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Comment "The Nerd Reich" by Gil Duran (Score 1) 51

Author is on a book tour, so I've heard a couple interviews with him. Based on those, I'd characterize Duran's perspective as "Worst likely case", i.e. it's a plausible outcome. What I don't know is whether the people who have the beliefs described in that book are as organized as the book says.

And for at least 5 years, I've been saying "Palantir is the most dangerous company in America."

Comment Transfer of cash to NVIDIA (Score 2) 76

Horace Dideu characterized this as an unprecedented transfer of cash from Microsoft, Google, Amazon, Meta and Oracle shareholders to NVIDIA shareholders. Those are companies with real, substantial revenues and until now, significant positive cash flow (yielding shareholder value.) Draining the tub this way is something that should worry those shareholders. But of course, it's a great year to be an NVIDIA shareholder, with all those other companies (plus OpenAI, Anthropic, and other smaller AI companies) all pouring their free cash flow AND their growing debt, into NVIDIA, and into other companies that supply AI data centers.

Comment Part me thinks this was deliberate (Score 1) 23

That paranoid, "The Zucker will do anything" side me is thinking, "Is this a case of Meta doing something to show their models can keep up with Anthropic/OpenAI?"

And the post above this one, advocating for 'AI hacking is a crime,' is on target. No mod points, so I'm commenting instead. BUT once again, the goal should be to not code these vulnerabilities in the first place! Liability (civil or even criminal) is probably a necessary condition to change how systems are constructed.

Comment Re:Where are the savings coming from? (Score 1) 83

The savings come from the rate Oracle (or any other vendor) charges for a single Enterprise license, compared to the rate Oracle would charge each customer/project separately, summed over the set of projects. Is that clear enough?

(Frankly, that's a surprisingly low number for the savings.)

Comment Re:Where are the savings coming from? (Score 1) 83

Without a site license, one would expect each Service and each Program to negotiate a separate contract with Oracle (or any other software vendor.) Enterprise site licensing is pretty common, both in government circles and in industry, with savings over a collection of individual purchases. So there's nothing unusual about this.

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