paxy

While I don't have any particular interest in the topic this is a great blog post. No AI in every second line, no needless marketing or hype. Just a bunch of engineers talking in their own voice about a topic in great detail with numbers, charts, visualizations.

> CVE-2026-98432 is a critical (CVSS 9.8) bug

That means nothing. A CVE's score is theoretical. It's up to every individual implementation to decide how it affects them.

Neither the headline nor the writeup itself explains it. The fact that there are 500+ comments on this post and not a single one has explained why exactly this CVE needs to be fixed with urgency tells me that Ubuntu's decision is likely the correct one.

I really want to see how all the people freaking out at a 1.5% market "rout" will react when an actual correction happens.

There is exactly zero chance Apple lets open, constrained models run on iPhones. We are talking about a company that doesn’t allow apps that contain bad words. People holding out hope for this are delusional.

They say this in every earnings release to emphasize that they have a diversified revenue stream beyond just iPhone, but if you dig into analyst estimates the “service revenue” is mostly AppleCare (purchased for iPhone), App Store purchases (for iPhone) and iCloud storage (purchased for iPhone). There’s a reason they don’t break it down on their earnings report.

Models running locally doesn’t benefit Apple unless they can control the model. Otherwise they’ll end up being dependent on Google, Meta etc the same way they are today for apps and services. And getting out of that hole won’t be as simple as building a maps app.

If iOS games are any indication then an Apple console would have 100x the low-effort microtransaction slopware as Sony and Microsoft. I think we’re better off without it.

You can tell how desperate an argument is by how many derivatives they are using.

So why have EV sales in the US been dropping almost every quarter since 2024, from a peak of ~10% of new sales down to under 6% today? Is this the “mature market” you are referring to?

For comparison, that number is 53% in China and 60-70% in most European countries. In Norway 97% of new sales are EVs.

Comparing it to the US isn’t really meaningful considering the EV market here is on life support.

Federal subsidies were eliminated. Funding for charging infrastructure and battery manufacturing was rolled back. ICE emission regulations were repealed. Individual states were barred from enforcing their own standards. EVs are down to 6% share of new vehicles sold.

Most domestic manufacturers have given up on EVs entirely and written off their investments. Tesla is the only one standing, and their US sales have also been falling for the last couple years.

Looking back 2024 is probably going to be the peak of the US EV market.

If it makes you feel better all these online calculators are way off because they look at the rise in company value but ignore dilution.

For example if you got a $1M stock grant after Anthropic’s series D round in March 2024, when the company was valued at $18.4B, your stock would be worth “only” 19.5x that today whereas the company has gone up 52x in value. That’s a whopping 63% dilution, because they have raised 4 more rounds since then and all those investors need shares.

The founders themselves have been diluted down to a ~1.4% stake.

If it is really so famous and obvious then why has Ubuntu marked it not critical?

Humans don’t need to understand the data for models to train on it.

A large enough number of examples of “here are the model weights -> here’s what it does” will achieve this.

I read the whole post and still don’t have any idea what it is and how severe it is. Ubuntu has not marked it critical. Is there any reason to disagree with that assessment? In an entire post criticizing Ubuntu you’d think they would at least make that case.

They have also not shared why they didn’t patch their kernel directly when updated versions have been available for a couple weeks now. Why wait for Ubuntu at all?

Everyone is saying it is expected, and I agree, but it’s also clear that employees of AI companies spending unlimited zero-cost tokens in their day-to-day work is resulting in products that aren’t usable by the vast majority of regular workers who don’t have this luxury. Dogfooding your product is good but you should also use it with the same constraints that you place on your users, otherwise what signals are you really getting?

> excluding stock awards

So it exceeds employee pay if you discount the vast majority of employee pay.

From what I’ve seen jobs that need deeper domain knowledge will call out “ML” or “research” in the job title.

Everything else is just an inflated title to make the company seem AI forward.

Any piece that starts off by conflating the internet and the web isn’t worth reading.

Imagine not thinking about “food” and “shelter” all the time. Try it.

Sure, but let’s not forget that ~90% of the Bay Area does not work in tech. They are all being left out of the AI boom, similar to how they were left out of every tech boom before it. Don’t see why we need to specifically weep for these ex-FAANG engineers because they couldn’t get into OpenAI or Anthropic.

It’s okay to have criticism, but at least be constructive about it. This “I demand to speak to the manager” energy should be kept out of open source.

The post gives no details about what this vulnerability is, how critical it is, how it is impacting them personally, how vulnerable their servers are, how they are working around it.

Just a title designed to generate the maximum outrage followed by a few meaningless lines.

> At the same time they aren’t actually using it all; a bunch is juat sitting in warehouses not doing anybody any good

Is there any source for this beyond online clickbait? I find it hard to believe that RAM is piling up in warehouses while simultaneously every AI company and every consumer is desperate for it.

The term "lab rats" exists for a reason. This is in the bottom 10% of weird shit people do to animals for research.

So then set up a factory? Weird to say "everyone else should stop using X because I want it to be cheaper".

Scarcity is because of AI demand. Data centers are set up to meet that demand. It’s quite rich to say “evil companies are taking up all the ram” when they are serving billions of users and you want to do the exact same thing for yourself.

Every day this story gets more exaggerated

Slop

The real estate market is effecively frozen right now because buyers can't afford houses at the current rates and sellers are still holding out hope that they will come back down to 3%.

Once reality sets in we will start to see prices slowly adjust.

How does a Faraday cage block visible light?