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Hello, and welcome to Techscape. They have been other wild days in Elon Musk News. Are attentive to our coverage. In personal news, I eliminated Instagram from my phone to try a month without it. Instead of moving, I’ve been listening Thygirl and Lady Gaga’s new music.
American superiority?
Deepseek took the United States stock market last week by proposing that AI really shouldn’t be so expensive. The suggestion was so impressive that around $ 600 billion of Nvidia market capitalization was cleaned in one day. Deepseek says he trained his badge model, which exceeded US application stores and almost equals the performance of the main models of the United States, with only $ 5.6 million. (What is necessary that figure has been disputed. He knows what they were talking about. The same with Meta and Microsoft’s huge assignments. Hello, Big Spend: investors want to see that this cash flow turns to the other side.
In the midst of mania, goal and Microsoft, two technological giants who have opted their future in their artificial intelligence products, reported their quarterly gains. Each one has pledged to spend tens of billions of dollars next year to build their artificial intelligence infrastructure, which has already generated tens of billions. Meta has promised $ 60 billion, Microsoft $ 80bn.
When asked about Depseek in a call with analysts, Mark Zuckerberg rejected such suspicions: “I still think that investing very strongly in Capex and Infra will be a strategic advantage over time.”
Satya Nadella said: “As AI becomes more efficient and accessible, we will see exponentially more demand.” Microsoft has adopted Deepseek and made it available to Azure customers.
The complete fortune of a person will live or die in the superiority of the American AI: Sam Altman. He reacted to Deepseek Mania by announcing that Openai would launch a new version of Chatgpt with greater capabilities for free. Previously, paid chatbot users, some of which pay $ 200 a month, received access to their avant -garde capabilities. What Altman didn’t say was just as remarkable. He did not announce that Operai would reduce his enormous expense, nor did he say that Stargate would need less effective. It is as committed as Zuckerberg and Nadella to the Big Bucks game.
I will be seeing Google’s profits tonight for the opinion of L succinity Pichai about what Deepseek means for your company and its huge expenses.
The philosophy of AI and corporate governance
On Thursday of last week, I attended the premiere of DoomersA new work set in the Operai offices on the weekend that Sam Altman was fired as CEO. I found it stimulating and fun, although imperfect and frustrating, and I would recommend seeing it if you can.
The work occurs in two acts. In the first, Seth, Altman’s analogue, sits at a long table with other company executives while discussing what happened: the Board has given the CEO the ax. While talking, Altman and the company’s security and alignment, Alina, grow more likely. Alina fears that her megalomania will have any possibility of creating a safe one; Seth finds its youth and obstructive anxiety. Myra, the substitute for Mira Murati, who briefly assumed as CEO in Altman’s location, wants everyone to get along so that the company can work. In the second act, equally in length but less interesting than the first, the members of the Board think aloud about what they have done with increasing repentance.
The work is an experiment of dramatized thought that establishes an unstoppable force: the multimillionaire progress of the AI industry, against an immovable object: the belief that AI could grow so powerful and intelligent that it concludes that humans no longer They are necessary and the cleaning of us outside. Such fears may seem like the province of a fantasy novelist, but Altman himself has said AI could end human civilization In an open letter signed by dozens of scientists and businessmen of AI.
The work manages to personify opposite schools, with each character that represents a point of view in the debate. Seth wants to accelerate the development of AI as much as possible, and he wants to be the one who does it. Alina wants to stop things enough for careful consideration of dangers. Other characters throw blows from different angles and allied with a polo of the argument or another in configurations that can be left wondering on what side of the debate is really. The ethical lines can be blurred, but the playwright Matthew Gasda brings many zingers sharp to this C-Suite knife fight.
Gasda said he interviewed the actors of the AI industry for work, and the effort is evident in how the ideological contours of the work conversations are reflected AI’s true rival features. The exchanges of the characters reflect the real ones that have taken place in the Operai offices with most of the same players. Doomers can be the closest to the transcripts of their disputes. A technology reporter who covered the saga and attended the premiere told me that he was closely with the real drama.
Where the work fails, however, it is in the plot. It does not go beyond the staged philosophical colloquium. The characters do very little but rhythm from one side to another, especially in the second act, leaving the conflict in almost the same position as when it began. In the first half, the conflict of Seth and Alina reaches a critical point within his office, but that confrontation does not produce a discernible change within the character, nor do we observe what Seth does after him and the others leave. I sat through the intermediate with a feeling of unresolved tension that did not dissipate in the second act, when the members of the “Mindmesh” board discuss the measures to avoid the next possible Seth movements. They do not act. The audience does not see the result of the long arguments of any of the acts, which left me doubly frustrated because the lack of change was repeated. We have to review the news that arrived after that weekend, which presents a unsatisfactory outcome. Altman was reinstated as CEO. Won. Helen Toner, the member of the Operai Board most associated with the security of AI and Alina’s analogue, was expelled.
The work program lists its dramaturges such as Chatgpt and Claude, so it may not surprise that it feels abstract and mechanical. Although the characters show emotion when they make their moral points, the program as a whole lacks the human element of action based on belief. The characters argue about faith, but the Holy War has already happened before the work begins. Gasda wrote that “saw new versions of Frankenstein” in the coup d’etat of the Juntas room of the startup of AI. The issues of arrogance, fear and technical performance at all costs are apparent and well elaborated in the Doomers. The ideas are there. However, what is lacking the work is the drama and the movement of the global persecution between Victor Frankenstein and its creation.
RFK JR, Sweetgreen, Seed Ocils and the Health Conspiracy Pipe
My colleague Johana Bhuiyan writes:
Robert F Kennedy JR has fought a war in enough things. But among its main enemies are seed oils. According to RFK JR, who was nominated to direct the Department of Health and Human Services of the United States and confron Americans. Recommend using beef tallow.
Nutritionists say that these oils are not only safe, but they could also have cardiovascular benefits; However, the demonization of seed oils has been invested. The health and well -being influencers on social networks have promoted the benefits of resident -meat sebum, they affirmed that seed oils were guilty of inflammation and promoted the anti -aging and mental health benefits to leave them. The battle against seed oils was not initiated by RFK JR – Eater drew it back to a study Posted seven or eight years ago, but it has given renewed steam.
Publications on seed oils are reaching the main current without any indication of conspiracy. If you follow something related to health or physical condition, or simply spend time on Instagram, YouTube or Tiktok, you will encounter a seed oil publication that makes science behind the statements almost definitive. Even commercial decisions are affected: the Sweetgreen salad chain began marketing its seeds without seed oil two weeks ago.
Given the reduction of the conspiracy of the current nominated for the Trump administration and social platforms move away from data verification, conspiracy theories are likely to be filtered in the main current much more frequently. By the time those ideas hit their feeds, they will be stripped of all conspiracy brands and fed along with a comforting but easily discredible science.