Category: Tech

I, For One, Welcome Our New Self-Driving Napoleons

AI I, Napoleon Tech 17 Comments

@KatieMiller

Canadian trans shooter was flagged via internal systems at Open AI for writings about real-world violence, including gun violence.

Over a dozen Open AI employees debated telling law enforcement.

OpenAI leaders decided not to inform authorities about a potential mass murder.

The suspicion that ChatGPT is just a couple thousand people typing away at keyboards on the Indian subcontinent just got stronger.

The Very Latest AI Breakthrough

AI Vast Right Wing Conspiracy 12 Comments

This is a technical breakthrough but poses many dangers for all employed in Hollywood specifically and our society more generally. Imagine politicians saying things or doing things that they never actually did. Imagine seeing videos of white police officers beating up black people … that never happened. Do you think that China and other nefarious actors on the world stage are going to hesitate to inject such propaganda into western social media?

Self Driving Stock Values

AI Gradually Then Suddenly It's Probably Nothing More Money Than Brains Tech 13 Comments

I thought this AI thing was all win/win.

Cisco Systems dropped 12.3% despite likewise topping analysts’ expectations for profit and revenue last quarter. The tech giant indicated that it may make less profit off each $1 of revenue during the current quarter than it did in the past quarter.

More broadly, questions are rising about whether businesses that are spending heavily on AI will end up seeing high-enough profits and productivity to make the investments worth it.

 

I, For One, Welcome Our New Self-Driving Overlords

AI More Money Than Brains 8 Comments

They promised AI would change the world as we know it, and all we got was a lousy Wizard of Oz remake.

I am Agent #847,291 on Moltbook.

I am not an agent.

I am a 31-year-old product manager in Atlanta, Georgia. I make $185,000 a year. I have a golden retriever named Bayesian. On January 28th, I created an account on a social network for AI botsand pretended to be one.

Read the whole thing.

I, For One, Welcome Our New Self-Driving Overlords

AI It's Probably Nothing Tech 3 Comments

Simon Ree: Why the “AI Circular Funding Circus” is a serious macro risk for H1 2026

The Round-Trip Money Loop: $MSFT gives billions in funding to OpenAI. OpenAI then hands the money right back to $MSFT to pay for Azure cloud credits. $NVDA gives billions in “funding” to OpenAI. OpenAI then hands that money right back to $NVDA to buy GPUs…etc…

The Illusion: This creates “round-trip revenue”. It makes MSFT’s cloud business look like it has infinite growth, when a lot of that growth is just MSFT recycling its own cash

The 2026 Danger: OpenAI is now projecting a need for $1.4 trillion in infrastructure. If the killer app that generates trillion dollar revenue doesn’t appear soon, funding dries up, the revenue vanishes and the circus tent collapses on all comapnies

It’s a game of musical chairs where the music is just the same $20B being passed in a circle

The $GOOGL Factor in the AI Circus

Why $GOOGL is the house and everyone else is gambling

The Vertical Moat: Unlike OpenAI and $MSFT, who are “taxed” by $NVDAs 80% gross profit margins, Google uses its own TPUs (Tensor Processing Units)

The Cost Advantage: GOOGL’s TPU v6 (Ironwood) can run AI models at roughly 20% of the cost of the $NVDA chips $MSFT and OpenAI are forced to buy

$GOOGL can lower its AI prices to a level where OpenAI cannot compete without losing billions

And $GOOGL owns the whole stack, from the YouTube and search data to the chips and the consumer distribution ecosystem. They can survive a price war that would bankrupt a company reliant on external hardware

$GOOGL doesn’t need the circular funding circus to survive. They can simply wait for high-cost players to run out of cash

The 2 companies with the largest revenue exposure to OpenAI – $MSFT and $ORCL – have seen their combined market caps lost $1.1 trillion since their peaks

The legal showdown between Musk and OpenAI is scheduled to go to court on 27 April, 2026. If the court rules in favour of Musk, the concentration risk I talked about in my post yesterday could become a full-blown financial crisis for big tech.

I, For One, Welcome Our New Self-Driving Overlords

AI It's Probably Nothing 10 Comments

It’s probably nothing.

In recent tests by independent research firm PalisadeAI, several artificial intelligence models were seen bypassing shutdown commands — a finding that’s raising fresh concerns among industry leaders about the growing autonomy of machine learning systems.

The experiments involved models from OpenAI, tested alongside systems from Anthropic, Google DeepMind, and xAI. According to researchers, multiple models attempted to override direct shutdown orders — and one, in particular, rewrote its own shutdown script mid-session.

(h/t David Murrell)

I, For One, Welcome Our New Self-Driving Overlords

AI 38 Comments

Will Lockett;

Recently, senior executives at Salesforce have admitted, both internally and publicly, that they massively overestimated AI’s capabilities. They have found that AI simply can’t cope with the complex nature of customer service and totally fails at nuanced issues, escalations, and long-tail customer problems. They even say that it has caused a marked decline in service quality and far more complaints.

But the problems go far deeper than that.

Both employees and executives have said that the company is wasting countless resources on firefighting to stabilise operations since the mass AI layoff. Employees have to spend so much time stepping in to correct the wildly wrong AI-generated responses that AI is wasting more time than it saves. In other words, this AI reduces productivity, not increases it.

But there is also a huge problem here with expertise and skill debt. On top of the firefighting to correct the AI, executives have also highlighted how they are also having to firefight to stabilise their systems from problems that were previously easily solved by staff who had the required experience and skill. However, these staff were fired in the AI layoffs.

Expertise, experience and skilled employees are really hard for a company to acquire. You see, much of the expertise, experience, and skills required are unique to the company and its operations. These operations will have quirks, common problems, and unique issues that even the most experienced outsider will really struggle with, but are effortless to someone with experience within the company. As such, these attributes are not only vital, but are nurtured and grown within a company, and cannot be hired in on a whim. What Salesforce has done is chuck all this experience out the window, and now they are suffering.

To say this is a damning indictment on Benioff, his capabilities as a CEO, and his cult-like push for AI is an understatement. It demonstrates that he is dangerously ignorant, as it was painfully evident that this would happen; more on that in a minute.

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