have to find a way to get a "blessed" age verification API by one of the big three. If they can't get that blessing then their fancy new device is unlikely to work on any service that has personalized accounts.

The exception only gives websites and other software a way to break if you insist on using Free Software. Every malicious bot, every child predator, every last bad actor is going to pretend to be Free Software, and people needing to comply with the law are simply going to block everything that isn't made by Google, Microsoft, or Apple. The reason that this got through the legislature is that it is the opposite of a win for Free Software, it is a devastating loss.

The commercial software vendors are going to create a framework that is going to insist on software signed by one of them to be "legitimate," and everyone that needs this verification to meet the standards of the law is going to simply block traffic that doesn't provide it. Free Software will still technically be legal, but it won't interoperate, and so it won't be usable.

You can see a bit how this works with Google Chrome on Linux. It mostly works great, until you need to watch something that requires Widevine, and then it either doesn't work at all, or it works with artificially reduced functionality. This is not because Chrome on Linux is less secure, or less capable, but rather because it is different. This isn't stopping piracy, the streams still escape. In fact, there are streaming services that I don't pay for, despite wanting to watch their content, simply because I would have to boot into something besides Linux to use their service, and the extra work isn't worth the hassle.

The difference is that this law is going to cover essentially every service that we want to use on the Internet. Every website, every app, every service with accounts that wants to be able to do business in California (and that's basically everyone), is going to require this age verification. Not only are they going to get in trouble if they don't get this information, but they actively want the information so that they can use the information to sell to advertisers. These operations aren't going to work on a non-validated code path. They are simply going to require commercial software verification and block everything else. It is not only the path of least resistance, it is the path of greatest profit.

No where does the law require that services work equally well without age verification. No where does the law say that the standard has to be open and implementable by Free Software. The reason that this exception stayed in the final bill is that the commercial software vendors saw this and realized that if they were going to be forced to build this API they could at least use it as an opportunity to shoulder out their competition for the long term.

Heck, this doesn't just work against Free Software. It is going to work against any newcomer to the party. Anyone creating a new device is going to have to use negotiate to use software blessed by Microsoft, Apple, or Google, because website and application operators are going to be skeptical of anything else. Anything else is going to look like a bot, or an attack, or some other bad actor.

is about as effective as washing your car to make it rain.
the universe knows what you're up to and it won't work.

Only we can see our own stupidity.

to the rest of the world: sorry. our leaders are idiots. I wonder how much longer I will be allowed to say that ?

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 new system is simply another set of inputs. You will still get search results even if you don't click on anything. In fact, I would bet that actual user interaction with this new system is going to be very small. Most of the input that Google will get will be people trying to game the system.