badloginagain

If remember correctly, this was put in by Trump first round, set to activate when Biden was in office.

Now Trump second round fixes it, but expires in next (presumably) Democrat administration.

Which is funny because US industrial investment was on a tear pre-tariff as companies near/on-shored at historic rates. Not only were tariff's not needed, they've effectively shut down their intended goal.

I hate the fact that CI peaked with Jenkins. I hate Jenkins, I hate Groovy, but for every company I've worked for there's been a 6-year-uptime Jenkins instance casually holding up the entire company.

There's probably a lesson in there.

Yo I just heard about MidJourney this year.

And this appears to be a local runtime stable diffusion streaming library?

Bruh.

Now that you mention it I have to agree, they've released a ton of stuff.

Actually biggest complaint is they don't continue supporting it half the time, but they OS a lot of things.

Thanks for the link, interesting.

I just don't see Meta's role-- where is their monopoly in the stack?

MSFT seems to have a much clearer compliment. They own the servers OAI run on. They would loooove for OAI competitors to also run in Azure.

Where does Meta make its money re: AI?

Meta makes $ from ads. Targeted ads for consumers. Is the play more better targeting with AI somehow?

So Microsoft's definition of winning is being the host for AI inference products/services. Startups make useful AI products, MSFT collects tax from them and build ever more data centers.

I haven't thought too critically yet about Meta's strategy here, but I'd like to give it a shot now:

* The release/leak of Llama earlier this year shifted the battleground. Open source junkies took it and started optimizing to a point AI researchers thought impossible. (Or were unincentivized to try)

* That optimization push can be seen as an end-run on a Meta competitor being the ultimate tax authority. Just like getting DOOM to run on a calculator, someone will do the same with LLM inference.

Is Meta's hope here that the open source community will fight their FAANG competitors as some kind of proxy?

I can't see the open source community ever trusting Meta, the FOSS crowd knows how to hold a grudge and Meta is antithetical to their core ideals. They'll still use the stuff Meta releases though.

I just don't see a clear path to:

* How Meta AI strategy makes money for Meta

* How Meta AI strategy funnels devs/customers into its Meta-verse

The real danger I see is targeted AI scams against high value targets.

How much money would someone be willing to spend to capture Elon entering his eX-Twitter password?