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Cake day: June 21st, 2023

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  • Microsoft steeply lowered expectations on the AI Sales team, though they have denied this since they got pummelled in their quarterly and there’s been a lot of news about how investors are not happy with all the circular AI investments pumping those stocks. When the bubble pops (and all signs point to that), investors will flee. You’ll see consolidation, buy-outs, hell maybe even some bullshit bailouts, but ultimately it has to be a sustainable model and that means it will cost developers or they will be pummeled with ads (probably both).

    A Majority of CEOs are saying their AI spend has not paid off. Those are the primary customers, not your average joe. MIT reports 95% generative AI failure rate at companies. Altman still hasn’t turned a profit. There are Serious power build-out problems for new AI centers (let alone the chips needed). It’s an overheated reactionary market. It’s the Dot Com bubble all over again.

    There will be some more spending to make sure a good chunk of CEOs “add value” (FOMO) and then a critical juncture where AI spending contracts sharply when they continue to see no returns, accelerated if the US economy goes tits up. Then the domino’s fall.




  • I’m not exactly standing behind it - just saying what I’ve read. I’m confident nuclear plants are after 9/11. Anything else is probably hit or miss, including petro/gas pipelines, coal, and generating plants specifically. Plus if a bad actor (likely state sanctioned) decides to, they can get through air gaps with spies/traitors/unwitting idiots with a simple USB drive. After air gapped uranium processing centrifuges were wrecked with an errant USB drive, I would expect all systems to disable or remove USB drive connectivity, but I’m sure that’s inconsistent… at best.


  • I can only speak for the US, but our electric grids and production are supposed to be air gapped for critical infrastructure. Healthcare? I doubt it based on the continuous leaks there - and medical supply chains are tightly integrated with internet/cloud… Shopping still has a fairly sizeable local accessibility for staple items, certainly food distro where the internet wouldn’t matter for at least a short while, but it’s also tightly integrated for Supply Chain Management, much like Health care - so there could be a run on it.

    I’m not sure on public transport, but most are goverment led, so probably air gapped.

    There’s also a shitton of dark fiber laying about. Internet infrastructure COULD be brought back up depending on the damage that triggered outages in the first place.



  • Don’t forget Xitter, Facebook/Insta/Whatsapp/Meta, Washington Post, Boston Globe, Minnesota Star Tribune, LA Times, Time Magazine, Bloomberg, New York Times, Wall Street Journal, Tiktok, Reddit, Sinclaire (Radio) and now CBS / Paramount, etc… It’s a trillion dollar propaganda machine run at the pleasure of billionaires. If we go orthagonal, we should include all major AI players too, most definitely Grok.

    Right wing media IS mainstream media now.








  • I agree with you. I’m not saying the EU isn’t doing better on substantially every level like education, social services, policing, well being, worker rights, etc. I’m saying the EU is at risk and it’s it goes beyond just the US and global tech corpratism to authoritarian & oligaritarian influence of (soft and hard) compaigns to shift the EU far right. I am saying I hope the EU can hold on to what they have and push back further!

    On a side note, the Nazi’s borrowed a lot of their eugenics from the US and our deeply ingrained racism, so I’m not 100% sure this is new



  • I dunno, and this sanity check is coming from someone who’s visited over a dozen times and loves it there… EU is not all fun and games, they are going to enforce chat control, apparently bowing to pressure on GDPR, has enforced facial recognition to enter, and right wing parties are growing in multiple countries including the big economic houses: Germany, France, UK. We’re all over here looking at you folks to show us the way and if you blink in your resolve, you’re going to end up where we are.

    On a positive note, Drumpf’s policies are hitting a wall of awareness, resistance and resolve. Our recent elections are giving some hope. His pedophile protecting tight grip is loosening it’s hold as his desperately unpopular and catastrophic policies are forcing “masks off” upping of their rhetoric and abusive policies. This shows their real racist nazi agenda to everyone and it’s only dropping their approval. We’re worried they will cook the books next November, but the hope is we can reign in the insanity and undo the damage in the coming decade. It’s going to take that long and we will need to start with our dear friends in Canada).