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Comment Re:It's just like The Osbornes! (Score 1) 59

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.

Comment Re:So what? (Score 2) 40

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.

Comment Re:Single dumbest way? (Score 5, Informative) 166

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.

Comment Re:Heavy Lifting (Score 3, Interesting) 66

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.

Comment Ford, too. (Score 2) 160

I bought a Ford F-150 XLT (the full-hybrid pickup) and was very disappointed to find that several of the features (Including Blue Cruise and navigation) were subscription-based with an initial free period of a year or so.

Other than that the vehicle is fantastic - but was very pricey when I bought it, so having to pay over and over for the features was a very annoying surprise. (They quit working rather than quit updating when the subscriptions run out.)

Comment Maybe not to individual people, but ... (Score 2) 14

... a bunch of cancer progression theories based on cell culture progression had to be thrown out when it was discovered that the cultures were being contaminated by a particularly robust and aggressive cancer cell culture, HeLa, which had contaminated lab equipment like environmental chambers or survived equipment sterilization and eventually took over culture lines in labs.

Comment Re:Can I pay him not to post? (Score 2) 215

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.

Comment Re:Solar fricken roadways all over again (Score 1) 120

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.

Comment Foccused ultrasound but yes. (Score 1) 37

microwave labotomy ... We just put the machine against your head here for a bit and those bad urges go away, all better.

Another poster mentioned that it's actually focussed ultrasound.

Still sounds like breaking a piece of a system by stirring the brain with a knife (lobotomy) or burning it out with heat (cauterization), electricity (electroshock) or mechanical shock (blow to the head) - just carefully focused without (substantial) damage to other parts of the brain or its casing.

Ultrasonic destruction of a piece of the brain's reward/punishment/desire/avoidance mechanism rather than persistent unwanted fat.

Comment Re:Amazon is corrupt! (Score 4, Insightful) 22

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.

Comment Re:Dictators (Score 3, Informative) 55

The restrictions are a mix of reasonable nuisance management and paranoia about who is flying drones, what they can do, and chain of custody.

Beijing proper is a city with a population density of over 21,000 / km^2 -- so you can imagine the chaos if any tech enthusiast resident could fly a drone without a permit. Except for a couple of free zones in the outer boroughs, New York City restricts drone launcing and landings within the city to flights with a permit and flight plan, because otherwise the sky would be black with drones. Many cities -- both red and blue -- have zone restrictions for drone flights, and those currently hosting World Cup matches have tightened them for the duration of the tournament.

Comment Re:I want to see inexpensive plugin hybrids but .. (Score 1) 135

You might want to read up on how current hybrid vehicles actually work, 'cause it seems you have more than one misconception going on.

I have. For instance, my latest vehicle is the Ford F-159 XLT,, the full-hybrid model of the F-series pickup truck line. Power train is:
  - 6 cylinder dual-turbo engine. (runs low power but approoximately doubles output when a lot is needed.)
  - 47 HP motor-generator "pancake" on the engine side of the ttransmission, to scavenge / return power to./from a 1.5 kWhr lithium battery.
  - 10-speed automatic transmission, working with the lithium battery;s main alternator to fine-tune match the engine/mogen to the current driving situation. Max power of engine plus hybrid mogen; 430 hp.
  - full four wheel drive.

So it's primarily a gas-engine power train with an electric-car motor mechanically coupled to the engine shaft. Many other hybrids, from the venerable prius onward, are similar, with plug-in variants having a big scavaging/peaking battery good for pure electric operation of tens of miles rather than a minute or so and a wall-powered charger added.

What I'm looking for is essentially a pure electric - totally electronic "transmission" consisting of alternator(s) between the batteries and the motor(s), plus a tiny engine-generator able to burn gas and feed some teens of KW of charging power into the batteries when running down the road or parked near it.
 

Comment cobalt chemistry, not so nice. (Score 1) 115

Do the Waymo batteries use one of the lithium chemistries including cobalt, or a non-cobalt chemistry such as lithium iron phosphate?

Cobalt chemistries have a higher power/weight and energy/weight ratio, which made them the go-to chemistries for vehicle batteries. But they also produce oxygen when the cells overheat, leading to an unextinguishable runaway fire hazard: A burning cell makes enough heat to ignite the adjacent cells, so the whole assembly of them goes. Bad enough when it's a car's worth, but a disaster if it's a shipping-container sized module of a utility energy storage site. (And even worse when the site is a building full of racks, which someone had "protected" from fire with water-spraying, equipment-shorting system, so the whole site burns up, as happened recently with one in California creating a toxic mess.)

That's why purpose-built stationary lithium energy systems use non-cobalt chemistries - heavier, but a shorted cell just kills itself without getting hot enough to light off its neighbors.

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