AI is the next big thing

Article about AI and the economy and estimating it’s effect.

https://www.msn.com/en-us/money/markets/this-economic-idea-transfixed-wall-street-and-washington-it-may-be-a-mirage/ar-AA1WTiHO

AI (driven by ChatGPT/Open) truly took the world by storm in 2022-23.

But I think anyone who actually understands language models, data centers, and finance, should have clearly seen the writing on the wall around 2024.

  • Energy companies are using the AI Industry (not AI itself) to justify environmental deregulation
  • AI companies themselves are over-promoting and over-selling AI technology to justify more and more capital investment (that is still to this day, not generating returns relative to the cost to power these models)
  • Data Center companies are making a killing, but their industry will eventually crater
  • Financial institutions merely want the fees that comes with selling securities hedged on AI

The actual problem behind all of this is the Data Center industry, which is what will cause this bubble to eventually burst.

https://www.reuters.com/business/finance/software-companies-face-higher-borrowing-costs-tougher-scrutiny-ai-threatens-2026-02-23/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Global-Investor&utm_term=022326&lctg=6290137c006cf98aa206faa3

  • Anthropic argues the attacks support keeping export controls on AI chips, saying the scale of distillation requires access to those chips and that stolen models likely lack safety protections against misuse.
  • Anthropic says three Chinese AI companies — DeepSeek, Moonshot AI, and MiniMax — created over 24,000 fake accounts and ran 16 million exchanges with Claude to copy its strengths through distillation.
  • Each company targeted different areas: DeepSeek focused on logic and alignment, Moonshot AI on agentic reasoning and coding, and MiniMax on agentic coding, with MiniMax alone responsible for 13 million exchanges.

I guess we’ll be seeing some naked pictures of the Ayatollah after Friday.

Please don’t post them here. Keep them to yourself. :joy:

Besides making nudies, looks like AI will also change/reduce the research done at universities.

Good video, but her delivery is hard to listen to for me.

Yea, typical German personality? She has a good series.

Good on Anthropic for trying to put brakes on this thing. I saw the article posted above, but I’m surprised more aren’t alarmed by this.

This is literally Terminator s**t, and we should be very, very careful how we roll this out in the military.

I find the issues in this Anthropic case to be interesting, though I haven’t done any sort of deep dive.

I guess cahtgpt will be the new evil corporation to hate on.