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Comment Re:Why not a ban? (Score 2) 60

At least in theory a lot of the risk isn't some specific drone.

But market risk. The worry would not be so much that we get attacked by/with drones in some way but that we become economically dependent on them and China ends up controlling a big share of the market.

Imagine a scenario 15 years from now, where 80% of home deliveries are done by drone. The trucks have been parked and the drivers laid off for a long time. You can't just turn a key and go backwards. US-Sino relation suddenly deteriorate, a shouting match at the UN Security council ends with the State Department revoking all Chinese national visas and China retaliates by near total ban on exporting goods to the US. Getting parts for anything takes weeks or months while they get laundered thru the EU or elsewhere. In the mean time those drones need parts and maintenance kits, kits nobody domestic has..

It would be crippling.

Is any of the that "likely" does it justify the policy, is the policy legal, all fair questions. I am just pointing out there is a logic to high tariffs on certain goods vs a total ban. If you already have a bunch of Chinese drones in your fleet for example you might want chose to pay the taxes rather than abandon your investment. Uncle Sam might not really have an issue with that, as long as the shop down the street chooses alternative sources.

Comment Re:Heavy Lifting (Score 1) 66

Exactly there is no real moat here; and more importantly there are other player that have other revenue streams.

Google, Amazon, Microsoft, Oracle, IBM - even if they are not the market leader, even if they are in fact way behind in this space, they don't need to win in the SaaS AI space on technical merit to ultimately gobble up the market they just need to still be in the game with usuably-relevant technology after Anthropic and OpenAI run out of investors willing to set money on fire.

The risks to that strategy mainly are
1) There is some kind of singularity and Anthropic / OpenAI get there first (yeah right)
2) These companies manage to go public and the public remains bamboozled enough to believe the sauce is sufficently secret and specially to just keep throwing money at it for so long technology changes the cost structure enough they actually can run profitable (I also don't see this because if that happens, it will also be cheaper for everyone to just run some really-pretty-good open weight model)

Comment Re: Begun, the AI price wars have... (Score 1) 40

I don't think you are going to see that flood of cheap hardware.

The data center kit is not the relatively well behaved mostly PC compatible parts of the late 90s, 2000s, or even 2010s. This stuff is super dense with special power and interconnect requirements normies are just not going to do in their homes.

I mean sure some nerds with separate electrical panel and equipment racks in the basements will (they always do) but the effort level here is going to look more like firing up an old VAX than some 2U x86 and a disk shelf you bought off retrobox.com.

The people who bought consumer grade stuff to do AI or Crypto-currency workloads are going to be dumping but those cards are going to beat to heck experiencing issues from thermal deterioration and as often as not flashed with some strange firmware or damaged from some other modding, you won't want that e-waste.

The Micron's and TSMCs of the world have not exactly raced to scale capacity either, as they discovered they had enough elasticity in pricing they could just raise prices and hit the demand curve with their full production; all the profit little of the of risk. We may see prices for things like memory, slide below the historic norms for a bit as China brings capacity online but mostly I expect the chips industry just reverts the pre AI boom mean.

Comment Re:Begun, the AI price wars have... (Score 1) 40

the company I work at has top down shifted which model is tied into all the devs IDEs 4 times in 6 weeks, always seeking cheaper usage even at the cost of suitability. And the company is a multinational with 25K employees worldwide, not some little shop...

That isn't really surprising. Large business are notorious for their levels of waste but generally speaking when you have a op-ex line item that scales directly with the number of a employees in a whole department it isn't hard for the bean counters to look at that start asking simple questions like:

Does everyone really need this?
Can we get some version of this cheaper per head count?
How did our favorite productivity metrics look over the eight quarters before we deployed this vs since; how much head count has that saved us and is it actually win?

Certainly the pricing stucture right now favors the all-you-can-eat but we throttle you ever 4 hour plans Anthropic and others are offering, but companies are going to start looking at the macro questions above pretty soon now...and I expect many will conclude that even at these heavily subsidized prices writing a check to Anthropic for $250k every month so EVERYONE can have claude and TOKENMAX does not make sense.

I expect we will see a shift pretty rapidly toward most folks get whatever Microsoft and Google are willing to throw in nearly for free with an Office Suite subscription and the employees / group that are actually getting a lot of miles out of claude ( sonnet/opus/fable ) will be told to expense monthly subs or get an api key and buy tokens a la cart on the company card, even if it is a higher rate.

Comment Re:grade crazy (Score 1) 255

Who you know is as important as what you know, in most parts of life.

Did you want actually useful advice that might lead to the outcome your daughter hopes for or were you wanting some bromide about hard work leading to great things or at least being its own reward?

Ultimately grades are somewhat subjective. If you know your professor enough that they are able to determine you actually do know your stuff but were just very sick the day of the quiz, is it really cheating for them to say give you some extra credit opportunity? That won't happen if your class is a 150 student lecture though, just as a practical matter.

Trying to hold others back is wrong, but taking maxium advantage of every opportunity that comes your way, like say going to good-private-university if your parents can send you, is what winners do!

Comment Re:the solution to "the mental health crisis" (Score 1) 255

My understand though is you still get marks, and all the other ordinary feedback the instructor would provide. As far as electives go the other students are not taking it pass fail or might not be so if their is any bell curve grading happening you will be slugging it out with people that have full skin in the game.

I think I would find being told - "You passed, but if you deliver this kind of performance next semester you'll be getting a D." My reaction to that would be "well crap, I just dodged a real bullet better shape up because the next one counts!"

I do also see your point though for some folks it would be just another event where they receive no real consequences, and that only serves to reinforce their idea/experience with life of there being no consequences.

The flip side is if you sitting there with a merit scholarship that requires you to maintain a 3.0 GPA or something and you finish semester 1 with something closer to 2.0, because you really did not understand what studying actually means yet.. Are not despairing? Because I know I'd be thinking crap not only do I need to do better next semester I am going to need to jump all the way to straight As or I am done, maybe I ought to just quit.

Also pass/fail is still not exactly no consequences if you really FA, you will still FO; and get failing mark, and no course credit.

Comment Re:the solution to "the mental health crisis" (Score 2) 255

About the only thing I can see here as far as this being helpful is the fact that a lot of students depending on what their primary education was actually like are surprised by how much higher the bar at University might be.

So getting a D after being in some HS where they hand out As as participation trophies might be rather shocking. So being able to go ok 'well this one does not really count I still passed' does afford that student who

1) simply cares about getting high marks
2) needs to keep a scholarship
3) hopes to earn some kind of honors diploma

a little space to adjust their expectations and effort level before being told after their first semester, you dug a deep hole for yourself and might be well and truly f***ed as far having a decent GPA, graduating Cum laude, not losing their merit monies, and so on.

So as far as a marking system goes I don't think is bad and maybe it is even more 'fair'. I don't really see this doing much for mental heath though.

Comment Re:The grift is now right out in the open (Score 1) 78

A lot of the things you listed there can be determined by watching the parking lot for a few days.

Which I have absolutely know investors to do. The bar to proving insider trading is as the parent suggested actually higher than most people expect.

That facilities guy if he got dragged into court, is going to argue that anyone living near by could tell you the number of Cintas and Granger trucks in and out lately made the situation clear to anyone watching. He is a facilities guy nobody tells him what the plans are, he can guess because all the work order entries he has put in for basic repairs for the last eight weeks have been declined, but he does not actually know..either as far as the law is concerned.

Comment Re:STATE'S RIGHTS! STATE'S RIGHTS! (Score 1) 78

Re-Inusrance would be a swap, primary insurance is very much regulated by states. Your interpretation would absolutely upend the insurance industry.

I would also not be so sure the administration is "wrong" here about CFTC authority. If we consider the down right radical determine the courts have embrace for a century regarding the commerce clause, if you read this clause in the same expansive way, just about anything does have commercial potential ... consequence. The word potential there can do a lot of work. I mean if we bet on the number of concerts Taylor Swift will have on her next tour that has potential commercial consequences for anyone in the business of screen printing t-shirts; you never know they could *potentially* land the order and the number of show might determine how big the order is..

If we really had a functioning legal system 7 USC Â 1a(47)(A) - would be struck down as 'void for vagueness'

"associated with a potential financial, economic, or commercial consequence" is so broad it should never have been legally acceptable language; but that describes half the US code now days... In short the law is whatever the politically motivated judge you venue shop for decides now..

Comment Orders to keep operating? (Score 2) 78

That seems inappropriate.

Certainly the feds should assert their legal supremacy if they truly believe federal law covers the activity. It would be reasonably for them petition the state court to stay any orders requiring a business to cease operation while Feds seek to settle who the regulatory authority lays with.

However outside of defense production like situations I don't think federal government should be ordering anyone to operate anything. Clearing the way for the do so sure, but if say Kalshi simply does not want to deal with NY and NY customers until matter is settled they should be entirely free to simply exit the state.

Comment Re:Absolute Berks (Score 2) 36

Right it is a lack of understanding as far as the security model is concerned.

You are captive in a metal can and the authorities control the exists. It is not even like a bus or train where you might force the operators to top and you could run off into the woods or someone could meet you with a car, even if you hijack the thing by the time you land it, the authorities are there waiting for you.

There is little room for mischief on an airline because anything you might to try to escape mostly won't work and will mostly only dig a deeper hole...

Duh the in air wifi isn't running the very most hardened configuration and attacks like evil twin are possible. of course that is the posture because if it wasnt lots of older devices would not be able to connect and flyers would get upset.

The assumption is if you are smart enough to understand what deauth + evil twin attacks look like, you are smart enough to not do it on a commercial airliner because it is probably one of the FEW places you are nearly certain to get busted..

Comment Re:Makes no sense (Score 1) 177

This is absurd on so many levels.

To start with, it's not like the lawsuit has anything to do with what state they're based in. The California AG happens to be leading it, but it's a coalition of 12 states. It's not as if they could escape the suit by moving to another state. This is purely a pressure tactic, nothing more.

I believe they can. States can only sue companies that operate in their state. If Paramount moves to a state that isn't in that coalition, the other 12 will have a difficult time collecting.

Actually moving would be incredibly expensive. Build entirely new studios. Relocate all their employees. Lose a whole lot of employees who don't want to relocate.

And exactly who's going to employ all those who refuse to move? California unemployment isn't exactly stellar these days.

And anywhere else they moved to would be a worse place. They're located in Los Angeles because that's the heart of the film industry. That's where the workers are. That's where all the other companies that support the industry are. Trying to operate in Georgia or Tennessee would be much harder for them.

Your information is...dated. There are thriving film industries in Georgia, for example. It got so good California got scared of it. Granted, things have scaled back a bit in recent years, but that's tracking the overall decline of the film industry. LA is even worse.

Even if they somehow decided it made sense to move, that's not a decision you make quickly or lightly. It would take long and careful planning to choose a new location and prepare for the move. But here he is, saying they're going to start moving in less than two months, and he hasn't even decided what state to move to. Is anyone really supposed to take this seriously?

Please, don't take it seriously. Then, when it happens, it'll be far more shocking.

If in spite of everything he really tries to go through with this, expect a shareholder lawsuit and calls for the board to fire him. But he'd have to be crazy to really do it.

Shareholders have this odd habit of wanting their CEO to do things that increase the profitability of the company. Given how many businesses are fleeing the anti-business climate of California for Florida, Texas, and other business-friendly states -- and thriving in those new states -- they might just give him a raise.

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