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Comment Re:Hype (Score 1) 30

I don't think that it's a problem of there not being demand. There probably just won't be enough demand to support all of the infrastructure being built. These big AI-players have a choice. They can either bet big and build big now and hope to be one of the last standing when the market shakes out, or they can not play at all and lose for sure. When it's all said and done (5 years?) there will only be a few big AI players still standing, and they are probably names we already know. That is the nature of the tech business.

All hail Oracle Enterprise Apps and SAP. They may suck, but they're the survivors in the big shake-out of that market.

Comment Re:Return to office (Score 1, Interesting) 119

Of course the administration is looking at taxing some foreign employment as labor imports as well. So it is likely that this is one of a multiple prong approach to a broader protectionist strategy for American knowledge workers. I just hope the current bunch can stay in office long enough to implement it all.

That is the key point here. If one assumes this is a stand-alone policy they may be correct that it will fail, and in any case it may, but it is different than past policy which we know didn't work well for US labor. Further, this administration (whether one loves them or hates them,) is clearly using complex policy on almost every front. Again, I don't know if any of it will work and may not simply because of its cross-dependencies, but what we were doing before wasn't sustainable, so I'm game for a new approach.

Comment Re:Quit paranoid stupidity (Score 1) 50

I just listened to the Fed Chair's speech. He indicated two things regarding jobs:

1) Jobs are not decreasing, they're just not increasing as quickly as he'd like.
2) Changes in immigration policy are offsetting, albeit not 100%, the slowdown in jobs creation. So the balance of open jobs hasn't increased that much, but the bar is lower.

Point being, he did not call out tariffs as the cause of job losses. He did leave open the possibility that tariffs or something un-named are slowing job creation. You can decide for yourself if you subscribe the Fed Chair's analysis.

Comment Do what? (Score 1) 26

"aiming to do for AI training data what ASCAP did for music royalties"

That is to say, extort the people consuming the data, keep most of the money, and screw the people who generate the data. I'm not saying there shouldn't be some better definition of how content creators should be compensated by the AI trainers, but modeling after ASCAP is about the worst idea I've heard.

Comment Re:Someone's busy at his new job (Score 0) 144

That's right. And the new BLS administrator is almost certain to figure out why the long-term employees have been consistently producing wildly inaccurate results, and remedying that situation one way or another. But it's unlikely they'll be able to do that until confirmed. Until then, we're likely to continue getting inaccurate results.

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