It's the most courteous administration. Nobody is more courteous. Lots of people are saying so. 😜

it does make sense! but usually the tech glamor stocks are pretty correlated.

The Dow is green. US markets are mixed today.

ha! Apple and Meta way up, Microsoft and Google way down. it's almost too perfect, too cute, how well it lines up with the story.

With the magic of misgendering, ping-pong balls become eggs, and eggs become very cheap!

I don't! But I love it.

I play with 'em all, while they're free and right there in a text box! But the only ones I've ever run locally are Meta's. I look forward to trying DeepSeek's. I will only really be comfortable with them when they are running under infrastructure I control (and not showing me ads).

I've thought Meta's strategy was defense, to prevent too much value accruing in generative AI, because they felt like they were not to be in a position to become a market leader. If that's right, DeepSeek's intervention is a high-five.

i think we should commit to $2T Made-In-America AI capex, just to prove to China we can't be bowed. Galaxygate, mofos.

MSFT might claim a lot of things. LOL is often the right reaction.

I can’t say for sure! But it sure does seem like cope. Maybe demand increases with efficiency here, maybe not. No one has any kind of model of the relationship between AI demand and price.

Sputnik, except our rival player published rather than classified all their tech specs. Maybe zero-sum national rivalry is not the best way to think about this? I’m pretty glad the prospect of oligarchical dominance has diminished, even if the oligarchs in question are American.

instead of helping people rebuild what it makes no sense to build, what if we eminent-domain burnt-out neighborhoods, compensate generously, modify laws as necessary to ensure cash settlements of insurance contracts, and build anew, on less, more defensible land, at much higher density?

bring it!

it’s a paradox, but ads subtract.

“To predict the consequences of an invasion and seizure of Greenland is unthinkable because it’s like asking ‘what would happen if gravity smelled like Roquefort?’ And yet!” ~Paul Musgrave musgrave.substack.com/p/the-green-...

(thanks!)

How expensive would it be to run a full-size DeepSeek-R1 on ones own hardware or rented server? Instead of paying giant service providers, could small communities of people affordably run their own, for privacy and ideally customization?

you know you are strong when everybody hates you.