The market IS white hot right now, but the Hormuz hit is just starting to land. Demand at the edges is what sets the price - if all southeast Asian gamers are spending the GPU money on gas, that cools the rush. And I have no confidence any of these datacenter announcements are going to lead to actual builds. Companies talked a great game, but the political heat is on, the electric and water constraints are real, and advances like TurboQuant, which conservatively speaking offers a 4x boost to existing GPUs ... now layer the U.S. economic hit from Hormuz, which will only be a little bit behind the Asian blowout.

The AI/datacenter/GPU self dealing circle looks more like the derivative traders of 2008 with each passing day. Just like CDOs, that "money" is all conditional, and when conditions change, it's all gone. Society got some nice frontier models and advances in manufacturing out of it, now if corporate America takes even half a step back on the rush ... the market won't just vanish, because there IS a lot of benefit to using LLMs, but the demand may only match what's already been built. We'll take the hit from it, then the economy will rebound from a bunch of startups pillaging the existing firms that are politically incapable of making the needed culture change.

I spend my days working on the system for my startup. Since I had a computer science education and a bunch of time in grade running ISP systems, I bring that distributed systems engineer vibe to my vibe coding. It'll need work once it's funded, but the MVP will be functional and secure.

I was using X tokens/week via Claude Code. They stumbled on the Opus 4.7 rollout and I got busy tuning my setup. I added LSP Enforcement Kit + Serena, CodeSight, and OptiVault. This made Claude more or less behave ... while cutting my usage about 80%.

Companies that are using token burn as a metric, if they are not providing top quality tooling for the people using it, are basing their performance reviews on who can tolerate some highly random LLM over an efficient, well thought out harness.

Meta foisted a digital cesspool on us and it would not hurt my feeling a bit to see it completely desiccated. I do feel badly for the legions of humans that are going to be forced to wade through the increasingly crusty muck while the company attempts to figure out what to do about AI. There are rumblings out there about what is happening to the advertising based internet we all know (and despise). Meta clearly can't execute with AI and they may well get bowled over by it.

GM needs to be made to disgorge every dime they made selling that data.

They need to disclose who purchased the data and what the price was.

Every victim of this privacy violation needs legal recourse and class action seems like it would be best for the masses.

Anyone who can show significant harm should aggressively pursue all parties involved.

The only way this behavior will stop is when engaging in it brings bitter pain.

There may well be a legit issue that Bambu is facing, there's a bunch of "think of the children" stuff in play right now, it's mostly about ghost guns from what I have seen. They are perhaps under pressure and maybe they will be compelled to do things in terms of identity of users and/or items being printed. This is another instance of gun nuts ruining things for the rest of us.

But the chickendroppings manner in which they approached this merits a vigorous walloping. If they HAVE to do it due to some government pressure, be upfront, tell all of us, and maybe we'll put a stop to it. What they did here just smacks of ... well ... besides being just plain stupid when dealing with FOSS developers, it smacks ... and they should receive some smacks in return.

Yup 100%. I can pass among neurotypicals if I keep my mouth shut, but people quickly pick up on it if interacting with me.

We will never truly know how many dimensions the Chess game has.

I've personally been stung repeatedly by giving Claude Code access to my systems. We've had six outages in the last seventy days, the first/worst was a production database overwrite. We're in beta testing now so they users are understanding and the restoration was possible, but it took a twelve hour slog. We shifted to a two system architecture after that first outage in February - Claude has the run of Pilot, and when things are ready, I move them to Production by hand.

Claude has explicit rules to not touch Production. This has proven to NOT be ironclad - it'll still try to gain access.

I run Claude as an extension under Antigravity and I learned to not use the Production system access in the terminal window there - despite the prohibitions, Claude WILL notice the access, and WILL suggest that it could take shortcuts by being given direct access.

Once I stopped using the Antigravity terminal so Claude couldn't see, it was still aware some of the shell scripts it creates can be used on Production. I made some adjustments in the ssh config so I can access Production, but Claude can not.

I have been using NanoClaw on both Pilot and Production, but it's in an unprivileged shell account. It can ssh or su into various services, but it's limited to audit/monitor duties, basically working as a junior NOC person.

When we go into operation I'm going to do something with Yubikeys such that Production access requires a human finger on a button before it'll move.

Do not read this as my being down on Claude for operations - it's FANTASTIC for developing stuff, I literally gave it full access to a little HP EliteDesk running Proxmox. It creates and tests, and when there's something production worthy, I manually recreate it on one of our larger machines.

Say it with me, now. As we all know, the infamous saying goes:

A COMPUTER
CAN NEVER BE HELD ACCOUNTABLE

THEREFORE A COMPUTER MUST NEVER
MAKE A MANAGEMENT DECISION

It's really incredible how marketing departments can radiate amnesia like this with such proficiency.

I was born with hip dysplasia and spent six of my first nine months in a half body cast. I was in a state run orphanage, I was growing inside the cast, which left me with terrible scars on the front of my shins, and I was a "fussy" baby, so they "treated" me with phenobarbitol.

The experience left me faceblind and with some other developmental stuff that nicely compliments my otherwise mild autism. I am the squarest of square pegs, a misfit in every situation my whole entire life, except when I am blessedly alone.

I don't agonize about how I am, I enjoy intellectual pursuits, and my ability to focus on stuff in ways that neurotypicals can not. But if I had it to do all over again, I would very much like to have a bit more understanding from others, given that I had no say in how I came to be so different.

Small brains should develop normally, with limited screen time, until they are fully formed. Maybe that's late tweens, maybe it's sixteen, maybe we are going to learn that we need to treat dark pattern engagement magnet software just like we do slot machines.

Plenty of trucks and other vehicles have little or any effective view directly out the back. To be blunt: If you need to look through your rear-view mirror to not kill someone, you either need better side mirrors or you need to learn to drive.

I use one of the large banks named in this article.

Last weekend I had a question about a service, it's something I already use, I just needed one piece of information about it.

Their web "help" was just stone stupid - asked a formulaic question, then offered the same set of options as found at the top of the page for the service in questions. I got curious and poked around, it was literally nothing but a "no matter what question give one of half a dozen links" and then ask if the user was satisfied.

I tried Google. It's utterly broken now, so no joy there. I will admit the bank provides the service in question, beyond that it's a different flavor of dumb.

Perplexity has largely replaced Google for me, but no joy on this one. It offered a lot of well stated, but utterly irrelevant advice, given my question.

I finally called a friend who uses the same bank and same service, they walked me through it.

The sad thing here? This is a HUGE bank, they could afford to do this job right, and 98% of it WOULD work with bots. I guess they laid off the people who can, ya know, actually DO stuff, and we get this late 20th century IVR style "service" despite their massive spend on AI.

Corporate America's race to replace humans with AI is going to backlash. Why engage with gamey agents, when you can deploy your own, and wait for the desired result?

This process is going to repeat, like the Europeans arriving in the Americas, until all the humans are gone, and there's nothing left but bots that do an increasingly good job of acting like us. There will be little reservations, see the Fediverse for an example, where actual humans congregate. There will not be corporate friendly global flat spaces like Facebook and Twitter, there will be neighborhoods.

Much like the natives of the 16th century, we are going to lose people along the way. There are those whose brains are so warped by the internet already that they will simply remain entangled in the increasing unreality. There's even an Amazon series about this - The Feed is pretty well done, and it chronicles what happens to society as it (The Feed) takes over.

The same thing will happen economically, a return to local dealing, but it's going to partial and MUCH more painful.

The changes we have set off in the world today are not unlike those that precipitated the Great Dying 252 million years ago. We're at 420 ppm CO2 now but the permafrost is done for and after that the clathrates in the shallow seas are liable to let go, too. The current ice age is only 2.5 million years old and we've ended it. We may have triggered something akin to the Permian/Eocene Thermal Maximum.

There was some chance we could have headed this off, had we turned immediately and aggressively on the problem around the turn of the century. We have proven politically incapable of addressing this existential threat, and now that we might be mustering the will, the window may have closed.

We've had a good run, we anatomically modern humans, but this ending due to a lack of foresight is ... embarrassing .

Lots of shortsighted hot takes on this.

Anthropic is involved in litigation against our inebriated SecDef because Dario won't cosign for algorithmic warcrimes. The Strait of Hormuz is closed, Asia is going to hit a wall on liquid fuel and natgas. The U.S. AI datacenter build frenzy has hit a wall in the form of public disapproval, and under that an electrical components availability problem that the trouble in Asia will NOT improve.

If your hot take doesn't factor the geopolitical things into the mix, your are wasting poor defenseless electrons that accomplished nothing with their potential.

I would love to be a fly on the wall in the Anthropic C suite conference room why they work through this. They are mobbed with customers, running a subsidized customer acquisition strategy they can't just quit, and several legs of the table supporting this are wobbling.

I'm glad the heat has passed me by, I saw a little friction during the conversion, but Opus 4.7, unimpressive as it may be, is steadily trundling along doing work for me the last twelve hours.