You may have taught me the most important, valuable thing of the last two years. Thanks…Oof.

I’ve been waiting for the bubble to pop and thought I was stuck and could only allot new contributions. I need to do some rebalancing tomorrow.

Yes, but doesn’t that create a taxable event?

Immich allows search for text and objects in the photos, using integrated free, local-run small AI models. I haven’t used a memories feature but I believe one may have rolled out in the last update.

Honestly, Immich is a free self-host option and is incredibly close to Google Photos. I think if you’re holding out for exactly identical feature parity, though, you may never be satisfied.

Considering how tech CEOs are acting, with their bunkers, bodyguards, remote islands and rockets, I’m not sure they planned to come back after leaving with all our money.

Sorry, I keep forgetting - the right process is, imagine the worst possible pay package that Musk could realistically get, and then add a zero.

Yup, because they’re still losing hundreds of dollars for every dollar spent. Their economics still rely on a delusion that the hardware outlay is a fixed cost that can be recovered after model training by selling cheaper compute. Instead, models continue to be released not only to match competition, but because models still do not do a fraction of what they are promised and being sold to do. So capital costs are not fixed.

So AI hyperscalers have a lose/lose/lose/lose choice of either growing at a rate that requires unsustainable subsidies, stopping growth and admitting models can’t do what they and a thousand other startups have been selling them for, charging actual costs, or any combination of the three.

If people were charged anything near the actual costs, much less with a profit margin, demand would implode fast enough to create a sonic boom.

Let me guess, a merger helps Musk hit profitability targets that adds another few hundred billion to his total compensation, while increasing his control?

Yes, in the future being created for us, 95% of jobs will be janitors mopping up AI slop.

Frankly, I think we all have a bad manager inside of us, and the problem is that being put in a manager position exposes you to humanity-draining incentives that feed the bad manager parts of you, until it defines you. Higher compensation and promotions for focusing on costs and not quality, and short-term gains rather than long-term stability.

If you’re unusually self-aware and smart, and put effort into grounding yourself, you may counteract it, but most people probably just float through life and let those incentives define them and their choices.

Zuckerberg is the AI paperclip hypothetical, but for consuming private information.

So far that isn’t the case and I’ve flown a lot recently. But yeah, I’m as pessimistic as you are about the future - I won’t be surprised when (not if) they do this.

Yes, agree - domestic flights are the only ones you can control. But note you can opt-out at least on the US TSA side and boarding side even on international flights.

I empathize and if that’s the way you feel, that’s understandable.

But I’d recommend to try it, even if your feelings suggest it’s just going to make trouble. As noted, there is an explicit non-discretionary optional policy for it and TSA agents - even if they’re trying to make the photo seem like the only choice - get a ton of opt-outs every day and it’s probably not going to (for the moment) trigger retribution. (I say this traveling with non-white people and never seeing them get secondarily screened later in the process, or more so than me anyway - but yes, I’m speaking from a place of privilege so could be wrong.)

I wear an N95 mask and only remove it after opting out. Yes, good advice for sure.

If you are at a US airport, you will be made to feel like you need to scan your face. The TSA agent will say, “look at the camera” like there’s no choice. You don’t need to. Always just say “opt-out.” That’s all you need to do.

They will check your ID and use their eyeballs to compare it to your face, taking all of 10 extra seconds, and safeguarding your privacy a little bit more.

These types of security issues are inevitable, and the only way to win this game is to not play.

From the article:

Reminder: Opting Out of TSA Photos Is Possible Given that facial recognition technology is prone to mistakes, combined with the OIG’s audit revealing significant privacy weaknesses, it is imperative that travelers remember that opting out is possible. TSA’s own website emphasizes that travelers who wish to decline to have their photo taken for facial comparison can do so without any delay, disruption, or recourse.

Hasn’t ASML had a years-long waiting list even in the pre-AI times? They are literally the only game in town for advanced EUVL. China may be making DUV functional using heavily modified nodes and heavy subsidies to account for poorer yield and more expensive processes, but the entire world’s modern EUV chip supply runs on ASML. And because they are so incredibly complex, there is a limited supply of people competent to build and service those machines, meaning they can only produce so many machines per year anyway.

Even if the AI bubble bursts, I don’t see how anything would change except how many years out ASML is tracking to-be-fulfilled orders.

Oh, great, thanks! You’re a real lifesaver. [Proceeds to pay more than he would have paid for the real developer, to spend more time to create vibe-coded tech-illiterate trash.]

It’s ok, because only cop lives matter (except the ones guarding the capitol on January 6th, obviously).

This of course assumes the bubble doesn’t pop, and is presumably driven by memory purchase contracts with AI companies consuming all supply at peak pricing with 5-year terms. If OpenAI or Anthropic run out of investor money tomorrow, those contracts will be worthless and supply will recover (even if HBM capacity can’t be instantly reconfigured to consumer).

While I don’t expect it tomorrow, OpenAI has signaled a future of constant price increases with their new $500 monthly tier replacing their $200 tier, and it’s likely we’re in the start of the death spiral as subsidized supply ends, demand plummets in response, and unprofitable companies start folding. But the AI market market has remained irrational for much longer than it should have.

(Just a reminder to roll back your overclocks while we huddle for warmth during tech winter.)