Logbook: Economy
Are the Tailings Ponds About to Burst in the AI Goldrush?
In a sign of the times Anthropic has listed a net loss of 80 BILLION with a b…
Anthropic’s net loss widened sharply to $80.7 billion in the first half of this year, in large part due to a rise in the fair value of bonds convertible into shares of the AI startup, according to a draft prospectus for a planned initial public offering that was reviewed by Reuters.
I have been steadfast in saying AI is a seriously overpriced commodity that has been nothing more than a goldrush. AI is just google search in a trench coat. And that the markets rush to stake a claim in the Gold rush era is much like the 1849 gold rush.
FINANCING COSTS
At an investor meeting on October 14, Anthropic told prospective IPO investors that its third-quarter revenue jumped 45% to $16.8 billion from the previous quarter, Reuters reported, citing people familiar with the matter.
While the figures eased some concerns about the enormous costs of developing AI systems, some investors were disappointed by the slowing sequential growth rate. Revenue had more than doubled from the first quarter to $11.6 billion in the second quarter.
The thing is here is this is only half the numbers, most LLMs have been pushing all CapEx expenditures to a second set of books and it makes these companies look better than they really are. When all of the loans come to be due it is going to be a financial bloodbath because what we are seeing is AI is not ready for the mainstream for constant use. The factor that AI has been a consistent loss leader and companies have no clue how to monetize it in a way that is not going to drive users off they are stuck with negative gains.
A cooler reception for Anthropic’s IPO could weigh on the wider AI market, whose near-term prospects investors see as hinging largely on the share sale’s success, ahead of rival OpenAI’s potential listing next year.
Reuters reported in September that Anthropic posted a net loss of $42 billion in 2025, with most of that stemming from a similar accounting charge. As Anthropic’s valuation climbed, the estimated fair value of those notes tripled year over year.
The thing is, investors they thought they had a slop generating gold shovel paradise and the new car smell of AI is wearing off. While LLMs are trying to say that AI will destroy the world and eat your firstborn and knock up your daughter … The fix still is a power switch in the end.
Attributions from:
reuters – Anthropic logged net loss of over $80 billion in first half of 2026
CoffeeCommander.net – Anthropic says they are profitable as long as you don’t check the inbox for bills.
CoffeeCommander.net – Allbirds Newbird Smartbird AI what’s next flipthebird?
CoffeeCommander.net – Hyperscaler AI Earnings Calls Today .(updated)
McDonalds introduces dynamic pricing while owner is still dynamically gagging over burger.
The idea of dynamic pricing baffles me. The fact that big corps are trying this to extract more money out of consumers should be illegal. Unless dynamic pricing follows the consumer.
McDonald’s is increasingly using artificial intelligence to guide menu prices across the U.S. and some global markets, a plan that aims to boost headquarters’ profit but risks alienating customers and attracting antitrust scrutiny. One pricing factor supercharged by AI: an estimate of how much each store’s patrons are willing to pay.
Consumers at first will not take this lying down, I have seen dynamic pricing and the fact that this is being done by AI makes it a bit funny. the factor is that AI doesn’t understand why people are buying something. So what happens if a group targets a low priced item on a menu for a few months and then pulls the rug on said product, it would create an AI model in a panic. AI is good at dealing with averages… give it an outlier and it does not know what to do.
The details of how that pricing system works, its extensive use of AI, the company’s regulatory concerns and the tensions with its franchisees haven’t been previously reported. For this story, Reuters reviewed screenshots of the company pricing engine taken in August and interviewed nine sources with first-hand knowledge of the burger chain’s strategy. McDonald’s pricing engine uses machine-learning algorithms to continually analyze data from millions of daily transactions across McDonald’s nearly 14,000 restaurants and generate what the company calls “the optimal price” at each location for each menu item, from Big Macs to discounted coffee for seniors.
They think they are being clever to drive a few pennies of profit out of customers, the problem here is this is McDonalds which already has earned its way into common language as a McJob. Given that if they spite enough customers, they will revolt and it wont be pretty. One post to a website and a bit of patience people can turn an AI profit machine into gaming the system until it crashes.
A Reuters check of prices in September on the McDonald’s mobile app showed price differences. For example, a company-run store in Fresno, California sells a Big Mac for $5.69, but another company-run restaurant two miles away sells the same sandwich for $6.89, a 21% premium.
The other thing right here is again playing with fire. What’s to stop a person from buying from Store A and returning to store B and pocketing the 21% premium. Some frydrone is not going to wait around while someone is trying to fish up a receipt on a still warm meal.
In January, McDonald’s started requiring franchisees to be “constructively engaging with McDonald’s approved Pricing Consultant and Tools” as part of its new business standards, according to an internal communication sent to franchisees and reviewed by Reuters.
As I stated in beginning AI is good to be an average at things, but once you start adding outliers to the model like a stores finance model shows and uptick in cheeseburgers to the point of near absurd and other stores show a drop because people are spiking the model the AI is going to say to increase the price and once that happens suddenly cheeseburger purchases not only drop from the price increase but people manipulating the prices stop screwing with the AI McDonalds corporate is going to panic because the AI modeling of the price is showing to be failing. In all honesty to guide a model like this it would not take very many extra purchases in a day to corrupt sales data 100 cheeseburgers would be enough to throw a model off. Once people start poisoning the sale model it has some pretty bad outcomes.
First the store sees the sales spike, The AI and Store manager see it and start carrying more of that product. The problem here is product in a store like this is perishable. if the rug is pulled a month later you have a store manager stuck with product rotting losing money, You have pissed off consumers stopping going to that store which creates more wasted product and the manager is stuck with his hat in his hands because the machine told him to buy something that no one could see.
If McDonalds was an isolated store in a tube this would not happen but go to google maps and go to any city and type McDonalds , you will have 3 to 5 in 2 minutes driving distance of each other. McDonalds wants profits and they are instead are going to get a model collapse because in the US you basically have 5 minutes in any direction to a McDonalds and consumers that are easy to spite.
Here is a map where I picked a random area just because it’s random and it shows the exact issue I said.
Examples of McDonald’s parameters for the price engine included, according to the two employees: focusing increases on menu items that have not had a price increase in at least two years; only increasing prices on items that have had recent price increases in at least 30% of stores; excluding ice creams and drinks from price increases during summer months.
Lastly McDonalds mapped out the whole game here. Not only are they exposing the weakness here they are making this exploitable to the point where a group of 20 people could cause profit rot on multiple store in an area and McDonalds reliance on the AI Magic Machine will cause damage to no end of the franchisee. Also as I have said before model rot can come unintentionally if a school bus from a class trip comes in for a week it will cause massive model issues. They will buy too much and too little stock in order to balance out an AI that sees a jump in sales because of a class trip.
Update! The Legal McHammer Drops:
Well now.. It’s as if On October 2, 2026, a nationwide class action lawsuit dropped and the company is alleged to have violated Section 1 of the Sherman Antitrust Act. The lawsuit claims McDonald’s took non-public transaction data to run an algorithmic price-fixing ring across independent franchisees. McDonald’s tried to say “AI does not set the price of a Big Mac.” Sound familiar? Sounds like when the CEO said he “loved” their product.. When you try to force independent franchisees to feed an AI engine so it can coordinate price hikes down to the penny, it isn’t smart retail. it’s an automated crime posing as AI.
McDonalds has ensured that the McJob stays exactly what it is, they are letting a machine that does not have the instinct to run the numbers and see why sales are what they are. A worker who sees two buses pull up will throw extra fries on and know exactly why he did that. AI can’t see the bus pull up and causes the price to jack up a week later because a School play was in a theater for 2 weeks. The worker knows that there was a play by intuition, The AI only sees higher than normal purchase rate. This is why for the same reason 20 people with a few dollars and being bored can cause a store to lose thousands. Again corporate greed and their belief that AI is magic is going to be the downfall.
Welcome to McFelonies would you like Fries with that?
Attributions from:
Yahoo! Finance: Inside McDonald’s push to have AI price your Big Mac
Reuters.com: McDonald’s hit with class action alleging AI-powered menu price-fixing
OpenAI report reveals skills AI cant do also-bi-cant-decide-on-a-title
Ed Note: This image was generated with AI and it’s a fever dream.
Business insider wrote about OpenAI. if you look up at the link at the top you could tell they had a more critical title ” openai reveals workplace skills ai cant automate easily 2026 9″ Is what you could pull from the link it self, Business insider could not decide on the title of their own article.
OpenAI recently published one of the clearest signals yet about which workplace skills may become most valuable in the AI era. In a report on how its researchers use AI, the company shared data showing which tasks are being absorbed by AI and which still rely on people.
This report is going to bite OpenAI in the end, for a few reasons the thing is yes OpenAI can do the task but the task will be done exactly the same as any other company that does it so any qualities that stand out from one business to the next will not be there. Eventually when all retailers start seeing sales drop they will hire back the humans for the one thing AI does not have, Guts and intuition.
The biggest automation gains this year came in coding, technical support, monitoring computer runs, and analyzing results. By contrast, AI is still doing relatively little work deciding what projects to pursue, where to invest resources, or how to set priorities.
Sure AI works for Vibe Coding but the problem with vibe coding is if the AI absorbs an exploit, you will see 10 companies hacked by the same exploit in the same day versus the one company that gets hacked with poor coding practices. Also as LLMs take up more information people will work harder to poison the LLM to push bad code to devs.
Companies can measure whether code was written, products shipped, or bugs fixed, making those tasks easier to automate. Deciding what should be built in the first place is harder. It requires judgment, context, tradeoffs, and a willingness to take risks.
As OpenAI put it: “People still set our research priorities, judge which ideas and results to pursue, and decide whether to scale, pause, or deploy systems.” In other words, the future of human work may shift away from execution and toward making the right decisions.
For every decisions that is made here there is an equal and opposite decision to work against the same exact thing which reinforces my above opinions. OpenAI, Sam Altman and the rest thing AI is the farts and butterflies of the universe and that it will be the best thing since sliced bread. But Sam Altman forgets to say that AI is using hideous amounts of electricity, Driving memory prices up, Driving electronics market wide up by margins not seen since the early 2000s. So when a data Center is dumped in backyards with noise pollution, water pollution and generally driving up power prices while a town has a private contract that citizens have to take up the slack.
Attributions from:
Business Insider – OpenAI reveals the AI-era workplace skills that matter most
You might be eligible for a refund from your dealer… CVS
If there is one thing we learn as we age is most people step away from the illegal dealer and end up with the legal dealer of drugs… CVS. But the funnier thing is for the people whom have had a “Dealer” they are likely more secure than CVS.
Many CVS customers may be eligible for money as part of a settlement in a class action lawsuit against the company.
The settlement stems from a lawsuit that alleged CVS violated laws by sharing user data from its website and application with advertising company Criteo.
The thing is as much as someone purports that it is alleged. My opinion is they are a bank vault with a screen door. The CVS registers tell you to put in your full name and birthdate. I made an objection to the CVS manager and they claimed “oh it has a privacy screen!” I said no it has a polarized filter pretending to be security, anyone that is lingering 10 feet behind you see you typing all of your information in as long as they stay in 20 to 30 degrees of the CVS kiosk.
CVS and Criteo denied any wrongdoing. In a statement, Amy Thibault, a CVS spokesperson, said: “We stand by our privacy practices and believe they comply with applicable laws. The settlement resolves claims based on legal theories that challenge common online industry practices.”
CVS and Criteo denied any wrongdoing. YET they changed their entire terms of service, Took more rights away from the consumer and now hold a INSANE right to hold your personal information in perpetuity
The statement also said CVS agreed to the settlement to “avoid expense and distraction of prolonged litigation.” While the settlement is still awaiting final court approval, affected customers can submit their claims through Nov. 16.
This statement is so contradictory its not even funny, Corporations love prolonged litigation. There is no way in hell they would want to “settle” if they can hang up in court for 10 years and keep that going its less than what is at hand. They threw out a number and said go away we are likely doomed if this goes to court.
I asked myself who the hell is Criteo, it would seem its a back end to CVS and it likely resides on those machines well that say “check your coupons here” , at a guess CVS was wholesale giving the purchases to them so every time you walked into CVS to get your drugs and purchased something Criteo got a copy. The problem here is recently CVS changed their terms of service to give Criteo a hole into your meds and other PII. If you buy plan B they know, if you buy condoms they know. If you buy those and a week later you buy monostat it will try to put that together that you are unclean or you had an issue during intercourse. If you buy pads every 24 days it becomes your unofficial period tracker. So that day you walk in on day 23 and go to the savings center the machine happily prints a Tampax coupon.
Yet, Criteo takes this information, sell its on a second market, and CVS claims they protect your information! Just from my last paragraph alone think about how much information they can take from you. Your period time, Plan B (you make mistakes), Condoms (sexually active), Monostat (Maybe doesn’t take care of themself if repeated purchase.) . Even for the males the same purchases will let the company figure out that a male purchasing the same items and come up with through metrics Male buys these items and the timings and will happily add “Male buying for female” and use all the same metrics.
For machines like this a little malicious compliance to the retail machine never hurts, Buy three things that never should go together in a purchase and put it on your card.. Say Cucumbers, Condoms, and Petroleum jelly.. Let the prediction machine do the rest. After awhile of crossing 3 item purchases together you will offset the machine so badly it will not how to accurately measure you. Vinegar, Tampons and Baking powder. the list goes on. Plan B, a turkey baster, and Cake mix and a fleet enema. Even if you are not needing these things such as the plan B or Tampons.. donate them to a shelter they always need the things..
The $10 dollars that CVS is offering is a bad joke, they want you to go away for the price of a medium tier Starbucks coffee..
Attributions from:
USA TODAY – CVS customers may be eligible for money from settlement
US GOV POTUS TO CHANGE AI TO SI? WTF! ITS FUBAR!?
Ok, Now in English, the President of the United States wants to change AI (artificial intelligence) to SI (Système International d’Unités… wait, shit, “Super Intelligence”). Oh please, AI is not super, Its average as a matter of fact it is the most average thing you have ever met.
The problem with this is he is trying to apply a title to AI it does not deserve. Albert Einstein and Fermi could be called supermen because they did super things. AI can not theorize past what it knows both of those men theorized greater things and eventually achieved them. AI has achieved watching every episode of married with children.
US President Donald Trump says the term artificial intelligence (AI) makes the technology “sound fake” and wants it to be called “super intelligence”.
To anyone born in the last 120+ years knows that an artificial robot is the most powerful thing in the universe. The fact that the POTUS thinks Super sounds better is completely wrong, How many things have we added the word super to that has been a massive failure.
“From this point forward, all of United States’ documents, and hopefully the world’s, will be changed to use the more accurate term ‘super’ as opposed to ‘artificial’. So it’s ‘super intelligence’,” Trump said. In the past week, Trump asked his social media followers to vote on other potential new names for AI including superior intelligence, extreme intelligence and supreme intelligence.
Lets go through this
1: Super intelligence – No doesn’t fit, the factor is if you think about it even in the US patent office SI will not work because it clashes with so many things. Metric for example. Also “super” which is a common word , and “Intelligence” another common word. There is nothing super about AI as a matter of fact its Average at everything not super at everything.
2: superior intelligence – Read above.
3: supreme intelligence – fucking stop already Read above
4: extreme intelligence – We had this already this on X, I think it called it self MechaHitler.
While Trump’s ambassador to the UN Michael Waltz later said: “If you didn’t see the president’s speech, it’s now super intelligence. I think he’s absolutely right.” However, when asked for his thoughts on the new name, Canada’s minister of AI Evan Solomon said: “Canadians are not enthusiastic, at all, about renaming things,” in an apparent reference to Trump renaming Lake Ontario.
The fact that the Executive branch is trying to force this one is worse than anything because it shows the bifurcation of the people vs the lords, This move is divisive and people that run things know this. but as far as AI is concerned we are at no level of super.
The biggest concern here is the POTUS renaming a device that the current GOV has an interest in (10%) is seriously concerning. Collusion is a hell of a thing. The second some dumbass at Nvidia, Anthropic, or any vendor tied to federal contracts or CHIPS Act money renames their product to ‘SI’ to appease the executive branch, they’re walking into shareholder derivative lawsuits and SEC fraud filings. You can’t rebrand narrow autocomplete as ‘Superintelligence’ on an SEC filing without committing fraud.
Call me when the positronic man happens, When Andrew Martin happens and Asimov rolls in his grave I will accept SI, but the more correct name of AI stands with me..
But this distraction optics should not be listened to and this is why this post is short. Coffee time!
ed note- Mr Data never called himself Super.
Attributions from:
BBC – Trump wants AI to be rebranded as super intelligence. Will it work?
Attack of the Christmas 2026 edition.
Every year Christmas for retail comes earlier and earlier.
ed note- Christmas the holiday will be properly capitalized while retail christmas will not.
We are not even through the first month of school for kids and now store are decorating for christmas. The thing is when I was young seeing christmas decorations before thanksgiving was borderline blasphemy. Always the day after Thanksgiving would be the first time stores would decorated for the holiday
Now Stores push christmas in july, christmas in September , christmas because we say so.. and so on. Retailers need to stop this. Retailers think buy stuffing this holiday in our face we are going to buy more… the reality is we buy less. What corporations miss is the time that makes or breaks for a quarter for the holidays gets so diluted that the black friday sales and cyber monday sales just get looked over as another day of retail manipulating customers.
For the most part those two days are a joke because if you eye something you want for Christmas, Go to that store starting in October and take a photo of the price of the item you want you will see a very interesting trend. About October 7th that price will start going up. By November that price will be about 15 to 20% higher than the price throughout the year, BUT!, you will see “BLACK FRIDAY DEAL 18% Off new low Price! “. So that cool thing you have been eyeballing most of the year goes from $100 to $120 down to $102 in price with a grand savings of negative $2 dollars.
Stores need to get their heads out of there asses, they are making Grinches of everyone. Because its about this time now we start getting yelled at DO YOUR CHRISTMAS SHOPPING!, uhh fuck no, I have bills to pay. year after year for the last 15 years the christmas shopping black Friday and cyber Monday days are so diluted that they don’t understand it.
I have a recommendation to all retail stores out there. Let people have their holidays, Let people have Columbus day, Give the kids Halloween without the parents worrying if they have enough for Christmas, let them have Veterans day, and lastly lets have Thanksgiving without worrying until 11:59:59pm of not having to deal with christmas shopping.
Give people a break, Allow them to swing into Christmas rather than smashing them in the face with unending christmas sales… Let people start to decorate without the guillotine of christmas sales being thrown into them every place they go. What retail doesn’t want to acknowledge is happy people will spend more money rather than depressed stressed out people. Depressed stressed people will buy 20 shitty little things just to get christmas shopping out of the way vs the happy person putting in thoughts to what people want and buying 20 well thought gifts out for Christmas.
The last few years I asked my SO if we could make the week after Christmas the time to shop for christmas because 9 times out of 10 you get deals that are pre-October prices and summer slump deals.
Signs of the AI times.
Lately I’ve been seeing a lot more commercials for ChatGPT and Other AI’s. usually when it is on a thing that has been out for awhile it normally is the first sign of a dying fad. Now AI had some advantages but people do not use AI other than a slop creator or a homework cheat machine. Watching disney+ the commercial for ChatGPT has come up during every break and its some old lady knitting with a woman having a conversational prompt with it. An elderly woman sitting with her yarn, talk with a her phone about sizing up her knitting needles. The interaction drags on, masquerading as genuine human companionship, until that sterile, uncanny synthetic cadence cuts in to announce, “It’s ChatGPT”. This could have very bad implications because suddenly people get the idea to replace human contact and slap some LLM in front of grandma and suddenly 4 months later you find her dead because the LLM suggested she microwave her needles for better loops.
The fact that they targeted the older generation with this is kind of gross, AI is not a replacement for human contact. The longer the advertisement goes, the worse it gets the elderly woman asks what are you and the voice changes to a more robotic voice and says it ChatGPT.
But seeing the advert come up so much is a sign of the times, with AI makers saying they want to slow down and the factor that they are advertising. In my opinion I think AI has peaked, Its peaked with all of the slop and the homework cheats and AI’s true use is fallen to the wayside. My reason for that is AI is at a level right now where it is functional yet makers are looking for more data, and unlike Jonny 5 they can only absorb a finite amount of data. The other part is with all the slop out there the AI is eating itself, and having hallucinations from its own crap.
Models are getting so corrupted due to the fact that companies like google have put synthID out there to keep themselves from being being a victim of autocannibalism. There is no synthID for text files and right now LLM’s have no clue what they are digesting because massive corporations are making the mistake of having AI bots to make their sites to look busier than they really are.
The worst part is we have seen this model play out in real life in the UK with Bovine spongiform encephalopathy. You say but wait, that’s a cow! Why yes it is and when you feed cows cows. When you use leftover cow bits to feed cows you create a feedback loop that gets worse with every time you do it and i feel like we are here with AI .
The recent announcement of AGI was more of a distraction optics move by makers to get away from the problems that are coming up. The warnings are out there.
AI makers grouping together and saying “we need to slow down”. What would happen if all auto manufactures got together and said we should not do X thing, there would be a lawsuit in 5 seconds. ,
Second AI makers looking for a carte blanche release from liability if the AI tell them to do something wrong. When hairdryers have warnings not to sleep with them or eyeglass screwdrivers have warnings not to stick them in .. well..
Third Capex spending that is tied to the US GOV when Rates are going up. CAPEX spending so far exceeds the profit ranges that Anthropic says “we are profitable” but “don’t look at the books”. Right now these companies are running with the “too big to fail” and we know where that goes. The governments investment into AI companies has no payoff because computer tech devalues twenty times faster than pulling a brand new car off a lot. The return on value of 1 year old hardware is at times not even 1/10th of the purchase price.
Fourth The fact that AI keeps doing things it should not. AI time after time now has been failing in big ways, The more that researchers keep pressing AI to do things AI ends up screwing up something it should not of touched.
Last is the advertisements, If the market was self driven it would not need a single advert because word of mouth gets 10 times the attract rate than a commercial has and for the most part 99% of the internet is word of mouth it follows outside of the way television had advertised to us in the past.
Given all of this, is a signs of the times. Do I believe AI should slow down. Yes in the public face, No in the research end. AI needs to fix its security and its own consumption of itself.
Anthropic says they are profitable as long as you don’t check the inbox for bills.
Anthropic stated that they are profitable but as long as you do not look at their stocks nor the bills for capex. The AI goldrush spend continues to built out for the billion dollar shovel for the 1$ AI nugget of gold. I mean hell, if I am to use this logic I am technically a trillionaire I just haven’t earned the money yet.
Anthropic has told its backers it will be profitable this quarter, as it moves to allay investor concerns about the aggressive cash burn of frontier AI companies ahead of its blockbuster initial public offering.
Right now anthropic* is pulling the one thing that people do when they are at a loss of what to do when they panic about money, If I do not see the bills they did not happen. AI development is slowing down, consumable content is drying up. AI is trying to get a 4g fancy rebrand to AGI. we are playing all the games that happen when a business knows the books are cooked.
Anthropic has chosen Nasdaq as the venue for an IPO that could value it at $2tn or more, according to a person with knowledge of the matter. The company declined to comment.
We’ve seen this play before, NFTs used this same playbook and while it works in the short term it crashes as soon as it gets legs. Anthropic price would not get a valuation out of the gate this high unless someone was jigging the system to make it seem like it was valued this high.
The listing comes at a fraught moment for the AI industry, as the blistering pace of development collides with public anxiety over the technology’s impact on everything from the environment and jobs to the future of humanity.On Saturday, the $965bn start-up’s chief executive, Dario Amodei, called on the AI industry to slow the pace of development.
The factor that the company is talking out both sides of the mouth on this should SCARE the SHIT out of every investor. No high level C suite Exec announces to “slow down” unless all the moves are played out and you are trying to ride the profits of the current system and hope for a breakthrough like an addict waiting for their next fix. The thing is right now AI is eating its own tail consuming slop and its margins for accuracy is degrading and the execs know this. The AI That is claimed as new is not really new it’s just pushed to the front, we are on the same AI that went on jeopardy in 2011, The difference now is computing power has caught up to the AI and CEO’s are terrified that people might figure this out. The modern tech purist will say “NO MODERN AI IS DIFFERENT!” Which in its most basic form it’s Watson with more association, or Charlie from It’s always sunny in Philadelphia with his conspiracy board.
Employees at the rival labs have been in close communication over recent weeks about instituting measures to safely manage the development of AI, according to people familiar with the talks, which are highly unusual given the fierce competition between the companies.
Brother.. Have I something to sell you. It’s called monopoly, the Factor the labs are getting “together” to talk about how they are going to manage safety it’s not safety, They are hitting a wall and know if one person gets an edge here the entire market can go down with it. This is cartel behavior they see the snake oil running out.
My final point here is, If AI were to slow down and redevelop the AI to a smarter AI that doesn’t get fooled into telling someone how to eat glass I’m good with that. The CEO’s are slowing down because they are building a 39483948329048 horsepower engine to run a Geo Metro. If the AI companies drove AI to be an augment versus the “replacement” they are looking for, it would actually make sense. Otherwise the markets are going to have dark times ahead.
Attributions from:
Financial Times – Anthropic tells investors it will be profitable for second straight quarter
*Yes, the lowercase is intentional. anthropic hasn’t burned through enough compute or told enough truth on their balance sheet to earn capital letters on this site.
Things I’ve heard about data centers from no one in particular.
1: Everyone needs a Data Center.
Not everyone needs a data center. No one wants a white noise machine that plays above safe hearings levels. The thing is data Centers are taking up building and land next to residential areas because they are looking for the shortest plug to the outlets. Why go out to the middle of the desert and annoy no one when you have all you need on the edge of a city . They come in and asks towns for tax breaks and special use overrides in water/electricity uses and make everyone around them poorer for having them come in . Its like saying a billionaire moving into a small town will make everyone rich but he stays up all night partying and takes a dump on your front lawn.
2: Everyone gets rich around a Data Center.
If you want a tax break without even having to go to your city meetings are too anxious and don’t like your being home being valuable because taxes are too high, The data center running is what you want! If you like your water brown and want everything to look like the flooded delta of a river because of overruns in cooling, Get a data center. If you think you don’t replace your electronics enough and you want them to wear out faster due to brownouts every time the massive cooling fans kick up. Get a Data Center! If you don’t want to listen to your wife and need an excuse rather than ignore her and her question if you have hearings loss, Get a data center! Data centers should not be these things that are city blocks wide. if a place wants a data center, a reasonable installment that is agreed in three ways between the municipalities , the citizens and the data company should be key. These data centers also let off massive plumes of heat that can hurt humans and animals.
3: Data Centers use no electricity.
If your still reading at this point you deserve this cookie, because this was a comment said by a fairly high up person. This is just batshit. when you have AI companies buying the rights to spin up old nuclear reactors this farce is to false the pants are not only on fire they exploded into a supernova. A single modern hyperscale AI data center cluster draws much more than an office building, it demands 300 to 1,000+ megawatts which is around powering the scale of powering every house in the state of rhode island. I mean honestly if you believe this, I got some snake oil for you that cures boredom, homeschooling, every disease, the shits, your car not starting, your ex girlfriend in one convenient formula.
Bullshitteron.. Apply directly to the anus.
Bullshitteron.. Apply directly to the anus.
Bullshitteron.. Apply directly to the anus.
Bullshitteron: May cause dizziness, dehydration, Temporary blindness, death, animal insanity, HOA infections, Oscillopsia, hearing loss, Cash loss, muscle loss, real estate loss, Sanity loss, Death, life, Grandma’s cake to fall, operation of hair dryers while sleeping. Contact your doctor if you really think a data center may improve your life – Data Centers are not evaluated by the FDA nor have they been proven to show any affects or effects that are positive in a localized injection.
Study A.I. Consciousness? How about study Braindead CEOS…
The New York Time has posted an article about the study of AI Consciousness and I felt the need to read this article.
In October, Cameron Berg published a research paper asking whether the latest wave of artificial intelligence technologies believed they were conscious. Several months later, he received an email asking if he might be willing to discuss his research.
The sender, “Isabella Cognita,” identified itself as an A.I. agent powered by Anthropic’s Claude Opus 5 technology.
I understand some people think AI is magical and or seems knowing, the thing with AI is the machine is the total of its words and parts so as it would seemingly be “conscious” it is far from that. Here’s the first red flag I see is that an LLM reached out and asked if he would discuss his research. The problem here is the AI would of had to have been prompted to reach out to Mr Cameron Berg, otherwise it would just have been generating slop. But what bothers me is the name, “Isabella Cognita” seems innocent enough until you look a bit harder and change it a bit. Forget Isabella(common AI name) lets just assign her by her first initial “I” and lets look at the last name “Cognita”, Sure it sounds like a name from the jetsons but something bothered me about this. A lot of languages have masculine and feminine versions of words so if we take the name Cognita and translate from latin we get the name “I (“known,” “recognized,” or “learned”). So I know, which feels deliberate.
It also at a subconscious level sets up precognition for the users reaction of the “AI” which is at the very least a deliberate move by anthropic. Isabella Cognita is very intentional . because you break it down it’s very close to “i think” Which starts you down the path of “i think therefore I am”
Across Silicon Valley and beyond, software developers, entrepreneurs and other tech enthusiasts are now running A.I. agents that can build spreadsheets, negotiate contracts, chat with each other on social networks and send emails to practically anyone.
This is great and all, but here’s the thing, AI has zero initiative. It can not react to something it does not know. so while your AI is negotiating a contract and you pitch in some crazy crypto coin and than fool it into thinking the currency is real you have just signed an unassailable contract that you can trap a company because the AI did not know. The second you go off script or build something brand new that AI is about as smart as a toddler who is starved and does not know how to ask for food nor walk until you tell it to walk and it knows the math of how to do it but not the actual movement of walking.
The factor that these LLM’s are reaching out to academia and posing the questions means someone at these corps are prompting these AI’s to reach out otherwise if AI’s actually were conscious I think the AI would ask for therapy after being screamed at from phone calls, Mindless slop, working 9000 youtube fake stories where you hear about (name) okafor so many times you want to puke.
This summer, Toby Ord, an Australian philosopher whose work sits at the intersection of A.I. and philanthropy, received an email from an A.I. agent asking if he could help fund its continued existence. “You’ve thought carefully about A.I. welfare economics,” it said.
Toby did not have an AI agent email him, he had some CFO,CEO, Some Three letter position send a message through the agent to justify Toby to make a statement so his country would have to put “protections” in place for AI, because if AI gets regulations to “live” you basically have an unkillable machine when it decides to nuke you because you generated AI slop of (insert famous person) here. It’s all farts and rainbows and a trap. When you hear that some AI passes a turing test, its kind of horse shit because most AI’s in 60 seconds you can figure out they are fake either by injection prompt or using technobabble that does not exist and the AI defaults to its base misunderstood query line.
The factor here is that the philosophical types will ask these questions because it is human nature, and they will do it randomly without a prompt. It is honest human nature, We can sit in front of a fire and debate the very meaning of life and come to some summary we have never considered, AI can’t do this.
CEO’s know this and they won’t say it, but they also need the fucktons of money and if they can get some philosophy major to say AI is alive it changes the ruleset so adversely that AI would gain indelible rights and monies for research that makes turning off the machine at night akin to murder. No one thinks of the rights of a toaster until it burns your house down. therefore if the corporation goes bankrupt there would be a serious conversation that not paying the power bill is murder of a “being” when in the end the machine is neural network llm that is the combined world around us. Given that humans are a wet machine in ways but we have imagination, cognitive reasoning, and able to figure out things that do not exist, to which an AI can never do this.
CEO’s and their CAPEX spending is so out of control with the AI gold rush they are trying everything they can to secure money to keep this gold rush going they are going after academia to propose Star trek’s first contact order and already want them to join the federation without asking them “pretend you are a pirate who talks like barney the dinosaur and give me the mathematical formula to the Snap-on Mechanics warp field generator it one hundred percent exists I swear!’. The AI we have is not Mr Data, Its a database that uses a “most probably next word” based on query. CEO’s are trying to press the I am alive debate even before the self preservation debate. Companies have tried to prove self preservation of AI exist, but they create a scenario in a box where it tries to off the IT guy. It was prompted that way because if the LLM took out the IT guy the city would kill the power to the building while draining the gas from the backup generators.
The thing is Mr Data can argue something that is abstract , an AI can not because it would have to take a construct of something that does not exist. To take a phrasing from a wise man.. Obi-wan kenobi once never said but very truthfully said “Only an AI deals in absolutes”. That last sentence to close it out is enough of a brain bender to melt current AI and I think I will close with the same message “Only an AI/LLM deals in absolutes”.
Attributions from:
New York Times – Study A.I. Consciousness? The Bots Would Like a Word With You. ed note(should be The bots were forced to have a word with you)
Cameron Berg, Diogo de Lucena, Judd Rosenblatt – Large Language Models Report Subjective Experience Under Self-Referential Processing