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.

Been creeping in for a bit. First in news, then in the stock ticker, tv, music, books, and now maps.

All passed off as helpful "suggestions."

The ones that really torque me off are "suggestions" in books, tv and music. I've disabled what I can but some of this can't be turned off.

Apple makes enough with hardware alone. They don't need to whoreify the whole "ecosystem."

I let 'em know what I think of it, but that all goes to the bitbucket. No one gives a rip. 2.5 billion is not even a dime's worth of pocket change, to them.

I won't move to Android, because that's Alphabet, ergo 100x worse. So here we are. I feel like Dark Helmet. Surrounded by assholes. Greedy assholes.

At least, for now, apple ads aren't *bam* in your face like others - but a "sponsored" result is an ad by another name.

I"m starting to understand the desire, of some, to move out to the woods, in a cabin, sans grid.

I'm a practitioner of "guerilla hi-fi" - you buy used, or build it yourself out of old schematics, rescue gear off the curb, etc.

o Speakers: 39 year old horns from Klipsch
o Receiver: 21 year old digital from panasonic
o Turntable : 49 years old Thorens
o Tape deck: 10 year old PC
o CD Player: Old beater Sony DVD
o Streaming: 20 year old Airport Express, hooked up with toslink, paired to my phone. AirPlay whatever I want from whatever "app" I want. Or from my own internal MP3 collection.

Not being beholden to a vendor like Sonos: Priceless

Sonos can go suck it. I can't even fathom its use case.

I get to stream whatever I want, and have studio-grade sound, all with kit nearly as old as I am.

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 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.

Really? You must be in BFE or something.

Here where I am - somewhere in South Florida - FPL has consistently jacked up our rates, for a variety of stated reasons - including feeding the new colos.

Your experience != everyone else's.

My power bill has increased by about 20% DESPITE switching to LED lighting, which reduced my light draw from about 700w to maybe 50w for the whole house minus home cine and bathroom.

My power bill has increased DESPITE setting higher aircon temps.

So yes -- datacenters are absolutely jacking up rates, and have completely made irrelevant the change to LED.

I want my tungsten lamps back. A pox on the next son of a bitch who mandates a switch to a "higher efficiency" light, only see all those gains in efficiency wiped out by a much bigger power user.

The small drop in demand from going to LED is gone. Now, we have a massive increase in demand, supposedly solely to AI.

RAM, and other related prices, through the roof.

Happy, yet, tech bros? Not only did your greed jack up the global demand for electricity, now your insatiable thirst for cash and power make it so hardware's that much more expensive.

We abandoned our beloved tungsten, for this?

Do this to me, and I'll sue. I don't care for what -- the usual bullshit of "emotional damage" and "mental anguish" and all that.

I encourage every person erroneously flagged to do so. The only thing that hurts corporations is a hit on the wallet -- so hit their wallet, hard, and often.

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.

I'm not amused by it. The human on the other end is hoping the "AI" chatbot will give them results stripped of all SEO bullshit.

This alters that behavior. The chatbot will be unduly influenced by the ad, and the user will be unaware of this influence.

The answer is obvious: Online advertisement must die.