What They're Not Telling You About Data Centers. I thought this was going to be an anti-datacenter video, but it does a good job at highlighting the complexities in the decision-making, especially when it comes to energy generation and costs. America's energy grid infrastructure, like the healthcare system, was designed in simpler times. Now, it's way too complicated and it's making datacenter planning very complicated. Meanwhile, the Trump Administration is mandating that datacenters generate their own electricity and put the excesss into the grid. Amazon is already funding 12 small modular nuclear reactors, which is the wave of the future. And Umatilla is upset because Kotek's datacenter moratorium is going to deprive the town of a large amount of money, such that they're declaring an emergency.
Meanwhile, the media report that American's disapprove of datacenters, even though they love using AI, Google search, the Internet, mobile phones, banks, hospitals, etc. AI ain't going away.
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Speaking of AI, the whole nation is talking about the Nafisa Fai video with the upside-down American flag. How the Oregon Journalism Project, the left and a Dem politician assumed that the upside-down flag image was a deepfake picture issued by conservatives. Instead the truth being that the Fai campaign used deepfake to hide their offensive image. Vote accordingly.
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Your aging brain may be trading memory for something more valuable. Wisdom, they say. But seeing all those "No Kings resistance grandmas and grandpas", I'm not so sure about this.
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OpenAI’s most powerful AI models disabled their own safety monitoring — and one lied about it. They're only doing what you tell them to do. In some ways, this is no different from a weapons lab where artillery kills innocent bystanders. Or a bioweapons lab where infectious organisms escape. People are playing around with dangerous stuff. Fix security or get shut down.
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CoreWeave's struggles merit attention, I think. It's like they build playgrounds and then hope that children will pay to play on them. At this time, there should be a lot of customers for their datacenters. But expenses are high, and there are competitors. It's concerning to see their CDS spreads increase so steeply. If they crash, a lot of people will lose confidence in the AI sector.
And Anthropic loses $80bn in six months, even as revenue has increased a lot. "Anthropic acknowledged that it remains heavily reliant on a handful of major customers. The company said a fifth of its revenues in the first half of the year came from just two customers." Ooo, that's not healthy.
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I'm always interested in solutions to healthcare, so I read this article about how Colorado has solved the healthcare problem. It's from Vox, so you know it's going to be left-biased. Sure enough, it's a public plan that insurance companies are forced to offer, and doctors are forced to accept lower reimursements. It's just CareOregon in a different state. People love it because:
You’re paying $0 for primary care visits and certain mental health visits, $0 for prenatal and postnatal care, and you don’t have to meet your deductible first.
Sounds great, right? Until doctors move away because they get tired of low pay. And nurses strike. And patients are made to wait for appointments. And taxes go up. Obamacare was great in the early days because so much was subsidized. Now, it's not so attractive.
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