China, India and AI data centers are the cause of all of this. But the little people of the world will be told to not use their air con or drive personal autos.

They use TSMC and Samsung, so South Korea, Taiwan, or, theoretically, the US.

Components sourced from U.S. and allied-country suppliers account for more than 90% of the BlueChip prototypes’ component procurement cost.

Both South Korea and Taiwan are US allies.

The more interesting question is what are the 10% that they aren't sourcing from allies?

Modern companies don't care about top talent at the moment. It doesn't take top talent to enshittify your products. Nobody is doing real innovation anymore.

Apple uses on-device AI for lots of things that are not chatbots. Video, audio and image processing can be computationally intensive with fairly small models.

Well said. This is a very succinct way of describing the secondary effects for everyone around someone using AI to feel "more productive". Sending people massive emails you didn't even bother to read, creating huge design documents that are just dozens of meaningless pages and offer nothing of tangible value, or asking fellow developers to reviews 50,000 line code changes you didn't write (or read), etc.

I use AI at work for development and I know that the frontier models in a harness like Claude Code are more capable than many AI critics claim but I also see the results they create in a skeptical light. For a prediction chatbot they are surprisingly good at writing software, but also surprisingly bad compared to a decently skilled human. They can generate massive amounts of design documents and code in a very short time, and easily overwhelm humans trying to read, review, verify, and test the changes. The same thing is happening in other kinds work as well.

Drug use is an apt metaphor. The Dr Feelgood of this decade.

Will the employee base at companies like Microsoft eventually consist of a bunch of AI agents? With the General Counsel being the sole human, retained for legal purposes?

* by "airgapped" we mean we asked it pretty please to only use the wifi.

What I've heard is a market cap well north of a trillion dollars is expected.

Yes. As I said, market cap or "valued at" doesn't mean that's how much money people put in.

It is losing money combined with being a commodity + rapid obsolescence that seems strange to me.

Then don't buy shares. Anthropic is making an offer, which you can accept, or not. I certainly won't be. There are lots of good general reasons why you should never buy an IPO, especially as an individual investor. I'm not sure what's strange about it though. Lots of successful companies deal in commodities, including perishable ones, from whoever you buy your food from to Facebook and Microsoft.

Billions, not trillions. Two trillion is what you get when you multiply the hypothetical share price by the number of shares. They'll just sell a small fraction of them.

And yes, people do it all the time. Notable examples include Amazon, Uber, etc. Most American companies are not profitable at IPO:

https://www.sciencedirect.com/...

New trend? The venture capital business model has always been to fund startups, bring the rare successful one to IPO and then cash out.

I'm addressing the larger over-reliance on homework, that's why the reference to children.

You're trying to talk about a general problem by using language specific to a subset that is not under discussion. Yeah, sure.

It's for practice. Using homework for testing has always been a mediocre to dumb idea.

Hey, Nancy Reagan, glad to see you're still around!

I guess the old war on drugs thing was getting old so it's time for the new boogeyman?

Well, dude did go ahead and do that. Whether it's a useful approach is certainly debatable, but since there's a working prototype, anyone can test it and find out.