This seemed more alarming news: AAI is tracking IPs/proxies/vpn, timezones on requests.

https://tech.yahoo.com/ai/claude/articles/anthropic-caught-secretly-spying-users-204222066.html

While it is explained as “only to accuse China of evil”, its tracking everyone, and empowers US government crackdowns on anyone either AAI or US doesn’t like.

For last 5 quarters, Nvidia has sold much more GPUs than get installed. On 3 year depreciation schedule, 8xh200s are $1.50/hour per card just sitting there. B200s are $2/hr. (Nvidia changes network cable each generation). Very expensive to do what you are suggesting is happening, but only other explanation is smuggling into China, or secret sovereign/military purchases.

It’s also possible that they are lent to tier 2/3 datacenters in revenue share deals.

The fundamental lie behind the AI fraud is that compute is scarce relative to demand. OpenAI, Grok, Meta did overinvest in hoarding GPUs far ahead of their usage. Last 2 are now competing on hourly GPU market, and AI tokens/revenue has fallen 20% since spring peak, which is a bubble pop compared to 10x/year perpetual growth expectations behind the hoarding. While hourly gpu rental market is stable rather than declining, it is stable at very low prices, mostly for accounting reasons of not actually losing money intentionally. Deployed GPUs are abundant proven by accounting floor based pricing. A b300 can deliver 8x the tokens of an h200 but only rents for 2x more.

Cant pretend a gender cannot be paid to lie. Above having other motives to.

Bullshit. Allegations with political timing should always be dismissed. Anything said with a motive to lie, and to be paid to lie, is a problem. Dems want to lose again, and just get paid to lose.

He really wanted to say that the pope is the anti Christian because he won’t bless Israel subservient war on Iran, or skynet. Opposing skynet is just Chinese propaganda that will stop us taxpayer funds all going to Peter Thiel and palantir.

most of the fuel weight required is to lift the rest of the fuel. Fuel costs is about $1m for full load. Rest of cost is huge staff, maintenance, and capital cost of rocket.

The $200/kg launch price target is based on 150 ton capacity. That’s a $30m launch costs target. Volume/foldability matters the most because that is the actual constraint that limits datacenter launch to a single NVL72 size.

It will never be an economic thing. Only unpluggable skynet military thing. The weight is not an issue. though. It’s volume.

Incredibly bad, too lenghty, mostly irrelevant criticisms of the fraud of space datacenters, followed up by the Skynet military justification of being unable to unplug skynet.

Space datacenters from SpaceX are a fraud because they have a 5 year lifecycle with deorbiting of entire unit. The costs compared to 30 year lifecycle of terrestrial solar/battery powered datacenter energy is thus 6x higher (costs of shell/shield, solar, radiators is about the same but 6 replacements). Terrestrial building costs are $20/watt. SpaceX ambitions are to get $30m/launch costs. To be only 2x the terrestrial costs, launch costs need to be $1m (just the fuel costs) with deorbit being to fly off into space instead of a salvage trip.

At 12x the costs, the competitive GPU rental hurdle has to be 12x more expensive than earth. Only military skynet applications would pay for this, and specifically, only permit mechahitler to decide if skynet is doing a good job.