Animats
A real risk is the market cap, including insider holdings, being large enough to force the stock into major indices. That makes the stock a must-buy for index funds. That in turn props up the stock regardless of how crappy the financial position and how small the float. That was controversial when Space-X went public. It went into several major indices despite not really being that big in terms of revenue.
Vehicle Data Sharing appears to be opt-out, not opt-in. They do say "If you’d like to ensure you’re not sharing data, check Vehicle Connectivity in your Settings menu in-vehicle and toggle it off." After doing that, someone should check to see if the wireless modem is still emitting.
[1] https://www.ford.com/data-and-privacy/manage-your-settings/c...
China has a "return to village" program for people who didn't make it in the big city. Here's the propaganda version of that.[1] Return to the land. Go back to being a peasant. Survive on 0.3 hectare? That's a back yard, not a farm.
[1] http://english.scio.gov.cn/in-depth/2024-07/30/content_11733...
[1] https://www.sceptre.com/TV/4K-UHD-TV/U650CV-UMS-65-4K-UHD-TV...
[1] https://archive.org/details/colossus-the-forbin-project-1970...
One comment was "A common piece of wisdom is that mathematicians only have a few tricks in their bag – which they skillfully apply again and again." Feynman made that point in his autobiography. For various reasons, he had a different set of mathematical tools than others in his field, and that helped him to solve problems that stumped others.
A big AI model has access to all known tools. AIs have more breadth than any human. Some of these breakthrough proofs seem to come from applying techniques from areas different from what people in the field tend to use. I'm not qualified to comment on math at that level, but the comments by mathematicians seem to hint in that direction. That may indicate why throwing vast amounts of compute at these problems works - an AI can try everything.
[1] https://proofsandprompts.com/2026/10/08/100-reactions-to-100...
Gallium might be a problem. "China accounted for 99% of worldwide primary low-purity gallium production. The remaining primary low-purity gallium producers outside of China included Japan and Russia. Germany, Hungary, and Kazakhstan ceased primary production in 2016, 2015, and 2013, respectively. Ukraine most likely ceased primary production in 2022. Several new gallium production projects were announced including those in Australia, Canada, Greece, Kazakhstan, and the Republic of Korea."[1]
The price of gallium has increased by a factor of 10 in the last 10 years. It's doubled since last year.[2] A huge new demand for gallium is going to be a problem.
[1] https://pubs.usgs.gov/periodicals/mcs2026/mcs2026-gallium.pd...
Today, it would be a bigger deal. In the age of AI, exploiting hard to exploit holes is so much easier. AI has patience limited only by your budget.
[1] https://www.itnews.com.au/news/intel-soothes-hyperthreading-...
Now, this is US law. Much of the world does have "sweat of the brow" copyright. But the US does not. See "Feist vs. Rural Telephone". There must be human creativity because the US constitution reads "(Congress shall have the power) To promote the Progress of Science and useful Arts, by securing for limited Times to Authors and Inventors the exclusive Right to their respective Writings and Discoveries." That limits the power of Congress to change this.
So a lot of things are uncopyrightable in the US. Feist is the big case, and it was about telephone directories. No copyright. Useful objects are not copyrightable, which is why there are third party auto parts. Facts are not copyrightable, nor are databases of facts. Nor are pictures of public domain art. Nor is automotive sheet metal, despite lobbying by automakers.
That's what leads to AI-generated content not being copyrightable. Model weights don't seem to be copyrightable either.
In 1948, W. Grey Walter built two simple robots that could sense light and touch.[1] Much complex behavior emerged. That's where this idea started.
Watch the video.[2] It's very impressive for 1948 and tube technology. If you've seen an original Roomba, you've seen a similar level of intelligence. Rod Brooks went down this road. But it didn't go very far. There are severe limits to purely reactive robotics. It doesn't work well for anything that moves fast enough that inertia matters.
"Around the same time, "Crypto Twitter" was spiraling into a mood that I saw described as "financial nihilism": roughly, that the natural end state of blockchains is gambling, this is good, and if you dislike this and wish for something better then you are a stuck-up elitist prick. Naturally, I had (and continue to have) my intellectual disagreements with both of these trends." (This is the guy behind Ethereum.)
So he built a tool that allowed him to post simultaneously on multiple services. That's not digital minimalism. That's a spamming tool.
I never saw it, but after reading the synopsis [1], that appears to be fortunate.
There is worse. Voyage to the Bottom of the Barrel.[2] Vaguely Verne-inspired. Very vaguely.
The big news is "Alphabet shares record their worst day ever, shedding $500 billion in value"[1] Google ad revenue has dropped. AI results from search engines don't generate the click-through revenue that search ads did. That's scary for Google management.
Roblox reports user counts are down. Reddit traffic is down and management blames AI search not referring users to Reddit. None of this seems to be closely related to AI costs. That's losing the competition for attention.
Intel reports PC sales are down. That's likely related to RAM costs, which made price/performance of new PCs drop.
There are issues with AI costs, but they don't seem to be the cause of these reported Q3 earnings drops.
[1] https://www.nbcnews.com/business/markets/alphabet-google-sto...
[1] https://people.com/trump-pardons-changpeng-zhao-binance-cryp...
In AI-generated entertainment, the names "Marcus", "Chloe", "Sterling", "Meridian", and "Apex" keep appearing. Those aren't common names, but LLMs seem to prefer them.
We once got an alarm because the heating element in a computer room air conditioner had turned on for the first time ever. It was defective and started to smoke. Smoke detection tripped, buzzers sounded, lights on a panel showed where the problem was, and alarms went off in the security control center. But this didn't trigger building evacuation or full power down. That took confirmation from a second sensor.
Someone ran into that computer room, saw smoke coming from the A/C unit, and pulled the big red power switch, installed by the safety people, on the air conditioner. Then we had time to shut down normally, the safety people came to clear the alarm, and the HVAC people came to fix the problem. I kept the burnt heating element on my desk for a few days for people to see.
This is typical for big industrial plants. Bad stuff will happen, and you have procedures for it.
[1] https://electrek.co/2026/10/05/gas-cars-fall-below-50-percen...
The video doesn't show how that happens. The robotic systems seem to be moving boards around, not parts. Yet that's the big manual part.
Archer Aviation has been flying their electric air taxi over the SF bay this week.[2] Cost is about $5 million, though.
The big event for flying cars will be the 2028 Olympics in LA. VIPs will be shuttled around in Archer craft. That's about the right demo market - trips are short, but congestion on the ground is a problem.
[2] https://www.archer.com/news/archer-completes-historic-electr...